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February 2008

GoldMine Premium Edition 8.02 Maintenance Release now available

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 8.0.2

Note:  ID# is FrontRange's internal ref of the fix.  Upgrade available via netupdate in GoldMine or Wizard Systems FTP site if you have a service contract with us.

ID #

Issue Description

69630

TLogs have invalid SyncStamp values

69056

Recently Viewed list is not limited when using Firebird database

68587

Contact Record Statistics shows inaccurate sales data

68583

Delegate to User(s) causes characters to be deleted from the selected users list

68511

Telemarketing Scripts corrupted while editing

67831

Full Name with apostrophe incorrectly displayed in Notes tab

67697

Special chars in Notes vanish when upgrading from GMCE to GMPE

67633

MS SQL 2000 Spanish or German causes error in Case module

67563

Upgrade from dbase to GMPE failed due to fewer licenses

67509

lookup.ini erroneously populates date field

67287

Grouping cases by Due Date does not function correctly

67279

Drag and drop Attachments, no graphic shows until you add an attachment with attachment button

67141

Non-Master uses cannot convert additional contact to primary ones in Case Management but can on the contact record under the contacts tab

67017

Username.INI file expands on upgraded system with customized task bar

66426

dBASE expressions in the calendar do not show the Contact1 data if there is an unlinked calendar item present

66384

After upgrade from GMCE to GMPE, added toolbar icon does not remain

66279

Tab content scrolling causes contact records scrolling

66059

GoldMine automatically searches entire DB when a blank field is selected to launch the search centre

65895

Time Clock not populated

65873

Slow performance in refresh of Recently Viewed list in iGoldMine due to list length

65814

Toolbar customizations are not maintained after Switch User

65632

mouse wheel in notes (when reaching end of notes) it scrolls to another record

65123

Error appears when scheduling activity with Greek regional settings

65113

search center -- columns that are part of the contact2 table, searching grinds to a halt

64859

With iGoldMine, tabs do not disappear when closed and titles do not get removed from the window drop down

64719

Schedule button on contact record intermittently works with large database

64016

New Record Layout must be manually refreshed when creating a new record

63849

Extended detail tab does not refresh when scrolling through records

63832

UI for label customization is broken in Opportunity Management

63620

Ability to change the number of recent items within user options

63485

GM crashes if you try to complete non-existent activity

63345

Changing menu format allows you access to disabled items

63180

Users not in alphabetical order in Activities User dropdown

63146

Text in the Notes tab overlap when HTML_CAL_NOTES=0 is set in the GM.ini

62922

Case mask configuration prevents pending/history from being linked to case

62903

Cannot schedule call when South African regional settings are used

62583

Adding high tab order to user-defined field in upper part of contact record (above tabs) causes field to disappear

62290

Unable to save email attachments in bulk

61867

Cannot disable Zip code validation for additional contacts

61834

GM hangs during recently viewed contact list refresh

61633

Scrolling through the end of GM+View tab causes contact record to scroll

61550

Adding a sort to an existing group populates member data incorrectly

61473

Data entry corrupted after switching record types

61428

Zoom shows incorrect record when filter is active

61333

Incorrect column headings in History tab when contact name is shown

61130

Category, Origin, and Offering cannot be added as columns for Service List

60929

Note in Case is saved when switching to another Windows application

60903

Complete Event dialog appears when using command button to Schedule Event

60799

Context menus not accessible via Application Key

60719

Case task does not appear on Pending tab of contact

60718

To-Do date appears as 12/30/1899 in Pending tab

60716

Case task does not appear in calendar

60694

Non-Master users cannot search on E-Mail address

60671

Case tasks are not displayed in Calendar

60531

GoldMine - Filters and Groups - Calls scheduled to a group of users are displaying on the same line of time

60260

Contact Search Center does not retain column widths

60153

New Message -> Email TO selection from additional contacts is ignored -> always primary contact selected

60028

Visual defects in highlighted calendar view tab

59753

Using scheduled e-mail local menu adds duplicated menu items

59519

"Empty Trash when closing E-mail Center" option ineffective

59490

Assign focus to first text field

59356

Missing option to Edit notes

58816

Non-master user doesn't have access to some Leads options

57693

Toolbar changes are not retained when exiting via Switch User

56051

Activities become inactive in alert window

53168

Any GoldMine report pulling data from Notes Tab shows notes as html code

47018

Can't see attachments from Email


Tip on how to convert a Field from Upper Case to Proper Case

Here's an easy way of converting a Field's contents to Proper Case - where the first letter will be changed to upper case, and the rest lower case.  PLEASE ENSURE YOU DO A COMPLETE BACKUP OF GOLDMINE BEFORE PROCEEDING!

Select from the main menu, Tools|Global Replace Wizard

Select, 'Update a field using advanced options' and click Next

In the Update Field box, select the Field you want to adjust.

In the Convert to section, select Proper Case.

Click Next twice.

Then select the Filter or Group you may want to restrict the adjustment to (Create this Filter first!) or the whole database.

Click Next and Finish.

A 'Process Monitor' box will appear showing the status of the operation.


Get the GoldMine alarms to pop up in windows without being logged in to GoldMine

The GoldAlarm option runs the alarm options in GoldMine, even when you are not logged into the application - just Windows.

To activate the GoldAlarm options in GoldMine, select Edit>>Preferences. The User's  Preferences dialog box appears.

Select Alarms.

Select Place GoldAlarm icon on my desktop and Run GoldAlarm when Windows starts.

Click OK to save the settings and close the User's Preferences.

Exit GoldMine.

Double-click on the GoldAlarm icon on your desktop to launch the notification service and place the GoldAlarm icon in your System Tray.

If you right-click on the GoldAlarm icon in the System Tray, the local menu appears. You can select the following:

GoldMine: Launches GoldMine

About: Opens the GoldMine About window.

Exit: Closes GoldAlarm and removes the icon from the system tray.


Displaying the Activity Code in GoldMine History Tab

By default, GoldMine’s history tab does not show the activity’s activity code, which is a three letter code used to categorise activities (e.g. NEW if it is a ‘new’ sales enquiry).

If you want this to show, open up your username.ini file, (e.g. tim.ini in your GoldMine folder if your username is 'tim') and find the [ActvObj] section. Then add this line right after the section header:

ShowHistActvCode=1

Your History Tab will then show Result Code and Activity code together.


Ten Things the On-Demand CRM Vendors Don’t Want You to Know

With all the recent attention on on-demand, or software-as-a-service (SaaS) CRM solutions, it might seem like this is the future of software. On the surface, it sounds attractive. The CRM vendor houses the application and your data, and your employees access it via the Web. With on-premise software, you install the application on your own servers and desktops, maintaining and controlling it inhouse. As such, you retain your data on site and users access it via client-server or the Web.  Though many are jumping on the on-demand bandwagon, many are also jumping off. Churn rates for on-demand are as high as 30 percent while renewal rates with on-premise software fall in the 80 percent range. There must be a reason an increasing number of organisations that tried on-demand applications have returned to an on-premise solution. In fact, we can think of 10:

#1 An on-demand solution will cost more in the long term
At first look, an on-demand solution may seem more cost effective, especially without on-site implementation. However, over the long run, the costs of on-demand solutions can add up to a higher total cost of ownership. That’s particularly true with some of the more popular on-demand solutions today, with high per-user costs that customers get locked into for the duration of the contract term. Plus, there are hidden expenses in attempting to integrate on-demand solutions with other applications. In fact, although some users of one of the leading on-demand solutions have achieved ROI, it’s a longer payback period, and one-third would consider moving to another solution with better functionality or a lower price. GoldMine® software typically pays for itself in eight to 12 months.

#2 You’re locked in
On-demand solutions typically require you to sign a contract in one-year increments. Then, if you choose to switch to another solution, it’s a complex and costly process to get your own data back. And once you’re locked in, there can be unexpected expenses for customisation, integration and storage. Customers often start with one module, but realise they need the professional module instead of the basic. With GoldMine, you buy the software once, get the full feature set and own your data. You also pay one upfront cost, then lower annual renewals, giving you greater flexibility.

#3 On-demand does not always play well with others
Chances are, you will want to integrate your CRM application with other solutions, such as databases, quoting and accounting. On-demand solutions do not have a reputation for simple integration with other business-critical systems. Customers often need to purchase additional middleware, or invest in extensive coding, to integrate their on-demand CRM with other solutions – increasing the payback period. GoldMine has an open architecture that allows you to easily link to or view other systems.

#4 You can’t easily customise your own CRM
It’s critical that your CRM solution fits your specific workflow and business needs. However, on-demand solutions typically cannot be configured easily out of the box and as your needs change. GoldMine, as an on-premise solution, allows you to customise your own fields and accomplish other customisations much more easily.

#5 Implementation is only a few days faster than on-premise
On-demand solutions tout rapid ramp-up, without onsite implementation time. In reality, you still have to enter your data, requiring at least a few days. GoldMine implementation time averages about 10 days – a relatively short amount of time for a business critical application that will be in place for years. And while you may be able to use your on-demand CRM a few days sooner, you’re likely to be hit with more ongoing costs than with GoldMine.

#6 Your data is held hostage
By the nature of on-demand applications, the vendor stores your contact data. When the day comes that you want to migrate to another solution, your vendor may not readily give up your data, or might deliver it in a format that requires considerable manipulation.
With GoldMine, you have the peace of mind that you control your own data.
“One of our clients implemented a leading on-demand CRM application; however, the company soon discovered that the costly solution lacked critical capabilities for its needs. The complex structure and interface lengthened call times and the application did not integrate easily with the company’s Oracle database – all for high monthly subscription fees. The company moved to GoldMine to manage the full lifecycle of customer relationships. Customer service and credit staff input data faster than before, and the flexible application is customizable and easily integrated with Oracle. This increased functionality comes at one quarter the cost of the on-demand application. In three years, the company will save over 86% or approximately $150,000 over previous the solution, and expects the software, implementation and training to pay for itself in less than one year.”

Damian Schwarz
Chief Executive Officer, ACW Solutions

#7 You may be missing key automation.
World-class sales and support organisations have best practices built into andautomated in their CRM applications. Some on-demand applications lack this critical functionality, forcing users to modify drop-down menus as they complete steps. The result: process gaps and bottlenecks.

#8 Data accuracy and quality may be compromised
It’s important that your organisation controls the information that end users enter in the CRM system to support marketing, sales, communications and reporting. Leading on-demand applications have limited controls over the accuracy and quality of the information that sales representatives can enter into the system. With GoldMine, you have complete control over the fields on the interface and which fields are “required” for data input, ensuring that users enter the data you need.

#9 Cumbersome interfaces may require more training and slow users down
Gaining employee buy-in to a new CRM system depends on an easy user experience. However, some leading on-demand applications are not known for their simple interfaces, creating end-user resistance. Users may be forced to scroll and toggle back and forth between screens, taking multiple clicks to find or enter the information they need. With GoldMine, users access all information from fields and tabs on a single screen.

#10 You are at the mercy of the vendor’s own reliability issues and disaster recovery decisions.
Employees touch your CRM application every minute of every day, making uptime essential. On-demand applications have been known to go down, which means your data and information are completely inaccessible and your employees unproductive. It’s also critical to understand the on-demand vendor’s disaster recovery strategy. Is your data safeguarded from attacks or disasters? As an on-premise solution, GoldMine does not leave you at the mercy of an external application that may go down, and leaves you in control of your disaster recovery/backup. So, while an on-demand solution may offer a slightly faster ramp-up, ultimately it increases costs and reduces the long-term benefits of CRM.

This blog article originated from a Whitepaper from Paul Petersen, Senior Director, GoldMine Business Unit, for FrontRange Solutions in the US.  For a copy of the original, please contact Wizard Systems.


The new Service Module and multiple databases in GoldMine Premium

In the current release of GoldMine Premium Edition, the Service module (part of Premium that allows you to track customer service activity) works only with a single contact database (i.e., the contact set alias must be identical to the alias for the base GoldMine tables).

We recommend you always try and stick with one main database anyway, as it's easier to manage, run reports etc...


Learn the basics of Crystal Reports in under an hour

Crystal Reports is an easy to use tool for creating professional looking reports from GoldMine and other applications.  Crystal Reports is supplied with GoldMine Corporate Edition and Premium Edition, and it can also be purchased separately with GoldMine Standard Edition.

This 1 hour training session via the web is aimed at all users who would like to get started with the basics of creating reports from GoldMine and is intended to give an insight into other reporting possibilities.  It is the perfect grounding and introduction to our one day Crystal Reports course.

The one hour web training session will cover:

- An introduction to the data structure of GoldMine
- Connecting Crystal to GoldMine
- Creating a basic report with Groups, Totals, and a Chart
- Creating a 'Cross Tab' report for summarising data
- Saving and Printing reports
- Exporting reports to other applications eg Excel, Word, PDF
- Examples of other report formats and features

Attendees will receive documentation on:

- How to install ODBC
- Report Design
- Creating a Simple Report

Again, all you need to attend this Training session is access to the Internet and a Phone!

The cost of the one hour training session is £25 exc VAT for clients who have a software support contract with Wizard Systems, or £35 exc VAT if you do not have a contract with us.

Register now by clicking the link below:
https://www2.gotomeeting.com/register/254461037


Getting GoldMine to generate numbers automatically

Do you ever need to allocate numbers automatically in GoldMine, like a Contract Number, Project Number etc?  Well use the Counter function in GoldMine. You can use it in a lookup field, or you can place it in the lookup.ini. What it does is increment the value of a variable each time its called. Here's some info:

Using the Counter Command

COUNTER(<name>, <inc>, <start>, <action>)

COUNTER works similarly to the SEQUENCE function. The key difference is that COUNTER stores the count value between GoldMine sessions, and is shared by all GoldMine users. The SEQUENCE counter is local to the operation, and its count is lost at the end of the operation. Since the COUNTER function updates a database counter, it is much slower than SEQUENCE which updates a memory counter.

COUNTER returns a sequence of consecutive numbers each time the expression is evaluated. The counter <name> must be unique and up to 10 character long. Each evaluation of the function increments the counter by the <inc> value. The <start> and <action> parameters are optional. When <action> is 1, the <start> value is used to reset the counter. The counter is deleted when <action> is 2.

GoldMine can track and unlimited number of counters, each with a unique name. The counter values are stored in the LOOKUP table. Counters can be used anywhere dbase expressions are allowed, including F2 lookups. The following F2 entries can be placed in the Incoming Call Reference F2 to number each type of call.

Prefix your counter with a letter...

~"T"+str(counter("Tech",1))
~"S"+str(counter("Sale",1))

Or trim the leading spaces

~ltrim(Str(Counter("Sup",1)))


Launch of GoldMine Mobile ver 3.0

The new software edition gives sales teams the ability to manage customer contacts, sales activities and opportunities at any time, from anywhere, on their BlackBerry smartphones. The "always-connected" sales team can collaborate and have insight into customer activities as they occur, so nothing is missed or forgotten.

"GoldMine Mobile Edition increases a sales team's productivity while simultaneously improving overall customer service," said Greg Anderson, senior product director for the GoldMine product line at FrontRange Solutions. "Because data is held locally on the smartphone, users can find information quickly, without latency issues or the need for wireless coverage. This provides sales representatives the ability to manage their contacts and calendar, and to compile sales forecasts -- even while on an airplane."

GoldMine Mobile Edition seamlessly integrates phone and e-mail features directly into the GoldMine application. Sales teams use the real-time insight gained from the application to compile reports, since they have all the necessary information at their fingertips via their BlackBerry. GoldMine Mobile Edition features an easy-to-use customization and configuration platform, which uses the intuitive navigation of BlackBerry smartphones. The application also leverages the inherent security features found in the BlackBerry Enterprise Server.

With GoldMine Mobile Edition, sales teams can:

  -- Integrate routine CRM-related phone and email tasks performed on the
     BlackBerry by writing back into GoldMine, improving preparation and
     follow up of sales calls
  -- Log and manage all calendar, contacts, and opportunities in one
     locally-held client, which improves productivity and gives managers
     real-time insight into what is going on in the field
  -- Work within GoldMine Mobile Edition from anywhere at anytime, even when
     there is no cellular coverage, and synching automatically when coverage
     returns, so there are no latency issues
  -- Improve overall sales because sales teams can see contact and sales
     information as it happens and be able to analyze and respond
     immediately