GoldMine Premium 2016.1.0.179 / GoldMine Connect 2016.1.0.309, Hotfix 3 now available

We are pleased to announce availability of GoldMine 2016.1, Hotfix 3.  What's Fixed in GoldMine 2016.1 HF3

Issue and Description.....

205910 Create email on GoldMine internal user on Project's team tab does not create internal email to User but
instead creates email to Project's primary contact

235067 [GMWEB] Calendar loading with spinning wheel when the user has a lot of pending activities for the specific
time frame scheduled >> this makes the activity list on the ACTIVITIES page not responsive, scroll may or
may not work appears to hang in the list.

235709 Cross validated/context depending F2 lookups on OPMGR table: F2 values different in
Opportunity's/Project's detail vs. Opportunity's/Project's properties view. Properties view shows no values
as it looks for ' ' instead of set values

246404 GMWEB - The Total and Forecast Column in OPPORTUNITIES list is to small and needs be extended

For more information on how to access GoldMine upgrades, please contact Wizard Systems.

 


How to manage duplicate records in GoldMine - a free demo

Tomorrow, Tuesday 2nd August, our regular GoldMine presentation will feature the GoldMine Merge Purge capability to manage duplicate records.

This is a free presentation aimed at existing GoldMine Users.  The presentation will be on Tuesday 2nd August at 10am UK time (BST).

2016-08-01_0937

You must register as soon as possible to get your connection details for the event.  

Gotowebinar_register


GoldMine 2016.1 Hotfix 2 now available - GoldMine 2016.1.0.172

GoldMine Premium 2016.1.0.172 / GoldMine Connect 2016.1.0.304 is now available.

What is fixed in this release...Issue number and description.

245827 (GMWEB) Unable to set a date older than today when Adding a history item in GoldMine Web after
upgrading to GMPE/GM Connect 2016.1 GA release

245885 The operation cannot be performed because the message has been changed when manually linking while
creating an email in Outlook and then try to send

246048 Sent Email won't link from Outlook to GoldMine when using the option "Link To: Additional Contact"

For more information on how to access GoldMine upgrades, please contact Wizard Systems.

 

 


How to use GoldMine as a powerful marketing tool - a free webinar Tuesday 28th June

We're running a free to attend webinar tomorrow on how to use GoldMine as a powerful marketing tool.  This webinar is aimed at anyone in marketing and existing GoldMine Users.

The session starts at 10am UK time and lasts about 20 minutes.  Plus there is a Q & A session.

We will cover...

  • Data management
  • Lead Management
  • Direct Mail
  • Email Marketing
  • Reporting and analysis

To register, click on..

Free GoldMine Webinar on Marketing


New Lead Score Dashboard available from Wizard Systems - who should you be concentrating your efforts on?

So you have loads of leads in your GoldMine CRM system.  But which are the top leads?  Who should you be concentrating on?  We've come up with a simple solution - a Lead Score Dashboard.  This applies a point scoring system to each key bit of information about a lead or a customer.

For example, if we have an email address, score 3 points.  A job title, add another 3 points.  A phone number, add another point, and so on to give you a grand score for that lead.  Then display all your leads by sales person in total lead score order.

This is just an example of a lead score process.  We can change this.  We could add on more points if the prospect has a LinkedIn Profile, or has had an Appointment recently.

Here's a screenshot of the sample dashboard...

Goldmine_lead_score_dashboard

Please contact us for more information or a dashboard custm


GoldMine 2016.1, Hotfix 1 now available

A new release of GoldMine, GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293, is now available....

What's New in GoldMine GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
• When completing an activity in GoldMine Web, the option to schedule a follow up activity is available. Selecting the option will open the Schedule overlay for the same activity type as just completed. Options for scheduling a follow-up by default and carrying over completion notes will be respected in a future release.

What's Changed in GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
• GoldMine Web Activities page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.
• GoldMine Web Activities page Tasks and To-Dos are collapsed by default for all screen sizes.
• When searching for Cases or Opportunities in GoldMine Web, default results are Status: All and Owner: All.
• GoldMine Web Contact Record Cases section displays all Cases for the selected Contact.

What's Fixed in GoldMine GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
Issue number and description...
233236 (GMWEB) Removing Edit Tab Folders right for a user, makes the user unable to complete activities in
GoldMine Web >> Contact's Pending area while this is possible in GMPE on the Contact's Pending tab
234850 [GMWEB] Feature request - Add the schedule a Follow-up option to GoldMine Web.
239349 [GMWEB] When using forced valid input for the STATE F2 Lookup entry that contains comments in format
value // comment the entry will not show as valid input in
240297 (GMWEB) - Discrepancy between security settings in GoldMine Premium Edition and GoldMine Web - e.g.
Menu restrictions - Schedule and Complete is not respected in GMWEB, Access restriction Edit Tab folders is only partly respected - GMPE disallows to change
241704 GoldMine column in Outlook no longer shows any box or check mark after upgrading to GMPE 2016.1
245599 When a different user completes a recurring single user Activity scheduled for a different user, the
completing user is taken over even with the variable added to the Environment table

For more information on how to get the new version of GoldMine, please contact Wizard Systems.

 


New IntelliClick Subscription Management Module - Webinar Recording

This webinar recording provides an overview and demonstration of the IntelliClick Subscription Management Module. This module provides a new option to allow your email recipients to manage their list preferences,

 

 For more information on this module or IntelliClick Email Marketing solution for GoldMine, please contact Wizard Systems.

 

 


GoldMine Webinar tomorrow 14th June - See the latest GoldMine version 2016 and GoldMine Web!

We're running a short webinar tomorrow at 10am UK time on the latest GoldMine version, 2016, and we'll be showing GoldMine Web, the new web and mobile access to GoldMine.

The webinar will last approx. 15 minutes or so and there's plenty of opportunities to ask your questions !

GoldMine_Web_Webinar

 

Please register now to get your connection details...

Register for GoldMine Webinar