What's new in Daylite 4.3?

Daylite 4.3

New Features

Ability to duplicate records

  • Applicable to people, companies, projects, opportunities, tasks, appointments, notes, groups and forms
  • Select the item and choose the Edit->Duplicate action
  • Alternately if you're in the calendar you can option-drag to create a duplicate appointment at another day or time

Birthday / Anniversary Smart Lists

  • When filtering people, you can now choose from criteria based on birth date, anniversary date, or age.

More multi-column sorting options

  • Columns for linked items, next pending task/appointment, keywords and more can now be used for sorting lists.

Added ability to drag People or Companies outside of Daylite as vCards

  • Drag one or more selected items directly to the finder, to emails as attachments, etc.&nbsp_place_holder;

New Reports / Print Layouts

  • Added People, Companies, Projects and Opportunities Summary Print Layouts
  • Added "Activity Time by Category" Report
  • Added "Won Opportunities" Report
  • Added "Incomplete Tasks Grouped by Project" Report
  • Added "Incomplete Tasks Grouped by Opportunity" Report
  • Added Opportunity and Project Snapshot Print Layouts
  • Added "Birthdays and Anniversaries in the next 30 days" report

New Languages

  • Added support for Spanish and Dutch

Other New Features

  • Added an option to edit the email sent out to external invitees of an appointment
  • Added ability to choose a color to be associated for a given user, which can be used to color calendar appointments
  • Added the ability to bulk edit repeating appointments
  • Emails, URLs, and IM/Social fields show as links within the Detail Edit card
  • Added option to change the user name of a user in the User and Teams Preference pane
  • Tasks, projects and opportunities can be now be toggled individually in Calendar view
  • Email Subject and Content for emails recorded through DMA are now editable if allowed in the new Email preference pane
  • Added a "shared" checkbox to the person and company detail panes (Available in the "Add Field" menu when editing)
  • Added contextual menu support for forms
  • Added auto-capitalization to the postal code fields
  • Moved the "nickname" field to near the top of the Person detail card
  • Sync indicator warning icon now appears yellow if you haven't synced for more than a day, and red if you haven't synced for more than 3 days
  • Added sorting to Pipelines in the Pipelines Preference pane
  • Added ability to edit Title, Note, and Date for Files
  • When exporting vCards, the default name is now the name of the person or company you are exporting
  • Subtasks/subgroups will no longer be shown twice if their parent task/group also appears in user created lists or smart lists (including 'All' list)
  • Double-clicking in the whitespace of a Detail Edit card, now puts the item in Edit mode
  • Added the ability to link new items to the current selection by menu (Edit > Link to…) or contextual menu (Command-L)
  • Added the ability to map Company Type when importing Delimited Data for Companies
  • Width of the Sidebar is now remembered
  • Added the ability to view Smart List sharing information by clicking on the sharing icon in the Smart List
  • Added the ability to overwrite the Person's default role and role type when importing People
  • Added the ability to delete multiple appointments even when some of the selected appointments are repeating
  • Added menu item File->New Item (⌘-N) for creating a new item of whichever item type is currently selected in the sidebar
  • Activity sets are sorted by active and name in the Activity Set preference pane
  • Added the ability to run a Print Layout from the Activity View Selection
  • Only Users with admin or superuser access may go to the Users and Teams and Permissions preference panes now
  • Tasks marked done or cancelled no long show in Calendar view
  • Added email's original date to standard email web print layout
  • Added "None" option to the contextual menu for setting category
  • Enabled creation of text tables and links in letter templates
  • Improved performance for detail cards with a large number of tokens
  • Added ability to search for text inline when viewing a note or an email
  • Improved performance when applying changes to permissions presets
  • "Return" when in extra fields now adds a new line for easy entering of multi-line data
  • Added the "People" column within the Projects Multi Column list view
  • When emailing a note or email, any locally downloaded files linked to the note/email will be included in the new message
  • Holding down the Option key when saving from a create window will now always take you to that new item in the main window
  • When creating a new linked item in the main window, permissions are only inherited from the parent if they are less permissive than the default permissions for the new item
  • Added the ability to import Ascii .vcf files exported from LinkedIn
  • Added the ability to import Delimited Data for Forms
  • Added the ability to specify a category (or none) when importing ICS files
  • Added a unified installer for Daylite and DMA

Bug Fixes

  • Fixed an issue where templates did not have the correct Page margins
  • Increased the user input label length in Reports to 25 characters
  • When importing ICS files, Daylite now switches to "My Calendar" instead of the "User and Resources" calendar
  • Fixed an issue where reminders for Tasks created (from applying an Activity Set) were not being set for the future
  • Merging templates that contain rich text and sending it to Mail, no longer sends as Plain Text
  • Pluralized the labels for the "Category", "Keyword" and "Activity Set" preference panes
  • The system preference "Swipe between pages" in the trackpad preferences is now respected for controlling whether or not swipe can dismiss slideovers
  • Fixed diacritic (accented characters) string sorting throughout the application
  • Removing a column from multi-column view which is part of a multi column sort resets the multi column sort
  • Fixed an issue where an item's associated group names were not sorted appropriately in the Groups column of multi-column view
  • Custom page margins settings for letter templates are now respected
  • Exporting in the French localized version now only selects one export option and not both tab and csv formatting
  • Fixed an issue where the user who accepts a meeting invite would also get notified of the acceptance if they are also the owner of the meeting
  • Fixed an issue where the total amount was not being updated for opportunities if a line item was deleted
  • Fixed an issue which sometimes caused edited data to not show after saving the item
  • Fixed an issue where moving a task/appointment from a stage to another in the pipeline preferences might lose the task/appointment
  • Fixed an issue where the app could fail to sync due to a missing port number
  • Daylite no longer becomes active when using the date picker in the Task quick entry window
  • Current day in the calendar and home pane is now updated if the day changes while the app is running after the computer wakes from sleep
  • Externally organized appointments can no longer have their status changed through the contextual menu
  • Fixed the export of Korean characters when exporting appointments to Apple Calendar through ICS files
  • Fixed an issue with task reminders that would not fire at the correct time when set to '0 days before/after'
  • Fixed the ability to sort the State column in the opportunity state reason preference pane
  • Fixed an issue where Delegation deletion or Meeting deletion notifications may show up with blank titles in the Notification Popover
  • The View->Back menu item can now also be triggered by the Command-Left-Arrow keyboard shortcut
  • Fixed an issue that would prevent Daylite from recreating a local copy after a failed attempt
  • Back button now works when viewing a private appointment in a slideover
  • Fixed a layout issue with the Suffix field if the width of the detail pane was constrained
  • Keywords applicable to tasks or appointments are only shown when editing items in the pipeline and activity set preferences
  • Fixed incorrect saving error when merging a letter
  • Changed opportunity report keypath name from "complete date" to "end date" to be consistent with UI in Daylite
  • Default email signature is now preserved when sending emails through Apple Mail
  • Undo/Redo options behave correctly in the Report Engine
  • Fixed an import failure that would happen when missing a label value for destination fields
  • Deleting line items from an estimate in an opportunity create card now works properly
  • Fixed problem where some reminders for repeat appointments might be skipped
  • Fixed an issue where reminders could not be removed from the Notifications preference pane when setting to "none"
  • Fixed an issue where deselecting the week or day view could cause a crash
  • Users are now searched properly in the Users and Resources calendar filter
  • Fixed an issue when dialing via Skype after adding a new phone number to a person or company
  • Plain text setting in Mail for new messages will be respected for messages created from Daylite (10.8 only)
  • Fixed a sporadic crash when nextPendingTask columns are turned on in the list views
  • Fixed an issue preventing tasks from being moved to empty stages in objective progress view
  • Tasks created from the Inbox or Miscellaneous will automatically remove from it when assigned to an objective during creation
  • Phone formatting preferences are now also respected in the contact cards in DMA.
  • Fixed a crash which could occur after visiting the preferences, logging out, logging back in and viewing the trash window.
  • Inactive users are no longer displayed in the Bulk Edit owner popup
  • The list of users displayed in the bulk edit owner popup are now sorted in alphabetical order
  • It is no longer possible to drag an externally organized appointment to change the date/time in the day, week or month views.
  • Improved performance in create windows if there are a large number of items in the activity view
  • Fixed a sporadic crash when logging out while viewing a note or email
  • Importing an item which has no role type will no longer set the role type as 'Participant'
  • Fixed bulk edit "Copy Phones/Address to Company" option
  • Fixed updating of field wrapper characters when changed in the delimited importer
  • Fixed a display issue that could occur in task multi-column view where some rows showed blank when other tasks above the list were expanded.
  • Fixed a bug where read-only notes could be edited
  • Linked project and opportunity tokens in the person and company cards are now sorted first by "active" state and then alphabetically
  • The "View->Back" keyboard shortcut is now Command-Shift-Ö when running in German
  • Improved performance when entering edit mode for a person or company if you have a large number of people or companies in your shared lists
  • Fixed potential crash when double-clicking on a task with read-only permissions.
  • Fixed a potential crash that can occur when indenting tasks when the last task in the list is selected.
  • Fixed activity view for opportunity which was not displaying estimates
  • Fixed an issue with moving/reordering tasks in objective progress view
  • Print menu selection is disabled for private appointments belonging to other users.
  • Fixed issue where some task details could be editable on a non-editable task.
  • Fixed an issue where the title of an appointment may be visible in a menu even if the appointment is marked as private for the current user.
  • Meeting invites and letter merging no longer fails when the person's email address has capital letters in it.
  • Menu items and contextual menu items should now be supported when repeating appointments are selected where applicable.
  • Fixed an issue which could cause Daylite to crash when adding a CalDAV or Subscription calendar through the Calendar Sharing Preference pane
  • Improved performance with the delimited data importer
  • Fixed linking of projects to companies using the company source import ID through the delimited data importer&nbsp_place_holder;

Daylite Mail Assistant 4.3

New Features

  • Added compatibility with Mac OS X 10.8.5

Bug Fixes

  • Fixed issue where the category popup in the DMA panel wasn't immediately updated when adding an email to Daylite
  • Fixed issue where the contact list would not always populate completely when an email was created from Daylite
  • Improved task status checkbox display for tasks shown in DMA
  • Exposed previously hidden button to show a task in Daylite from the DMA pane for French and German localization
  • Linked items are now shown in the create window for new tasks / appointments created from DMA
  • Improve performance when viewing messages with many or large attachments
  • Fixed issue where attachments were not automatically selected when composing an email
  • Fixed issue where Daylite users would automatically be linked when composing an email
  • Contact search results will display the contact default organization when available
  • Improved performance when viewing HTML emails
  • Fixed an issue where emails without a proper message ID would not get linked correctly

Daylite Server Admin 4.3

New Features

  • Added the ability to delete or archive files to external storage.
  • Daylite Server Admin no longer launches for a non OS X Admin user account

Bug Fixes

  • The "Populate with common keywords, categories and roles" checkbox is now off by default when creating a new database.
  • Fixed issue where Daylite on iOS could lose its connection with the server during the "preparing database" stage
  • The history date of file attachments are properly set during a DL3 > DL4 database migration

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