From capturing meeting takeaways to documenting project updates and client insights, notes are where the details that matter live. In Daylite, your notes aren’t just standalone documents—they’re fully integrated with your contacts, deals, projects, tasks and appointments. That means every insight is connected to the work it supports, easy to find, and ready to turn into action.
In Daylite, notes are organized by the work they support, not by folders or tags. Whether it's a client meeting, project update, or sales conversation, your notes are linked directly to the relevant contacts, sales opportunities, and projects. This contextual organization makes it easy to find and review important information, keeping everything aligned and ready to move your business forward.
Daylite provides the essential note-taking tools you need to capture and manage information effortlessly. Whether it’s tracking client meetings, jotting down project details, or recording important follow-ups, Daylite ensures everything stays organized and connected. Here’s how Daylite helps you keep your notes actionable and easily accessible:
In Daylite, all your notes—related to your business—are centralized in one place, regardless of the subject. Gone are the days of searching through multiple apps or folders. With everything in one place, you can easily find what you need, keep track of important details, and stay focused on the work that matters.
Use bold, italics, and other styling options to make key details stand out. The style picker keeps your notes clear and easy to scan—without slowing you down.
Add files from your Mac or the web directly into notes, keeping reference material close to your thoughts and plans.
Seamlessly embed visuals directly into your notes—perfect for screenshots, mockups, or reference material—right where they add the most value.
Organize your notes into meaningful groups using categories, and tag them with keywords for quick filtering and retrieval later.
Take notes wherever inspiration strikes—on a contact, a project, a sales opportunity, or even an appointment or task. Every note stays anchored to the context where it belongs.
Speed up your workflow with shortcuts for formatting, creating new notes, and more. Take notes without slowing down.
Daylite makes it simple to manage and find your notes with powerful tools like Smart Lists, Global Search, and List Views. Fully integrated with your business data, these features let you filter, search, and sort notes by multiple criteria—ensuring you always have the right information when you need it.
Create custom Smart Lists to automatically organize your notes based on criteria like active sales opportunities or SOPs. With Smart Lists, you can focus on the notes that matter most, ensuring that the relevant info is close at hand.
Global Search lets you find any note in seconds—no matter where it’s stored in Daylite. Searching across your business data, you can instantly retrieve the notes you need, helping you save time and stay organized.
Daylite’s List Views allow you to view all your notes in one place. Sort, filter, and customize your list to see the notes most relevant to your current work—whether they’re linked to clients, sales opportunities, or projects.
With Daylite, your notes aren’t isolated from the rest of your business—they’re linked directly to the contacts, sales opportunities, and projects they’re related to. This makes your notes more actionable, as you can quickly reference past details, track progress, and stay aligned on next steps without leaving Daylite. Everything works together to move your business forward, giving you clarity and context in every note.
In Daylite, notes are linked to the work they support—clients, sales opportunities, and projects—so everything is organized in context. Unlike traditional note apps with tags and folders, Daylite ensures that when you need to review a client or project, all the relevant notes are right there, keeping you focused and saving time.
Having all your notes tied to your business data means you're always working with the most relevant information. This context ensures you’re making decisions based on up-to-date, connected data—whether it's following up with a client, reviewing progress on a deal, assessing project milestones or completing a task.
Notes in Daylite allow you to capture everything from customer call transcripts to project requirements to meeting minutes. By linking these notes to the rest of your business data, you ensure that all your institutional knowledge is organized, accessible, and continues to work for you over time.
Daylite’s integrated notes ensure your entire team is on the same page. Whether you’re working on a project, closing a sales opportunity, or managing client relationships, everyone can contribute, review, and update notes in real-time. Because notes are tied to the work they support, your team always has access to the most up-to-date and relevant information.
Use smartlists to create organized, accessible repositories for your team's shared knowledge—whether it’s SOPs, product specs, or company policies. These lists can automatically pull in relevant notes based on criteria like categories or tags, so the entire team can easily access the information they need to stay aligned and informed.
Capture weekly updates directly in notes related to sales opportunities or projects, so everyone on the team stays informed without the need for regular meetings. By documenting progress and important insights in Daylite, your team can refer to the latest information anytime, ensuring key details are captured and preventing unnecessary follow-ups.
Set permissions on who can view or edit shared notes, ensuring the right people have access to the right information. Whether it's sensitive client data or open project details, control who sees and contributes to each note.
When you delegate a task from a note, you can include additional context—whether it's key details, reference materials, or relevant history—so the person assigned has all the information they need to complete the work.
Every note your team records becomes part of a growing foundation of institutional knowledge. In Daylite, these notes are securely preserved—compounding over time into a valuable resource your business can depend on, even as team members change.
Because Daylite is a true native application that stores your data locally (unlike a web app that requires an internet connection), you can continue working on your notes even when you're offline. Whether you're on the go or in an area with no internet connection, you can still view, edit, and add new notes. Once you're back online, Daylite will automatically sync your updates, ensuring your notes are always up-to-date and accessible across all your devices.
Because that real-time, on the go critical information shouldn’t be lost, scattered, or disconnected—it should work for you.
In most businesses, important notes live everywhere—on sticky notes, in spreadsheets or emails, or buried in random dispersed apps, leading to missed details, wasted time, and poor follow-through. Daylite solves this by turning note-taking into a connected, strategic part of your workflow.
So instead of scrambling for information or letting things slip through the cracks, you stay sharp, prepared, and in control (and don't forget - very professional and 'on the ball'!). Daylite Notes allow you to -
Why this matters.
Because the quality of your business decisions depends on the information you have. And Daylite Notes makes sure that information is always clear, connected, up-to-date, and within reach.
If you’re ready for Notes that actually support how you work, the onlychoice is to capture, connect and execute with Daylite.
Because when your information is this connected, your whole business runs better.
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