GoldMine Support

One day GDPR and GoldMine Workshop - Tuesday 5th December

How ready are you for the GDPR data regulations coming into force next May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

GDPR is one of the most significant bits of legislation that will affect us all next year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these fidnings and recommendations in an informal one day 'workshop' with the GoldMine Community.

Aim

This is a one day course aimed at preparing you and your GoldMine CRM system for the GDPR legislation coming into force in May 2018 in the UK.  This course is ideal for business owners, marketing personnel and system administrators.

Pre requisites

Attendees should have at least a basic knowledge of what GDPR is about and good knowledge of GoldMine.

Duration

Course is normally one full day - start time is 10.00am and we aim to finish around 4.30pm. 

Refreshments, provided throughout the day, and buffet lunch is included (If the course is held at the Wizard Systems Training Centre).

Why choose Wizard Systems?

  • Training providers since 1993
  • Courses are friendly, informal and run in small groups
  • Plenty of hands on experience & exercises
  • In training surveys 100% of attendees said they would recommend our training to others

Our intended agenda will be as follows:

GDPR

  • Overview and Discussion
  • 6 Key Principles
  • User Process and Documentation 

Data Security

  • Setting up Users and Security
  • Backing up the Goldmine Database
  • Overview of protecting data

 Looking after Opt In and Preferences

  • Contact Merge Codes
  • Email Merge Codes
  • Adding New Fields to GoldMine for GDPR

 Updating and Cleaning your Database

  • Power Searches
  • Filters Groups and SQL Queries
  • Merging Duplicate Records
  • Global Replace
  • Importing and Exporting Data
  • Batch Scheduling of Activities

 Reports and Dashboards

  • An Overview of Reporting Options
  • Creating a Simple Dashboard
  • Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

Please contact Wizard Systems for more information, cost and booking.

 


GoldMine Dashboards webinar on Tuesday 14th November

Our next regular GoldMine presentation aimed at GoldMine Users will cover the Dashboards feature.  It's on Tuesday 14th November at 10am UK time.

You need to register first at:

https://attendee.gotowebinar.com/rt/1531920231452038402

There is no charge to attend and all attendees on the day will receive a free GoldMine Health Check Dashboard to display and summarise valuable information in your GoldMine database.

 


Are you all backed up ???

GMbacup

 

Following recent increases in reported data loss issues related to viruses or ransomware attacks, it is more important than ever to make sure your on premise applications (like GoldMine and QuoteWerks) and data are correctly backed up.

Backing up your on premise applications such as Goldmine and QuoteWerks is something that should be done regularly and checked to make sure you have what you need if disaster strikes. A regular backup is still something that many users prefer to avoid.

Q - "Are you backing up your GoldMine software?"
A - "Yes our IT chap says it backs up every night"
Q - " Are you sure it will restore if disaster strike?"
A - "Hmmmm ? I think so!"

At least that is until they suffer their first loss of important files as a result of software, hardware or user error and more and more commonly some virus that wipes or encrypts your data: that's when it becomes crystal clear just how valuable a reliable and up-to-date backup really is!

GoldMine for example holds information in 2 places. The application is stored in your GoldMine shared folder on the server and all of your data within GoldMine, is stored in Microsoft SQL. We recommended that you back up both areas correctly. Microsoft SQL server comes with an option to set up a maintenance plan which allows you to schedule the data backup regularly. This will produce a file which can then be backed up along with your GoldMine folder and contents.

We would recommend that to maintain an optimal backup system, make a separate backup on each day for a 2-week cycle. That is, your backup system should include 10 to 14 individual backups. Two weeks of backups are recommended because data corruption might not be discovered for several days. Only 1 or 2 backups might contain corrupted data. Use tapes, removable disks on cloud space as a backup medium. Also if you are provided with a backup service as part of your IT support contract then perform a disaster recover test to prove that you can restore all that you need.

For more information or advice, please contact Wizard Systems.


Tip: Make GoldMine the default email client in Windows 10

Make GoldMine the default email client in Windows 10

Issue:

We have found that on many 64-bit Windows 10 PCs it is has not previously been possible to make GoldMine the default email client.   The following solution has been found to resolve the issue in the majority of cases.

Background:

- If you have a 64-bit windows installation

- GoldMine Premium is installed on your Workstation or Laptop

- In Windows 10 select....  Start | Settings | Systems

- Select Default Apps

If you click for the default email app you find that 'GoldMine' is not listed then this solution is suitable for you

Gm email client 1

Solution:

  1. Download the following Registry Key or as an alternative we have included the script for the registry change as the end of this document

Warning:

*** Modify the registry at your own risk ***

- Please note before running this registry key it should be approved by your corporate IT team, they will also be able to take registry backups if they feel this is appropriate. 

- Serious problems might occur if you modify the registry incorrectly or if these changes prove to be incompatible with your unique system configuration.

- Some registry problems might require that you reinstall the operating system, Wizard Systems (UK) Ltd cannot guarantee that these problems can be solved. 

  1. Double click to run the registry file and add it your system

See this Microsoft Article for more info

  1. Set GoldMine as a default app

- GoldMine Premium is installed on your Workstation or Laptop

- In Windows 10 select....  Start | Settings | Systems

- Select Default Apps

- If the registry changes have worked on your system when you click for the default email app you will find that 'GoldMine for Windows' is now listed

- Select ‘GoldMine for Windows’

 

Gm email client 2

  1. Test the change

- Log into GoldMine

- As a test go to http://www.wizard-systems.co.uk  

- Click the email link in the top right hand corner.

- GoldMine should now pop up with a new email

Known Limitations

Some modern Windows apps like snipping tool and Photos have the ability to share with an mail client.  These sharing / send to features are not available for use with Goldmine’s email client

Registry Key Text:

 Windows Registry Editor Version 5.00 

[-HKEY_CURRENT_USER\Software\Microsoft\Windows\Shell\Associations\UrlAssociations\mailto]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\RegisteredApplications]

"GoldMine"="SOFTWARE\\WOW6432Node\\FrontRange Solutions\\GoldMine\\Capabilities"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine]

@="GoldMine"

"DLLPath"="C:\\Program Files (x86)\\GoldMine\\GMEProxy.dll"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Capabilities]

"ApplicationDescription"="GoldMine"

"ApplicationIcon"="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\",0"

"ApplicationName"="GoldMine"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Capabilities\StartMenu]

"Mail"="GoldMine"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Capabilities\UrlAssociations]

"mailto"="GoldMine mailto"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto]

@="URL:MailTo Protocol"

"EditFlags"=hex:00,00,00,00

"URL Protocol"=""

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\DefaultIcon]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\""

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\shell]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\shell\open]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\" /e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Shell]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Shell\open]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\" /e:%1"

[HKEY_CLASSES_ROOT\mailto]

@="URL:MailTo Protocol"

"FriendlyTypeName"="GoldMine"

"URL Protocol"=""

[HKEY_CLASSES_ROOT\mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_CLASSES_ROOT\GoldMine.Mailto]

@="URL:MailTo Protocol"

"URL Protocol"=""

[HKEY_CLASSES_ROOT\GoldMine.Mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\mailto]

@="URL:MailTo Protocol"

"URL Protocol"=""

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\GoldMine.Mailto]

@="URL:MailTo Protocol"

"URL Protocol"=""

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\GoldMine.Mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\RegisteredApplications]

"GoldMine"="SOFTWARE\\WOW6432Node\\FrontRange Solutions\\GoldMine\\Capabilities"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\FrontRange Solutions\GoldMine\Capabilities]

"ApplicationDescription"="Open mailto on local machine"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\FrontRange Solutions\GoldMine\Capabilities\UrlAssociations]

"mailto"="GoldMine.Mailto"

 

Please proceed with caution!! Wizard Systems (UK) Ltd and it employees accepts no responsibility for of any loss or damage resulting directly or indirectly from the use of this proposed workaround.

 


New GoldMine Knowledgebase articles for 2017 so far...

Here's a list of recent articles.  


19782 - With which TAPI version is GoldMine Premium Edition compatible? TAPI 1.x, TAPI 2.x or TAPI 3.x?
25504 - Is it possible to merge two records together?
25647 - Schedule > GoldMine Email causes the error The Email Address of the recipient of this message is currently
assigned to a different contact record than the one to which this message is linked
26575 - Cannot see previously stored SQL Queries
26629 - Getting a pop-up error when performing certain actions in GoldMine - GoldMine Database operation error:
The transaction ended in the trigger. The batch has been aborted.
26636 - What is the LastEmail= setting in the GoldSync.ini used for?
26637 - How to find the IMAP folder structure via Microsoft Outlook for example for GoldMine Connect Settings for sent emails?
26811 - Create a contact record when linking an email from Microsoft Outlook to GoldMine creates a duplicate record without
warning when having Create Relationship when a Company match is found and the duplicate check is set to Company only.
26826 - One user is randomly getting error: "Unable to add process to tree control."
26851 - Toolbar > Drop Down > Add or Remove Buttons > Standard > Reset Toolbar (and other available entries) are not available ,
but shows a blank small box
26852 - After upgrading GoldMine with a license change the Synchronization states an error Invalid Serial Number although the Site
was relicensed correctly. This happens only with the GoldSync Service
26888 - Users may experience a performance delay up to several seconds in the E-mail Center when they are navigating from one
Email to the next Email in the list of Emails
26889 - Toggle Sync Contact option in order to improve performance in certain areas
26901 - GoldMine Application Error: Faulting module name: MSVCR80.dll
26951 - When I pick up an email on my mobile device and immediately delete it, will it still be picked up in GoldMine Web or GoldMine?

New Knowledgebase articles for January 2017
15998 - Useful SQL Queries regarding E-mails and Messages related - within GoldMine
26215 - Want to be able to scroll through my contact records and have it scroll based on company name NOT contact.
How do I do this?
26388 - setup a new group from the Contact Search Center?
26509 - When I try the Net update from Help>Update GoldMine, I get the following error: the file signature for GMNU32.DLL is wrong!
26516 - How do I get the contact associated to the email to show up in the background when I click on an email in the inbox?
26574 - Need to know - carry over completion notes automatically when I'm creating a new activity based while completing another.
26575 - Cannot see previously stored SQL Queries
26579 GoldMine Corporate Edition - Manually Install the Outlook Add-in (GISMO) for GoldMine Corporate Edition (GMCE)
26599 - Output to Excel from the Contact Search Center shows the following error -
"We have detected a newer version of Office installed on your device." after upgrading to Office 2016
26602 - Error when Output of data to Excel: "Microsoft Excel cannot open or save any more documents because there is not enough
available memory or disk space."
26611 - I never used to be able to see weekends or non-defined workdays on my calendar; but now I can. How do I change this?
26621 - Get the following error when trying to rehost dbase data into GMPE: [Microsoft][ODBC dBase Driver] Index file not found.
26629 - Getting a pop-up error when performing certain actions in GoldMine - GoldMine Database operation error:
The transaction ended in the trigger. The batch has been aborted.
26637 - find the IMAP folder structure via Microsoft Outlook for example for GoldMine Connect Settings for sent emails?
26642 - Output to Excel - "Microsoft Excel cannot open or save any more documents because there is not enough available memory
or disk space."
26644 - Which characters are not used in the GoldMine Account Number ACCOUNTNO fields?

Please contact Wizard Systems on how you might access these articles.