How to create a new contact in Daylite

Watch this video for a guide and productivity tips or use the steps below for an outline on how to create new contacts in Daylite.

Watch the video


Creating a person on the Mac

Creating a person from the toolbar

  1. Click the New Object button in the toolbar.
  2. Select New Person.
  3. Enter the appropriate information.
  4. Click Save All.

Creating a person from the menu

  1. Choose File > New > New Person.
  2. Enter the appropriate information.
  3. Click Save All.

To create a new person in context

  1. Create a new object, or, open an existing object.
  2. Click the New Linked Object button at the top-right corner and select New Person.
  3. Enter the appropriate information.
  4. Click Save All.

Creating a company on the Mac

From the toolbar

  1. Click the New Object button in the toolbar
  2. Select New Company.
  3. Enter the appropriate information.
  4. Click Save All.

To create a new company from the toolbar

  1. Choose File > New > New Company.
  2. Enter the appropriate information.
  3. Click Save All.

To create a new company in context

  1. Create a new object, or, open an existing object.
  2. Click the New Linked Object button at the top-right corner and select New Company.
  3. Enter the appropriate information.
  4. Click Save All.

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