GoldMine Blog

Wizard Systems announce April 13 release of wMobile for GoldMine

In the latest April 2013 wMobile release we added some minor features to wMobile as well as some continuous bug fixes and performance enhancements.

Release Highlights
 
We do not have a lot of changes in this months build but have some minor enhancements and fixes.  We are working on some larger features to be delivered in next months build.  We are in the process of adding multilanguage support to wMobile, a redesigned managers console and new document creation tools. 

This months feature improvements include:

• Support for five day calendars in wmobile Desktop (improves tablet usability)
• Support for Successful / Unsuccessful activity status in both wMobile Desktop and Phone completed activities

These wMobile updates are free to wMobile customers on maintenance.  Should you have questions about your wMobile maintenance status, please contact Wizard Systems.

 

New Call & Voice solution for GoldMine, Call Recording and Low Cost Calls

We're launching a new Call & Voice solution for GoldMine powered by Synety..

 

This offers:

• Auto Outbund Calling from GoldMine with one click
• Call Recording in GoldMine History Tab
• Management Dashboards
• Low cost calls e.g. Call a Mobile from 2p per minute!
• Works with ANY phone system
• Quick to setup and supported by Wizard Systems

Call Wizard Systems for a demonstration.

 

Get GoldMine Mobile for FREE during April from Wizard Systems - iPhone & iPad access to #goldmine

We are pleased to announce a special promotion on GoldMine Mobile Edition, the iPhone and iPad remote access solution for GoldMine Premium Edition.

Get Mobile Edition free with any new purchase of GoldMine Premium Edition, extra licenses of Premium or an upgrade to Premium.

Conditions apply and you may require installation/setup assistance. This promotion is valid from 11th April until April 26th 2013.

Pleas contact Wizard Systems on 01454 316800 for more information.

 

 

Wizard Systems announce release of GoldMine Premium Edition version 9.2.1.119

WHAT'S NEW IN GOLDMINE PREMIUM EDITION 9.2.1 

GoldMine Premium Edition now supports Microsoft Windows 8 Pro and Enterprise
editions. 

GoldMine Premium Edition now supports Microsoft Windows Server 2012.

 

WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2.1 

Data import is now enabled when a product evaluation license is in use. 

To assist in troubleshooting issues with synchronization, a verbose logging option now provides additional information.  To enable verbose logging for synchronization, add the following setting to the GM.ini file: 

[GMShowSyncLogging]

ShowLogging=1 

ShowLogging=0:
logging is off (default)

ShowLogging=1:
logging is on

 

Click here for release notes.

 

For more information as a GoldMine User on how to access the update, please contact Wizard Systems on 01454 316800.

 

GoldMine Tip: Never let an Opportunity pass you by

GoldMine’s Opportunity Manager gives you a great place to track all of your open opportunities.  You can even record your calls and appointments against an opportunity, which are all tracked within the Opportunity Manager.

Of course, we can’t remember all the opportunities we have and open and should be following up on, so here’s a SQL Query to show you all of your open opportunities sorted by the last time you have a history record recorded for them. 

To run the query go to Tools | SQL Query:

Use this SQL Query:

SELECT   ch.lasthistory,
         o.userid,
         o.company,
         o.contact,
         o.name,
         o.status,
         o.cycle,
         o.stage,
         o.source,
         o.startdate,
         o.foramt,
         o.forprob,
         o.accountno
FROM     opmgr o
         LEFT OUTER JOIN
                  (SELECT  MAX(ondate) AS LastHistory,
                           loprecid
                  FROM     conthist
                  GROUP BY loprecid)
                  ch
         ON       o.recid = ch.loprecid
WHERE    rectype          = 'O'
ORDER BY ch.lasthistory

 

Just copy and paste it into the query window and hit Query.

 

Planning an IT or #GoldMine Upgrade? Download the latest GoldMine Compatbility Matrix

Are you planning any IT upgrades?  Purchasing new hardware?  Planning a GoldMine Upgrade?

Please download our latest GoldMine Compatibility Matrix to see what's supported...

Download GoldMine_Compatibility_Matrix

New GoldMine Training Course announced for 18th April - Improving your Marketing with GoldMine

We're running another 'Marketing with GoldMine' training course on the 18th April at our Bristol Training Centre.  If you want to use GoldMine more proactively to manage marketing campaigns to generate more leads, improve response times on enquiries and monitor where your business is coming from, then this would be a great course for you.

On this one day course we'll be covering:

-  Advanced Filters, Groups and SQL Queries to build accurate target lists
-  Importing data from Excel
-  Using Merge Codes to 'Tag' Contacts
-  Creating Text and HTML Email Templates
-  Running an Email Campaign from GoldMine
-  Using the Group Schedule feature for following up Campaigns
-  Using Automated Processes to initiate an automatic sequence of Activities
-  Overview of the Web Import feature to link your Web Site to GoldMine
-  Leads Analysis and Leads Dashboard to find out where your best leads are coming from
-  Leveraging Social Media (twitter, LinkedIn and Facebook) with GoldMine
-  And More!!!

If you are interested, please call us on 01454 316800 and we can give you the full details and costs.

 

wMobile for GoldMine: New March 2013 release

wMobile for GoldMine is the popular add on to access GoldMine from your Mobile or Browser.

In this latest release you will significant speed improvements to the Mobile phone email center.  We have cut in half the load time of the email inbox and the load of individual emails. 

In the wMobile managers console you will notice that we have added support for GoldMine record typing in Mobile devices and added an easy to use screen designer for the mail contact screen.  This will replace the XML based screen definition used in previous versions.  On update we will not automatically replace the XML defined screens but allow the administrator the option to migrate to the new screen definition method.

 

Other feature improvements include:

Color support on calendars on both Mobile and Desktop Editions	Support for back-end Lookup.ini processing rules for updates in both Desktop and Mobile editions
Enhanced recognition and support for new Windows 8 Phone's	New Support for the insertion of in-line images while composing email messages.

Pack more power into your email marketing from GoldMine - Webinar Monday 11th

Start a dialogue with your target audience and go beyond sending them an email campaign. Introducing IntelliClick from Wizard Systems, an interactive & integrated email marketing solution for GoldMine with powerful track, send and email integrity management capabilities.

IntelliClick tracks your email campaigns directly to GoldMine CRM in “real time”. Improve deliverability of your email campaigns using the IntelliSend module. Stay in a "safe sender" zone while easily sending email campaigns directly from your desktop.

Join us on Monday at 3pm UK time to see this great email marketing solution for GoldMine.

Click here to register...

 

GoldMine Tip: Adding Favorite Folders in the Email Center

GoldMine allows you to create sub folders within inbox, Filed and Sent folders. Sometimes users prefer to create a sub folder to keep their important e-mails within this folder. GoldMine also allows you to add this folder as one of your Favorite Folders.  

The steps to add a folder to the Favorite folders… 

• Press F5 to launch E-Mail Center
• Right click on the folder you wish to add to the Favorite Folders
• Select the option Add to Favorite folders
• You will notice that the selected folder has appeared in the list of Favorite folders