Improvements- Improved the report engine - approximately 500% speed increase in layout phase, data gathering phase unchanged
- Added ability to write a merged letter from a project or opportunity.
- Added function to send the selected note as email. Works anywhere you have a note selected, menu command is Actions->Email Selected Note.
- Added "Probability" to the criteria for Opportunity smart lists
- Added "Total Amount" to the criteria for Opportunity smart lists
- Added ability to import projects using the delimited data importer
- Added ability to use Priority as criteria for smart lists in Contact, Organization, Opportunity, Project, and Group
- Added ability to edit type in the bulk edit card for Tasks
- Notification window now closes when the last item is dismissed
- Added option to import Category in the delimited data importer for Notes.
- Added ability to set a specific due date for tasks in the bulk edit card instead of moving the due date by a number of days.
- Added ability to import birthdays and anniversaries for contacts in the delimited importer(either by full date or by separate day/month/year fields)
- Added category color column to the progress tab lists and the activity tab list.
- Added "Type" to the criteria for an Opportunity smart list.
- Added object summary print reports for Contact, Organization, Project, Opportunity, Group, Task, Appointment.
- Added Estimate information related to Opportunity into the Opportunity Summary report.
- Added Letters to the Activity tab of Projects and Opportunities.
- Linked objects now show up in the business card views for Appointments and Tasks
- Dock icon now bounces continuously when a new notification is received(i.e. reminder, meeting proposal, etc) if the application is not already active.
- Added type image column in the configurable column mode for task and appointment lists
Fixes- Fixed issue where a http:// would be prepended to urls that started with anything but http://, such as https:// when opening from the business card views.
- Fixed issue where when creating a relationship between two contacts or organizations, if it is done via the link sheet when in an edit card(as opposed to drag 'n drop), it would have strange results.
- Fixed issue with changing a repeating timeblock, the cancel option on the alert (change all future, change just this one, cancel) would cause the card to close and changes to be made.
- Fixed activity view/tab so that when you specify a date criteria, next two weeks, today, etc. the list reflects the selected criteria.
- Fixed sporadic crash when trying to choose the role type in the Project, Opportunity, Contact and Organization edit cards.
- Fixed issue where when importing notes through the delimited data note importer the note titles sometimes ended up with a weird "Key Not Found!" message in the title.
- Fixed issue where if you had a report document open as well as a daylite document and tried to run the combiner, in some situations it would cause a crash.
- Fixed issue where when fetching a very large number of linked objects the app could crash.
- Fixed issue where in the progress tab, the Task and Appointment lists don't get automatically updated when the status of one of the items gets changed if the Done/Not Done filter is on.
- Fixed issue where "New" was not part of the choices for Project status in the smart list criteria
- Fixed issue where in ACT imports, in some situations notes would be imported but not linked properly
- Fixed issue where letter templates that are new since 3.x were not opening in the editor with multi page mode on
- Fixed issue where searches with double-quotes in them would not return the correct results in some situations
- Fixed issue where searches with single quotes could cause a crash
- Fixed issue where putting no value in the location field for a Task would cause an error of 'invalid value'.
- Fixed issue where one was unable to choose a folder from the "Choose File" sheet in the File Reference edit card.
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Article
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245
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Created
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5-24-2006
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Modified
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9-3-2006
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Author
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Support
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