A new free reporting tool for GoldMine ! Microsoft Power BI

Microsoft Power BI is a free reporting tool which can be used with GoldMine.  If you want an alternative to Crystal Reports, this could be the solution for you!

Microsoft Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.

In less than five minutes you can start creating personalized dashboards and reports on your data using natural language and drag-and-drop gestures to find answers to your most important questions.

Microsoft Power BI Desktop
With the Power BI Desktop you can visually explore your data through a free-form drag-and-drop canvas, a broad range of modern data visualizations, and an easy-to-use report authoring experience.

Microsoft Power BI Mobile
Access your data anywhere, anytime. These native apps provide live, interactive, mobile access to your important business information.

And there is now a Windows 10 app!

Connect to what matters to you with Microsoft Power BI
GoldMine, Excel spreadsheets, on-premise data sources, streaming data, and cloud services: Power BI integration brings together all your data so you can start analyzing it in seconds. Currently 59 integrations are configured. Including GoldMine, Google Analytics, MailChimp, SalesForce, Facebook, Zendesk and many more.

Wizard Systems offer full training on the system and Power BI is free !

Below is a sample report created based on GoldMine data...

Dashboard with interactive map



GoldMine Hotfix 4 released - What's New in GoldMine 2015.2 Hotfix 4 GoldMine Premium

Hotfix 4 has just been released and here is what is included....

The GoldMine Administrator can control the default values for Date and Time or User in the Complete Activity window by inserting entries into the ENVIRONMENT table
Settings are per system; when added the setting applies for all users of current system
Settings do not sync; apply separately for Sites and Undocked users
Settings are applied per activity type:
Appointment –A, Event –E, Call –C, Next Action –T, Other Action –O, Sale –S

KM 21915 > useOriginalDateInComplete
Default Date/Time when completing non-recurring or single instance of a recurring activity

KM 21916 > useOriginalUserInComplete
Default User when completing non-recurring or single instance of a recurring activity

KM 21944 > useOriginalDateCompleteRecurrence
Default Date/Time when completing all Pending instances of a recurring activity

GoldMine Plus for Microsoft Outlook has been refactored for enhanced maintainability and predictability by
limiting connection concurrency. See KM 22121 for further information.

What's Fixed in GoldMine 2015.1 Hotfix 4
Issue Number Title
133120 Completed activities complete against the current user not the user the activity was scheduled for
214214 Completing recurring appointments complete with current date and not the date scheduled while this works for single appointments
218728 Performance issue for non-master users when opening activity list or on editing or completing an activity with the activity list opened when records are owned/curtained and there are many activities scheduled for that user
233709 Couldn't open the database from GM Configuration. System.Data.SqlClient.SqlException: Login failed for user 'sa'.
233805 Not responding mode and severe performance issues when opening the Activity list and the desired activities do have a lot and very long or certain kind of notes.
233888 Not responding mode and severe performance issues when opening the Calendar and completed activities a lot and very long or certain kind of notes.
234029 Ability to keep the scheduled time when completing Activities, either by having an additional user interface check box to take current date/time or by system default setting in system configuration/GM.INI how GoldMine system should handle this
234531 Outlook Integration disconnects/freezes/hangs sporadically - When this happens the OutlookLog file show suddenly prior the disconnect a change in the connection string
234960 Web Import - Webimport emails are not downloaded - "Failed to retrieve message 1" other emails from same account are retrieved ok
236011 When linking an email from a IMAP account with the Outlook Link, the email will duplicate continuously. This results in duplicate emails in Outlook, on the IMAP server and in GoldMine.
236013 Delete an email in Outlook that has been linked to GoldMine, the email is than duplicated over and over again in Outlook.
237138 When the Outlook Link is installed and running, Outlook stops retrieving IMAP email. A process at the bottom of the Outlook window shows an almost constant "synchronizing inbox" message and progress bar.
237225 Goldmine Plus for Outlook is locking up Outlook, unable to click on data or menus.
240059 Duplicated emails are created when manually linking an email with Outlook integration which appear as strikethrough messages, eventually they are disappearing again after restarting the machine or other unknown circumstances

To find out how to access GoldMine upgrades, please contact Wizard Systems.


GoldMine Dashboard Training - How to create GoldMine Dashboards - March 24th 10am UK time

Dashboards are a powerful way of reporting on key information in GoldMine and outside of GoldMine. We're running a live, 1-2 hour online training course on March 24th at 10am UK time to cover...

- Using the built in Dashboards (GoldMine does have some ready made Dashboards to get you started)
- A brief introduction to SQL queries
- Creating Data Sources in Dashboards
- Use a simple Wizard to create the SQL query required for a Dashboard
- Adding a table to display the information in the Dashboard
- Display the result and information in a list on screen
- Adding Graphical Charts
- Adding parameters to the Dashboard for easy filtering and drill down
- Ask all your questions concerning Dashboards in GoldMine


There is a cost to attend the course of £50 per Company (You can have as many attendees as you wish and the £50 will be invoiced to your company) or one Admin Credit (if you have purchased Admin Credits from us). The training session will be recorded for you for later use and will not be available on YouTube.

Every attendee will receive a free dashboard from us showing you the health of your GoldMine data (we'll explain what it does on the day).

The class size will be kept low so please register as soon as possible to avoid disappointment!



GoldMine promotions for March 2016 - Save money on upgrades

GoldMine have just announced some promotions aimed at existing GoldMine Users.  This promotion is for orders to Wizard Systems for March only!  Here's the summary

1) If you're out of maintenance, you can now purchase extra GoldMine licences for the same version you are on now

2) If you're out of maintenance and want to upgrade to a later version (2014.1) this is offered for a one off fee of £99 per user

3) If you're out of maintenance, get back on maintenance for a £500 one time fee plus the normal renewal for 12 months


Please contact Wizard Systems for more information on your costs and savings....

GoldMine Webinar on the New GoldMine Web feature - 8th March 10am UK Time

We're running another presentation on the new GoldMine Web feature next week (Tuesday March 8th at 10am UK time) where we will be taking you through this exciting new capability to access your live GoldMine system via the Web.  There will be plenty of opportunities to ask us questions also.


This webinar is free to attend but please sign up first (as soon as you can and not on the day) ....



GoldMine Webinar Tuesday 1st March - The Pending and History Tabs explained

It's not too late to register for our free presentation covering how to use the Pending and History Tabs in GoldMine.

The session is open to all GoldMine Users and will be on Tuesday 1st March at 10am UK time.  The session will be about 15 minutes duration and there's plenty of opportunities to ask questions.

Please register by clicking the link below