We're releasing a Public Beta for our users to test and provide feedback on Daylite 3.7.4. We've made several fixes and added new features, and would appreciate feedback on these; the complete list of fixes and new features is listed below.

PLEASE NOTE: this release is a beta release, and may be further updated based on feedback from users; as such, it should not be considered as a 'final' release. We are confident that the fixes and features it brings are stable, but be warned that you use this release at your own risk. Please be sure to make appropriate backups of your database(s) - both online and offline.

The purpose of this public beta is to allow our users to test and provide feedback on this release; to that end, we've created this thread in the Marketcircle forums for such feedback. Please note that:

• support on this release will be provided only through this forum thread, or you may also provide feedback through the Daylite Beta mailing list (if you are already registered on the mailing list)
  
  
• Marketcircle Support & Sales will not provide direct support on this public beta release
  
  
• this thread is to concentrate on the fixes and features of this release only (as listed below); if you wish to discuss other issues or features not part of this release (or that of other releases), please do so under the Using Daylite or Troubleshooting forums as a separate thread, as appropriate.
  

The release notes for Daylite 3.7.4 are:

Features:

• Added merge support for Pages, Numbers and Keynote.
  
• Additional information for contacts—such as category, additional phone numbers, owner and more—is 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.
  
• Improved importing of calendar files that do not have a time zone defined to use the current time zone.
  
• Improved the resizing behavior of several edit windows.
  
• The local time in the Appointment window is now displayed using the user's preferred display format.
  
• Task window date and time fields are now two separate input fields.
  
• Enforced the user's delete permissions in the Trash inspector.
  
• Removed the minimum margin size in the letter template editor.
  
• Added task calls to Today's Call List report.
  
• Added auto refresh of all views following an online/offline sync.
  
• Added discount field and discount total to estimate templates.
  
• Includes Dialectic dialer plugin.
  
• Added the Daylite Concepts Guide.
  
• Backup reminder will be suppressed when automatic backup is configured for the database.
  
• Added the ability to select multiple items when adding products or services to an estimate.
  
• Added warning of any detected problems with automatic backups.
  
• Added the ability to save logs to a file.
  
• Updated OpenBase to version 10.0.11 build 124:
  
• - Better permissions management.
  
• - Addresses dynamic IP address network connection issues.
  
• - Automatic fallback to a default backup directory when a user-defined backup directory is not writable.
  
• - Improved offline synchronization reliability.
  

Bug fixes:

• Fixed a lock issue when merging a letter and sending to email client.
  
• Fixed a bug where the default category was displayed on an email note instead of the chosen category from DMI after recording an email message.
  
• Fixed a bug introduced in 3.7.3 when selecting a file for delimited data import.
  
• Fixed a bug which prevented organizations from being exported to a vCard.
  
• Fixed a bug when choosing a sample database if OpenBase is not installed.
  
• Fixed a potential crash when printing the Calendar.
  
• Fixed a bug when disabling the repeat setting while editing an occurrence of a repeating 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.
  
• Fixed a bug that could cause a crash while stripping or archiving attachments.
  

Download links:
Daylite 3.7.4
Daylite Productivity Suite 3.7.4

Daylite 3.7.4 includes a new version of OpenBase (10.0.11 build 124). There is no database schema change in this release. All computers running Daylite to access a Daylite database will need to be updated. Please see the ReadMe in the Daylite Documentation folder or the installer for more details.

This message has been edited. Last edited by: Sebastien,

When creating a task (some of mine are scheduled for one hour on the same day), I get an error of "Invalid Complete date for Task. Complete date must occur after the Start date."

This needs to allow for any amount of time to schedule a task (even 5 minutes).

Merging with Word 2008 is broken. It say's it is replacing info...but then it doesn't.

Downgraded off beta and it is now fixed...yep real bug

This message has been edited. Last edited by: David Figge,

quote:

OpenBase (10.0.11 build 124)

Sebastian, I use Phonevalet, is this compatible, it uses Openbase as well. Have had issues in past where I couldn't use my database because of an upgrade. I have an email into Parlaint. Will post the reply. Looking for your knowledge as well. Thanks

Wow. Merging with Pages and Numbers is great. Will it have the ability to suppress blank lines in an address field?

quote:

Originally posted by David Figge:
Merging with Word 2008 is broken. It say's it is replacing info...but then it doesn't.

Downgraded off beta and it is now fixed...yep real bug

What merge keys are you using in your word template?

Here are just some...it didn't replace any of them

<$cnt.fullname$> Proposal Number: <$form.Quote Number$>
<$cnt.org.name$>
<$cnt.org.address$>

and from forms

<$form.Materials$>
<$form.Installation$>
<$form.Shipping/Misc$>
<$form.Base$>
<$form.Service Agreement$>
<$form.Mon Set Up$>
<$form.Mon Fee$>

quote:

Originally posted by David Figge:
Here are just some...it didn't replace any of them

<$cnt.fullname$> Proposal Number: <$form.Quote Number$>
<$cnt.org.name$>
<$cnt.org.address$>

and from forms

<$form.Materials$>
<$form.Installation$>
<$form.Shipping/Misc$>
<$form.Base$>
<$form.Service Agreement$>
<$form.Mon Set Up$>
<$form.Mon Fee$>

Hi David,

I've done some testing and merging with Word 2008 seems to be functioning properly. Was this an old template that you were using or is it a new one that you just created?

Yep...I'm the bug...sorry...Not sure what caused it the first time...I was working from a Starbucks...maybe my machine was freaked out by the price of coffee?

This message has been edited. Last edited by: David Figge,

David: Am I reading this right? Are you able to get data out of a custom form into Word 2008? How did you do it? I didn't think form data worked in external merges. Thanks for any help.

Mods...could you move Atticus's post and mine off to another thread...

just to keep this one pure...

and I am happy to help you Atticus.

It's actually simple.

1. Create the form
2. Take good notes so that you match the fields you created exactly (way important)
3. Insert the field you want to mere using this formatter <$form.Materials$>. Replace the word "Materials" with whatever word you copied down from step #2. Just to be clear...If my form field said Favorite Color, my merge field would be <$form.Favorite Color$>.
4. After form and template design, make a form connected to a contact/opp/proj etc.
5. When you are ready to merge, simply pick the contact/opp/prj etc... you associated the form to.
6. pick the form on the "forms tab" below
7. Click on write letter.
8. Fill out the specifics (where the template resides...where you want the completed info to go etc..and if you have created it under opp/proj...it will ask for which contact you want to merge.
9. Merge away
10. Go get a coffee...sit back and be soooo happy because it *should* have worked.

Try it out, and let me know if you run into problems. I literally do this 4-5 times a day and it works awesome!

David: amazing! I've been using the context menu and rightlclicking a linked contact (or several selected linked contacts), the choosing Write Letter, then selecting Pages and all the external merge keys worked but the form data never worked. Hadn't thought about selecting the form, the using the menu to select Merge, Using Pages. That works. Now, if there was a way to get a context menu to work when selecting the custom form so you didn't have to use the Action menu item, that would be great.

Thanks so much for the help! That's way cool!

Can't help you there....but I am SOOOOO happy it worked.

Mods....move us on out....nothing to see here!

quote:

Originally posted by Oscar:

quote:

Originally posted by David Figge:
Here are just some...it didn't replace any of them

<$cnt.fullname$> Proposal Number: <$form.Quote Number$>
<$cnt.org.name$>
<$cnt.org.address$>

and from forms

<$form.Materials$>
<$form.Installation$>
<$form.Shipping/Misc$>
<$form.Base$>
<$form.Service Agreement$>
<$form.Mon Set Up$>
<$form.Mon Fee$>

Hi David,

I've done some testing and merging with Word 2008 seems to be functioning properly. Was this an old template that you were using or is it a new one that you just created?

Oscar, then again.

I spoke too soon..It is working intermittently...I'll try and see if there is a pattern on my system.

Are you typing in the keys yourself, or copy and pasting them from a document? We've found that sometimes copying from a document (like a PDF, etc.) will not actually copy the correct characters, so the keys will not be valid, even though they might look like they are.