Using Notes
Last updated
Last updated
The age of little yellow sticky notes posted all across your computer monitor may be a thing of the past, but the idea is still a sound one. In Daylite these are called Notes, and they are an excellent way of recording your thoughts, observations and updates.
Attaching Notes to an existing Object is the most efficient way to link comments about a meeting, a Person, an Opportunity, or a Project. A Note should always be linked to the currently selected Contact, Opportunity etc. It does not just exist as a Note all on its own.
Daylite encourages you to link Notes to your Objects, which helps add context to the Object, and can be viewed in the Object's Activity timeline.
As an example, let's open Allura Vaughn's Contact card and select New Note from the Object Menu.
Now fill in the Note. In this case, we sat down with Allura and disussed the expaansion of her current buildings by renovating her parking garages. The Note is a great place to add some details or thoughts about the meeting, such as Allura being a vegetarian. This is important because when we are scheduling a follow up lunch, we can book a reservation at Stacy's, which is a fabulous vegetarian restaurant. Be sure to add the category and any links or files to the Note.
When a new Note is created it is helpful to add a descriptive title. This title is searchable, which is why you should give as much information in the title as you can.
The date and time is automatically added to the Note when you create it. You can adjust the date and time of the Note in the Edit mode. This can be helpful if the Note relates to something that happened on a different date.
You can use existing Categories, or use Settings > Categories to come up with ones that fit your use case.
Segmenting your Notes using Categories is an excellent way to keep organized. Using proper Categories to help segment Notes also helps when it comes time to use the Quick Search field.
Here are some examples that you could use as Categories:
Meetings
Reference
Checklist
Wish Lists
Ideas
Pro Tip:
Remember that you can use Emojies in your Categories to make them stand out.
You can link the current Note to any other existing Object in Daylite. For example, you could link the Note to one or more Contact or perhaps an ongoing Project.
Add an associated file or a related URL link.
When a Note is created in Daylite the Owner will be set to the user who created the Note. This can be changed to another user at a later date if necessary.
As a default, Notes are set to Public visibility, which means everyone can see it. You can change this by clicking the Edit button, and choosing either Private, if you are the only one who should see the Note, or Permission, and selecting which users have access to the Note.
The user, creation date, and time are automatically recorded when a new Note is created. This cannot be changed at a later date.
By creating a Note this way, Daylite will automatically link the Note with Allura's Activity timeline, found under the Activity tab. You will also see that the Note, along with everything else in the Activity timeline, is colour coded for easier recognition.
