Default Company for a Person

When a person is linked to multiple companies in Daylite, you can set one as their default company. This is typically the organization they currently work for.


Set A Default Company


  1. Select the Contact record and choose Edit.
  2. Hover your mouse over the company you want to set as the default.

  3. Select the button with the small "...",

    An example of a Person’s Contact Card in Edit mode, showing their Companies and highlighting the ellipses symbol.

  4. Next, choose the small down pointing arrow and choose "Set as Default Company."

    An example of a Person’s Contact Card in Edit mode, showing their Companies and highlighting the down arrow button, which opens up the option to Set a Default Company.

  5. Click Done to exit Edit Mode.

Success ✅

The company you set will now appear at the top of the persons detail card.

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