How do I create categories and keywords in Daylite?

Keywords and categories are helpful for structuring your Daylite contacts and other information. They make it easy to filter for specific information you need, for example for all new leads.

In this article you will get to know how to create categories and keywords in no time in Daylite.

Creating Categories

1. Navigate within the menu bar on top of your screen to Daylite -> Preferences
2. Click at Categories and choose an Daylite object (e.g. Person) you would like to create a category for
3. In the left corner, click at the plus-icon to create a new category
4. Enter a name for the category and choose a color for it
5. Please make sure that the box called Active is ticked

Creating Keywords

1. Navigate within the menu bar on top of your screen to Daylite -> Preferences
2. Click at Keywords and choose an Daylite object (e.g. Person) you would like to create a keyword for
3. In the left corner, click at the plus-icon to create a new keyword
4. Enter a name for the keyword and choose a color for it
5. Please make sure that the box called Active is ticked

If you now choose a person in Daylite, you can assign the category or keyword your created.

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