Daylite 3 Beta 4 .: Marketcircle KB

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Daylite Mail Integration

Marketcircle KB .: Daylite 3.x .: Versions .: Daylite 3 Beta 4

Daylite 3 Beta 4

New Features or Improvements

Calendar views now respect the preference for which day of week to start weeks on
Added ability to specify any day of the week as the first day of week in the preferences
Added the ability to produce Label Sheet (Avery) templates to the Report Writer. The old label and envelope system has been deprecated. The Preset labels picker needs a bit of work still
Added Format Text Table - Tiger Only
Added Format Text List - Tiger Only
Added Format Text Link - Tiger Only
Added Format Text Line Spacing - Tiger Only
Fixed issue where all opportunity state reasons were being show for every state rather than only the reasons which apply to the current opp stateAdd task reminders
Day and week calendar views now respects the day start and end preferences
Added Midnight as an option for the day start time preference
Now defaulting reminders to fire 15 minutes before
Added new Global Find feature, which searches all objects in the database. This is especially useful for searching things that the Quick Find does not search, such as File/URL References, Note contents, Tasks, and Appointments.
Made the rows for the Appointments list higher so that both the name and the date can be displayed, as well as the appointment type icon.
Added functionality to make OK button respond to "return/enter" in create/edit cards by default
Added the Win/Loss chart to the Report Writer. It is now an available option.
Added a Pipeline Load chart. This charts should be wrapped in a Group By element (grouped by Pipeline).
Month view now supports selection and menu interactions
Properly handling appointment/event deletion such that the day/week view will now remove the appointment/event when deleted from else where in Daylite
Double clicking in a day square on the month view now creates a new appointment for that day (Used to go to the day in the day view)
Double clicking in the day badge of a day square on the month view now goes to that date in the day view (The day badge is the square with the day number in it!)
Added ability to restrict a users ability to delete objects
Added General preferences pane.
Added validation code for preference items, (category, keywords, role types, org types, industry, regions, opp types, state reasons, correspondence, pipeline, resources)
Added "flag" image to the column header in the Contacts and Organizations results, if you have that column showing(in the configurable column mode)
Preferences only editable by admin or super users.
Added reminders for Appointments
Last selected calendar view mode is now remembered between launches
Due list visibility is now remembered between launches
Due list details pane height is now remembered between application launches
Added File -> Database -> Create New Database menu as a convenience.
Added File -> Database -> Go To Sample Database as a convenience. It may be an issue until full multiple database login is restored.
Width of the due list is now remembered between application launches
Added ability to set admin/super privileges on user from user prefs
Added new date picker button for choosing the date in applicable form fields.
Added ability to double click an attachment in a note in order to extract and save it.
• Added selection capabilities to the day and week calendar modes allowing menus o work, and things like Command-Delete, etc.
Reworked the calendar control area - The forward/backwards button have been moved to be with the today button which has been replaced with a diamond.
Moved the menu item "Find" from the "File" menu to the "Edit" menu, in a submenu. The new name is "Quick Find"(still command-F)

Fixes
Note: some fixed are not listed and a few are still pending.

Fixed issue where notes linked to a project were not carried over during a 1.x db update to 3.0 db
Fixed issue where all opportunity state reasons were being show for every state rather than only the reasons which apply to the current opp state
Fixed issue where the busy bars in the month view could render incorrectly in certain situations
Fixed issue where if you had a delimited import file that had a column header with no title, the importer would crash when trying to read the file
Fixed issue where Opportunity pop-ups where not sorted alphabetically
Fixed issue where icons would show as a ? icon in the details area of the Notification window
Fixed issue with ability to create reminders for 0 days/minutes/etc. Also fixed it so you can't have an empty reminder date (for Tasks)
Fixed issue where 0 units could be set on a reminder
Fixed issue where changing the date of an Appointment to another day of the same month would cause it to be duplicated on the month view
Fixed issue where creating an appt for another user and setting a reminder would put that reminder in the queue for the creating user
Fixed issue where a reminder would be created in the past causing the reminder to fire immediately and not show the relevant object in the Notifications window (The relevant object now shows)
Fixed issue where creating an appointment and setting the reminder while leaving the default reminder values would not create a proper reminder
Fixed issue where Find was forgetting that it had been closed so when you re-connect to the document the Find panel is visible again.
Fixed issue where a reminder being fired would crash Daylite
Fixed issue where snoozing a messed up reminder would crash Daylite
Fixed issue preventing the Delete key from working in the calendar views
Default values for custom form fields not being saved
Fixed issue where adding the Opportunities column to the Task or Appointment lists was causing a crash.
Can't access Address Book / Identity / Taxes preference panes unless you are admin/super user
Respecting user permission settings for Go Offline
Respecting Sync with Palm/AB user permission restriction
Respecting Import/Export restriction in user permissions
Fixed issue where changing the properties of a Calendar source list would not auto update the calendar view
Fixed issue preventing appointments from removing from the month view when deleted else where in Daylite
Fixed issue where using the Today button in the calendar would not refresh the due list
Fixed issue where Reseting AB Sync date was not being updated in the UI
Fixed issue with Daylite Application installer package
Fixed issue with Daylite database installer
Fixed issue where Tasks, Projects or Opportunities with newlines in their title would cause the due list to render incorrectly
Fixed issue where changes to the address of a contact or organization were not updating the find panel indexes and so for instance searches for things like zip code and city may not have been accurate.
Fixed issue which caused several edit cards to be opened for the same object.
Fixed issue with appointment Holiday type doesn't allow you to select a date range but only start time/end time
Changed Priority menu in the bulk edit card for Task to include the new proper choices(1 though 5) instead of just 3 choices.
Removed delete column from permissions table in all the bulk cards.
Fixed issue which always showed the Apply To All checkbox in the relationship picker (Should only been shown if there is more than 1 relationship to process)
Fixed missing Priority fields from Opportunity/Project
Fixed a bug where if you close a Create/Edit Object window with the close button, next time you try to edit, it will say its being edited by someone else
Fixed bug when validating end time of an appointment caused it to fail the 5 minute min duration check
Syncing Daylite groups to Adress Book now works
Fixed a bug when adding organization types, the added type was being added to the tableview twice
Added State Reason back to Opportunity create/edit card.
Fixed dragging of pipeline stages in the Pipeline preferences, was not working on Panther.
Removed the mechanism that would zoom Daylite windows when the screen parameters changed (includes fast user switching).
Restored missing toolbars and merge keys drawer in letter editor windows
Fixed an issue when you sent an email from Daylite and the email did not exit in Mail's previous recipients - the email would not be recognized by DMI. Requires latest v1.6 DMI.
Fixed issue where double-clicking an object in the linking sheet was not committing the link(equivalent to pressing the "Link" button), instead it was opening the object in the main window.
Fixed issue causing the due list width to get smaller every time it is opened and closed
Fixed issue(s) preventing the calendar views from cleaning up on logout (Caused notification based crashes)
Fixed issue where the ReminderManager was not being cleaned up properly
Fixed issue where adding the Opportunities column to the Task or Appointment lists was causing a crash.
Can't access Address Book / Identity / Taxes preference panes unless you are admin/super user
Fixed issue where database preferences should not open if logged into more than one database or report windows are open.