February 2nd, 2012· Daylite Mail Integration (DMI) compatibility for Mac OS X 10.7.3 and Mail 5.2
· an issue where the Live List print layout was not generating any data
· an issue in the Activity Set preference pane where the “Owner” drop down was not being remembered/saved
August 17th, 2011· Fixed an important issue with offline databases. If you are on Lion and have been using 3.14 or any of the previous 3.15 betas, you must recreate your offline database (we force you to do so)! If you have a large database, please allocate the appropriate amount of time for this.
· Conversation view support removed. We've removed support for the conversation view in Mail for DMI. We could not reliably determine the selection when applying the automatic rules. In Mail, you can opt to disable "Organize by Conversation" or choose to "Expand all Conversations" to handle the emails individually. Both of the these options are in the View menu in Mail.
August 4th, 2011· Fixed saving of attachments from DMI (inbound emails).
· Fixed issue emailing a contact/organization from within Daylite.
· Fixed issue related to entering in a title once finishing a task timer.
· Fixed issue with auto dialer.
· Fixed issue with notifications preferences pane.
· Fixed issue with the activity sets preference pane.
· Fixed issue when editing sound reminder preferences.
· Fixed issue where adding a comment to a line item during opportunity creation wouldn't save the comment.
March 25th, 2011Enhancements:
· DMI updated for compatibility with Mac OS X 10.6.7.
· Added additional checks and reporting for potential issue during offline sync.
Bug fix:
· Fixed issue where generating a print summary could result in a blank page.
December 16th, 2010· The main reason for this release is the change to the Daylite Touch licensing structure.
July 30th, 2010· Daylite 3.11 features support for the local alarms feature in Daylite Touch 1.5, and has been fully localized in German (available from www.daylite.biz).
· Daylite 3.11 also features support for Fujitsu ScanSnap integration, allowing users to scan documents to their Mac, and then easily link them to projects, contacts, sales opportunities, and more.
· There are also some small bug fixes and feature enhancements.
April 22nd, 2010Enhancements:
· Automatic background offline synchronization: When you go offline, a background sync is automatically started to keep the offline database up-to-date. The offline syncs every 5 minutes provided it can connect to the server.
· Added new preference pane to manage offline databases.
· When a complete date is entered in a project, its status is automatically set to Done.
· Appointment details now include invitees and other linked objects in Detail view and email reminders.
· All appointment details are now shown for repeat appointment occurrences.
· Contextual menu item for tasks and groups "Expand All Sub Items" and "Collapse All Sub Items" now works if multiple tasks or groups are selected.
· Added Student database template.
Bug fixes:
· Drive space is now reclaimed properly after stripping or archiving attachments.
· Improved backup functionality to ensure stored backups are valid.
· Fixed issue preventing smart list negation operators (is not, does not contain, etc) from processing results correctly.
· Issues relating to Smart lists producing incorrect results (for example, when filtering on keywords) have been resolved.
· Fixed issue where failure to create a backup in the chosen backup folder would fail to fallback to the default backup location.
· Fixed potential crash when logging into an already open database again.
· Fixed bug that could cause all task reminders to be suppressed when enabling the 'Disable my reminders for tasks marked as done' option in the Notifications Preferences.
· Fixed issue where exporting data would format integer values as currency.
· Fixed potential crash when a reminder setting included a sound file which is no longer on the system.
· Fixed potential crash that would occur when the personal database environment could not be started.
· Fixed wrong week number being displayed in the Calendar view (details of how this number is displayed are available here).
· Fixed issue where email reminders for a repeat appointment occurrence would have blank information.
· Fixed problem where reminders for an appointment moved in calendar month view or modified through Sync Services were not properly recalculated.
· Project status is now displayed properly in activity view.
· Fixed potential crash that could occur while stripping or archiving attachments.
January 19th, 2010Enhancements:
· Daylite: Added ability to extract and save note attachments through a contextual menu.
· Daylite Server Admin: Auto selects the Touch database when turning on Touch Server for the first time when there is only one database.
For Daylite:
· Fixed an issue with the Daylite default value system affecting plugin developers.
· Fixed issue where exporting data formatted integer values as currency.
· Daylite services menus are now compatible with Mac OS X 10.6.
· Fixed potential crashes that could occur after transitioning to online/offline.
For Daylite Server:
· Modified configuration to prevent systems with lots of simultaneous users from consuming all the system file handles.
· Fixed offline sync failures in Daylite Server when running on Mac OS X 10.4 (Tiger).
· Fixed an issue with Touch Server access for some customers on Snow Leopard.
November 10th, 2009· Fully compatible with Snow Leopard 10.6.2
September 14th, 2009· Along with being fully Snow Leopard compatible, features some minor bug fixes and a few small improvements.
June 18th, 2009· Ability to set whether or not new contacts or organizations are added to the “Daylite Touch” sync list. This is also accessible through the Default Values preference pane.
· The ability to add or remove contacts or organizations in the Touch list via the bulk edit card.
· Added more options for selecting a due date in the task list popup selector.
May 14th, 2009Enhancements - Daylite:
· If a connection fails, Daylite detects whether the server has moved to a different address or name on the network over Bonjour.
· The general sample database has been updated with more sample information.
· Improved how online connection information is maintained and recovered for offline databases.
· Better handling of lost connection when attempting to go offline.
· Improved the returned results when searching in Daylite Help.
Enhancements - Daylite Server Admin:
· Update the list of databases to be backed up automatically when a database is renamed.
Enhancements - Daylite Server:
· Improved logging of server operations to provide more concise information.
Fixes - Daylite:
· Greatly improved fault tolerance in Offline Sync system to enable recovery after numerous kinds of interruptions.
· Fixed an issue where the manually entered address for the connection was not being saved.
· Fixed issue that could cause some databases to have a persistent connection that prevented them from being deleted.
· Fixed issues with how some offline sync and creation failures are handled.
· Improved logging during backup operations, and improved handling of backup and restore failures.
· Fixed crash that would occur after backup using the backup reminder on login.
· Fixed potential crash when going online from an offline.
Fixes - Daylite Server Admin:
· Added an extra warning when you delete a database with offlines, also reversed the delete and cancel buttons so that cancel is the default button.
Fixes - Daylite Server:
· Fixed an issue with SSL configuration occurring when the server's domain name changed.
· Fixed a bug in logging subsystem which prevented errors from being logged.
· As with client-side, improved fault tolerance and automated recovery of Offline Sync.
Fixes - Daylite Installer:
· Updated the title of Installer plugin for Daylite client.
April 8th, 2009· Added a Wizard to the install process to make things easier, and fixed a few small bugs.
March 31st, 2009Enhancements and new features:
· Works with new server (Daylite Server Admin) based on the proven and scalable Postgres 8.3.x.
· Daylite Server is a separate download and only required if you want to share databases, use offline databases, and/or to use Daylite Touch. For more information about getting started and using Daylite Server, read this document.
· Shared databases are now administered using Daylite Server Admin.
· Personal databases (excluding offline databases) are managed from Daylite > Preferences > Database.
· Now uses Bonjour to auto discover databases on the local network.
· Totally revamped offline synchronization with significant speed increases and more robust data handling.
· Backup system has changed and includes scheduled backups for personal databases as well.
· Includes a new migration tool for migrating databases from Daylite 1.x through Daylite 3.8. For shared databases, use Daylite Server Admin to migrate. Read this document for more information.
· Works with DMI 2.2 (updated) and Billings 3.0.4 (updated).
· Requires updated connectors.
· Improvements to delimited data importer.
· Added the ability to unique on source import ID while importing projects.
· Added the ability to link a note to a project using source import ID while importing notes.
· Added the ability to link a note to an opportunity using source import ID while importing notes.
· Added the ability to specify a role when linking a contact using source import ID while importing projects.
· Added the ability to specify a role when linking an organization using source import ID while importing projects.
· Automatically removing tasks from the inbox if due date or category are set.
· New setting in the Default Values preference pane for tasks—Show Overdue Tasks in Today, same as the setting in Daylite Touch.
· Added new task system lists to mimic what is on Daylite Touch.
· Moved the task Inbox system list to the top of the list to be consistent with Daylite Touch.
· Improved calendar start/end time validation in General preferences to avoid selecting an end time that is before the start time.
· Changed DayLite Admin username to "Daylite Admin" (lower case L).
· Added the ability to customize the task source list by toggling default source lists on or off.
· Task reminders will be absolute when no task due date is set.
Fixes and improvements:
· Fixed issue causing vCard imports to sometimes fail.
· Improvements to reduce the occurrence of sync failures.
· Fixed task edit window fields remaining enabled when the record is locked.
· Fixed the problem where deleting a label and replacing it with another would not properly set the new label.
· Forms now properly update when changes are made by other users.
· Fixed problem with appointment reminders not getting recalculated properly when the start time is changed.
· Fixed problem where a task's reminders were all getting processed when any one of them was fired.
· Fixed issue where some reminders fired in the past were getting re-processed and displayed again.
· Fixed a crash when attempting to snooze a reminder.
· Fixed issue when setting permissions in Visibility Preset preference pane.
· Fixed issue with overwriting default visibility setting in Default Values preferences—users setting their preference to NONE could cause new objects to become inaccessible.
· Fixed task reminders created from activity sets not showing as absolute in the interface.
November 18th, 2008New features:
· Reminder changes: Reminders have been completely reworked, allowing for unlimited reminders for any user on any appointment and task. This also resolves sync problems associated with multiple reminders on an appointment or task that were encountered by some users. Reminders on repeat appointments are also properly supported now.
· Resolves syncing issues with iCal alarms.
· Allows unlimited reminders for appointments and tasks to be created by any user.
· Allows automatic creation of default reminders when accepting appointments and when appointment/task is delegated or assigned.
· Improved import and export of appointments/events containing reminders to/from iCal.
Task changes:
· Some options for tasks have been reworked to simplify and enhance the management of tasks.
· Added a new "Inbox" for tasks. You can manually add tasks to the inbox for reviewing and processing them later. You can do this by selecting the "Inbox" checkbox in a task card or dragging tasks to the Inbox in your Source list pane. In the Default Values pane of Daylite Preferences, you can select whether you wish to add all new tasks to the inbox.
· Users can now set a "Someday" flag on tasks and use the corresponding Smart list to manage those tasks. When you are not sure about when you will be doing a task and/or whether you will be doing it, but you want to record it for future reference, you can set a "Someday" flag on it.
· There are changes to task priorities, so existing values will be transformed into new ones. The mapping is as follows: 1(High) is retained as 1(High); 2, 3, 4 is retained as 2(Medium); 5(Low) becomes 3(Low).
· There are changes to task statuses, so existing values will be mapped into new ones. The mapping is as follows: Other, New become Open; Routine becomes In Progress; Determine Action becomes Pending; Determine Delegate becomes Pending; Deferred, In Progress, Done, and Cancelled remain the same.
· Added a command in the Create menu to convert an existing task into a project (moves the task to trash). For example, this is useful because sometimes you start by creating a task; however, as you proceed you find that there is a lot more involved and it would be more ideal as a project. For a task with sub-tasks, Daylite converts the main task into a project and sub-tasks will be linked to the project.
· Added the ability to mark all sub-tasks as "Done" when the parent task is marked as "Done." Conversely, if a single sub-task remains to be done, as soon as you finish it and mark it as "Done," the parent task will also be marked as "Done."
Preferences changes:
· Update to the Notifications preference pane have been made to support the new reminders, allowing to create default reminders for both appointments and tasks, and the option for automatic creation of these when accepting appointments or when an appointment or task is assigned or delegated. Additional flexibility has been added to the Default Values pane. Locations can now be administered in the new Locations pane. Additionally, all preferences for database users are now stored in the database instead of the local system.
· Default reminder settings can be created separately for appointments and tasks.
· Significantly improved User Defaults preference pane. Now includes the ability for the administrator to set global user defaults which apply to everyone, or individual users can override global defaults with their own preference. Administrators can also copy all user defaults from one user to another.
· Added a Locations preference pane, where users now have the ability to automatically manage the list of locations that will be available in the task window.
· All user defaults are now stored in the database.
Other changes:
· Added recruiting and custom software development database templates. These templates have preset categories, keywords, pipelines and other preferences that are customized specifically for the recruitment and custom software development industry. You can view a sample database for each of these templates or create a new database from the template and start using Daylite right away.
Fixes and improvements:
· Sync fixes: There have been fixes to bugs in the sync mechanism, both for Address Book syncing as well as calendar syncing.
· Fixed bug where Daylite's sync services support would fail after adding an Address Book contact to the Address Book Daylite group.
· Fixed issue while syncing reminders with email addresses associated to them.
· Re-worked reminder syncing to fix bugs with duplicates.
· Fixed issue with the duplicate organization sheet being brought up repeatedly while creating a contact.
· Fixed potential crashes that can occur while archiving attachments.
· Fixed issue that would cause synchronization to get turned off if using an offline database.
· Fixed issue where the user's default category would get renamed when adding a contact through DMI.
· Fixed issue where tasks with no priority were being set to "Medium" when brought in from iCal.
· Fixed issue with organization phones not being properly copied when creating a linked contact (if the preference to do so is set).
· Fixed issue with the search & replace text functionality in the Project/Opportunity bulk edit cards.
· Fixed issue where documents merged using Excel were not being saved.
· Improved time display in the calendar view to respect the user's preferred time format.
· Modifications in the Users & Teams pane of Daylite Preferences is only possible while connected to the online database.
· Reminders now work properly for repeating appointments/events. In the past, a reminder would get turned off, so the repeat appointments' reminder would never occur.
· Refresh now also refreshes the Notifications window.
· Added "No Priority" option in the contextual menu for tasks in the results pane.
· Improved offline sync connection to online database. Daylite remembers up to 3 connections to the online database to use when going online or synchronizing with the online database.
· Improved the description of the appointment when sent as an email reminder.
· Added location information to task and appointment print summary.
· Improved performance in delimited importer for large imports.
August 27th, 2008· Improved offline synchronization reliability and how synchronization failures are reported and handled.
· Some extra checks have been implemented to report the proper cause of a sync failure.
· More robust handling of the problems detected during a sync.
· A sync failure no longer forces a restart of Daylite; Daylite will remain online or offline and allow you to continue working.
· The contact detail will now show the contact's default organization in all views.
· When merging with the iWork suite, merged documents now remain open when choosing 'Open in Editor.'
· Added 'Do Nothing' action in the merge options.
· Added the ability to schedule automatic database backups through the Daylite Maintenance Preferences.
July 31st, 2008· Re-enables the Crash Reporter which was inadvertently disabled in a previous release.
· Fixed a crash on quit after a category was edited in the Preferences.
· Fixed a lock bug when editing line items of an existing estimate.
· Fixed a potential crash caused by incorrect Smart List settings.
· Fixed a crash bug when Daylite encounters an invalid report template file.
July 2nd, 2008· Improve the look of your communications with our new merge capabilities. Merge Daylite data with your favorite templates from Pages, Numbers, and Keynote and send them off using Daylite.
· Includes the Dialectic dialer plugin. This plugin allows you to reach your contacts with many more options such as Bluetooth mobile phones, CISCO IP phones, ViaTalk, and Vonage. Dialectic has excellent interaction with Daylite; the combination of Daylite, DayliteABMenu, and the Dialectic is very powerful.
· Added the Daylite Concepts Guide. This guide helps new users understand the basic concepts of Daylite and provides a good foundation for getting started. For existing users, it shows how you can better apply Daylite's powerful features to your business and improve productivity.
· Updated OpenBase to version 10.0.11 build 124 which introduces the following: Better permissions management. Addresses dynamic IP address network connection issues (improved network re-connection reliability). Automatic fallback to a default backup directory when a user-defined backup directory is not writable. Improved offline synchronization reliability.
· Additional information for contactssuch as category, additional phone numbers, owner and moreis now displayed in the linked view and the Quick Find results pane.
· Added Birthday and Anniversary to contact summary view and as column options.
· Added Task Duration as a column option.
· Added the ability to use the current time zone when you import calendar files that do not have a time zone defined.
· The local time in the Appointment window is now displayed using the user's preferred display format.
· Improved the resizing behavior of several edit windows.
· Improved auto refresh of all the views following an online/offline sync.
· Added the ability to select multiple items when adding products or services to an estimate.
· We are more strict about the user's delete permissions in the Trash inspector.
· Added task calls to Today's Call List report.
· Task window date and time fields are now two separate input fields.
· Removed the minimum margin size in the letter template editor.
· Added discount field and discount total to estimate templates.
· Added the ability to remember the last chosen template when creating estimates.
· Added warning of any detected problems with automatic backups.
· Backup reminder will be suppressed when automatic backup is configured for the database.
· Added the ability to save logs to a file.
· Fixed a record locked issue when merging a letter and sending to email client.
· Fixed a bug where the default category was displayed in an email note instead of the chosen category from DMI after recording an email message.
· Fixed a bug that would cause a crash when selecting a file for delimited data import.
· Fixed a bug which prevented organizations from being exported to a vCard.
· Fixed a bug where choosing a sample database would silently fail if OpenBase is not installed.
· Fixed a potential crash while printing the Calendar.
· Fixed an issue where the repeat setting of a repeating appointment could not be disabled while editing an occurrence of that appointment.
· Fixed a bug where the relationships in a Contact Summary were sometimes not displayed.
· Fixed a sorting bug in the Task and Group view.
· Fixed a bug in which buttons would not update properly when adding additional phones to a contact.
· Fixed a bug which prevented a margin size change in the letter template editor from being saved.
· Fixed an issue when creating an estimate if the chosen save location no longer exists.
· Fixed a bug where the Extra Field 1 column title was displayed blank.
· Fixed a bug where a sheet could drop down below the visible area of the screen, thereby preventing access to its controls.
· Fixed a bug where an appointment's reminder might not trigger at the correct time when enabled.
· Fixed a potential crash when switching calendar views.
· Fixed a locking issue when editing the preferences.
· Fixed a bug where the save path was used as the filename while saving extracted attachments from notes.
· Fixed a bug that could cause a crash while stripping or archiving attachments.
· Fixed a bug that caused certain merged documents to be output backwards and flipped when being sent to an email client or printed.
April 29th, 2008· Daylite 3.7.3 syncs offline and online databases from 5 to 10 times faster.
· Daylite 3.7.3 also adds the ability to archive or strip email, letter and note attachments. This feature reduces the database size, improves backup, search, and startup performance.
· The archiving mechanism substitutes links in the text that point to the attachment location on an AFP (Apple File Share) volume.
· The ability to display multi-day appointments in the calendar (in addition to multi-day events)
· Improved input entry in the time fields for appointments and the scheduler
· Faster merging with Word 2004 for Mac and compliance with the full set of keys available to internal letter merge and Word 2008 for Mac
· The ability to detect and repair the quick find index when it is out of date
· Improved support for unicode characters in text imports
March 26th, 2008· Daylite 3.7.2 comes with a new law database template. The law template is designed to enable lawyers, attorneys, and legal professionals understand how Daylite can simplify their workflow and organize their information. It covers all the stages of case management including the first contact with a client to the final billing process. You can completely customize the template and how you work with Daylite. The template consists of sample data (such as projects, pipelines, forms, activity sets, categories, keywords, roles, relationships and many more information about the legal profession) that can help you with setting up your real cases in Daylite, grouping information for easy retrieval, and improving productivity.
· Added calendar view selection support to the details pane in lower right.
· Added scrolling of appointment list in the Calendar month view.
· Resources will now be shown at the end of the Users & Resources list in the Calendar view.
· Added the ability to include resources in Smart Calendars.
· Added the ability to print Smart Calendars that include resources.
· Added the details field to the selected opportunity when viewed from the main window.
· Ability to add a "stage number" column to Opportunities and Projects in the column mode.
· Merging now works for MS Word 2008, for both .doc and the new .docx format.
· Merging now works for MS Excel 2008, for both the .xls and the new .xlsx format.
· Improved speed considerably for merging with Word and Office 2008 versions.
· Added help button to Reports and Print Layouts sheets.
· Made time input fields in the appointment window and meeting scheduler more tolerant of non-standard formats and localizations.
· Offline sync failure dialogue now gives more information about the cause of a failure.
· Serial column now appears before the license column in the Licenses window.
· Improved tabbing between controls in the appointment window.
· Fixed issue where refreshing the calendar would not always work.
· Fixed OmniGraffle merge support for OmniGraffle Professional 4.
· OmniGraffle merge now saves the merged result properly, so the email actions will now work properly.
· Fixed offline/online sync bug in which a sync failure would be incorrectly reported if a user had certain access restrictions.
· Added check in database upgrade validation to ensure entered username is valid.
· Now checks the associated contact name as well as the username when importing the 'assigned to' field during import.
· Removed unused 'Create Charts' permission option in the User & Teams preferences.
· Database upgrades to offline databases will now be allowed to non-admin users.
· Fixed issue affecting Smart Calendars when deleting the display state.
· Fixed issue with letter merge where invalid values were being substituted in some rare cases.
· Added check to prevent rebuilding of quick search index on offline databases to avoid duplicates in quick search results.
February 20th, 2008· Added ability to set either small, regular, or large font for the month view from the General preference pane.
· Optimized the display of appointment and meeting times to take as little space as possible in the Month view.
· Added ability to set whether or not the busy bar shows up in the month view (it is turned off by default) from the General preference pane.
· Automatically setting the complete date on project when the status is set to Done in the card.
· Automatically setting the complete date on opportunity when the state is set to Won in the card.
· Added ability for a standard filter to automatically appear when you drag a table into a report. The filter allows you to configure the appearance of the table and the data to be displayed in the table.
· Fixed letter merging for high ASCII and Unicode (though if you want to merge unicode you must ensure that your database encoding is also set to unicode).
· Fixed a few minor bugs in the reports.
· Apple Help articles will now properly update themselves from the server if necessary.
· The month settings in the General preference pane no longer require a restart of daylite in order to take effect.
· On Leopard, the buttons in the Trash window toolbar now visually show the pressed state properly.
· Snooze/Dismiss buttons in the Notifications window are now positioned the same as in other types of notifications.
· Show/Hide Due list menu item no longer causes a crash when the calendar has focus.
· Changed the location of the online/offline sync logs to be in ~/Library/Logs/Daylite/OnlineOfflineSync.
· During long online/offline syncs Daylite should no longer beachball and show up as "Not Responding."
· Improved support for external and USB modems for dialing phone numbers.
January 14th, 2008· Daylite 3.7 offers three new product extensions to essential Mac business software programs FileMaker, MoneyWorks, and LightSpeed, plus a time-saving report distribution tool called Daylite Delivery.
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