Daylite 3.5 is an upgrade that comes with many performance and reliability improvements including synchronization, Apple Help, many new features, and bug fixes. Apple Help has more than 300 articles to contribute to improved ease of use and learning. You can access Apple Help in one of the following ways:

1. You can choose Help > Daylite Help from the menu and search the help system for specific topics.
2. You can access contextual help in Daylite by clicking the Help button. The Help button is available in the bottom corner of many windows.

Synchronization

With the introduction of synchronization, you can now synchronize contacts, organizations, tasks, and/or appointments in Daylite with other applications and handheld devices. Synchronization provides a powerful mechanism to keep your Address Book, iCal, and other handhelds in sync with Daylite.

Apple Help

Daylite 3.5 comes with a detailed and extensive Apple Help system. Apple Help covers most of the conceptual and procedural information about Daylite to help you understand how to get the best out of Daylite. Choose Help > Daylite Help from the menu to open the Help Viewer.

New features

• Added the concept of a trash bin which, like finder, stores deleted items until the user chooses to permanently delete them. This applies to all major objects when deleting (contacts, organizations, projects, opportunities, notes, tasks and appointments).
• Added a "Details" drawer in the contact and organization edit cards, which corresponds to the "Note" field in AddressBook with SyncServices.
• Added the concept of "Labels" which are associated to Phones, Addresses, and URLs and can be defined in the Labels pane in the preferences.
  
• Added the ability to set a default category in the Default Values preference pane for projects, opportunities, groups and notes.
• Added ability to set a default for the due date and forecasted close for projects and opportunities, and also the default offset for calculating the due date.
• Added ability in the Default Values preference to set a default pipeline for opportunities and projects.
• Added ability to see not only the user accounts for the database but also the currently connected users in the Database Info sheet (File->Database->Get Database Info...). This feature is only available to Daylite administrators.
• Added OpenBase version to the information displayed in the Status tab that is visible in the Administration pane of Daylite Preferences.
• Only users with "Superuser" or "Admin" privileges may perform a database update from now on.
• Online/Offline is restricted such that only 1 concurrent sync happens at any given time.
• Putting the status beside the names of local databases in the OpenBase status tab in the Administration preference pane.
• openProjects accessor on GWContact now includes projects that are new as well as ones that are in progress.
• Added ability to select between Tab Delimited and CSV formats in the save panel for exporting selected rows, as well as choose the text encoding and line ending type. If you wish line breaks to be respected, you can now choose CSV as the format, and if you wish to read it in Excel choose the Windows line ending type.
• Added ability to unique on the "Name" field when importing opportunities via the delimited data importer.
• Added Extra Date 1, 2, 3 and 4 fields to the options for importing in the delimited importer for projects.
• Added the ability to import into existing forms through the delimited import. Select "Form Field" in the Destination popup for a given mapping and two popups will show up in the bar below to choose which form and field to which it will be imported.
• Sorting is now instantaneous when a column header is clicked, there is no longer a sheet that pops down. To sort on multiple columns you can option-click additional columns.
• Entering time in time fields (i.e. Appointment Card) should accept more short-forms and more natural input, such as 3p = 3:00 PM, 124 = 1:24, etc.
• Added "Go To Selection" menu item in the File menu, which will take you to the selected object in the main window, the same functionality as provided by the "Go to" arrow in some tables.
• Added a "Preview" card for all major objects, accessed by File->Preview, which is a small window which contains the information from the business card views.
• Added Undo/Redo menu items to the Edit menu which will now allow undo/redo to work *only in text fields/text views* and other places where they would appear previously (such as the report engine and the letter editor).
• Added "Note ID" column option to the Note table.
• Allowing users to select "none" for the category in the bulk edit cards for contact, organization, project, opportunity, group, task and appointment.
• Added functionality such that if a delegated project, opportunity, task or appointment is deleted it notifies all applicable users.
• When merging letters that result in a PDF attachment in mail, the PDF is no longer called "DayLiteMerge", it now will have the same name as the subject entered, or the letter template if no subject was entered.
• Added the ability to resize the portions of the Print Layouts, Print Reports and Dynamic Text Editor windows.
• For form fields of type "Text" you can now enter up to 4096 characters of text, increased from 512 characters.
• Added dynamic listing of categories and users in the calendar source list pane. This allows the user to view other user calendars or categories easily without having to create a new smart calendar. Multi-selection within a particular type is also supported (i.e. you can select multiple users in the users list or multiple categories in the category list, but not both).
• If one or more categories or users are selected in the calendar source list when clicking/dragging in the calendar to create a new appointment, the appointment first selected category is set, or the users are invited as meeting attendees.
• In cases where a user deletes a meeting to which they are an attendee, we will remove them as an attendee rather than deleting the appointment. If they are the owner or not an attendee, it will be deleted as usual.
• Added TimeZone support for appointments and events.
• Added tooltips for the "type" popup in the Appointment card.
• Tasks created through the auto-dialer are now automatically set to the "Outbound Call" type.
• Added meeting minutes to the appointment summary print layout.
• Meeting minutes will now show in plain text format in the Detail view of the appointment.
• Tasks now default to sorting by due date when viewed in the Results pane.
• Appointments now default to sorting by start date when viewed in the Results pane.
• Tweaked toolbar and preference icons for better contrast.
• Replaced a number of Report designer toolbar icons with slightly revised ones.
• Added ability to open the latest release notes from the Help menu.
• Added ability to open the Daylite Overview pdf from the Help menu.
• Added ability to open the Daylite 3 Synchronization Guide from the Help menu.
• Users who are neither Administrator nor Superuser are no longer able to access the Users & Teams preference pane.
  

Bug fixes

• Fixed issue where when importing tasks via the delimited importer, mapping to priority was not working properly. Now you can either use a number from 1-5 for the priority or "low", "medium" and "high"(which will assign priorities 5,3,1 respectively).
• Fixed issue where when importing opportunities via the delimited importer, linking to existing organization using the Source import ID was not working properly.
• Fixed issue where in the note importer when you map to "Link to Contact with Contact ID" it was not working properly.
• Notifications and Product/Service items in the Window menu no longer duplicate when open, instead they are checked off based on their state.
• Fixed issue where in the contextual menus for contact, organization, project and opportunity, the "Add Keyword" submenu was not sorting the listed keywords alphabetically.
• Constraining right pane of the main Daylite window to a reasonable width so it cannot be squished into oblivion.
• Fixed issue with swiss franc's having a problem displaying currency values > $10,000.
• Fixed issue where if you bring down the linking sheet and enter department or title for a role link and don't tab out of the field, the change was not being committed in some cases.
• Fixed issue where job title/org name was not updating properly in some situations when creating a new contact.
• Fixed issue where when a relationship is selected in the link pane for a contact or organization as well as another type of object (i.e. a group), dragging can cause a crash.
• Fixed issue where Daylite would allow the user to create a relationship between two contacts or two organizations where both objects are the same.
• Restricting the situation when a new contact is being created and the user double-clicks the linked organization. The organization edit card is no longer brought up with this action, the user will have to edit it after the contact details are committed.
• Fixed issue where when logging out if any letter templates are open they were not closing with the document. Now it will warn if there are unsaved changes and close the templates if applicable.
• Fixed issue where the permission as to whether a user can generate/create/etc. reports was not being respected.
• Fixed issue where non-integer characters were being allowed to be entered into the "Remind me x minutes before" line in the Notifications Daylite preference.
• There is now a 30 character limit to Daylite user passwords.
• Fixed issue where opening a project card for a project with an associated pipeline and pressing "OK" to close it could cause a pipeline stage history to show up in the project activities.
• Fixed issue where resizing the hud view in a detail view to 0 width could cause a crash.
• Added auto-capitalization formatter to the First and Last name fields for specifying a contact in the add new user sheet.
• Fixed issue where "Backup Completed" panel was not coming up in the case where the backup is not being done on a computer that we detect as local.
• Fixed issue where the assigned to/owner of an object was not listed in the custom visibility sheet. The assigned to/owner user now appears but the checkboxes are disabled as the assigned to/owner always has read/write access to the object no matter what.
• Changed name of column header in custom visibility sheet to "User or Team," and added help button.
• Fixed issue where when a visibility preset is set on an object and you change the assigned to user for that object, the old assigned to user no longer has the ability to view the object even though they are member of the visibility preset.
• Fixed issue where trying to disable super user checkbox on a user (who has super user privileges) causes exception.
• Fixed issue where its possible to add/remove presets when you enable the teams mechanism in the user/teams preference pane without restarting daylite. This will cause those changes to be lost after the restart.
• Fixed issue with entering a SIC Code in the Extra tab of the organization edit card.
• Fixed issue where when adding a form the description of the selected form was not changing to reflect the selection.
• Fixed issue where auto-starting databases were not being listed in the Status tab in the Administration pane of Daylite preferences.
• Fixed a cosmetic bug wherein the Street Address field in the New Database Wizard did not automatically capitalize input.
• Disabled resizing of Bulk Edit windows.
• Fixed issue where in some cases deleting a connection from the connection list in the login window could cause a crash.
• Fixed an issue that prevented tasks being displayed in the contact summary print.
• Fixed issue where when inputting a database name in the new database creation wizard that already exists you would get some weird alerts popping up.
• Fixed issue where categories and keywords were not sorted in the sheet that comes down when you delete a category or keyword from the preferences. Also the list is now case insensitive in the preferences.
• Fixed issue where the comments/image of products/services were not being duplicated when a line item was added to an estimate, causing the issue of modifying the comment of the line item also modifying the comment of the product/service.
• Fixed issue where when bringing down the sheet for combining two contacts/organizations, in some rare cases could cause the summary display for either of the items to be blank.
• Fixed issue where if you try to email a contact with no name and no email address, it could cause a crash instead of alerting the user of the situation.
• Fixed issue where any default role type (ie. participant) could be disabled or modified.
• Fixed issue where holding down command, ctrl, or option while pressing a letter if you are in the results table could cause it to jump to the first record starting with that letter. This should only happen when no modifier keys are pressed.
• Fixed issue where rows in a table were being reported as being locked when they were not being edited by another user.
• Fixed issue with link sheet title when linking items to an activity set.
• Fixed issue where the pricing tab when editing a line item was being drawn incorrectly.
• Fixed issue where the organization which is created in the first run wizard did not have any permission settings stored on it, so when visibility was turned on, the organization would no longer be accessible as no one had permission to view it.
• Fixed issue where in some cases users who did not have write access to an appointment could delete it from the calendar.
• Fixed issue where calling File->Print Calendar... when the main window wasn't in focus could cause a crash or just do nothing, rather than opening up a print calendar window.
• Fixed issue where creating 2 or more exceptions to a repeat in one session causes the link to the exceptions for the recurrence to be lost and they will re-appear as part of the repeat and as exceptions.
• Fixed issue where when creating a yearly repeat which occurs in some months for nth day of month, the nth day of the first month would not have a repeat appointment created for it if the start date of the parent appointment was before the nth day of the month.
• Removed Users and Categories options from the calendar print dialog.
• Fixed issue when creating a yearly repeating appointment whose criteria included a nth day (ie. first monday) of a month and the start date of the appointment was after that nth day. An appointment would be created on the nth day prior to the start date.
• Fixed issue with the Terms on Estimates not being saved correctly when creating a new opportunity or editing an opportunity.
• Fixed issue where organization information was not populating in the new database wizard if your organization had a separate card in Address Book.
• Fixed issue in the project and opportunity importers where category mapping was not working properly.
• Fixed issue where deleting an organization in some cases was not updating the organization name on contacts for whom this was a default organization.
• Fixed display update issue where in a particular case the business card view could get out of sync with the selected linked object in the results pane.
• When entering license/serial codes, capital case is automatically forced on the field.
• Fixed issue where sorting was not localized case-insensitive.
• Fixed naming error in the opportunity smart list card where “state” was mis-named “status.”
• Fixed issue where phone/address ordering was not being respected, default phone will now be first, secondary phone second, and the rest ordered by when they were created. Same goes for addresses.
• List of categories and keywords in the sheet that drops down when you delete a category or keyword is now alphabetically sorted.
• Fixed the issue where just pressing a number without any modifiers could cause your shortcuts in the shortcut bar to activate.