Daylite 3 Beta 3 .: Marketcircle KB

Browse by Category

Preferences and Settings

Daylite Mail Integration

Marketcircle KB .: Daylite 3.x .: Versions .: Daylite 3 Beta 3

Daylite 3 Beta 3

New Features or Improvements

Added multi-column sortability to all the results lists. Click anywhere in the column headers to see a sheet with sorting options.
Added the XML Web Lead importer
Changed Appointment list area to be more consistent with the other view. Appointment details are now shown in the bottom pane.
Changed Tasks area to be more consistent with the other view. Tasks details are now shown in the bottom pane.
Location Type labels now supported, shows in Task and Appointment cards
Added a Today button to the calendar views - shows today in the currently viewed calendar view (i.e. if looking at a month and the today button is clicked todays month is shown)
Added time to the month view display
Changed the Address field to accept 'return' while in that field (to accept multi-line addresses). The tab key behaves the same and takes you to the next field.
Calendar Due List can now be configured to show or not show Completed items (Use the popup menu at the bottom of the Due List)
Calendar Due List can now show or not show Overdue items (Use the popup menu at the bottom of the Due List)
Added a online/offline sync activity log and console message. Both the start and completion of the sync are noted in the console and a log of the sync activities is written to the user's home -> Library -> Logs folder.
Added the ability to double click objects in the link table in the edit cards, which will show them in the main window.
New Address Book preference pane.
New Auto Dialer preference pane.
New Database maintenance preference pane
Added functionality for drag and drop of URLs to objects in Daylite that can link to Web references(Contact, Group, Project, Opportunity, Organization).
New User Defaults Preference Pane
Added a detail view/Heads-Up-Display to the Appointments pane
Added "Priority" to available columns for the Task list Column mode.
New category/keywords (classifications) preference pane
Extra Fields added to Line Items and Product / Services
Added ability to define extra field names for Products and Services and Line Items
Added Run Scripts permission to users
New Forms preference pane
Added confirmation before a user can run a script and confirming successful script runs.
Added a business card view at the bottom of the due list.
Added Task details field to the quick search index - up to 512 characters. You will need to rebuild the index (in the Maintenance Pref pane)
Added Appointment/Meeting details field to the quick search index - up to 512 characters.
Overdue Tasks, Opportunities and Projects are bolded in the Calendar Due List
Added ability to drag a task to the calendar to reschedule the task's due date
Added note create date to the Note Detail tab in the main window
Added icons to contact/org roles prefs
Modified delete/replace sheet so it handles the ability to replace with None or restrict this
Added functionality to delete relationships
Added Contact/Org Roles preferences

Fixes

Fixed issue where notes linked to a project were not carried over during a 1.x db update to 3.0 db
Increased the transaction timeout of newly created databases from 600 to 14400 seconds. This will help with synching offline databases.
Fixed issue where adding new roles in an editing card for an object can cause that object to get duplicated in some circumstances.
Fixed issue where when creating a new contact using the "Link Additional Contact" next step in the New Contact card, a duplicate organization was created.
Keywords now sorted alphabetically by default in the keyword picker.
Fixed issue where trying to bulk edit Appointments caused a crash before the window appeared.
Discount total not updating in Line Item create/edit view
Discount formatter on Line Item Create/Edit view not correct.
Fixed issue where the Filter field in the results header was showing up to the far left of the header(covering the tab buttons) the first time the pane was loaded.
Fixed issue where hitting '+' in a field with a phone formatter on it would cause a crash if phone formatting was enabled in the preferences.
Fixed issue where an Appointment type and Category name could be changed in the Smart Calendar window
Fixed issue where linking a new user to a contact with no email would cause crash
Fixed a situation where a blank form would cause a crash
Fixed issue where a shortcut button would not get removed when a sourcelist was deleted and you would crash on next login
Fixed issue where double clicking an appointment on the calendar would no longer open the appointment in the edit card - it now does.
Fixed appointment create/edit card so that the min duration of a timeblock can be 5 min.
Opportunity total now respects international currencies
Tightened the margins the month view to make better use of the available space.
Fixed a situation where bogus teams where created in newly created offline databases.
Fixed issue where widgets in the Relationship Picker dialog were not resizing properly
Fixed issue where the widgets in the Role Picker dialog were not being resized properly
Changed the colors used for the drag create Appointment in the day and week views
Fixed issue allowing Notifications to be edited in the Notification Window
Made the scroller small in the Notification Window
Fixed logic for overdue items in the Calendar Due List
Fixed incorrect text displayed issue in hot keys preferences
Fixed issue where a user could not rename its username to resolve case issues
Fixed Delete button disabled in preferences bug
Changed the data selection technique in the report writer. Reports created prior to beta 3 will not work. You will need to open the report templates and reset the data fields for Tables, Group By, Top/Down Pipeline, Linear Pipeline and Forecast elements. Legacy .dlrpt's continue to work. Place them on the desktop temporarily for the print sheet to pick them up
Fixed extra fields bug (too many fields being displayed in prefs) for products/services/line items
Fixed org region/type/industry pop-ups sorted
Fixed issue of deleting default roles
Fixed bug when linking a contact or organization to another object with a role. Contact/Org itself was displayed in link table rather than what it was linked to
Role Types are sorted alphabetically in the role chooser dialog
Relationships are sorted alphabetically in the relationship chooser dialog