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February 2012
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March 2012

Important information concerning release 9.0.4 of GoldMine Premium Edition

We have completed our testing of GoldMIne 9.0.4 and have found the following issues which may affect you if you are thinking of upgrading:

1. Privately marked e-mails can be seen by unauthorised users: A private activity can be read if viewed through the GoldMine calendar.


2. When mass mailing using Automated Processes, merge fields are not merged.  If you have APs that e-mail customers, that have merge fields on (e.g. Dear XXXXX), these fields will not merge.

If you are thinking of upgrading or unsure if either of these issues are going to affect your system, please let us know and we will advise.

 


Integrate Outlook email, Lotus Notes emails and iPhone emails to GoldMine #crm

Do you have colleagues who never use GoldMine or never have access to it, but you want to ensure that all their emails they send and receive are tracked against a customer record in GoldMine CRM?
Now it's possible with the e-mail Fetcher capability of wMobile for GoldMIne.


wMobile for GoldMine is normally supplied as a popular tool for real time access to GoldMine from your smartphone, tablet or web.  But it can also be used as an enhanced way of tracking your emails outside of GoldMine if you use Outlook or maybe the native phone system on your iPhone.


Now just one thing, apart from wMobile, you'll also need to use the IMAP protocol for handling your emails.


The simple screen below shows the wMobile Managers Console where the administrator can setup the email processing options.  Processes can also be setup for linking emails into GoldMine history where the email address does not exist.

Wmobile_email_fetcher

For more information on wMobile and linking in emails from other systems into GoldMine, please contact Wizard Systems.

 


GoldMine Premium Edition 9.0.4 now available #crm #goldmine

We are pleased to announce that GoldMine Premium Edition has been improved with the latest release, GoldMine Premium Edition 9.0.4.
 
GoldMine Premium Edition 9.0.4 is now generally available for GoldMine Premium Edition Users on Maintenance and Support with Wizard Systems, to download and implement.
 
Please contact Wizard Systems for more information.
 
As with all GMPE service packs, the biggest driver for GMPE 9.0.4 is product quality. This release contains over 30 fixed issues for improved product stability and quality, as well as support for GoldMine Mobile Edition 9.0. For more information regarding this release please view the read me document that comes with it.

The GoldMine team at FrontRange is also creating an integrated GoldMine Premium Edition & GoldMine Mobile Test Drive instance! The online Test Drive system enables any client to evaluate the latest GMPE features and functionality, including Outlook Integration and CRM Dashboards.  In addition, on this single Test Drive instance clients can utilize the mobile features available in GoldMine Mobile Edition either from an integrated simulator or via their own mobile device.

For more information on the latest GoldMine version, or the test drive, or GoldMine Mobile, please contact Wizard Systems on 01454 316800.


GoldMine Premium Edition 9.0.4 due to be released this week

GoldMine Premium Edition 9.0.4 is due to be released this and now supports GoldMine Mobile Edition 9

A new Messaging tab appears in the user options screen when a GoldMine Mobile license is added to the License Manager.  The Messaging tab enables users to receive alarms for upcoming activities on their mobile devices as SMS messages.  For more information, please review the GoldMine Mobile Edition Installation and User Guide.  The Pager tab that appeared in previous releases is no longer displayed.

 

WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 9.0.4 

GoldMine Plus for Microsoft Outlook now includes an option to file Outlook e-mail messages in a specified GoldMine folder.  To use this option, go to Setup GoldMine Plus > Options and select the “As a completed activity in the filed e-mail folder” button and uncheck the “Fast File” option.

            If an e-mail message is instead linked as a pending activity, there will be a new File button active on the GoldMine pane in Outlook, enabling the message to be filed on demand. 

To improve performance in the GoldMine E-mail editor, the “Regarding:” drop-down list (where the user can select an opportunity, project, or case) will only show 50 items related to the current contact.  If a larger list is necessary, the following entry can be added to the gm.ini file:

[GoldMine]

MaxRegardingListSize=n  (where n is the desired list size) 

To support environments where there is no C:\ drive available, GoldMine Plus for Microsoft Outlook now has a setting that enables an administrator to choose where system log files are created.  If an alternate location is needed, add an entry to the gm.ini in the following format:

[GoldMine]

OutlookAddinLogDir=D:\GMOutlookLog\ 

The checkboxes used to set up automatic synchronization with Outlook have been modified to clarify their behavior.  To use automatic synchronization with Outlook, go to Tools > Synchronize > Synchronize with Outlook and check “Automatically synchronize with Outlook”. 

In addition, there is a secondary option, available at Tools > Configure > Outlook Integration Settings > Synchronization, which enables the synchronization schedule to be activated when Outlook is opened.  This option is now labeled “Use automatic synchronization when Outlook is open” and now can be enabled only if “Automatically synchronize with Outlook” is checked.

 

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.0.4 

 

ID #

Issue Description

157716

Slow response when using “Name (additional)” search in Contact Search Center

157168

Checking one online e-mail account and switching to another online account in Windows 7 causes application error

156735

Selected filter is not respected when syncing contacts with Outlook

154752

Performance issue in Outlook integration when a lot of users are defined

151318

Updates on time of activities do not synchronize from GoldMine to Outlook for contact records created via Outlook integration

150447

Moving a recurring activity in GoldMine, either the first occurrence or last occurrence deleted.

149476

E-mail attachments linked to GoldMine via Outlook will not sync from remote site

149472

Option to start sync when starting Outlook does not work with Outlook 2010

149395

When changes are made in Outlook to contacts created in GoldMine and synced to Outlook, the changes are immediately seen in the GoldMine contact record with no option to Send contact data to GoldMine selected.

148878

On second sync, lookup.ini is sent from remote to server thus overwrites the file on the server

148863

Inconsistent sync of lookup.ini file

148043

Rollup doesn't work for Opportunities and Projects

148018

Performance issues when linking emails from Outlook to GoldMine

147616

Validation errors appear after erasing Target Close and Actual Close dates for opportunity

146775

Add to Contact Group in Search Center will add all contact records to the Group, if search result set is larger than max record setting, and user has paged down to load additional records

146561

Changes to Amount / Units when completing one instance of a recurring Forecasted Sale are not retained

146488

Clicking on e-mails with a null From: address causes Outlook to hang for 4 seconds, then not link the e-mail

146301

Default table of a GoldMine system will be overwritten when a user enters the table name when creating a new Leads Analysis table

145670

Updating a pending activity does not update the corresponding field in the contact summary tab

145572

Unlinked activity doesn't appear on user's calendar after editing the unlinked activity to add the specific user to the unlinked activity

145287

Inconsistency between the queries that are run, depending on which search box you use

145013

Bad data in transfer set causes sync retrieval to fail with unclear error message

144533

Roll-Over Activities will roll over to the next day for all recurring activities

138548

Screen divider between contact information and tabs will not change and remains static

136786

Universal Search - GO button disabled for non-master user

128853

Zip code reverts back to original selection after selecting another city or reverts to the first city

127074

Linking an Outlook e-mail before sending will cause a blank e-mail to display in Outlook Outbox

125211

Outlook navigation pane customizations are not retained after closing Outlook

118791

Slow performance when handling e-mails at a contact with a lots of opportunities for that contact

114248

E-mail sent through Automated Process is always sent from logged-in user’s account and with history created for logged-in user

110016

Cannot use CTRL+V to paste data within web pages in GM+View tab

108005

Word documents merged from protected templates are blank after being linked to a contact record

107744

Notes not correctly converted into Notes tab when swapping additional contact

104482

Taskbar toolbar reappears on next GoldMine start after it was removed from Toolbar using customize feature

  

Note:  GoldMine Premium Edition 9.0.4 also provides the fixes and enhancements included with GoldMine Premium Edition 9.0.0, GoldMine Premium Edition 9.0.1, GoldMine Premium Edition 9.0.1 Hotfix 1, GoldMine Premium Edition 9.0.2, and GoldMine Premium Edition 9.0.4, listed below.

For more information on how to download the latest GoldMine version, please contact the Support Department on 01454 316800.