Using Daylite Search
Last updated
Last updated
Has a client called you unexpectedly and you need to pull up their personal information? Or maybe you have an upcoming Appointment and you need the address so you won’t be late.
Whatever the reason, Daylite’s search function has been designed to help find what you need at a moment’s notice.
Daylite searches absolutely everything related to your inquiry as you begin to enter information into the search field. This means it is not just looking for people's names, but actually scanning through your entire Daylite database.
Daylite does what is known as a deep search across multiple Objects. This means it will search the name of People, Companies, Tasks, Opportunities, Projects, Notes etc. It will also do a search of addresses, details, and locations, as well as search through the contents of notes, emails, and more. This means that more often than not you can quickly find something in Daylite just by typing in a single word that is associated. The more content you add, the more likely you are to be able to retrieve information later.
For example, you may not remember a Person's name but you might remember something about them, such as the place you met, a topic of a conversation, or the contents of an email. If those details are in Daylite you will be able to find them again easily. Daylite also uses what is known as clever logic to bring recently accessed information to the top of lists. Let's say you recently spoke with Allura Vaughn on the phone. During your call you decided to add a Note or a new phone number to her Contact record. When it comes time to contact this person a month from now, you might not remember her second name, but Daylite will bring Allura Vaughn to the top of your search because her Contact record was recently modified.
By utilizing partial searches properly, you will be able to find what you are looking for in Daylite, even if you aren’t entirely sure of the exact spelling or location. You could refer to partial searches as “casting the net”, because when you only type a few characters, Daylite’s Quick Search will begin to pull from everywhere, which means your search will be quite broad.
As an example, even if we just start by typing the letter e into the search, Daylite would begin searching through People, Companies, Projects, etc, looking at the most recent entries first that have the letter e in them, and then as more characters are typed in Daylite will refine the results.
By learning to cast your net, you can easily find the information you need, and you may discover something new along the way.
Two additional examples of using Daylite's search capabilities effectively:
Your partial search for Fish finds one of your clients named Charlotte Fisher, who you need to email a quote to, but it also brings up another Contact in your database named Chips Hardy, because you have mentioned that Chips Hardy like fish in his details.
By typing Watermill into the search field and it lists two different People. Each of them work at a company called Wartermill. This is an example of being able to locate the right People even though you do not know their names, you just know the Company they work for.
You can also use the more option in the Quick Search field to show a full list of People who have the letter “E” in their name.
Searching by Description means grouping your Contacts by the information contained in their Details field. The Details field is customizable, and allows you to add information about a Contact such as their job title, company size, or specific interests.
Using the Details field as a means of searching comes with a warning however.
Searching by Details is only as effective as the information that is added into the Details field. Each user is different in their level of diligence, meaning your search is only going to be as effective as the information contained in the Details field itself. Some users might add lots of information to the Details field, while other users may leave it woefully empty.
Searching your Contacts by Description can help you to create targeted marketing campaigns and much more personal emails that show you are listening to your prospects and clients.
To search by Description in Daylite, simply add any additional information here:
You can now use the Advanced Search for specific words or phrases in the description field.
You can search multiple criteria at once. This will help narrow down your focus.
You can search for Objects such as Notes, and bring them into the currently selected focus.
You can use match all and match any to filter for different parameters at the same time.
Learning to filter your search is a really important step in your Daylite journey. By refining your search parameters and learning to filter your searches you will be able to find exactly what you are looking for quickly and easily.
The Filter icon appears at the top of the Daylite app. You can use this filter to set different parameters from an extensive list of searchable options.
Daylite shows you relevant lists of searchable parameters depending on the context, or where you are working in Daylite. This means you only see options that relate to where you are.
For example, if you are filtering a list of People, Daylite will show a search parameter list that is relevant for People, such as first name, last name, email address, hobbies, nickname etc.
The search parameter list would change depending on whether you want to filter a list of Contacts (People and Companies) or Tasks, Notes etc.
Saved filters can be accessed in the Daylite Sidebar.
The example below is using a People list.
Filters are nearly infinite in their capacity to search for what you need. These are just a few examples of how to set up your filters effectively. If you want to filter your list even further use the + button to add as many rows as needed.
If searching for the name of someone you can type it in to the box here. It is using the "contains" option which means that it will find names that contain specific text. For example, if you type "Smith", Daylite will show all the people who have "Smith" in their first or last name.
By applying a Category to all of your Contacts in Daylite, you can easily filter by that Category from the drop-down list. For example, you could select the Category of "Client" to bring up a list of your all clients.
If you have added Keywords to your Contacts then you can also use these in your filter search.
For example if you have selected Client as a Category filter, you might also select the Keyword called Referral. This would result in a list of Clients whose lead source was a Referral.
