DMI 2 Beta 4 .: Marketcircle KB

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Marketcircle KB .: Daylite Mail Integration .: DMI Versions .: DMI 2 Beta 4

DMI 2 Beta 4

New Features or Improvements

Added the ability to select a contact in the DMI (and optionally 1 Opportunity or 1 Project) and merge that contact with a letter template in Daylite and then insert the resulting text (rich or plain) at the current selection in the Mail Compose window. The feature is available from the compose window in the Daylite drawer. Go to the Gear (action) icon at the bottom and select 'Merge...'. Use this for frequent replies or any kind of standard communication you send out.This should be a major timesaving feature
Added the ability to look up addresses in Daylite from within Mail. You can do this 2 ways:

From the Daylite Address Panel (in Mail -> Window menu). It behaves in a similar fashion to Mail's own Address Panel. You can locate an address and double click to create a new email addressed to that person or if you have a compose window already open (and front most), the address is added to that email. You can include searching Organization and whether to use Daylite's Quick Find Index or not.
While in the To or CC field, you can select Mail -> Message -> Add Address From Daylite. The same functionality is available in this sheet as in the Address Panel.
You open the selected record in Daylite using the contextual menu. You can also explicitly import the name and email address into the 'recent recipients' list. When you add an address to an email from the Address Panel or from the Address sheet, DMI puts the address into the recents recipients list (that is what turns it in a blue bubble in the to and cc fields)

Fixes

Properly handles outbound email addresses when sent from Daylite.
Now DMI is a proper Universal Binary
Fixed the ability to create Project and Opportunities from DMI
This build works towards making DMI work properly with Daylite v3. This includes revised icons and updates to the required Daylite Remote API version number

NOTICE
This build, while stable, is considered beta software, so all the beta software caveats apply.