Important information about this upgrade: This build of Daylite will need a schema upgrade to the database; as such, it is required that all offline databases be synced to the main online database prior to upgrading, and all offline databases should be recreated after the upgrade. Sync services should be reset. If you have been using Daylite Delivery, keep in mind that Daylite Delivery 1.2 is required.
New features1.
Reminder changes: Reminders have been completely reworked, allowing for unlimited reminders for any user on any appointment and task. This also resolves sync problems associated with multiple reminders on an appointment or task that were encountered by some users. Reminders on repeat appointments are also properly supported now.
-Resolves syncing issues with iCal alarms.
-Allows unlimited reminders for appointments and tasks to be created by any user.
-Allows automatic creation of default reminders when accepting appointments and when appointment/task is delegated or assigned.
-Improved import and export of appointments/events containing reminders to/from iCal.
2.
Task changes: Some options for tasks have been reworked to simplify and enhance the management of tasks.
-Added a new "Inbox" for tasks. You can manually add tasks to the inbox for reviewing and processing them later. You can do this by selecting the "Inbox" checkbox in a task card or dragging tasks to the Inbox in your Source list pane. In the Default Values pane of Daylite Preferences, you can select whether you wish to add all new tasks to the inbox.
-Users can now set a "Someday" flag on tasks and use the corresponding
Smart list to manage those tasks. When you are not sure about when you
will be doing a task and/or whether you will be doing it, but you want
to record it for future reference, you can set a "Someday" flag on it.
-There are changes to task priorities, so existing values will be transformed into new ones. The mapping is as follows:
- 1(High) is retained as 1(High)
- 2, 3, 4 is retained as 2(Medium)
- 5(Low) becomes 3(Low)
-There are changes to task statuses, so existing values will be mapped into new ones. The mapping is as follows:
- Other, New become Open
- Routine becomes In Progress
- Determine Action becomes Pending
- Determine Delegate becomes Pending
- Deferred, In Progress, Done, and Cancelled remain the same
-Added a command in the Create menu to convert an existing task into a project (moves the task to trash). For example, this is useful because sometimes you start by creating a task; however, as you proceed you find that there is a lot more involved and it would be more ideal as a project. For a task with sub-tasks, Daylite converts the main task into a project and sub-tasks will be linked to the project.
-Added the ability to mark all sub-tasks as "Done" when the parent task is marked as "Done." Conversely, if a single sub-task remains to be done, as soon as you finish it and mark it as "Done," the parent task will also be marked as "Done."
3.
Preferences changes: Update to the Notifications preference pane have been made to support the new reminders, allowing to create default reminders for both appointments and tasks, and the option for automatic creation of these when accepting appointments or when an appointment or task is assigned or delegated. Additional flexibility has been added to the Default Values pane. Locations can now be administered in the new Locations pane. Additionally, all preferences for database users are now stored in the database instead of the local system.
-Default reminder settings can be created separately for appointments and tasks.
-Significantly improved User Defaults preference pane. Now includes the ability for the administrator to set global user defaults which apply to everyone, or individual users can override global defaults with their own preference. Administrators can also copy all user defaults from one user to another.
-Added a Locations preference pane, where users now have the ability to manually manage the list of locations that will be available in the task window.
-All user defaults are now stored in the database.
4.
Other changes: Added recruiting and custom software development database templates. These templates have preset categories, keywords, pipelines and other preferences that are customized specifically for the recruitment and custom software development industry. You can view a sample database for each of these templates or create a new database from the template and start using Daylite right away.
Fixes and improvements1.
Sync fixes: There have been fixes to bugs in the sync mechanism, both for Address Book syncing as well as calendar syncing.
-Fixed bug where Daylite's sync services support would fail after adding an Address Book contact to the Address Book Daylite group.
-Fixed issue while syncing reminders with email addresses associated to them.
-Re-worked reminder syncing to fix bugs with duplicates.
2. Fixed issue with the duplicate organization sheet being brought up repeatedly while creating a contact.
3. Fixed potential crashes that can occur while archiving attachments.
4. Fixed issue that would cause synchronization to get turned off if using an offline database.
5. Fixed issue where the user's default category would get renamed when adding a contact through DMI.
6. Fixed issue where tasks with no priority were being set to "Medium" when brought in from iCal.
7. Fixed issue with organization phones not being properly copied when creating a linked contact (if the preference to do so is set).
8. Fixed issue with the search & replace text functionality in the Project/Opportunity bulk edit cards.
9. Fixed issue where documents merged using Excel were not being saved.
10. Fixed issue where creating sub-tasks would not work properly in the task brainstorm mode.
11. Fixed issue where replacing a label with another one would cause all the phones for the affected items to get the same label.
12. Improved time display in the calendar view to respect the user's preferred time format.
13. Modifications in the Users & Teams pane of Daylite Preferences is only possible while connected to the online database.
14. Reminders now work properly for repeating appointments/events. In the past, a reminder would get turned off, so the repeat appointments' reminder would never occur.
15. Refresh now also refreshes the Notifications window.
16. Added "No Priority" option in the contextual menu for tasks in the results pane.
17. Improved offline sync connection to online database. Daylite remembers up to 3 connections to the online database to use when going online or synchronizing with the online database.
18. Improved the description of the appointment when sent as an email reminder.
19. Added location information to task and appointment print summary.
20. Improved performance in delimited importer for large imports.