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
- Click the New Object button in the toolbar.
- Select New Person.
- Enter the appropriate information.
- Click Save All.
Creating a person from the menu
- Choose File > New > New Person.
- Enter the appropriate information.
- Click Save All.
To create a new person in context
- Create a new object, or, open an existing object.
- Click the New Linked Object button at the top-right corner and select New Person.
- Enter the appropriate information.
- Click Save All.
Creating a company on the Mac
From the toolbar
- Click the New Object button in the toolbar
- Select New Company.
- Enter the appropriate information.
- Click Save All.
To create a new company from the toolbar
- Choose File > New > New Company.
- Enter the appropriate information.
- Click Save All.
To create a new company in context
- Create a new object, or, open an existing object.
- Click the New Linked Object button at the top-right corner and select New Company.
- Enter the appropriate information.
- Click Save All.
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