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December 2014

GoldMine Tip - Ensuring your Automated Processes start after a 'server reboot'

Do you use Automated Processes and have just had a server reboot.  Here is a tip to make sure they restart automatically.

  • Make sure to take a full backup of the system first
  • Log in as the Master user
  • Configure the Server Agent with the frequency and days that you want the AP to run
  • Create a macro using keystrokes, it saves in the Macros folder as master.xxx, where xxx is the number if the macro you have just recorded.  This can be identified by the date and time that the file was modified.  
  • Trigger the macro from a toolbar button to check it works as you want it to and that the Server Agent starts
  • Add a switch to the GoldMine icon on the desktop as follows: "C:\Program Files (x 86)\Goldmine\gmw.exe" /m:xxx /u:MASTER  /p:password
  • Add shortcut to Startup menu so that if server reboots the APs will start automatically

For more information on using Automated Processes or if you want information on our GoldMine Automated Process Training Course, please contact Wizard Systems.

 


Tips on creating Macros in GoldMine

Macros in GoldMine can be great for saving time on common or repetitive tasks. We recommend when creating macros in GoldMine Premium Edition...

-Always use keystrokes only
-Every Macro should start with the following keystrokes

ALT+W
L

A better combo (that does not close all windows) might be....

ALT+G
Down Arrow
N

 


Are you suffering from bad email addresses in your GoldMine database?

Do you have lots of invalid email addresses in your GoldMine database?  We have developed a GoldMine Dashboard to easily display all invalid addresses in your database (e.g. two @@ s)

This is a must have for anyone who is doing or about to do any email marketing.  Remember we have two great email marketing solutions for use with GoldMine!

This Dashboard is free of charge to any GoldMine User.  Just email us for request to download and use this.

Bad_email_addresses_goldmine_dashboard

 

 


GoldMine Premium Edition 2014.2 Release - Includes GoldMine Web

We are pleased to announce the availability of GoldMine 2014.2 which includes the new GoldMine Web Client.

To access this release, you need to contact Wizard Systems as a new GoldMine serial number will be given to you.

You may also need to consult with Wizard Systems to have the new version of GoldMine installed and then the New Web Client installed.

A word of caution - Before upgrading, you must check that any add on application you have integrated with GoldMine will still work with 2014.2.  We know that QuoteWerks at the moment will not work with GoldMine 2014.2.

See our brief PDF brochure on the new Web Client....

Download GoldMine Web Brochure

Goldmine_web_sample_screenshot

 


wMobile for GoldMine now on the iPad

iPad users have asked to be able to use wMobile Desktop on their iPads. The larger screen and ease of use with the touch screen have made these a popular alternative to full laptops. We are happy that due to the improvements in mobile browsers and in the development tools used for creating wMobile, that we have been able to make this possible in wMobile 3.1. Initial testing has been done on iPads and testing has begun on Android tablets. We’ve strived to make the wMobile products independent of any particular device, browser, or operating system, so in time you should be able to use wMobile Desktop on any tablet.

The advantage of using the Desktop Edition rather than the Phone Edition on an iPad, is that you can view the GoldMine layout much as it appears in GoldMine itself. You can see all the contact tabs such as Additional contacts, Pending, History etc

You can use your finger or a stylus on the touchscreen to select the menus and enter data as you would any other application on an iPad.

Wmobile_ipad

There is nothing to be installed on the iPad (or any device where you access wMobile.) All you need is an internet connection and the proper web address for your company’s wMobile. You use the same username and password to log in that you do for GoldMine.

When using wMobile, any customer information that you update will be available for your co-workers to see immediately. Vice versa, any information updated by your team will be visible immediately to you. There’s no synchronisation, wMobile accesses your live GoldMine database.

We hope this will give you one more convenient way to update your customers and prospects, view your calendar, and log activities while on the go!

For more information on wMobile contact Wizard Systems.

 

 

 


The New GoldMine Web Client - FAQ

On the 9th December, GoldMine 2014.2 will be released which will include the NEW Web Client.

A key objective of GoldMine development plans has been to extend access to a client’s GoldMine database to further enhance the affordability and control over your data that a premise based install provides.

In addition to the classic Windows desktop client, the GoldMine application and data can be accessed remotely:

  • Over a client’s network and  VPN using Remote Desktop or Citrix
  • Install of optional iGoldMine based on Graphon’s Go Global thin client
  • Use of Mobile Edition from iOS and Android devices

These current options are relatively inexpensive and provide either full functionality in a browser or a reduced set of key contact management features on Mobile Edtion.

 

Why is a Web Client needed?

Today, users expect the look and feel of a web client along with the “no install” aspect that makes support of remote users easier.


What features will the Web Client provide?”

The first release will focus on basic contact and relationship management functionality and provide a new user interface that may be the preferred interface for newer users or users wanting only basic contact management. Other options will remain for those power or advanced users wanting the full functionality.

The first release of GoldMine Web, will provide real time web browser access to a GoldMine database using any browser without any desktop setup. Launch the browser to view, update, and create:

  • Contact Records
  • Pending and History Activities
  • Additional Contacts
  • Notes
  • Details

 

  • Easily view and filter activities by type, for yourself as well as those scheduled for another user. You can also schedule, edit, and complete:
    • Calls
    • Appointments and Events
    • Actions
    • Sales
    • Link sent and received emails to your GoldMine Contacts through web based email clients when server side auto-linking is enabled in GoldMine Premium Edition. These emails are saved in the contact history.
    • Phase 2 TBD

 Limitations known so far...


1. You can't schedule an activity to an additional contact.
2. You can't create a ToDo
3. There is no email client.
4. Can't use on a phone.
5. There is no Other or Next Activity choice. Everything is an Other.

 

How will it be installed?

The web client interface will be incorporated into the Premium Edition version 2014.2 release. Users will need to update to this version in order to get Web Client functionality (it will not work with prior versions of Premium Edition). Mobile server components need to be installed on a client’s IIS with appropriate internet connectivity configuration. We recommend you consult with Wizard Systems on how to deploy this capability.

 

How will it be licensed?

As the GoldMine Web will be part of Premium Edition, it will not have a separate licensing scheme. Licensing will be governed as follows:

  • All Premium Edition customers will have to obtain a new Premium Edition 9.4 license from Wizard Systems. Existing licenses will not operate within this release. Additional information on obtaining the new license will be provided closer to the release date.
  • The Web Client will require an available Premium Edition License (consistent with current licensing of iGoldMine and Mobile Edition).
  • Only one web client session per named user will be allowed at the same time. Logging into the Web Client will log a user out of any mobile session (thus helping preserve license availability and prevent unauthorized multi-session use under one log in).
  • Monthly “hot fixes” will be made to the 2014.2 release going forward.

 

Is this a replacement for Mobile Edition, wMobile or iGoldMine/GO-Global?

These other 'add on' solutions will continue to be access options and be supported/promoted by Wizard Systems:

  • iGoldMine/GO-Global will remain an available option for those users wanting access to the full features of the Windows Client while using a browser;
  • Mobile Edition/wMobile will continue to be available for real-time access from mobile devices to use the most common contact management functions.

For more information on GoldMine upgrades, please contact Wizard Systems on 01454 316800.