With Daylite you can create custom views that show you only the information you need. You can filter for information and save it as a smart lists.
Please follow these steps to create a smart list in Daylite to filter e.g. for contacts with a specific information such as the persons's role in a company:
- Select People from the left sidebar
- Click at the funnel icon to open the filter function
- Add a filter criteria by clicking at the plus symbol or select an existing criterion to change it
- Choose [Companies] [at least one] [match all] of the following
- In the sub-filter below, select [Role] of person [is] [CEO]. All persons with the role CEO will be displayed
- If you want to save the created filter as a smart list, click Save as Smart List and give it a name
In this HelpCenter article we describe how to create an customize roles and relationships in Daylite.
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