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.

 


The benefits of using Email Templates in your business

Here's our latest recording of our presentation today of using Email Templates in GoldMine.

Use Email Templates in your business and....

1) Save time on those regular emails you send out to your clients and customers

2) Maintain your corporate profile - everyone's emails look identical, same fonts, signature file and so on

3) Personalise your emails by automatically inserting customer details like their salutation

4) Reduce errors

5) Options for then sending your email to a selected list of recipients

 

 


GoldMine Webinar next Tuesday - How to create Email Templates to save time

Our next regular GoldMine presentation is on Tuesday 25th July at 10am UK time.  This time I am going to cover Email Templates.  Email Templates in GoldMine are a great way of saving time for those common emails you're regularly sending to your customers.  Email templates contain prefilled data that you specify, so you don’t have to reenter the same information for each message.  Plus you can ask me plenty of questions!

It will be about a 15 minute session and there's no charge by the way!

You have to register first at (please do this as soon as you can and not just before the presentation is due to start) -

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

Feel free to forward this link to other colleagues

 


Reliable CRM and Exchange Integration with Riva from Wizard Systems

Riva is your one stop shop for integration of popular CRM systems like GoldMine..

  • Syncs CRM data more reliably.
  • Improves CRM adoption.
  • Bridges key integration gaps.
  • Reduces flip-flopping between apps.
  • Proven performance.
  • Highly configurable.
  • Supports Office 365 and Exchange.
  • Supports all Gmail clients.
  • Supports custom fields and custom objects.
  • No client-side plugins, mobile apps, or browser extensions to install or manage

Contact Wizard Systems for more information


GoldMine 2017.1 - Hotfix 1a released and now available from Wizard Systems - Outlook Integration

What’s Fixed in GoldMine 2017.1 HF1a
GoldMine Premium 2017.1.0.384 / GoldMine Connect 2017.1.0.484

253026 Privilege errors when the Outlook Link is installed although both applications are started as the same user. with the new Outlook Link
253121 Since upgrading to HF1 of the GM Link, An exception is thrown when new emails are auto-linked where this is a Link Exclusion set.

Please contact Wizard Systems for more information.

 


New Survey Software add on released for GoldMine

We are pleased to announce the availability of Smart Survey for GoldMine.  Capture valuable input from customers and prospects using custom surveys that integrate results instantly in your GoldMine CRM system. Smart Survey provides a comprehensive survey solution that can be used for one on one or large audience surveying. Trigger surveys based upon actions and results tracked in your GoldMine system. Results are instantly added to a special survey tab as your recipients complete the survey. Seamless integration means no upload or download of data is required.

Key features include

  • Survey Form Builder
  • Integration Web Service For GoldMine
  • UNLIMITED Surveys
  • UNLIMITED Contacts Monitored
  • UNLIMITED Users
  • Survey Result Tracking For ALL Contacts
  • On-Demand Reporting & Dashboards
  • User Training
  • Assistance With First Survey Preparation
  • Optional Survey Preparation Services

For more information or a demo, please contact Wizard Systems.

 


An overview of the 3 Email Marketing options for GoldMine

GoldMine can as standard, create an Email Template (HTML or Plain Text) and this can be sent to a list of recipients in GoldMine (a Filter or Group) using the email send feature of GoldMine.  The email sent will appear on the History Tab of the recipient’s contact record.  However, there is no subsequent tracking of responses back in GoldMine.  So there are 3 supported email marketing options for GoldMine.  In increasing order of integration with GoldMine they are…

Wizard Systems supply, support and can offer training on all 3 options.  Please contact us if you want a demo or discussion about the best option for you.