Cloud

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.

 

 


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.


GoldMine Announces GoldMine Cloud

nGenx, a leading cloud services provider in the US, today announced that GoldMine will standardize on nGenx nFinity nWorkspace™ to Web-enable the company's popular suite of business CRM solutions. Using nGenx nFinity nWorkspace, powered by Google Compute Engine cloud infrastructure and IndependenceIT's Cloud Workspace Suite® (CWS) software, GoldMine now provides a cloud-based customer relationship management solution for anywhere, anytime user access. In addition to global application availability, the new platform lowers upfront costs for end-customers, simplifies upgrades and eliminates interoperability concerns

"We are pleased to be a part of this launch with nGenx. We can now offer our all-in-one CRM capabilities as a subscription option -- allowing users to operate GoldMine in the cloud. The end-user has the flexibility to subscribe to and use more than one application at the same time," said Paul R. Petersen, vice president and general manager, GoldMine. "As more organizations deploy cloud based strategies, the need for complementary solutions is key to moving forward. nGenx has provided the means to expand our marketshare while better serving customer requirements worldwide."

At this time, please note that this is a cloud solution specific to the North American marketplace and it is not clear at this stage its suitability for use in the UK and Europe. Stay tuned as they say!

 


Tips for Email integration when using GoldMine Mobile or GoldMine Web

Here's some more useful information re email integration with GoldMine Web and GoldMine Mobile (Part of the new GoldMine 'Connect' capability)

For users of GoldMine Web:
-Configure the users devices 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 can be copied into another browser window to display

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.

For more information on GoldMine Web and GoldMine Mobile, please contact Wizard Systems


GoldMine 2015.1 released with new capabilities for GoldMine Web

GoldMine Premium Edition 2015.1 has now been released with mainly additional capabilities for the GoldMine Web feature (a new feature of GoldMine to access GoldMine live via the Web)

Whats New?

GoldMine Web > Contacts

v  Contact name on Contact list is link to Contact record. Left click to open in current window; right click to select to open in new tab/window.

v  Fields on custom screens in Contact record are ordered by tab position set in GoldMine Premium.

v  A Create History (checkmark) icon is available on the Contact list and record to allow users to add a completed call, action, or event directly to History without first scheduling the activity.

v  Opportunities section is available on Contact record

  • An Add link is available for creation of new Opportunities.
  • Active Opportunities are displayed before completed Opportunities.
  • Opportunities are further ordered by most recent start date, then by most recent create date.

 

GoldMine Web > Activities

v  In addition to Week view, Activities page now includes Day and Month views.

v  Activities scheduled for multiple contacts will display as a single activity with multiple attendees instead of as one activity per contact on Activities page.

v  Activities list Contact name is a link to Contact record. Left click to open in current window; right click to select to open in new tab/window.

v  Link activities and emails to Opportunities, Projects, and Cases by selecting from dropdown in edit mode.

v  Completed Forecast Sales linked to an Opportunity cannot be edited in Goldmine Web.

 

GoldMine Web > Opportunities

v  Opportunities can be created from Contact record Opportunities section.

  • A linked Forecast Sale is always created when creating a new Opportunity. This Forecast Sale can be viewed from the Contact record pending section or the Activities page list.
  • New or active Opportunities can only be set to an active status. It is not possible to set an open Opportunity to Won, Lost, or Abandoned.

v  An Opportunities list is available.

  • Select to view by Opportunity Manager and/or Status.
  • Sort Opportunities ascending or descending from column headers. A secondary sort by Company name ascending is automatically applied.
  • Opportunity name is link to Opportunity record. Left click to open in current window; right click to select to open in new tab/window.
  • Company name is link to Contact record. Left click to open in current window; right click to select to open in new tab/window.
  • Active Opportunities can be opened for updating by clicking Edit icon in list view.

v  An Opportunities record detail view is available.

  • Default and custom Opportunity fields are displayed.
    • Closed Units, Price, and Amount are displayed when Forecast Sales closed as successful are linked to the Opportunity.
    • Custom labels and order of custom fields set in GoldMine Premium are respected.
    • Active Opportunities can be updated or completed by clicking the Edit or Complete icon following the Opportunity name.
    • Pending and History activities linked to an Opportunity can be viewed from the associated Contact record.  Viewing activities from the Opportunity as well as viewing and working with Influencers, Tasks, Team, Issues, Notes, Competitors, and Details is not currently available through GoldMine Web.

v  Opportunities can be completed and set to Won, Lost, or Abandoned.

  • All Pending Forecast Sales are automatically completed.
  • User can select to complete other Pending activities.
  • Tasks and Issues cannot currently be completed when completing an Opportunity in GoldMine Web.
  • Wrap-up activity is not currently automatically recorded in contact History in GoldMine Web.
  • Setting a Competitor Contract Winner when losing an Opportunity is not currently available through GoldMine Web.

v  Currency symbols for Opportunities respect GoldMine Web server settings. Because IIS uses Network Service as Identity for GMMobileAppPool, it may be necessary to copy current settings to system accounts via Control Panel Region > Administrative tab > Copy settings > enable copy your current setting to Welcome screen and system accounts.

 

What's Changed in GoldMine 2015.1

Changes made since the GoldMine 2014.2 release; changes made in monthly 2014.2 hotfixes are included. 

The locations of the Code and Result fields have been swapped in the Complete activity window in GoldMine Web. 

If the GoldMine system directory and/or SQL Server are not available when logging into Outlook with GoldMine Plus for Outlook installed and enabled, the user will receive a message ‘GoldMine is not available. GoldMine Plus could not be connected.’ If SQL Server becomes available, the user can manually connect without restarting Outlook. If the system directory becomes available, Outlook must be restarted to connect.

For more information on GoldMine 2015.1 or GoldMine Web, please contact Wizard Systems.

 


Heads up on what's coming in the new GoldMine 2015 release (due May)

Here's a summary of new features due in GoldMine Web, which is all part of GoldMine now...

 

*       Linking existing opportunities, projects and/or cases to Activities and Emails

*       View of opportunities associated with a contact from the contact record page

*       Opportunities (a new “Opportunities” link in the main navigation):

*       View of all opportunities  - with the ability to filter by Manager and Status

*       View details of an opportunity

*       Edit/update, Win and Lose, Delete

*       Create a new opportunity

*       Graphical calendar:

*       New views – Weekly and Monthly

*       Enhanced view of multiple day activities/events in the calendar

*       Improvements in representation of multiple activities/events that occur in the same time or date slot in the calendar

*       Improvements in the Activity list to the left of the calendar

 

GoldMine Web is part of GoldMine Premium Edition and was available from the 2014.2 release.  Please contact Wizard Systems for more information on GoldMine Web


GoldMine Web Tip: How to add extended Details to a contact record when using GoldMine Web.

How to add extended Details to a contact record when using GoldMine Web.

1. Log into GoldMine Web.
2. Open the contact record you wish to add detail information for.
3. Scroll down to the Details section, and click the the down arrow to expand the section.
4. Click Add
5. Click on the Right Arrow next to the Detail field.
6. Select the type of detail information you wish to add, and click OK.
7. Add reference information
- Please keep in mind that the Reference field stores only 35 characters although a longer value can be entered in certain GoldMine Web versions.
8. Add Notes if needed.
9. In the fields section, click in the field you want to add information to, and input information.
10. Click OK to save the Detail

NOTE: The fields available for use in the details field cannot be changed from the GoldMine Web interface. If a custom field is needed for the detail information area, this must be configured by the GoldMine Administrator using GoldMine Premium Edition.

 


GoldMine Web and GoldMine Mobile Server Side AutoLinking Tip for Email Integration

Here's some more useful information re email integration with GoldMine Web and GoldMine Mobile (Part of the new GoldMine 'Connect' capability)

For users of GoldMine Web:
-Configure the users devices 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 can be copied into another browser window to display

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.

For more information on remote access options for GoldMine, please contact Wizard Systems.