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Marketcircle Team
Picture of Sebastien
Posted
We have a Public Beta for Daylite 3.7.6 available; this release has a some fixes, and aims at improving the reliability of online/offline syncing, and how online/offline sync failures are reported and handled:

- some extra checks have been implemented to properly report the proper cause of a sync failure
- more robust handling of detected problems during sync
- a sync failure no longer forces a restart of Daylite; Daylite will remain online or offline and allow you to continue working

Release Notes:

- Improved offline synchronization reliability and how synchronization failures are reported and handled.
- 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.'

These are the only features planned for this release.

Download links:
Daylite
Daylite Productivity Suite



Need help in Daylite or Billings? Check the Help menu for Apple Help documentation.
 
Posts: 409 | Registered: April 23, 2007Edit or Delete MessageReport This Post
Pro
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quote:
Originally posted by Sebastien:
When merging with the iWork suite, documents now remain open when choosing 'Open in Editor.'

Stop! Please don't roll that into the product!

What I do with IWork is a large merge, which creates a hundred or so IWork documents in a single merge. I then use an Automator action to convert those documents to PDF, then merge them all together into a single pdf. Then I email my assistant to print.

I don't want to have to close Pages documents manually after every merge!

It is a real problem in Pages merge that the results of the merge go as a multiple print jobs, at least with the printers I use at work. The overhead/job is quite large even though (or because) we have high end lexmark printers.

If you were to add a merge-to-pdf feature rather than merge to printer it would all be fine. I would appreciate that with daylite built in merge too.
 
Posts: 105 | Location: Victoria, BC | Registered: December 04, 2007Edit or Delete MessageReport This Post
Marketcircle Team
Picture of Sebastien
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We'll add a 'Do Nothing' action - this will allow for merging without taking any action with the resulting merged documents.



Need help in Daylite or Billings? Check the Help menu for Apple Help documentation.
 
Posts: 409 | Registered: April 23, 2007Edit or Delete MessageReport This Post
Pro
Posted Hide Post
Still no update to DMI to fix the DMI drawer bug?
 
Posts: 117 | Location: Santa Cruz | Registered: August 01, 2006Edit or Delete MessageReport This Post
Pro
Posted Hide Post
quote:
Originally posted by Sebastien:
We'll add a 'Do Nothing' action - this will allow for merging without taking any action with the resulting merged documents.


I am glad I yelled voiced my opinion. Thanks for listening, blood pressure returning to normal. smile
 
Posts: 105 | Location: Victoria, BC | Registered: December 04, 2007Edit or Delete MessageReport This Post
Marketcircle Team
Picture of Sebastien
Posted Hide Post
That's the aim of these public beta releases - to get feedback on the new features. Thanks for your input.



Need help in Daylite or Billings? Check the Help menu for Apple Help documentation.
 
Posts: 409 | Registered: April 23, 2007Edit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
quote:
Originally posted by CJ de Heer:
Still no update to DMI to fix the DMI drawer bug?


Not yet.
 
Posts: 864 | Location: Toronto | Registered: May 03, 2006Edit or Delete MessageReport This Post
Pro
Posted Hide Post
quote:
Originally posted by Sebastien:
We'll add a 'Do Nothing' action - this will allow for merging without taking any action with the resulting merged documents.


Will this work with email? I am thinking I could run an automator action or applescript (or F-Script) on emails to attach a document before they are sent.
 
Posts: 105 | Location: Victoria, BC | Registered: December 04, 2007Edit or Delete MessageReport This Post
Marketcircle Team
Picture of Sebastien
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The 'Do nothing' action will be part of the same pick list as the email actions, so they'll be mutually exclusive.

However I think you'll be able to do what you want by selecting 'Open in Email client', as this will create new messages with the merged document for each contact, but not yet send them. You could then initiate your script to act on them.



Need help in Daylite or Billings? Check the Help menu for Apple Help documentation.
 
Posts: 409 | Registered: April 23, 2007Edit or Delete MessageReport This Post
Pro
Posted Hide Post
quote:
Originally posted by Sebastien:
The 'Do nothing' action will be part of the same pick list as the email actions, so they'll be mutually exclusive.

However I think you'll be able to do what you want by selecting 'Open in Email client', as this will create new messages with the merged document for each contact, but not yet send them. You could then initiate your script to act on them.


Well, that's tough if I have 100 to send out all the same, except for addressee.
 
Posts: 105 | Location: Victoria, BC | Registered: December 04, 2007Edit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Do I need to do anything special to my existing DB before I install the beta?

Thanks.
 
Posts: 37 | Registered: July 21, 2008Edit or Delete MessageReport This Post
Apprentice
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AJ, I like how additional contact information is available in the info pane.


I still feel that when view an organization in 3 pane mode (whatever that is called) all opportunities should be visible for the contacts in which that is their default organization.

I guess a fix for this would be this: I agree that an opportunity should be linked to the organization and not the contact (since they move around,etc.) but when emailing an estimate when it is linked to an organization, you have to get back out of the email, and search the contact linked to that org.

Why not just have the opportunity auto (like tasks do) to the org, so you can see all opportunities for that org (regardless of the contact). Just makes cense to me.
 
Posts: 37 | Registered: July 21, 2008Edit or Delete MessageReport This Post
Apprentice
Posted Hide Post
I think a really cool feature: locking a an estimate. I have more than once accidentally deleted a line item by clicking the - button instead of the / button. There should be a check box that easily allows for the (estimate) opp. to be edited or not editable.
 
Posts: 37 | Registered: July 21, 2008Edit or Delete MessageReport This Post
Marketcircle Team
Picture of Sebastien
Posted Hide Post
Today we released the final of Daylite 3.7.6 - you'll find complete release notes here. It can be downloaded as usual from our downloads page.

Thanks to all that helped us test it and provided feedback!



Need help in Daylite or Billings? Check the Help menu for Apple Help documentation.
 
Posts: 409 | Registered: April 23, 2007Edit or Delete MessageReport This Post
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