Billings 3.5 released!

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billings_logo1.pngWhat’s new in Billings 3.5
1. Requirements: Billings now requires Mac OS 10.5 (Leopard) or 10.6 (Snow Leopard). Support for Mac OS 10.4 (Tiger) has ceased.
2. New features: Billings Touch additions

  • Billings is now able to sync over local Wi-Fi with Billings Touch - a new companion application for your iPhone and iPod touch.
  • New “unfiled slips” support slips created on the fly with Billings Touch.

3. Enhancements:

  • Improved performance for large databases.
  • Print invoices with the Paid stamp.
  • Send invoices/estimates/statements via MailPlane.
  • Help resolve issues by sending logs to Marketcircle support.
  • MobileMe Support: loosened the link between Billings and Address Book to better support MobileMe
  • Improved Address Book Integration
    • You can now select which of your client’s email addresses or street addresses to send invoices to.
    • Client links to Address Book are not lost when cards are replaced by MobileMe or iPhone.
    • No longer using Billings group in Address Book to prevent problems with duplicating contacts from MobileMe.

4. Bug Fixes:

  • Fixed publishing to iCal.
  • Client links to Address Book are not lost when cards are replaced by MobileMe or iPhone.
  • Fixed separators in certain locales.

5. Upgrade: After upgrading your database to Billings 3.5, you cannot go back to an earlier version of Billings, unless you revert to a backup.

tips + tricks: Daylite Touch’s call log feature.

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Blue Rock’s tips + tricksMost people are still not in the habit of dialing out of Daylite Touch when they want to call someone. But here’s the compelling reason why you want to do it from Daylite Touch: the call log feature. Once you hang up, in Daylite Touch there will be a window giving you the option to record the time of the call you just made [you can record it as either a Task or an Appointment] or create a New Follow Up [ie an action that needs to be taken based on the results of your phone call].

Or you can do both! Click to log a record of the time, finish that process of logging it as a Task or Appointment, and then a new window appears asking if you want to make a New Follow Up.

This log feature is fantastic, as it mimics the procedure we use on our computer’s Daylite to track phone time and do follow ups based on the results of calls.

stuff we love: DateLine.

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Blue Rock’s stuff we love Wanted to share with you a handy free app that puts a floating calendar on your desktop. And it’s been customized to work with Daylite: just double click on any of the days and you’ll be taken to that date in Daylite’s calendar. 

Please see the image below. DateLine actually shows the entire month, but for my screenshot I only highlighted a small portion. I placed mine down near my Dock, but it can go anywhere. Also notice the orange diamond giving a fast visual indicator of Today. 

DateLine screenshot

  • download DateLine
  • to enable Daylite support, go to DateLine’s Preferences and set the ”Open in” pulldown to “Daylite 3″
  • in order to work properly with Daylite, you must be logged into your Daylite database
  • in DateLine preferences you can also set the font, color, width, and more

Daylite tips + tricks: Daylite’s floating history

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Blue Rock’s tips + tricks See where you’ve been…and get back there fast! 

The quest for improved efficiency is never-ending. I’d like to share a great hidden feature in Daylite that has helped me tremendously: a floating history of where you’ve been. Take a look at the screenshot:

 

Daylite floating history screenshot

You can activate this within Daylite by pressing and holding these keys simultaneously:

To navigate UP in the floating list, use this key combination: shift command [

To navigate DOWN in the floating list, use this key combination: shift command ]

As soon as you let go of the keys, the floating history magically disappears and you’re taken to the item that was highlighted in the history at the time that you let go. So it not only lets you know where you’ve been, but allows you to get back there fast.

I love this one, give it a whirl!