Daylite for Mac Public Release Notes History

Daylite for macOS 2023.3 Build 9957 (Jan 17, 2023)

New Feature

• Daylite now supports signing in with passkeys on macOS Ventura. You can enable it by logging into your account on the Marketcircle website.

Improvements

• Notes and Emails are now displayed when searching in the Link To popover for People.

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  Separated the Objectives section in the sidebar into Opportunities and Projects.

Fixes

• Fixed a crash when saving or discarding a new note in certain situations.

Daylite for macOS 2022.46 Build 9509 (Nov 15, 2022)

Fixes

• Bug fixes and performance improvements.

Daylite for macOS 2022.44 Build 9387 (Nov 7, 2022)

Fixes

• Fixed an issue that prevented the ability to perform a Letter Merge from a Form within a Project or Opportunity.

• Fixed an issue with Daylite Mail Assistant that could cause Apple Mail to become unresponsive when viewing an email containing a meeting invitation.

• Fixed an issue that caused the All Calendar filter "Separate by User & Resource" to not be remembered.

Daylite for macOS 2022.42 Build 9231 (Oct 24, 2022)

Fixes

• Bug fixes and performance improvements.

Daylite for macOS 2022.41 Build 9089 (Oct 13, 2022)

Fixes

• Fixed a crash that could occur when deleting a company after editing the primary linked contact.

• Fixed an issue that could incorrectly display emojis on the calendar.

• Fixed a crash that could occur when dragging an item to a list.

• Fixed an issue that could cause double clicking within an Opportunities Board to not register.

Daylite for macOS 2022.33 Build 8852 (Aug 30, 2022)

Fixes

• Bug fixes and performance improvements.

Daylite for macOS 2022.32 Build 8730 (Aug 24, 2022)

Important Notice

• Please note that after updating to this version, you will not be able to downgrade to an older version.

New Feature

• Opportunities Board
  The Opportunities Board lets you take control of your sales as it allows you to visually track how many Opportunities are in your Sales Pipeline, see the status of each Opportunity, and easily prioritize the most urgent or valuable ones. You can find the Opportunities Board in the Sidebar under Objectives. This feature is available on Daylite running macOS 12 Monterey or higher.

Improvements

• Attachments that are linked to emails with Daylite Mail Assistant will now appear in the “File Transfers” window in Daylite (Window > File Transfers) if it’s pending upload. The “Daylite File Transfers” menu item has been removed from Apple Mail. Daylite must also be open in order to link attachments from Daylite Mail Assistant.

Fixes

• Fixed an issue where linking an item within an Activity Set while creating a new Contact caused Daylite to crash.

Daylite & Mail Assistant 2022.23.3 Build 8498 (June 28, 2022)

Our teams have been working on an improved sync system that will carry us forward to the future. The objectives of this sync system are:

• Handle more users and larger databases.

• Work smoothly on big sync changes.

• Boost the efficiency of individual syncs.

• Provide better support for future changes

To accomplish these goals, we have made the following:

• Syncs
  • If you make a big change (i.e. bulk edit), Daylite breaks it down into smaller groups and syncs them separately over short time intervals.
  • Changes made on one device will trigger syncs on any other devices.
  • Daylite will automatically sync every 10 minutes.
  • Improved error reporting and handling when sync issues are detected.

• Data updating in the UI.

  • When using another application (like Mail or Safari) and Daylite is not active or in the foreground, Daylite automatically updates the UI with the inbound changes.

  • If Daylite is in the background, the UI updates as changes sync in.

Updating to the improved sync system.

• As part of this update, the database files will be updated when logging back into Daylite.

• If you have unsynced changes from an older version of Daylite, you will not be able to update the database. To resolve this, you must trigger a sync in Daylite and restart the app once the sync is completed. The system will attempt to update the database again.

• Downgrading to an older version is not recommended. Please contact Support if you have any issues.

Improvements

• Added the ability to change the deactivated owner of a shared smart list.

• Added an option to set a Pipeline in the main Opportunity Detail Edit View.

• Added the ability to set a value in the main Opportunity Detail Edit View. This only happens when no line items are set in the Estimate tab. Otherwise, the field remains uneditable and uses the total set from the Estimate section.

Fixes

• Fixed an issue where Daylite would crash during an import while the application was syncing.

• Fixed a display issue with the Preferences window where it could show overlapping buttons.

• Fixed an issue where a Contact linked to a Daylite user could be deleted from the All Activity view.

• Fixed an issue where the Note content could scroll/jump while editing.

• Fixed an issue where the Invitee counter would not increment when adding additional invitees until you saved.

• Fixed an issue where declining an instance of a repeating appointment would cause all future appointments to be declined.

Daylite & Mail Assistant 2022.14.1 Build 8252 (May 24, 2022)

Improvements

• New and improved phone formatting is here! Previously Daylite only automatically formatted North American numbers but we've made some changes to allow international phones to be automatically formatted as well. Due to this change, the phone formatting option in the Daylite General preferences has been updated.

Fixes

• Fixed an issue that caused Daylite to become unresponsive while using the Calendar.

• Fixed an issue where some Normal and Limited Access users were unable to access the Account preferences.

Daylite & Mail Assistant 2022.14 Build 8248 (May 9, 2022)

Improvements

• New and improved phone formatting is here! Previously Daylite only automatically formatted North American numbers but we've made some changes to allow international phones to be automatically formatted as well. Due to this change, the phone formatting option for North American numbers in the Daylite General preferences has been removed.

Fixes

• Fixed an issue that caused Daylite to become unresponsive while using the Calendar.

• Fixed an issue where some Normal and Limited Access users were unable to access the Account preferences.

Daylite & Mail Assistant 2022.8.1 Build 8105 (Mar 24, 2022)

Important Notice

• Trial date text has changed from 30 to 14 days.

Improvements

• Added back the Marketing opt-in option.

Fixes

• Same fix notes as 2022.8

Daylite & Mail Assistant 2022.8 Build 8103 (Mar 21, 2022)

Fixes

• Fixed an issue that caused the Quick Search to show an unlimited amount of results.

• Fixed a vCard export issue that caused the State/Province to be missing.

• Fixed a vCard export issue where certain social media types were not getting exported.

• Fixed a vCard export issue where the Job Title and Department were not getting exported.

• When using the "Export Visible Columns and Selected Rows to File" option to export as a Tab Delimited format, the file will now be saved with a .tsv extension instead of .txt.

• Fixed an issue where social profile fields were not being imported when importing vCards.

• Fixed an issue where a Default Value could not be set for Forms in Preferences.

Daylite & Mail Assistant 2021.48.2 Build 8100 (Mar 14, 2022)

Important Notice

• You will need to reinstall Daylite Mail Assistant after updating.

Improvements

• Time Sensitive notifications are now supported on macOS Monterey.

• When importing vCards, Daylite will check for duplicates and update/add to existing records instead of creating a duplicate.

• Improved the sorting of Keywords, Resources and Teams in menus and popovers when they include numbers.

Fixes

• Fixed an issue that prevented vCards from being created when dragging Contacts from Daylite to Finder.

• Using the Write Email option with a Group that has linked Companies will now include the companies' email address in the email.

• Fixed an issue where the color sliders used for setting a category color could not be changed when entering values in the text fields.

• Fixed an issue where the incorrect timezone was set when importing an appointment generated from Exchange.

• Fixed a crash that could occur when editing Forms.

• Fixed an issue that caused Apple Mail to become unresponsive when responding to invitations on macOS Monterey.

• Products & Services images and Identity logo can no longer be created with an unlimited size. They are now limited to 2 MB.

• When filtering by Keyword and searching within the list of Keywords, the results are no longer restricted to 10 items.

• Upgrading from macOS Big Sur to macOS Monterey on an Apple Silicon Mac no longer results in a device migration error.

Daylite & Mail Assistant 2021.28.1 Build 7408 (Oct 21, 2021)

Improvements

• macOS Monterey compatibility - You will need to reinstall Daylite Mail Assistant after updating.

Daylite & Mail Assistant 2021.28 Build 7168 (Aug 11, 2021)

Improvements

• You can now step through the Week and Month calendars by a smaller duration (by day in the Week view and by week in the Month view) by holding the Option key while using the View > Calendar > Next/Previous menu items. For the Month view this only works if your Calendar Preference setting is set to "Show week and month: looking forward from today".

• Using a plug-in with Daylite now requires user approval. When installing a plugin, a prompt will be shown for the user to give it access to Daylite.

Fixes

• Daylite on macOS Big Sur will now correctly prompt to Save changes when closing a Letter Template that has unsaved changes.

• Fixed an issue where clicking "Show in Daylite" opened a new window to show the item instead of using the existing window.

• Done Tasks now respect the "Remove Done Tasks Daily" preference and will clear automatically on the next day.

• Fixed an issue where Emails in Daylite would sometimes display buttons off the screen if there were several addresses in the To or Cc fields.

• Fixed an issue that caused the default width of the detail pane in the detail/activity split view to be too narrow.

• Fixed a crash that could sometimes occur when adding/removing contacts from Groups.

Daylite & Mail Assistant 2021.17 Build 6895 (May 17, 2021)

Improvements

• Additional Calendar preference options have been added to customize your view (Daylite > Preferences > Calendar). Choose how many hours to show at a time, change how much or little of an appointment is shown (name, location, details) and choose which day of the week to start on.

Fixes

• Fixed an issue where dragging new items to the Favorites bar on macOS Big Sur showed the wrong insertion position.

• Fixed an issue where clicking on a record item in the Favorites bar would not work when Daylite was in fullscreen mode.

• Fixed an issue where choosing "Write Email" caused Apple Mail to split the name into two recipients if the contact has commas in their name (or other common delimiters).

• Sort order set to Groups will be correctly applied to Subgroups as well.

• Fixed an issue where accepting a meeting invitation from macOS Notification Center did not update the status of the meeting in Daylite.

• Fixed a crash that could occur when viewing an email that contains an ICS file in Apple Mail with Daylite Mail Assistant enabled.

• Fixed a crash that could occur when importing delimited data if the unique option is enabled for the “Company (Overwrites Default Organization)” destination field.

• Fixed an issue that prevented new child objects (i.e. Note, Task, Appointment, Form) from inheriting their parent object (i.e. Company, Person, Project, Opportunity) permission preset properly.

• Fixed an issue where the Task status checkbox state would not update correctly after the status was changed.

• Fixed an issue where the "Last Sync" time was not displayed in the File menu.

Daylite & Mail Assistant 2021.4 Build 6621 (Feb 10, 2021)

Improvements

• Contact Integration wording of "Shared People" and "Shared Companies" has been renamed to "Show in Other Apps" throughout Daylite.

Fixes

• Fixed a performance issue with Daylite Mail Assistant that was caused when viewing emails with large file attachments in Apple Mail.

• Fixed a few areas that didn't update right away when changing the apps text size.

• Fixed an issue that occasionally caused Daylite Mail Assistant to crash Apple Mail when viewing emails with meeting invitations.

• Fixed an issue where the columns in the "Current Estimate" view could not be resized.

• Fixed an issue where content may not be displayed when viewing Emails in the Email list view.

• Fixed a crash that could sometimes occur when adjusting the Tasks & Pipeline splitter in Projects and Opportunities.

• Fixed an issue that caused the Details pane size to reset in Multi-Column List view after switching views.

• Fixed a crash that could occur with a resized Details pane that contains linked items.

• Minor fixes to Dark Mode.

Daylite and Daylite Mail Assistant 2020.50 Build 6459

Improvements

• Clicking on the invitees label in a meeting now includes the option to "Email Pending Invitees".
• When viewing the details of a Group, it will now display a maximum of 10 linked people/companies with the option to "Show more" if there are more than 10.
• Added a "Calendar" preference pane for the calendar options previously stored under the General pane.
• You can now set the appearance of Daylite to follow the System, or stay in Light/Dark mode (Daylite > Preferences > General > Appearance).
• You can now adjust the Text size and Sidebar size in Daylite to small, medium or large. (Daylite > Preferences > General).

Fixes

• Fixed an issue where searching for emails may not display matching results.
• Fixed an issue that caused Notes with a lot of content to be clipped when resizing the Daylite window.
• Fixed an issue where Mail could crash while using Daylite Mail Assistant.
• Fixed an issue that prevented users from setting Default Values in the Preferences window.
• Fixed an issue where clicking "More" on a Notification would not display the respective item.
• Fixed a crash that could be caused when viewing a Note that was originally dictated from iOS.
• Fixed an issue that prevented closing the Preferences window after performing a search.
• Fixed an issue where viewing an email in Apple Mail with an external meeting invite or importing an ics file into Daylite caused a crash on Macs with Apple Silicon.
• Fixed an issue where Quick Search may not work after updating from older versions of Daylite.

Daylite and Daylite Mail Assistant 2020.45.2 Build  6446

Hotfix release. 

Same release notes as 2020.45

Daylite and Daylite Mail Assistant 2020.45.1 Build 6261

Hotfix release. 

Same release notes as 2020.45

Daylite and Daylite Mail Assistant 2020.45 Build 6255

Improvements

• macOS Big Sur compatibility - You will need to reinstall Daylite Mail Assistant after updating.
• Dark Mode support - Respects the macOS system preference in displaying Daylite in Light/Dark mode.
• In the Calendar Multi-Column List views you can now see your appointment count on the bottom bar.
• Modernized the Notification popover. As a bonus you will now be able tear the popover off the toolbar and leave it open while you work.
• When viewing other users’ private Appointments in the calendar, it will now show useful information for scheduling. The busy bar on the left side will be shown to indicate whether the user is free/busy and a strikethrough is shown if the Appointment is cancelled, postponed or declined.
• When using the “Color by User or Resource” option in Calendars, your external calendar events will now match your user color.

Fixes

• Fixed an issue where the Activity view may temporarily say "No Activity" while it was still loading information.

Daylite and Daylite Mail Assistant 2020.36.3 Build 6053

Important Notice

• With the next macOS update right around the corner, this version will be the last release to support macOS 10.13 High Sierra and macOS 10.14 Mojave. For more information and download link visit this page: End of Support for macOS High Sierra and Mojave

Hotfix release. 

Same release notes as 2020.36

Daylite and Daylite Mail Assistant 2020.36.2 Build 6051

Hotfix release. 

Same release notes as 2020.36

Daylite and Daylite Mail Assistant 2020.36.1 Build 6035

Hotfix release. 

Same release notes as 2020.36

Daylite and Daylite Mail Assistant 2020.36 Build 6031

Improvements

• You can now edit your iCloud, Google, Exchange, or other CalDAV accounts in Daylite. If you need to add your calendar(s) simply open Daylite Preferences > Calendar Integration to get started.

Fixes

• Fixed a crash that could occur when filtering Forms.
• Fixed a crash that could occur on the Home or Team view when right clicking on headers.
• Fixed an issue that prevented all-day items from being dragged to a date in the past while in the Calendar Day view.
• Fixed a crash that could occur when dragging an Appointment from the Calendar to a Task list.
• Fixed an issue that caused columns in the Multi-Column List View not to be saved.
• Fixed a crash that could occur when importing contacts for the first time.

Daylite and Daylite Mail Assistant 2020.29.3 Build 5802

Hotfix release. 

Same release notes as 2020.29

Daylite and Daylite Mail Assistant 2020.29.2 Build 5796

Hotfix release. 

Same release notes as 2020.29

Daylite and Daylite Mail Assistant 2020.29.1 Build 5790

Hotfix release. 

Same release notes as 2020.29

Daylite and Daylite Mail Assistant 2020.29 Build 5787

Improvements

• Tab and Window titles will now include the name of the selected item.
• The option to start a FaceTime call or an iMessage is now available when clicking the phone label of a Contact.
• You can now email linked People in a Project, Opportunity or Company by clicking on the "people" label in the Details pane.
• Modernized the sidebar. Section headers will now display a "Show/Hide" option when hovering over them. You can also view/edit filter criteria directly when hovering over a smart list.

Fixes

• Fixed an issue where the Linking popover would remain on screen if Daylite was not the active application.
• Fixed a crash that could occur by moving appointments in the Calendar Month view when dragging.
• Fixed an issue where results would not appear when searching using the Quick Search.
• Fixed a crash that could occur when opening Daylite or when the number of appointments in the Team View changes.
• Letter Templates can no longer be created with an unlimited size. They are now limited to 2 MB.
• Fixed an issue that prevented expired Trial users from logging back in after purchasing a subscription.
• Fixed a crash that could occur when removing a saved login.

Daylite and Daylite Mail Assistant 2020.19 Build 5499

Improvements

• Improved performance when logging into Daylite for the first time.
• An "Account & Billing" option has been added to the Daylite menu (Daylite > Account & Billing...) making it easier to navigate directly to the Account preferences.

Fixes

• Date & Time merge keys now work for Forms.
• Fixed a crash that could occur when viewing certain Notes.
• Report templates can no longer be created with an unlimited size. They are now limited to 5 MB and images within the report are limited to 512 KB.

Daylite and Daylite Mail Assistant 2020.13 Build 5294

Improvements

• Tasks will now show their created and modified dates.
• Daylite will now alert you if it hasn't synced for a few days.

Fixes

• Fixed an issue where creating a linked item may not be immediately displayed in the Activity section.
• Modify dates for Tasks and Contacts are no longer updated when nothing has changed.
• Fixed an issue where a Contact from Contacts app can get incorrectly imported into Daylite after using the "Import from Apple Contacts" option in the People view.
• Fixed an issue where Daylite could crash when using the "Import from Apple Contacts" option in the People view.
• Fixed an issue in the Home screen where the Overdue section appeared when the list was empty.
• Fixed an issue where the periodic sync would not work if "Sync in the background" and "Sync after making changes" were disabled in Daylite Preferences.
• Fixed a crash that could occur when using cursor keys to navigate events in the calendar.

Daylite and Daylite Mail Assistant 2020.7.1 Build 5133

Improvements

Localization improvements.

Fixes

We fixed a crash with Daylite Mail Assistant that was introduced in the previous version.

Daylite and Daylite Mail Assistant 2020.7 Build 5122

Info

This update will require Daylite Mail Assistant to be re-enabled in Apple Mail on macOS 10.14 Mojave and macOS 10.15 Catalina. Navigate to Mail > Preferences > General > Manage Plug-ins to re-enable Daylite Mail Assistant.

Improvements

• The "Cloud" preferences option has been renamed to "Account".
• A "Manage Plan & Billing" option has been added to the Account preferences making it easier for account owners to access plan and billing information.
• People cards will now highlight the option to set a category and/or keyword for uncategorized contacts.

Daylite and Daylite Mail Assistant 2020.2.1 Build 4949

Fixes

We fixed a case where Daylite was not reporting a syncing error.

Daylite and Daylite Mail Assistant 2020.2 Build 4834

Improvements

Your tabs are now remembered if you close the Daylite window and re-open a new window.

Fixes

Disabled the ability to combine two Daylite user contacts.