Contacts are the gold of any customer database. Manual contact entry is a tedious but necessary topic for many. Whether it’s email signatures, imprints or LinkedIn profiles, data often needs to be typed in hand by hand and correctly formatted. This not only takes time but also carries a high risk of errors. Incorrect phone numbers, swapped email addresses or incomplete company details can later lead to chaos in the CRM and errors in processes.
1. Create contacts directly from email signatures using the ImportAssistant
How often do you receive new contacts via email? Instead of laboriously typing out the name, company, phone number and address from the signature, the Import Assistant from iOSXpert can do this for you.
- Simply highlight the signature in the email text
- Right-click and use Services to quickly pass the relevant data to Daylite
- With one click on Save a new contact is created in Daylite
This not only saves valuable time but also ensures that all data is correctly imported.
2. Import company data directly from Apple Maps
When you create a new company in Daylite, you no longer need to painstakingly research the address or phone number. With the magnifier function you can search for the company directly in Apple Maps from within Daylite and create the company record.
When creating a new company, simply click the magnifying glass next to the Company Name field
- Search for the correct company and select it with a double-click
- All available data, such as address, website or phone number will be automatically transferred to Daylite
This way, you avoid typos and have all essential company data captured within seconds.
3. Import contacts from LinkedIn with the LinkedIn integration
Many business relationships nowadays start through LinkedIn. Daylite makes it easy to save these contacts directly. With the LinkedIn integration you can seamlessly import profiles from the business network into Daylite or quickly update existing contacts.
- Use the LinkedIn widget in the Daylite Copilot to find the contact
- Via the Daylite icon, you can quickly create or update a contact including their LinkedIn profile picture
- You save yourself the hassle of manually copying data and have the direct link to the contact’s LinkedIn profile to reach out to them there
Especially during lead generation or networking at events, this is a huge time saver.
Conclusion: Smart contact capture Instead of typing work
Whether from email signatures, Apple Maps or LinkedIn, using iOSXpert extensions helps you avoid the typical mistakes and effort of manual contact capture in Daylite. These three features make your CRM not only more complete and up to date but also give you more time for what really matters: Your customer relationships.
