Creating a Smart List

Estimated Time to Complete: 10 minutes

Daylite's ability to supply important information at a moment's notice is only as good as the information you put into it.

As you build your historical data in Daylite, it becomes more important than ever to keep it organized and customized so you can access the information accurately and efficiently.

Using filters to set specific criteria, Smart Lists allow you to customize the information you see in Daylite, so you can quickly access what you need and hide the rest. To make things more accurate and efficient, saved Smart Lists dynamically update in the background, ensuring you always have the latest information at your fingertips!

Boost your efficiency when you organize like a pro! Here's How!

What is Segmenting?

Segmenting is the process of categorizing your data into groups based on relevant criteria. This provides the best way to sort and order the data you add to Daylite and offers a reliable means to search and analyze that information. You can segment Tasks, Opportunities, Projects, Calendar entries, Notes, and more!

Filtering Your Data

1. When you click on the Add Filter icon, you will see the Filter popover. Each row can be configured to filter by a different field.

1. What do you want to filter? - a checkmark will appear beside your filter choices.

1. How do you want to filter the search? - any, all, or not at all.

Did you know?

"Match all" requires ALL filtered conditions to be met for a result to be successfully generated.

"Match any" requires ANY filtered conditions to be met for a result to be successfully generated.

1. You can add additional sub-filters. - creating sub-filters can help you focus on what you need.

Creating a Smart Lists

Now we come to the amazing part.

Using filters to search and further segment data may not be a new idea, but what really makes Daylite stand out is what we do with that data when we create Smart Lists!

A Smart List appears on the left-hand Sidebar and automatically updates the filter, or filters you've just created. Every filter you create and save as a Smart List is automatically placed in the Daylite sidebar.

If you add a new Contact to Daylite, or update an existing Contact's record, your Smart List will look at that new information, and if any of it matches the existing filters, the Smart List will automatically include that new information in its filtered search.

As an Example

Let's say you wanted to follow up on your leads that have not seen any activity in the last 90 days.

Your filter should look like this:

1. Set your Filter to Match All

2. Filter for Categories that are Leads

3. Click ... to add a sub-filter.

4. Set the sub-filter to Do not match all

5. Click the first pop-up button and select Activity

6. Choose in last and type 90 days

7. Click Save as Smart List

1. Name the Smart List Leads Going Cold.

Summary

Congratulations! Now that you are an expert at segmenting, filtering and Smart Lists, you are now working most efficiently, saving you time and hassle and making you money!

To review, you have:

• Learned about Segmenting

• Used Filters to Search

• Created a Smart List

Want More?

Segmenting by Category Segmenting by Keyword Start applying Smart Lists to your Projects.