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November 2011

Wizard Systems announce release of GoldMine Premium Edition 9.0.3 #goldmine #crm

Wizard Systems is pleased to announce release of GoldMine Premium Edition 9.0.3.  GMPE 9.0.3 is not being actively promoted as an upgrade to existing customers, since it is mainly for compatibility with GoldMine Mobile Edition. GMPE 9.0.3 does however include the following fixes:

150834 Performance issues moving from one message to another in Outlook when connected to GoldMine
133122 Service Center displays all records in the database if no filter is applied by the user (does not respect limits on System Settings > Display)
120811 GoldMine stops responding while e-mail messages are being queued
118791 Slow response when handling e-mails for a contact with a large number of opportunities
97707 Sorting on Age and Actual End columns (Projects) sorts as character values and not on their numerical or date values

Please contact Wizard Systems Support Division on how to access this upgrade and to check if it is relevant to your GoldMine installation.


New & transparent, server-side CRM integration for #Exchange and #GoldMine

Wizard Systems are pleased to announce the introduction of this new product to our range of CRM offerings.   Since FrontRange (software authors of GoldMine) have stopped future development on their GoldMine Integration Services for Microsoft Exchange (GISME) product line, we have been searching for a superior Alternative.  With lots of additional features, the  ‘Riva Integration Server’ offers robust Synchronisation, Exchange 2010 Support and Cross Platform Client access to your Goldmine data.



Key Benefits...

Better than your current Outlook plug-in. Riva Integration Server delivers transparent, bi-directional CRM integration for ALL Exchange Clients.   Sending and Receiving Contacts, appointments, phone calls, and tasks via your on Premise or Hosted Exchange Server, Riva delivers reliable, server-side synchronization for Microsoft Exchange and GoldMine Premium Edition.

Riva Integration Server only gets installed once at the server level, instead of installing an Outlook plug-in on each user’s desktop, laptop and mobile device Riva leverages the power of the Exchange address book and calendar features

Reducing data entryusers only need to enter data once into their email clients address book / calendar or intotheir CRM application.  User will no longer need to manually cut and paste information from one application to another

Send data to your mobile devicesand smartphones including BlackBerry, iPhone, iPad, Windows Phone, Android, Nokia, Palm, Sony Ericsson, LG and others…. 

Riva will sync with any Exchange ActiveSync (EAS) device that communicates with Exchange

Compatible with Microsoft Exchange Server 2010, 2007 and 2003

Riva offers cross platform support for the following email clients... Outlook 2010, Outlook Web Access, Outlook on Citrix, Outlook 2011 for Mac, Mac OS X (iCal, Address Book), Entourage.

Wizard Systems are currently running a series of free presentations to GoldMine Users on the benefits of the new Riva solution.  Please contact us for a demonstration.


QuoteWerks version 4.7 Build 1.02 now available

Wizard Systems is pleased to announce the availability of QuoteWerks version 4.7 with many new features including:

1. On QuoteValet Dashboard Payments tab, added new checkbox "Include previously downloaded transactions". [Service Release: 1.02]

 2. QuickBooks 2012 USA/Canada/UK now supported! [Service Release: 1.01]

 3. SugarCRM 6.3 is now supported! [Service Release: 1.01]

 4. On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine! [Service Release: 1.01]

 5. If you attempt to upload a quote to QuoteValet for customer review, and you selected a sales order layout, you will now receive a warning that your upload may contain cost information. [Service Release: 1.01]

 6. Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!

 7. USA tax rate lookup by zip code is now included in our real-time module. Tax Rate information includes a breakdown of State, County, and City tax rates. This is a huge time-saver. No more going to the state's website to look them up manually.

 8. Quotes can now require a deposit amount. This is particularly useful in conjunction with accepting a QuoteValet quote and then providing credit card payment for the deposit amount. The deposit amount can be a percent of the total, a fixed amount, based on a line item amount (like a subtotal), or of the sum of all line items matching up to 3 criteria.

 9. QuoteValet 1.3. QuoteValet now accepts payments (deposits, progress payments, final payments, etc.) through over 80 payment gateways including, QuickBooks merchant services, PayPal, and Google checkout. Additionally, for QuickBooks users, payments received by QuoteValet can be imported as a Customer Payments in QuickBooks and automatically applied to the customer that made the payment.

 10. QuoteValet 1.3. QuoteValet customer input integration. Customers can now enter information into fields on the QuoteValet page like CustomText fields from the DocumentHeader or DocumentItems. The customer can directly enter information into these fields or choose from lists. The customer input is then synched back into the quote in QuoteWerks.

 11. For QuickBooks users, you can now create Purchase Orders in QuickBooks. Under the new Tools->Purchasing menu (formerly the Online Orders menu) you have access to all the Order items in QuoteWerks and can easily create QuickBooks Purchase Orders that contain items from multiple orders. Items that do not exist in QuickBooks will be created, and the QuickBooks Purchase Order number will be written back into the line items from the orders. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in QuickBooks for the items you just ordered electronically.

 12. For QuickBooks users, when QuoteWerks creates item definitions in QuickBooks, you can now map fields from the QuoteWerks Document Items to the QuickBooks Item Definition custom fields. This is supported in QuickBooks 2007 and higher.

 13. When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map fields from the QuoteWerks Document Header to QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder level Custom fields. This is supported in QuickBooks 2007 and higher.

 14. When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map columns/fields from the Document Items tab to the Custom field columns of the line items on the QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder. This is supported in QuickBooks 2007 and higher.

 15. For QuickBooks users, QuickBooks custom item fields are now displayed in the QuickBooks product data source and can be mapped to Document Item columns.

 16. When QuoteWerks is creating a new QuickBooks item, there is now an option to specify the Preferred Vendor for this new QuickBooks item.

 17. For QuickBooks users, when creating Inventory and Non-Inventory items, the manufacturer part number from QuoteWerks populates the ManufacturerPartNumber in the QuickBooks Item definition for QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher.

 18. For QuickBooks users, custom fields for the QuickBooks customer are now all displayed in the results when searching for a QuickBooks contact. Also the QuickBooks customer custom fields can be retrieved into the quote using the DataLink feature.

 19. Added new line type of Summary Line. A Summary Line is similar to a subtotal in that it displays a totaled amount that is not included in the quote calculations. They can be positioned anywhere on the quote and will SUM up all line items matching up to 3 criteria. Very useful for summarizing the different categories of items on the quote like total hardware, total software, total service, etc.

 20. Formulas for Product/Service type line items can now include SUMMING where all line items matching up to 3 criteria are summed.

 21. Added new Line Attribute "Hide Quantity". For items that always have a quantity of 1 like maintenance fees, setting this attribute will hide that quantity from displaying on the printed quote or on the QuoteValet quote.

 22. Added new "Remove Non-Selected Optional Items" option on the Convert to Order window.

 23. The ShippingCost and ShippingAmount fields are now available in the DataLink feature.

 24. For ConnectWise users, when using ConnectWise as a Product Data Source, the product's Manufacturer, Vendor, and VendorSKU of the product is now available.

 25. Added new fields available in the layout designer: "DocumentItems->&QtyTotal_Actual", "DocumentItems->&UnitCost_Actual", "DocumentItems->&UnitPrice_Actual", "DocumentItems->&UnitList_Actual", "DocumentItems->&ExtendedCost_Actual", "DocumentItems->&ExtendedPrice_Actual", "DocumentItems->&ExtendedList_Actual". By default the standard values like DocumentItems->UnitPrice are cleared for particular line item types or when attributes like "HidePrice" are set. These new fields enable you to gain access to their underlying values.

 26. The macro DocumentHeaders->&SalesRepMobilePhone is now available in the layout designer and on cover pages.

 27. Added new macro fields &DH_&SoldToInLineAddress, &DH_&ShipToInLineAddress, &DH_&BillToInLineAddress.

 28. Formula details for line items are now displayed in the status bar.

 29. Added new Edit->Add Heading menu.

To access QuoteWerks upgrades, your must have a QuoteWerks Upgrade Maintenance Program in place which allows you to download upgrades directly from the QuoteWerks website.  Please contact Wizard Systems for more information.


GoldMine Users - running an old version? Special Offer to get back on 'Maintenance' #goldmine

We are excited to announce a new promotion for GoldMine Users who have been off maintenance longer than 6 months that enables them to get current on maintenance to enjoy the comfort of knowing that the FrontRange & Wizard Systems team is here to support them if something does go wrong, as well as the ability to get the latest releases of the product

Details are as follows:

Existing FrontRange customers only, who are not current on maintenance and have been off maintenance for 6 months or longer, can reinstate Maintenance at a special one-time price of 3 months back Maintenance, together with a new full 1 year M&S agreement going forward.  All FrontRange products (e.g. GoldMine and HEAT) are eligible for this offer and all licenses of the current system must be renewed for pricing to be valid.

Contact Wizard Systems UK on 01454 316800 for more information or quotation.


Review of GoldMine Mobile Edition 9.0 #goldmine #crm #ipad #iphone

Wizard Systems is proud to announce the upcoming release of the latest GoldMine CRM Solutions product, GoldMine Mobile Edition 9.0.  GoldMine Mobile (A FrontRange add on option for GoldMine, not to be confused with 'wMobile') gives mobile users access to their most important CRM information while they are out of the office traveling on business and performing high profile customer engagements.  GoldMine Mobile Edition 9.0 is compatible with the GoldMine Premium Edition 9.0.3 application, and runs on the Apple iOS mobile device platform (iPhone & iPad).  Apple iOS devices are ground breaking in the fact that they are easy to use and learn by any mobile user.  Since GoldMine Mobile Edition 9.0 uses this paradigm, it is easy for GoldMine users to quickly adopt CRM usage in this mobile environment.


GoldMine Mobile Edition 9.0 offers valuable features that increase the potential for CRM professionals to grow their businesses.

GoldMine Mobile Edition 9.0 allows mobile users to access their critical customer and contact information, forecasted sales, case details, and daily calendaring activities while they are disconnected from the office environment.  The easy to use and easy to install mobile application allows mobile agents to continue their customer engagement efforts that help drive better customer relationships and increase customer satisfaction.

Key Benefits

  • Drive customer loyalty while out of the office by keeping in contact with your important customers
  • Leverages the existing GMPE 9.0.3 infrastructure
  • Manage consistent deals across both internal and outside sales teams
  • Quick training with familiar, and intuitive iOS device support
  • Allows mobile sales users to make real-time, informed business decisions
  • Low cost of implementation and maintenance with wireless mobile application


Features and Functionality of GoldMine Mobile Edition 9.0:

  • Real Time Access Anywhere - GoldMine Mobile Edition 9.0 allows instant, wireless access to mobile users using the widely popular Apple iOS mobile device platform. 
  • Rich user interface – GoldMine Mobile Edition 9.0 user interface is designed with the look and feel of a native smartphone application. This UI makes the application easier to learn and use by the mobile users and supports standard touchscreen gestures.
  • Log contacts and track activities – Attach time-stamped notes of phone conversations, meetings and ideas, as well as view histories and activities for any contact.
  • Manage revenue related activities – Help manage and identify forecasted sales, increase sales productivity and drive additional revenue through available mobile sales functionality.
  • Perform service engagements – Provide service technicians and other field service workers with instant access to customer, case and service activities for them to perform their field based problem to resolution processes.
  • Manage mobile activities – See all of your calls, meetings and to-do entries in the activities list available on the mobile device.  In real-time update the activity record and associated CRM data so no information is lost and all teams are kept up to date on any activity performed in the field.  SMS reminders ensure no activity is missed while you’re on the road.

Existing GoldMine Mobile Edition 3.x / 4.x customers:

We have provided options for existing GoldMine Mobile Edition 3.x / 4.x customers both on and off maintenance to upgrade to GoldMine Mobile Edition 9.0.  Please contact Wizard Systems Sales dept. for all available options for existing GoldMine Mobile Edition 3.x / 4.x users.


GoldMine Tip: How to add a Contact Record to an existing "Group" #goldmine

Groups in GoldMine, are 'static' lists of contacts in your database that normally match some kind of criteria, or have been manually tagged or selected.  Using Groups in GoldMine are also very quick especially on large databases, because the system of course already knows who the records are in the Group.  GoldMine allows you to add a contact record to an existing 'Group' of contacts in GoldMine using one of the following steps

Method 1:

- Go to the contact record to be added to a Group
- Click on the 'Add To' button and select the 'Contact Group' option


- The 'Add a Group Member' dialog box appears
- From the 'Group' drop-down list, select the Group to add the contact record to
- Click on the 'OK' button

Method 2:

- Go to the contact record to be added to a Group
- Right Click in the 'Members' tab and select the 'New' options from the context menu
- The 'Add a Group Member' dialog box appears
- From the 'Group' drop-down list, select the Group to add the contact record to
- Click on the 'OK' button


GoldMine Tip: How to change Alarm defaults #goldmine

When scheduling an activity (e.g. calls, appointments etc…) with an alarm for reminder, the default time for the alarm is set to 10 minutes prior to the scheduled time. GoldMine allows the user to specify the number of minutes before the alarm pops up.

The steps are as follows

- Select Tools | Options
- Select the Alarms tab
- Select the option ‘Pop-up Alarms’  


- Change the value in ‘Alarms default to lead time x minutes’
- Click on the OK button