How can I create a Smart List based on Notes or Emails? How can I create a Smart List based on Notes or Emails?
  1. Marketcircle Support
  2. Daylite
  3. Training
  4. Daylite & Apple Mail
  5. Filtering & Searching

How can I create a Smart List based on Notes or Emails?

Roxy Roxy
  1. Select the Notes or Email list in the 'Notes & Email' section in Daylite
  2. Click on the magnifying glass icon at the top of the preview pane
  3. Setup your criteria based on the data you are searching for. The search will be updated immediately once you edit the criteria
  4. Click on the 'Save as Smart List' button to save the list
  5. The Smart List will appear in the 'Notes & Email' section. Here you can give the Smart List a specific title.

Within the Notes section of Daylite, using the filter to show how to Save a Smart List.

Showcasing a personalized Smart List saved in the Daylite panel under Notes & Emails.

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