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June 2014

Important news concerning GoldMine Premium Edition version 8.x

FrontRange, the makers of GoldMine, have announced the discontinuation of support for the 8.x version line effective 31st December 2014. This version was released over 5 years ago and the most recent versions of GoldMine Premium Edition starting with version 9.x include many important updates that support today’s technology.

If you have a GoldMine Maintenance Contract (an annual maintenance contract which allows you to access updates), then please make plans this year to upgrade to a more recent version of GoldMine.  The latest release is called 2014.1.

If you do not have a GoldMine Maintenance Contract, please contact Wizard Systems for pricing.

*** All releases of the following server operating systems / software are not supported with GoldMine Premium 2014.1  and GoldMine Mobile 2014.1...

- Windows Server 2003 or lower
- Windows Small Business Server 2003 or lower
- All Editions of SQL Server 2005 or lower

GoldMine & GoldMine Mobile 2014.1 requires Server 2008 or higher and SQL Server 2008 or higher

*** All releases of the following workstation operating systems are not supported with GoldMine Premium 2014.1

- Windows Vista
- Windows XP or Lower

Please contact Wizard Systems (support@wizard-systems.com) 01454 316800 if you need assistance checking your software versions.

 


GoldMine and Constant Contact Integration FAQ

What does this integration do?

GoldMine Premium Edition Users will use GoldMine to perform the following:
•    Sort and filter their database of prospects and customers to create a mailing list.
•    Access their Constant Contact account to create the email content, upload the list, and launch a campaign using the Constant Contact website.
•    Download campaign results to GoldMine using the Constant Contact tab

Goldmine_constant_contact_campaign
 
•    The contact will have a completed activity in the GoldMine History tab that includes a link to the content that was sent.
•    The interface will update individual contact info with codes for sent, opened, bounce-back, and opt out.
 

Goldmine_constant_contact_History

Do I need a new ConstantContact account?
Users can access their existing accounts from the imbedded log-in screen or request a trial and an account if new.

Is there a charge?
The integration is free to anyone who purchases GoldMine Premium Edition or who is current on maintenance.

What versions of GoldMine will include it?
The interface is in GoldMine Premium Edition 2013.1 and above. Clients running any other version will need to upgrade to Premium Edition either via paid maintenance or a paid upgrade.

Are there any aspects that are unique?
•    When GoldMine downloads campaign data, it can update records even for campaigns run before the customer first used the interface.
•    GoldMine will retain campaign and contact details even after it has expired on ConstantContact

How can I see this integration?
Contact Wizard Systems.

 

 

 


Spotlight on GoldMine 2014.1 Release which is now available

GoldMine users now can manage their contacts remotely with GoldMine Mobile for Android and iOS devices. This latest version has the same features and functions as the previously released version for iOS and now makes them readily available to smartphone and tablet users who own an Android device.

GoldMine Mobile users can view, edit and create opportunities using their iPhone, iPad, and Android tablet or smartphone.  The updated interface is more intuitive and makes it easier to use when away from the office. Current users of Mobile Edition will now have access using either an iOS or Android device automatically.

GoldMine also is pleased to announce that this version allows a user to synch calendar items to the device’s native calendar through a Google Apps Business account (not to be confused with the free Google Apps).  This version also allows mobile edition users to create, view, and edit GoldMine Sales Opportunities to help manage sales forecasts real-time. And the latest GoldMine release includes over 140 recent customer requested items and adds support for Microsoft Windows 7 and 8.1 for users upgrading from Windows XP.

“With this latest release, we now address over 98% of the smartphone market. It’s great for our GoldMine users when they need access to their contacts while away from their office,” said Paul Petersen, General Manager of GoldMine. “The ability to view and edit important information before a meeting from any device running Android or iOS extends GoldMine beyond the desktop.”  GoldMine is now offering any new purchaser of GoldMine Premium Edition 2014 two free mobile users to get started.

Businesses using GoldMine want to build close, long-lasting relationships.  By providing businesses with class-leading features and addressing the needs of a growing mobile workforce, GoldMine can help build strong relationships better through technology.

Please note that the Google Apps integration requires the GoldMine Mobile product to be installed first.

For more information on GoldMine or how to upgrade your older version of GoldMine, please contact Wizard Systems.

Here's a short video delivered by Paul Petersen of GoldMine on this release and roadmap information:

 

What's New in GoldMine 2014 from GoldMine CRM on Vimeo.

 


Latest compatibility matrix for GMPE 2014.1

Find below the most recent compatibility matrix for GMPE 2014.1.x version. Product Management decided to provide this is in a new format to keep it more compact. This may change with a future major release again but is valid for GMPE 2014.1.x

 

Please note that any operating system or application that is not listed, is seen as not tested and as such is not supported.   Further FrontRange Solutions, Inc. does not provide integration support to third party application as these are not tested.


GMPE and GMME 2014.1 require .Net 4.5, operating systems that do not support this version of .Net are no longer supported with the GoldMine product line.

This document covers the following product versions.

Product

Build Number

GoldMine Premium Edition (English)

2014.1.0.412 

GoldMine Mobile Edition

2014.1.0.628

iGoldMine

2014.1 (4.8.1.20444)


 

Key

 

C

Has been fully QA tested and is Compatible (supported)

I

Has been fully QA tested and can be In tegrated (supported)

W

Has not been fully QA tested for compatibility/in tegration, but does Work (supported)

N

Not supported due to known compatibility issues

NT

Has Not been QA Tested; is curren tly NOT supported due to lack of testing

-

Not Applicable/Not Available (NOT Supported)



 

GMPE 2014.1

GoldMine Mobile 9.2/9.3

-

GoldMine Mobile 2014

C

iGoldMine 9.2

W

iGoldMine 2014.1

C

HEAT 9.5.1

NT

HEAT 9.5.2

NT

Voice 5.6

C

Voice 5.8

C

 

Workstation Operating Systems



 

GMPE 2014.1

iGM 2014.1

Windows Vista RTM

NT

NT

Windows Vista SP1

NT

NT

Windows Vista SP2

NT

C

Windows 7 RTM  x86 (32-bit)

C

NT

Windows 7 RTM x64 (64-bit)

C

NT

Windows 7 SP1 x86 (32-bit)

C

C

Windows 7 SP1 x64  (64-bit)

C

C

Windows 8

C

C

Windows 8.1

C

C

Windows RT

-

NT

Macintosh OS 9.x

-

NT

Macintosh OS  10.8

-

C

Macintosh OS 10.9

-

C

Linux

-

NT

 

Note: 64-bit versions of Windows Vista is not tested or supported by FrontRange Solutions.

 

Server Operating Systems

 

GMPE 2014.1

iGM

2014.1

Windows Server 2008  RTM

C

NT

Windows Server 2008 SP2

C

C

Windows Server 2008  R2 RTM

C

NT

Windows Server 2008 R2 SP1

C

C

Windows Server 2012 RTM

C

C

Windows Server 2012 SP1

C

C

Windows Server 2012 SP2

C

C

Windows Server 2012 Essentials

W

W

Windows Server 2012 R2

NT

NT

Windows Small Business  Server 2008

W

W

Windows Small Business Server 2011

W

W



Windows Internet Explorer

 

GMPE 2014.1

Internet Explorer 9

C

Internet Explorer 10

C

Internet Explorer 11

C


 

Database Management Systems

 

 

GMPE 2014.1

MS-SQL 2008 RTM

W

MS-SQL 2008 SP1

W

MS-SQL 2008 SP2

W

MS-SQL 2008 R2 RTM

W

MS-SQL 2008 R2 SP1

W

MS-SQL 2008 R2 SP2

C

MS-SQL 2012 RTM

C

MS-SQL 2012 SP1

C 

MS-SQL 2014

NT

 

Note: FrontRange Solutions does not support lowered compatibility levels in Microsoft SQL Server. For example, Microsoft SQL Server 2014 is not supported with GoldMine Premium Edition 2014.1, even if the compatibility mode is set fo r SQL Server 2008 (100).

Integrations

Microsoft Word

 

 

GMPE 2014.1

Word 2007

W

Word 2007 SP1

W

Word 2007 SP2

C

Word 2007 SP3

NT

Word 2010 RT M 32-bit

C

Word 2010 64-bit

N

Word 2010 SP1  32-bit

C

Word 2013 32-bit

C

Word 2013 64-bit

N

Word for Office 365

C

 

 

Notes:  Some 3rd party applications which also integra te with Microsoft Word may interfere with GoldMine’s integration wi th Word.

Microsoft Excel

 

GMPE 2014.1

Excel 2007

W

Excel 2007 SP1

W

Excel 2007 SP2

C

Excel 2007 SP3

NT

Excel 2010 RTM 32-bit

C

Excel 2010 64-bit

N

Excel 2010 SP1 32-bit

W

Excel 2013 32-bit

C

Excel 2013 64-bit

N

Excel for Office 365

C

 

Note: Some 3rd party applications which also integra te with Microsoft Excel may interfere with GoldMine’s integration with Excel.


 

Microsoft Outlook (For Synchronization with Gold Mine)

 

 

GMPE

2014.1

Outlook 2007

W

Outlook 2010 RTM 32-bit

C

Outlook 2010 RTM 64-bit

N

Outlook 2010 SP1 32-bit

W

Outlook 2010 SP1 64-bit

N

Outlook 2013 32-bit

C

Outlook 2013 64-bit

N 

Outlook for Office 365

C

 

 

Microsoft Outlook Integration.

 

 

GMPE

2014.1

Outlook 2007 RTM

W

Outlook 2007 SP1

W

Outlook 2007 SP2

C

Outlook 2007 SP3

NT

Outlook 2010 RTM 32-bit

C

Outlook 2010 RTM 64-bit

N

Outlook 2010 SP1 32-bit

C

Outlook 2010 SP1 64-bit

N

Outlook 2013 32-bit

C

Outlook 2013 64-bit

N

Office 365

C

 

 

Note: Some 3rd party applications which also integrate with Microsoft Outlook may interfere with GoldMine’s integration wit h Outlook.


 

iGoldMine and MS Office


 Currently iGM 2014 or earlier does not support Office 2013, or Office 365.

Import

 

 

GMPE

2014.1

ACT!

NT

Maximizer

-

Organizer 2.x

NT

MS Outlook 2007

C

MS Outlook 2010

C

MS Outlook 2013                                  

C

MS Outlook for Office 365

C



 


Improving your security with GoldMine Email Rules

If you use GoldMine as your main email system (rather than Outlook for example), emails can be a number one source for malicious viruses like Gameover Zeus.

Using simple Email Rules in GoldMine can guard and help you protect your system by blocking or deleting attachments like EXE or SCR files.

Under your options in your GoldMine Email Center, go to Edit Email Rules.

Create a New Global Rule (so this will apply to all Users) as follows (but please consider all the other conditions and actions available to you in creating rules)

Email_rules_1

So give the Rule a name and select Incoming E-mail.  Click Next and then add a Condition (so something the Rule will search for)

Email_rules_2

In this example we have chosen to look for any email which has attachments.  Then click Next to choose what type of Action you want to take place...

Email_rules_3

Include EXE and SCR as file types to be removed.  Please note there is also a 'Quarantine' option as an action.

Save the rule and make sure it's active.

Other Email Rules could be created to filter or remove Emails with subjects like "Overdue Invoice".

Wizard Systems would also recommend you keep your Anti Virus software up to date and also any Operating System Patches up to date.