How do I create a new contact in Daylitye?

Daylite differs between two types of contacts: Persons and Companies. 

Learn by reading this article how to:

• Create a person via the menu bar
• Create a person via the toolbar
• Create a person from context
  
  
• Create a company via the menu bar
• Create a company via the toolbar
• Create a company from context

Creating a person

Creating a person via the menu bar

1. Navigate via the Daylite menu bar to File -> New -> New Person
2. Enter all relevant details
3. Click Save

Creating a person via the toolbar

1. Click the + New button in the Daylite toolbar
2. Select New Person
3. Enter all relevant details
4. Click Save

Creating a person from context

If you're working in a different data record and want to create a linked person, just follow these steps:

1. Click the icon with the three periods "..."
2. Select + New Person
3. Enter all relevant details
4. Click Save

Creating a company

Creating a company via the menu bar

1. Navigate via the Daylite menu bar to File -> New -> New Company
2. Enter all relevant details
3. Click Save

Creating a company via the toolbar

1. Click the + New button in the Daylite toolbar
2. Select New Company
3. Enter all relevant details
4. Click Save

Creating a company from context

If you're working in a different record and want to create a linked company, just follow these steps:

1. Click the icon with the three periods "..."
2. Select + New Company
3. Enter all relevant details
4. Click Save