{"id":247008,"date":"2020-10-16T19:33:32","date_gmt":"2020-10-16T17:33:32","guid":{"rendered":"https:\/\/iosxpert.biz\/?page_id=247008"},"modified":"2025-09-08T15:54:29","modified_gmt":"2025-09-08T13:54:29","slug":"finding-contacts","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-academy\/finding-contacts\/","title":{"rendered":"Daylite Academy – Finding Contacts"},"content":{"rendered":"

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This course is part of our Daylite Business Coaching<\/a>. You are already a Daylite Business Coaching customer? Login >><\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”1″ _builder_version=”4.16″ text_font=”||||||||” text_font_size=”20px” text_line_height=”1.6em” header_font=”||||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”45px” header_line_height=”1.3em” header_2_font=”||||||||” header_2_text_align=”left” header_2_text_color=”#000000″ header_2_font_size=”45px” header_2_line_height=”1.3em” background_layout=”dark” module_alignment=”center” custom_margin=”-13px||0px||false|false” custom_padding=”||5px||false|false” custom_padding_tablet=”” custom_padding_phone=”||0px||false|false” custom_padding_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”34px” header_font_size_last_edited=”on|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”34px” header_2_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

Daylite Academy<\/a><\/h2>\n

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Course: Finding Contacts<\/h1>\n

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Section:<\/span> Build And Nurture Relationships<\/a><\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” custom_margin=”5px||||false|false” global_colors_info=”{}”]<\/p>\n

Being able to find your contacts in Daylite is as important as creating them in Daylite. Daylite offers various ways to find contacts. This course covers searching and finding contacts and their information in your Daylite database. We’ll touch base when it’s best to search and when it’s best to filter for results.<\/p>\n

We’ll cover these topics:
– Searching
– Filtering contacts
– Sorting contacts<\/p>\n

Duration:<\/strong> about 45 minutes<\/p>\n

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Content<\/h2>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Introduction<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#000000″ header_3_text_color=”#000000″ header_3_font_size=”20px” custom_margin=”40px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

SEARCHING CONTACTS<\/strong><\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How do I use the global search?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I find contacts in the activity history?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: Searching contacts in activity history and global search<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I find linked contacts?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How can I search for contacts in Apple Mail?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: Searching Contacts<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#000000″ header_3_text_color=”#000000″ header_3_font_size=”20px” custom_margin=”40px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

FILTERING CONTACTS<\/strong><\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

What is the differences between searching and filtering?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How do I use simple filters?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How do I use complex filters?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How do I use filters with a time range?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How do I use Insightview?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: Filtering Contacts<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#000000″ header_3_text_color=”#000000″ header_3_font_size=”20px” custom_margin=”40px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

SORTING CONTACTS<\/strong><\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

How do I sort contacts?<\/h3>\n

[\/et_pb_text][et_pb_divider color=”rgba(0,0,0,0.16)” divider_position=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font_size=”18px” custom_margin=”10px||1px||false|false” custom_padding=”||||false|false” global_colors_info=”{}”]<\/p>\n

Test: Sorting Contacts<\/h3>\n

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This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login >>Daylite AcademyCourse: Finding ContactsSection: Build And Nurture RelationshipsBeing able to find your contacts in Daylite is as important as creating them in Daylite. Daylite offers various ways to find contacts. 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