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December 2015

GoldMine Web and using 'Linked Documents' - Keep to UNC Paths

Similar as for the GoldSync Service we absolutely do not recommend in the context of GMWEB to use mapped drives. It is also not a recommendation from Microsoft for IIS. The main problem is the AppPoolidentiy user to access the mapped drive which usually is not available and may require additional tweaks and configuration. for example mapping the drive persistent for the used windows account. It is absolutely recommended to work instead with UNC paths only.

For more information, please contact Wizard Systems Support dept.

 

 


See the New GoldMine Web feature next Tuesday 15th December at 10am UK time

We're running a short online presentation on the new GoldMine Web feature in release 2015.2, plus you can ask us plenty of questions.  The presentation will be on Tuesday 15th December at 10am UK time.  It will last approx 20-30 minutes.

This presentation is free to all GoldMine users, but you have to register first.

Gotowebinar_register


GoldMine 2015.2 Hotfix 1 released

Run the GoldMine Premium 2015.2 HF 1 installer for a new installation or to upgrade GoldMine Premium Edition 9.0 or newer. If you are upgrading from a version of GoldMine previous to 9.0.0, you must first upgrade to version 9.0.0 before upgrading to this version. Run the GoldMine Connect 2015.2 HF1 installer for a new installation or to upgrade GoldMine Connect 2015.1 or newer. If you are upgrading from a version of GoldMine Connect previous to 2015.1, it is necessary to uninstall the existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2015.2 HF1 as a new installation. It is recommended to clear device/browser cache and to restart IIS after uninstall/reinstall or upgrade of GoldMine Connect.

GoldMine Premium 2015.2.0.173 / GoldMine Connect 2015.2.0.348

**** What's New in GoldMine 2015.2 Hotfix 1

GoldMine Web

  • “Add History” now available from menu

Users can access option to add a call, action, or appointment to history from the global menu without first scheduling the activity.

**** What's Changed in GoldMine 2015.2 Hotfix 1

GoldMine Web

  • Activity type “Event” is now labeled “Appointment”

All Appointments and Events are labeled Appointment in GoldMine Web. This does not impact the label, activity type or reporting in GoldMine Premium.

  • If an Appointment is scheduled or completed with a start and end date and time in GoldMine Web, it is treated as an Appointment in GoldMine Premium
  • If an Appointment is scheduled or completed for All day in GoldMine Web, it is treated as an Event in GoldMine Premium
  • Status filter for Opportunities list is now a dropdown on small screens
  • For new installs of GoldMine Connect or re-installs where the GMMobileAppPool does not exist in IIS, the Application Pool timeout setting is now set to 30 minutes by default.

**** What's Fixed in GoldMine 2015.2 Hotfix 1

231243 [GMWEB] The ability to completely hide curtained records on contact list and search results so that a full list is shown on every available page

232812 [GMPE] Webimport is creating a Duplicate Contact2 records when updating an existing record.

233594 Error, Failed to Create Contact, due to the initial INSERT statement for new records taking over only some fields, causing the LOOKUP.INI already triggering on wrong values.

234247 [GMWEB] <sessionState timeout="30"></sessionState> setting in web.config file is not respected when greater than the default value of 30

234650 [GMWEB] Server Error - An error has occurred on the server. Please contact your system administrator when accessing GoldMine Web due to a missing Record Type 'Other'

234686 [GMWEB] Creation of new contact records not possible when the Website field is not on the default primary view

234711 [GMWEB] The fast file of e-mail does not work from the activity list

235033 [GMWEB] If any GoldMine user has a username with 8 characters and created a linked document opening the Links section in GMWEB results in an error: Server Error An error has occurred on the server. Please contact your system administrator.

Please contact Wizard Systems for more information on how to access this upgrade.


GoldMine 2015.2 now available

Wizard Systems are now pleased to announce general release and availability of the latest version of GoldMine, 2015.2.

 
New features include:
- Latest compatibility with Windows 10 and MS Office 2016
- Cumulative Service pack that improves reliability and performance, and addresses the most requested features from customers
- Powerful new GoldMine Web that is mobile responsive
- Simple, intuitive interface that is perfect for new users
- Easier mobile access with responsive design that provides the same interface and functionality from PC in the office or on the go, to tablets, and smartphones
- Easier admin with the installation with all web users being updated
- The new release is included with maintenance, any new seat purchases and uses concurrent licensing!
 
 
Goldmine_web_2015_2_activities

 
To access the latest version you must have 'Maintenance' or an annual Maintenance and Support contract for GoldMine.  If you are are installing the upgrade yourself you will likely need a new serial number for the installation and access to the HEAT Customer Portal (HEAT is the name of the company that owns the GoldMine product range).
 
Wizard Systems offer an installation service if you want this done for you and we can also provide for our customers an FAQ on how to implement this update (if you want to do it yourself).
 
We plan to run a series of webinars shortly on on all the new features.
 

 


GoldMine Web and GoldMine Mobile - Email Server Side AutoLinking Tip Sheet...

 

Here's some handy advice from us on how to integrate your emails back into GoldMine CRM when using GoldMine Web or GoldMine Mobile...

For users of GoldMine Web:
-Configure the users device's mailto app with the same settings as the mail settings in GMPE.
-When the users logs into GoldMine Web, the connect service tells GMPE to retrieve and Link inbound messages (and outbound if the emails settings are IMAP) to GoldMine.
-Web browsers could have a mailto app setting or use the computers system settings. Depending on the browser the setting is in 'Content Settings' or a setting named something like 'Handlers'

For users of GoldMine Mobile:
-Configure the user's mailto: app on the ipad/iphone/Andriod device with the same settings as the mail settings in GMPE.
-When the users logs into GoldMine Mobile, the connect service tells GMPE to retrieve and Link inbound messages (and outbound if the emails settings are IMAP) to GoldMine.

For Mobile and Web:
-More frequent logins allow messages to go into GoldMine in a timely fashion
-Less Frequent logins would mean messages would not go into GoldMine until they login to Web/Mobile or they use GMPE or they link through outlook
-Deleting the message before linking means the e-mail cannot be linked as it no longer exists on the server.
-By logging into GM Web/Mobile, the server side auto linking process immediately starts a mail sync. Then based on retrieve interval in GMPE it reprocesses messages for the users as long as they are still logged into GM Web / Mobile
-If there is an attachment to the message, it is linked to the contact record. The path to the attachment is displayed in Web and you can click on its hyper link to view it.

Linking scenarios

1. User Logs into Web/Mobile daily, e-mail messages from last retrieval time yesterday are linked into GoldMine.
2. User logs in every other day, email messages from last retrieval time two days ago are linked into GoldMine.
3. User logged in last week, email messages from last week’s retrieval time are linked into GoldMine.
4. User logged in last month, email messages from up to 20 days ago are linked into GoldMine. Any emails older than 20 days are not linked.