Previous month:
December 2016
Next month:
February 2017

January 2017

20 Years with GoldMine

Here's a repost of an article found on a US GoldMine Admin Blog.  The author is Terry Porter of Plustar Inc (www.plustar.com) and summarises her benefits from using GoldMine over those years from version 3 onwards.  Very interesting post and resonates with many of our customers who have been using GoldMine since version 2.

"This month my company celebrated 20 years of using Goldmine! We're a small Industrial B2B operation in Dallas, TX. I was a new employee when their CRM initiative started and they picked Goldmine. I just celebrated my 20th anniversary with them in August.

The version 3.2 Goldmine software was purchased in late 1996, and with the help of a Goldmine Solutions Partner a "Go Live" date was set of 12/17/1996. This rollout was supported by the Owner, who felt Goldmine could help Sales people to document their activities. And he was right!

We began by transferring a lot of information from our ERP system. I remember hearing from those involved that the mapping progress with that ERP software was not easy. But it worked, and soon Sales people were using Goldmine. It branched out from there, and pretty much everyone at Plustar touches Goldmine now. We still do weekly imports from this legacy ERP into Goldmine today, using Goldbox.

Of the 20,000+ records in our Goldmine database, 2,037 date from 12/17/1996 still! That's longevity!

In early 1997, the Goldmine Administrator who had been responsible for the project from the beginning left. I had been trained on Goldmine as a "PC person", but I was employed as an Administrative Assistant to the Owners. I had not yet taken on the role of Network Administrator and later Systems Administrator. But I was asked to take over running Goldmine.

Our first company wide email rollout was in Goldmine. We've used nothing but the Goldmine email client ever since.

From the early days, I remember struggling with Goldmine BLOB database errors. Goldmine did get that issue under control in later versions. We upgraded to Goldmine 4, then Goldmine 5 & eventually Goldmine 6. Along the way, I learned a lot about database administration in general and Goldmine in particular.

In 2009, we made the big leap from Goldmine 6.7 dbase to Goldmine 9 SQL. In 2016, we installed Goldmine Web.

I need to say a word about Goldmine Tech Support here, they have been outstanding since Day 1, and have helped me through so many problems.

Another resource to help me as a Goldmine Administrator has been the Goldmine Communities. Forums set up so users could help each other. Some of these were unofficial, and some were run by Goldmine itself. And Goldmine's own KnowledgeBase was helpful too. I attended seminars and webinars to expand my Goldmine knowledge.

So here we are, 20 years later! I think it is a testament to the Goldmine Software that it is such an intrinsic part of how we do business. "Is that information in Goldmine?" is a question employees ask when talking about customers, prospects and suppliers. The idea that you document activities in Goldmine has been reinforced from the top down for all of these years. It's now part of our DNA, we onboard new employees to use it too from Day 1. Thank you, Goldmine!"

 

 


wMobile 2016 highlights

wMobile 2016 Recap, Year in Review - W-Systems.com

wMobile is the most popular mobile and web access option for GoldMine.  So here's a review of 2016 improvements.

wMobile had a facelift with a new logo! They have also added new icons for One-click Logins, so they are more easily identified on your device or computer desktop.

Updated controls were added for date selection that are more easily used on mobile devices. Improvements were made for wMobile Desktop use on iPads and tablets, including updating the Telerik Framework used to build wMobile, to address navigation and display issues.

Notification Services were added so that users can get notifications of certain events, such as activity alarms. The conditions (rules) are configured in the wMobile Manager Console. At first, only email notifications were supported, but shortly after that, SMS text notifications were added as well. Based on this new functionality, we added a method notify users when email account credentials are invalid, such as when email passwords are updated.

Changes in wMobile Phone Edition included:

  • Photos can be uploaded to a contact record.
  • Pending Activities were added to the Dashboard.

  • A user configuration option was added so a user can change the number of items in wMobile Phone lists such as search results, pending, and history lists.

  • The email address can be added to Quick Search criteria.

Changes in wMobile Desktop Edition included:

  • International phone format can be set when creating and editing contacts.


     
  • When adding a zip code, it will populate city/state when creating and updating contact records.
  • Email template creation was added. Templates can include Contact1 and Contact2 fields and user variables.


     
  • Hyperlinks were added to the Links tab to easily open linked documents.


     
  • Changes were made in the Activity list to show the activity code. Filters are now ‘sticky’ so the user doesn’t have to reset these each time they view the Activity list.
  • The email address can now be added as a column in the Search Center.


     
  • Lookup lists can now be edited in wMobile Desktop.


     
  • Single records can now be deleted in wMobile Desktop, based on a user’s GoldMine permissions.


     

There were many changes were made over the year to improve a user’s experience with email. Problems were fixed, and menu options were simplified.

  • Functionality was added for replying to Meeting requests in both Phone and Desktop editions and adding/removing meetings to the GoldMine calendar based on acceptance status. 


     
  • A popular user setting was added to file an email on reply. This matched an option in GoldMine that customers requested in wMobile.
  • An issue was fixed forwarding emails with inline image attachments from iOS email clients.
  • Email can be linked to a relevant opportunity/Project/Case using the ‘File with Options’ selection.


     
  • Searching has also been improved in the Email center in the Desktop Edition.

There were many enhancements to Opportunity/Project functionality this year including:

  • Email messages can now be linked to Projects as well as Opportunities.
  • Emails can be linked to Opportunity/Influencers and Project/Contacts. Custom fields can be added to Project list and detail views.
  • An option was added to re-link Projects.


     
  • Options were added to show more Opportunity/Influencers and Project/Contacts.
  • A sort option was added on Project Contacts tab and navigation options were added. ‘Go to Contact’ will navigate directly to the contact in the same browser window. ‘Open Contact’ will open the contact in a separate browser window.  


     
  • Status and Stage filter options were added to the Opportunity list, including the option to filter on Active (not Closed) Status.


     
  • Opportunities can be converted to Projects.
  • Filter selections are now ‘sticky’ in wMobile Desktop Opportunity/Project list pages during a session. Users don’t have to select the same settings if they navigate between different wMobile components.

Features for administration were added including:

  • System settings and logging levels can be adjusted without restarting wMobile components and affecting logged in users.
  • Improvements were made to the wDiagnostic tool for troubleshooting.
  • An admin can set the columns for all users in the Search Center in the Manager Console User Default Settings.
  • On-screen Notification was added in the wMobile Manager Console, so a user is notified when an update is available. 


     
  • Server 2016 is now officially supported.

We hope these developments have improved your usage of wMobile Phone and Desktop Editions and more enhancements planned for next year!

For more information on mobile and web access to GoldMine, please contact Wizard Systems.