The latest version of Daylite for iOS version 4.0.6 is now available in the App Store!

4.0.6 brings a crash fix when adding tasks.

The Marketcircle Team

We’re very excited to announce the arrival of Billings Pro Version 1.6.2 and Billings Pro Touch 1.6.2. You can upgrade directly to Billings Pro 1.6.2 in the Mac App Store. Billings Pro Touch 1.6.2 on is available for download in the App Store on your iOS device.

What’s new in Billings Pro Touch 1.6.2 ?

Invoicing on your iOS Device

One of the features we’re most excited about is the ability to now send invoices from your iOS device. You can choose from 3 invoice templates (AirMail, Swiss and Blueberry) and they are generated as PDF invoices. Additionally, you can view existing invoices from the account history on your iOS device.

What’s new with Billings Pro 1.6.2 on Mac OS? 

Billings 3 Migrator

If you’re using Billings 3 and have created a new Billings Pro account, Billings Pro will offer you the option to migrate your Billings 3 database. Larger databases will take more time so make sure you set aside a few hours to migrate. If you’re a Billings 3 user who hasn’t yet made the jump to Billings Pro, you can sign-up for a free account here.

Some of the other important features include:

•  New sync indicator located on the top right of the main window that shows a progress wheel when synchronizing.
• Smoother sync for high traffic accounts. We’ve optimized the sync system so that it does not interrupt the interface during long, heavy or slow syncs.
• Fixed an issue when pulling notes from Daylite 4.
• Updated a number of taxes. Removed some no-longer used taxes.
• Added the ability to specify 3 decimal percent formatter in report/invoice/estimate editor.

For the full release notes please visit our Knowledge Base.

*What’s new with Billings Pro Server 1.6.2 for Mac OS (For self-serve only)*
This update is for Billings Pro self-serve customers only that host their own server. If you have a cloud account, this does not apply to you.

Billings Pro Server 1.6.2 updates include:

• Added support for invoicing on Billings Pro Touch
• Fixed an issue where the server on/off buttons would switch off all the time

Please note self-serve customers: You will need to upgrade to Billings Pro 1.6.2 (Touch, Mac and Server) or you will get an error message when trying to send and view invoices on your iOS device. If you’re a self-serve customer, we will be sending you an email today with upgrading instructions. If you haven’t already signed up to receive email updates, please fill out the self-serve form to receive upgrading instructions.

For any additional questions please email info at marketcircle.com. We hope you enjoy!

MC

We’re happy to announce that Daylite Version 4.2.1, Daylite Server 4.2.1 & Daylite Mail Assistant 4.2.1 are now available for download on the Marketcircle website.

Thanks!

Marketcircle

We’re very excited to announce that Daylite Verson 4.2 is here! Daylite 4.2, Daylite Server 4.2 & Daylite Mail Assistant 4.2 are now available for download on the Marketcircle website.

In this version, we’ve added tons of new features while continuing to focus on improving stability and performance. Visit our Knowledge Base for a full list of bug fixes. Our partners at Learn Daylite provided a video overview of what’s new in 4.2:

To recap, the most important features added in Daylite Version 4.2 are listed below:

Sync Indicator

We’ve improved the sync engine and added a sync indicator located in the top right hand corner of the Daylite window. Similar to the Mac Mail app, the indicator will not be visible if everything is working properly. If there’s an issue, a lightning bolt icon will appear and by clicking on the icon, relevant information about the issue will become available. If a more serious issue is detected, a red exclamation icon will appear. Watch a video on the Sync Indicator.

Finding Duplicates and Multi-Combine

We’ve created this really handy feature to minimize confusing contact double entry. Now Daylite can seek out duplicate contacts quickly then combine them in a single record. The multi-combine feature will merge information in all duplicate records into a single record to save you tons of time copying and pasting from one record to another. Watch a video on Finding Duplicate Contacts and Multi-Combine.

German and French Localization

You can now run Daylite, DMA and Daylite Server Admin in German or French. The entire interface and reports have been localized. We have partners offering services and training in French and German.

All existing customers will receive an email at some point today notifying them on the upgrade process. Please note, if you choose to update Daylite from the Mac App Store, you must still refer to the email or our website for instructions on updating Daylite Server & Daylite Mail Assistant. Daylite 4.2 will be available on MAS at some point this week. If you are new to Daylite, you can sign-up here to receive a 30 day free trial. For any questions regarding this process please email info at marketcircle.com.

We’ve worked really hard on this version and hope you enjoy!

The Marketcircle Team

Daylite version 4.1.4 is now available for download on our website. Google recently made a change to their CalDAV servers, which prevented customers from adding their Google Calendars to Daylite.

The 4.1.4 update addresses Google’s backend change so that Google users can continue subscribing to their calendars in Daylite. There are no updates to Daylite Server or Daylite Mail Assistant at this time.

Please note that you may experience a problem with your Google Calendars not loading after upgrading to Daylite 4.1.4.  You can refer to our Knowledge Base for an article on how to fix this.

You can upgrade now directly from our website or if you prefer to wait, you can download this version from the Mac App Store once it’s been approved.

*Update: Daylite version 4.1.4 is now available for download in the Mac App Store

Marketcircle

Thanks!

Marketcircle

Our persistence has paid off. Much to our surprise, Billings Pro 1.6.1 got approved on the Mac App Store late Friday night. A nice Christmas present for us!

If you are on 1.5.5 (the last approved Mac App Store build), you should upgrade to 1.6.1 as soon as you can by doing to the Mac App Store on your computer. There are a number of sync and cloud related fixes – including that annoying “cloud not available” message when it actually is available. 1.6.1 is also important if you plan to use our new Freelance or Free plan or if you want to integrate with Daylite 4.1.

If you’ve gotten the 1.6 build from us directly, you can stay with that. We’ll post 1.6.1 on the site soon.

In the coming weeks, you’ll see another update for both Billings Pro and Billings Pro Touch.

Happy Holidays!
AJ

We have some good news, Daylite 4.1.1 has been approved by the Mac App Store. We will make it available on Wednesday. If you recall, we changed our release policy to first release on the website and then release on the Mac App Store if and when a version got approved.

Many of you have opted to take that road and download directly from the website. If you have done so, there is no need for you to update to this Mac App Store version.

Normally, it wouldn’t be a big deal, but if you are on version 4.0.6 (the last approved Mac App Store version), you will need to follow the update steps carefully. The changes from 4.0.x to 4.1.x are significant with many many requests fulfilled.

So if you are on 4.0.6 from the Mac App Store, we are giving a couple days notice so that you can plan and prepare for the update. Once again, we will make the update available on Wednesday.

You can get the instructions of how to upgrade on the downloads page.

Until next time…
AJ

We’ve just released Daylite 4.1.1 that resolves an issue where bulk editing opportunities could remove the associated pipeline.

If you do not use opportunities or bulk edit, you can ignore this update.

Thanks

The Marketcircle Team

We’re very proud to announce Daylite 4.1. We think it is the best Daylite release to-date! Features such as search & filtering, tasks, meeting invitations, printing, reports, and Daylite Mail Assistant (DMA) have been updated with a focus on improving your productivity. Our beta testers confirmed we did just that with this release, providing feedback such as, “my productivity just exploded (positively) as DL is so fast, efficient…” and “I like Daylite more and more… it is the greatest CRM tool.” We’re anxious to get this release to you as soon as possible, so it’s available directly from our website now and has been submitted to the Mac App Store for approval.  To get you started, let’s review some of the Daylite 4.1 feature highlights mentioned.

Search Everything Fast

Search is now more comprehensive and much faster. Daylite 4.1 searches all entries – emails, notes, tasks, projects, opportunities, contacts, even forms – as well as major fields including phone numbers, details, addresses and custom fields, greatly increasing the likelihood that you’ll find what you’re looking for. This is because the full content of entries is now searched (i.e. the full body of an email, notes, etc.) and the most relevant results quickly returned (and we mean FAST). You can see additional results of a specific type by clicking the “more” button. We also added a global keyboard shortcut to access a Daylite search from anywhere, no matter which app you are in.

More Ways to Filter

In this release filtering has also been improved with expanded options to help you get a list of matching entries. The new filter options include job title, department, group details, ticker symbols, CC, or BCC email fields, email/URL/IM labels and types, project and opportunity details, and more.

Quick Task Entry

For those of you who generate lots of tasks, we’ve made it easier to add them in Daylite 4.1 with a new global keyboard shortcut. Just go to your Daylite Preferences > General > Quick task entry shortcut, and put in the shortcut you would like to use to activate the entry window. Then no matter what app you’re in, adding Daylite tasks is quick and easy.

Talk About Your Tasks

If you are a Siri user you’ll be thrilled that you can add your tasks to Daylite 4.1 with Siri. With some configuration, both your Daylite Inbox and Worklist will now appear in and sync with the Reminders app on your iPhone and Mac. So simply tell Siri, “add take out trash to worklist” and it’ll show both in Reminders and in the Daylite Task Worklist.

External Calendars in Color

In Daylite 4.1 you now have the option to see category colors in other calendar apps and even set a category when making an event in another app. This option is set in the Calendar Sharing preference pane.

Manage Meeting Invitations

With this release we added some additional features to the external meeting invitation support to ensure you are in complete control over what gets sent out to your contacts. Every time you invite someone to a meeting, you’ll get a confirmation dialog to make sure you’re aware what’s going on. If necessary, you can also resend invites when you need to jog someone’s memory about a meeting.

For external meeting invitations you receive, you can now modify certain details of the appointment, like categories or keywords. Finally, DMA no longer automatically processes received invitations until you accept or reject the meeting.

Put It On Paper

Calendar printing is done easily in Daylite 4.1. Simply view your calendar as you would like it to appear, showing multiple users, or only particular categories and select File > Print. You can control date ranges, font sizes and whether to include a legend or mini calendar.

There is also “configurable” print layouts for labels, envelopes and multi-column lists where you can specify the printer, paper size & orientation and font sizes. When printing lists, any numerical columns are summed automatically and you can also change how the columns are spaced, add grid lines and alternate row background colors. All of these configured layouts can be saved as templates.

Bill with Billings Pro

Together, Daylite with Billings Pro are now a more complete workflow solution for almost any small company. Daylite 4.1 can transfer data into Billings Pro, including contact details for people or companies. Tasks and appointments associated with a project can be sent to Billings Pro as either estimates or working slips to make invoicing a client a seamless workflow, avoiding any duplicate data entry. Hence, no matter how you bill your client – by the hour, task, project, etc. – you can do your business in Daylite and easily invoice for it through Billings Pro. Read more on how Daylite and Billings Pro work together.

Do More With Other Apps

We’ve published an Application Program Interface (API) that allows Daylite functionality to be extended through integration with other great apps. For instance, if you need some great email functionality, DirectMail and Mail Chimp are examples of powerful Daylite integrations created by other developers. Or, if your workflow includes heavy project management you should check out the existing Daylite integration with Merlin. See a complete listing of existing Daylite add-ons with some really great software solutions. If you are an interested developer, you can read about the API.

New Interactive Reports, Easier Customization

Some of our partners have created outstanding custom reports in the past. In Daylite 4.1 we’ve made that customization process easier with the newly released API (above). While we were at it, we added a few reports of our own that allow you to look at information in a more graphical view with drill down capabilities that provide detailed information. For example, the Opportunity vs Contact Creation Report is a valuable analytic tool in a sales organization. As a sales manager, you can see the number of contacts (people and companies) versus the numbers of opportunities created over the last month. A disparity between these numbers might indicate a lack of conversion within your sales team, and future efforts could be focused on closing that gap. Take some time to check out the new reports and how they might help drive your productivity. To find a partner for report customization, visit our partners page.

Daylite Mail Assistant Automated

Using Daylite Mail Assistant to record and capture communications is even easier since it now optionally auto-links emails. This option can be selected under the Daylite pane in Mail Preferences. Turn on automatic linking to have emails recorded in Daylite as you view them – no need to continuously click “Add to Daylite”! For those using Microsoft Exchange Server, you’ll be happy to know we’ve also improved support for Exchange accounts.

DL 4.1 Release Wrap-up

A great deal of effort has gone into this release, significantly improving the stability of Daylite. Over 120 reported bugs have been addressed and resolved. As result, we think Daylite 4.1 is a great release. Upgrade to Daylite 4.1 now and check out the full release notes.

Word to the Wise: Daylite 4.1 requires a specific installation and upgrade process. This process can take UP TO AN HOUR per machine if you have a large database. If you cannot upgrade all desktop clients and the server at the same time, you should refrain from upgrading until you can perform the proper procedure. If you do not follow the proper process, sync will stop and you’ll be pretty upset!  We don’t want that to happen.