Segmenting

Assigning one Category but different Keywords to Daylite helps you segment your Contacts, which you can then use when doing a search. Each of the object types in Daylite can be given one Category but multiple Keywords from a pre-determined list. These lists can be customised according to the specific client’s business requirements.

Did you know?

You can only assign a single Category to a Person or Company, such as Prospect, Client or Vendor, but you can assign as many different Keywords as needed, such as Newsletter, Christmas card or Webinar.

This would let you know they are part of your newsletter mail out, require a Christmas card, or were part of the webinar you ran to attract new customers. Now each time you run a search using any of these Categories or Keywords you will see a list of your customers (Category) who receive your newsletter (Keyword).

Congratulations, you have successfully segmented your database.