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Daylite 4.3 for Mac OS X and Daylite 4.3 for iOS are now available!

August 12 2013 | erudow

This is an exciting day for us and, hopefully, for you too! We’re very happy to announce that Daylite version 4.3 for Mac OS X, Daylite Mail Assistant 4.3 and Daylite Server 4.3 are now available for download on the Daylite downloads page.

This may be perhaps our biggest release to-date in terms of impactful features since Daylite 4.0. We’ve also brought a long-awaited feature – the ability to view and add linked forms on your iPhone or iPad. Please visit our Knowledge Base for a full list of new features and bug fixes in Daylite 4.3. Daylite for iOS 4.3 release notes can be found here.

We’ve noted the most significant improvements below.

What’s new in Daylite 4.3 for iOS?

Linked Forms

For businesses on the go, Forms in Daylite is definitely a major new feature. Add forms on the fly or view existing forms linked to records. Track business-specific information wherever you are.  No matter what type of industry you’re in, using Daylite’s Forms on your iPhone or iPad enables new workflows to streamline your business. For more ideas on how to leverage this feature, please visit this blog series.

Attachments

Attachments that are stored in the Daylite database and linked to other items can now be downloaded and previewed in your iPhone or iPad. They will show up as “Files” in the activity section for the item they are linked to.

Resource Calendar

View booked time for resources (such as a meeting room) in the calendar.

Relationships:

You can now view and edit relationships between people and between companies.

What’s new in Daylite Version 4.3?

Duplicate records

Save yourself a ton of time, by easily duplicating records instead of entering them again. People, companies, projects, opportunities, tasks, appointments, notes, groups and forms: just select the item and choose Edit > Duplicate. In the calendar view, just option-drag to duplicate an appointment at another day or time.

New Reports / Print Layouts

New reports are available to help you dig deeper to understand what goes on in your business. A few of the reports include Won Opportunities, Activity Time by Category, Opportunity and Project Snapshot Print Layouts and Incomplete Tasks grouped by Project or Opportunity.

Create smartlists based on Birthday or Anniversary

Now there are no excuses to ever miss an important date again. When filtering people, choose from a criteria based on birth date, anniversary date or age. For example, find out the birthdays coming up in the next 7 days then merge these people and create an email to wish them a happy birthday!

More multi-column sorting options

Columns for linked items such as keywords, appointments, tasks and more are now sortable.

New Languages

You can now run Daylite, Daylite for iOS, DMA and Daylite Server Admin in Spanish and Dutch. The entire interface and reports have been localized. We also have partners offering one-on-one customized training in Spanish and Dutch.

 

All existing customers will receive an email automatically outlining the upgrade process. If you want to go the Mac App Store route and decide to update from there, please make sure you still refer to the email or our website for instructions on updating Daylite Server & Daylite Mail Assistant. Daylite 4.3 and Daylite for iOS 4.3 will be available on the App Store at some point today. If you are new to Daylite, you can sign-up here to receive a 30-day free trial. For any questions regarding this process please email info at marketcircle.com.

We’ve worked really hard on this version and hope you enjoy! :)