# Contacts {% embed url="" %} In Daylite, contacts aren't just entries in an address book — they're the central hub that ties your work together. Emails, tasks, appointments, opportunities, and projects all link back to the people and companies involved. This means you always have what you need before a call, during a meeting, or when picking up where a colleague left off. *** ### People and Companies Daylite keeps **People** and **Companies** as separate record types. Why this matters: * You can associate multiple people with a single company * Enter the company address once, and everyone linked to that company shares it — no need to copy it to each person * Roles and job titles are specific to each person's position at that company * Opening a company record shows everyone who works there #### Creating a Person 1. Select **Contacts > People** in the sidebar. 2. Click **+ New Person**. 3. Enter their name. Click **…** to expand fields for prefix, middle name, or suffix. 4. Add contact details: email, phone, address. Click the label (e.g., "Home") to change it. 5. Click **Save**. #### Creating a Company 1. Select **Contacts > Companies** in the sidebar. 2. Click **+ New Company**. 3. Enter the company name and details. 4. Click **Save**. {% hint style="success" %} **Tip:** Adding a profile photo makes it easier to remember who you're meeting with, especially if you're juggling multiple clients. {% endhint %} *** ### Linking People to Companies When you associate a Person with a Company, you can also capture their **Role** (like Chief Architect or Technical Lead), **Job Title**, and **Department**. This helps you know exactly who to contact for what. Once linked, the Company shows up on the Person's record, and the Person appears in the Company's team list. #### To link a Person to a Company: 1. Open a Person record. 2. Double-click anywhere on the record or on **Edit**. 3. Click **+ Add Company** or press **Cmd + L**. 4. Search for and select the Company. 5. Fill in their **Role**, **Job Title**, and **Department**. *** ### Relationships You can also connect People to each other — useful for tracking family members, business partners, referral sources, executive assistants, and similar connections. These links are two-way. Mark Sarah as John's Assistant, and John automatically appears as Sarah's Manager. You only enter it once. #### To create a relationship: 1. Open a Person record. 2. Click **…** and select **Link**. 3. Search for another Person. 4. Choose the relationship type (e.g., Assistant, Spouse, Referred By). *** ### Classifying Contacts Daylite offers two ways to organize contacts: **Categories** and **Keywords**. **Category** assigns a single label to a contact — like Client, Prospect, Vendor, or Lead. Each contact gets one Category, and they're color-coded so you can spot them at a glance. **Keywords** let you tag contacts with multiple labels. A single contact might have "Referral," "Newsletter," and "VIP" all at once. #### To assign a Category: 1. Open a contact record. 2. Click the **Category** dropdown. 3. Select a Category, or click **Edit Categories…** to create a new one. #### To add Keywords: 1. Open a contact record. 2. Click **+** next to the Keywords field. 3. Type a Keyword and press Return. *** ### Contact Fields Standard fields cover name, email, phone, and address. You can add multiple entries for each — home, work, mobile — and label them however you like. You also have: * **Details** — Open text fields for notes like preferred contact times, interests, or reminders ("watch out for the dog when visiting"). * **Custom Fields** — Define up to 12 text fields and 4 date fields to capture information specific to your business. #### To add Custom Fields: 1. Go to **Daylite > Settings > Custom Fields**. 2. Select **People** or **Companies**. 3. Add your fields (e.g., "First Meeting Date," "Contract Renewal"). *** ### Activity View Open any contact and you'll see a timeline of every interaction — emails sent and received, notes, completed tasks, meetings, linked opportunities, and projects. It's organized by date, newest first. This builds up on its own as you use Daylite. No extra data entry required. #### To view a contact's history: 1. Open a contact record. 2. Look at the right side of the window for the Activity View. 3. Scroll through the timeline, or use the search field to locate something specific. *** ### Segmenting Contacts With hundreds or thousands of contacts, you need ways to zero in on who matters right now. **Filters** narrow your list by Category, Keyword, recent activity, linked opportunities, and more. Save any filter as a **Smart List** and it stays in your sidebar, updating itself as your data changes. A Smart List for "Prospects with no activity in 90 days" will add people who go quiet and remove them once you reach out — no manual upkeep. #### To create a Smart List: 1. Select **People** or **Companies** in the sidebar. 2. Click the **Filter** icon. 3. Set your criteria (e.g., Category is "Lead," Activity not in last 90 days). 4. Click **Save as Smart List**. #### Example Smart Lists: * **Going Quiet** — Category is Lead, no activity in 90 days * **Active Prospects** — Category is Prospect, linked to an open Opportunity * **Due Today** — Has an incomplete Task due today *** ### Next Steps * [People](https://claude.ai/help/mac-fundamentals/contact-management/people) — Detailed guide to People records and fields * [Companies](https://claude.ai/help/mac-fundamentals/contact-management/companies) — Detailed guide to Company records * [Importing Contacts](https://claude.ai/help/mac-fundamentals/contact-management/importing-contact-information) — Bring in contacts from Apple Contacts, Google, or spreadsheets * [Segmenting Your Contacts](https://claude.ai/help/learn/build-relationships/segment-contacts) — Advanced filtering and Smart Lists --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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