GoldMine 2018 now released

Wizard Systems are pleased to announce the availability now of the latest version of GoldMine, 2018.1

Key features of this new version are:

  • Updated User Interface for desktop GoldMine
  • Enhancements to the Outlook link
  • Enhancements to GoldMine Web
  • Enhancements to the Constant Contact link

More information is available in this PDF

Download What's New in 2018

The ONLY way of getting access to GoldMine upgrades is via the Annual Maintenance Contract for GoldMine.  Please contact Wizard Systems for details and pricing.

 


One day GDPR and GoldMine Workshop - Tuesday 5th December

How ready are you for the GDPR data regulations coming into force next May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

GDPR is one of the most significant bits of legislation that will affect us all next year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these fidnings and recommendations in an informal one day 'workshop' with the GoldMine Community.

Aim

This is a one day course aimed at preparing you and your GoldMine CRM system for the GDPR legislation coming into force in May 2018 in the UK.  This course is ideal for business owners, marketing personnel and system administrators.

Pre requisites

Attendees should have at least a basic knowledge of what GDPR is about and good knowledge of GoldMine.

Duration

Course is normally one full day - start time is 10.00am and we aim to finish around 4.30pm. 

Refreshments, provided throughout the day, and buffet lunch is included (If the course is held at the Wizard Systems Training Centre).

Why choose Wizard Systems?

  • Training providers since 1993
  • Courses are friendly, informal and run in small groups
  • Plenty of hands on experience & exercises
  • In training surveys 100% of attendees said they would recommend our training to others

Our intended agenda will be as follows:

GDPR

  • Overview and Discussion
  • 6 Key Principles
  • User Process and Documentation 

Data Security

  • Setting up Users and Security
  • Backing up the Goldmine Database
  • Overview of protecting data

 Looking after Opt In and Preferences

  • Contact Merge Codes
  • Email Merge Codes
  • Adding New Fields to GoldMine for GDPR

 Updating and Cleaning your Database

  • Power Searches
  • Filters Groups and SQL Queries
  • Merging Duplicate Records
  • Global Replace
  • Importing and Exporting Data
  • Batch Scheduling of Activities

 Reports and Dashboards

  • An Overview of Reporting Options
  • Creating a Simple Dashboard
  • Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

Please contact Wizard Systems for more information, cost and booking.

 


GoldMine Dashboards webinar on Tuesday 14th November

Our next regular GoldMine presentation aimed at GoldMine Users will cover the Dashboards feature.  It's on Tuesday 14th November at 10am UK time.

You need to register first at:

https://attendee.gotowebinar.com/rt/1531920231452038402

There is no charge to attend and all attendees on the day will receive a free GoldMine Health Check Dashboard to display and summarise valuable information in your GoldMine database.

 


Bison chooses Riva to sync GoldMine with Microsoft Exchange

Bison Machinery Ltd., a specialist supplier of high quality metalworking machinery, chose Riva to integrate GoldMine and Microsoft Exchange. Integral to the project’s success was Riva’s ability to seamlessly and transparently sync GoldMine appointments and emails to the native calendar apps on mobile devices such as iPhones, iPads, and other smartphones and tablet PCs. The company’s sales and customer service teams can now concentrate on their work rather than manually archive emails.

Overview

Bison Machinery Logo Bison supplies high quality metalworking machinery for fabrication, sawing, engineering, and sheet metalwork. The company, headquartered in Stafford, UK, is a trusted partner of the sheet metal and fabrication industry. With a history dating back to the 1800s, the team of 25 employees benefits from the combined experience and product knowledge that has been passed down from generation to generation in this family-owned business.

The Challenge

Bison implemented their CRM of choice, GoldMine, in 2012. There is one administrator responsible for providing IT support for all sales and customer service employees in the company using GoldMine to record and archive client email correspondence and meetings.

To better integrate GoldMine into Bison’s daily workflow, the company tried using a plug-in for GoldMine with less than satisfying results. Rather than performing the sync tasks automatically as Bison needed, users had to archive emails manually. This created an additional workload for the users and resulted in less than optimal use of the company’s CRM.

Summary of challenges:

  • Plug-in wasn’t synchronizing automatically
  • Plug-in slowed down the systems
  • Users needed to archive emails manually
  • Email history in CRM was inconsistent
  • No way to automatically sync calendars and emails on multiple devices

Bison was searching for a way to seamlessly sync emails and calendars between their CRM and email systems which they considered crucial in optimizing the workflows of their sales and customer service staff.

The company wanted to have the option to archive emails in CRM as well. GoldMine partner and CRM specialists, Wizard Systems, recommended Riva to solve their sync and archiving issues.

The Solution

“We’ve found Riva to be an excellent product that just simply works. It saves us significant time now that we no longer have to manually link emails into GoldMine,” said Guy Bushnell, director, Bison Machinery Ltd.

Riva is now used by Bison to sync GoldMine and Microsoft Exchange for 14 employees – adding customer value, relieving all of the company’s pain points, and providing reliable, customer data automation for the company’s CRM and email systems.

Wizard Systems worked closely with Riva during the implementation process and managed all support requests on behalf of Bison. This made for a smooth and easy setup that did not require much in the way of involvement on the part of Bison.

“Throughout the pre-sales process and our implementation of Riva at Bison, we received excellent support from Riva’s customer services team. Riva is a great fit for Bison. Many of our Goldmine users have multiple Exchange mailboxes. Riva easily and eloquently handles manages this and removes the need for unreliable client add-ons,” stated Luke Fletcher, Software Consultant at Wizard Systems.

Riva, and the product’s option for automated email features, enables Bison’s sales and customer service teams to save time and ensure consistent CRM entries.

The Results

Riva enables Bison’s sales and customer service teams to work more efficiently in GoldMine and Microsoft Exchange, and on their mobile devices – in connected and disconnected modes – which has improved the quality of information that is being automatically archived in GoldMine.

“The real value with Riva is that we now have the peace of mind that our data is automatically and seamlessly integrated between CRM and email, without our employees having to do any manual data entry. Previously we were often unsure if users had remembered to manually sync emails,” said Guy Bushnell, Director, Bison Machinery Ltd.

The company will continue to take advantage of the high flexibility and stability that Riva provides in the future.

 

For more information on Exchange Integration with GoldMine, please contact Wizard Systems.

 


New Training Course for GoldMine Users: GoldMine and GDPR - How to get ready

We are pleased to announce the availability of a one day course aimed at preparing you and your GoldMine CRM system for the GDPR legislation coming into force in May 2018 in the UK.  This course is ideal for business owners and system administrators with a good working knowledge of GoldMine.

Dates to be announced soon.

Download GoldMine and GDPR


GoldMine Hotfix 3 now available for download

What’s Fixed in GoldMine 2017.1 HF3


GoldMine Premium 2017.1.0.422/ GoldMine Connect 2017.1.0.504


Issue and Description
253262 Unable to set the GMGoogleSync configuration, error when trying to access
http://localhost/goldmine/configuration - Server error in ‘. Goldmine/Configuration'
Application
253430 If a non-master user has the option 'Add New' unchecked under the Access Tab of Tools>User's
Settings>Properties, they won't be able to edit a contact record in GMWeb even if they are the
owner of the contact record
253476 Outlook Link - When Searching for contacts clicking on the found name will usually
immediately open GoldMine, this is inconvenient and there should be rather a double click
necessary
253496 Outlook Link - Having a Hyperlink for View Contact only on the value and not complete row
when Searching for a contact record
253292 Clone a primary field view in Record Types Admin. Whatever name is chosen brings up a 'this
name is already in use' error.
253836 Special characters (e.g. French) will be destroyed when saving an email template >> also when
sending such an email to a contact the special characters are gone
254172 Change default action when linking an email to a different contact, currently default option is
"YES" preferred and least destructive should have NO as the default response.
254487 GMweb hangs on the landing page and when opening a Conatct record for an extended period
of time before showing results

To get access to GoldMine Upgrades you will need a current GoldMine Maintenance Contract.  Please contact Wizard Systems for details.

 


Are you all backed up ???

GMbacup

 

Following recent increases in reported data loss issues related to viruses or ransomware attacks, it is more important than ever to make sure your on premise applications (like GoldMine and QuoteWerks) and data are correctly backed up.

Backing up your on premise applications such as Goldmine and QuoteWerks is something that should be done regularly and checked to make sure you have what you need if disaster strikes. A regular backup is still something that many users prefer to avoid.

Q - "Are you backing up your GoldMine software?"
A - "Yes our IT chap says it backs up every night"
Q - " Are you sure it will restore if disaster strike?"
A - "Hmmmm ? I think so!"

At least that is until they suffer their first loss of important files as a result of software, hardware or user error and more and more commonly some virus that wipes or encrypts your data: that's when it becomes crystal clear just how valuable a reliable and up-to-date backup really is!

GoldMine for example holds information in 2 places. The application is stored in your GoldMine shared folder on the server and all of your data within GoldMine, is stored in Microsoft SQL. We recommended that you back up both areas correctly. Microsoft SQL server comes with an option to set up a maintenance plan which allows you to schedule the data backup regularly. This will produce a file which can then be backed up along with your GoldMine folder and contents.

We would recommend that to maintain an optimal backup system, make a separate backup on each day for a 2-week cycle. That is, your backup system should include 10 to 14 individual backups. Two weeks of backups are recommended because data corruption might not be discovered for several days. Only 1 or 2 backups might contain corrupted data. Use tapes, removable disks on cloud space as a backup medium. Also if you are provided with a backup service as part of your IT support contract then perform a disaster recover test to prove that you can restore all that you need.

For more information or advice, please contact Wizard Systems.


GoldMine 2017 Hotfix 2 now released

What’s Fixed in GoldMine 2017.1 HF2
GoldMine Premium 2017.1.0.403 / GoldMine Connect 2017.1.0.495

Issue number and description
217215 Replying to email with an apostrophe and a comma in the alias will cause an error that the email address is not linked.
230812 Setting a filter (not grid filter but via Options) on a tab with a lot of records (e.g. with a certain reference) and scrolling down to get more results the existing results will be visually duplicated over and over again …
232875 Constant Contact campaigns show occasionally duplicated in Campaigns grid >> this can happen when 2 different users are logging into the same Constant Contact account but also in other instances
247237 "Save as Group" feature within the Contact Search Center allows curtained records to be added to a group.
247469 Build a group contains unexpectedly also curtained contact records - group building does not respect record ownership and curtaining.
247943 Expanded notes windows appears when the Activity related fields (for example CAL->Ref or CONTHIST->RESULTCODE) have a Context-dependant F2 Lookup and you try and open the specific field from an activity.
252893 Provide better logging or the information about possible HRESULT exception meanings as they cannot be identified via Google.
253146 Unable to open Email attachments from Pending Email (Email in the GoldMine Inbox).
253173 GMWEB - An error has occurred on the server. Please contact your system administrator when clicking the Refine button for an advanced search
253181 GMWEB - An error has occurred on the server. Please contact your system administrator when clicking the Refine button for an advanced search

For more information on how to get a GoldMine upgrade, please contact Wizard Systems.

 


New download location for GoldMine updates

Effective July 31, 2017, the GoldMine Product Downloads@ site has moved. Since the merger of Heat Software and LANDESK to form Ivanti back in January 2017, the Goldmine Product Downloads site has moved from the HEAT Self Service portal to the new Ivanti community.

Please contact our support department for more information - support at wizard hyphen systems dot com.