GoldMine Upgrades

GoldMine Hotfix 4 released - What's New in GoldMine 2015.2 Hotfix 4 GoldMine Premium

Hotfix 4 has just been released and here is what is included....

The GoldMine Administrator can control the default values for Date and Time or User in the Complete Activity window by inserting entries into the ENVIRONMENT table
Settings are per system; when added the setting applies for all users of current system
Settings do not sync; apply separately for Sites and Undocked users
Settings are applied per activity type:
Appointment –A, Event –E, Call –C, Next Action –T, Other Action –O, Sale –S

KM 21915 > useOriginalDateInComplete
Default Date/Time when completing non-recurring or single instance of a recurring activity

KM 21916 > useOriginalUserInComplete
Default User when completing non-recurring or single instance of a recurring activity

KM 21944 > useOriginalDateCompleteRecurrence
Default Date/Time when completing all Pending instances of a recurring activity

GoldMine Plus for Microsoft Outlook has been refactored for enhanced maintainability and predictability by
limiting connection concurrency. See KM 22121 for further information.

What's Fixed in GoldMine 2015.1 Hotfix 4
Issue Number Title
133120 Completed activities complete against the current user not the user the activity was scheduled for
214214 Completing recurring appointments complete with current date and not the date scheduled while this works for single appointments
218728 Performance issue for non-master users when opening activity list or on editing or completing an activity with the activity list opened when records are owned/curtained and there are many activities scheduled for that user
233709 Couldn't open the database from GM Configuration. System.Data.SqlClient.SqlException: Login failed for user 'sa'.
233805 Not responding mode and severe performance issues when opening the Activity list and the desired activities do have a lot and very long or certain kind of notes.
233888 Not responding mode and severe performance issues when opening the Calendar and completed activities a lot and very long or certain kind of notes.
234029 Ability to keep the scheduled time when completing Activities, either by having an additional user interface check box to take current date/time or by system default setting in system configuration/GM.INI how GoldMine system should handle this
234531 Outlook Integration disconnects/freezes/hangs sporadically - When this happens the OutlookLog file show suddenly prior the disconnect a change in the connection string
234960 Web Import - Webimport emails are not downloaded - "Failed to retrieve message 1" other emails from same account are retrieved ok
236011 When linking an email from a IMAP account with the Outlook Link, the email will duplicate continuously. This results in duplicate emails in Outlook, on the IMAP server and in GoldMine.
236013 Delete an email in Outlook that has been linked to GoldMine, the email is than duplicated over and over again in Outlook.
237138 When the Outlook Link is installed and running, Outlook stops retrieving IMAP email. A process at the bottom of the Outlook window shows an almost constant "synchronizing inbox" message and progress bar.
237225 Goldmine Plus for Outlook is locking up Outlook, unable to click on data or menus.
240059 Duplicated emails are created when manually linking an email with Outlook integration which appear as strikethrough messages, eventually they are disappearing again after restarting the machine or other unknown circumstances

To find out how to access GoldMine upgrades, please contact Wizard Systems.

 


GoldMine promotions for March 2016 - Save money on upgrades

GoldMine have just announced some promotions aimed at existing GoldMine Users.  This promotion is for orders to Wizard Systems for March only!  Here's the summary

1) If you're out of maintenance, you can now purchase extra GoldMine licences for the same version you are on now

2) If you're out of maintenance and want to upgrade to a later version (2014.1) this is offered for a one off fee of £99 per user

3) If you're out of maintenance, get back on maintenance for a £500 one time fee plus the normal renewal for 12 months

 

Please contact Wizard Systems for more information on your costs and savings....


GoldMine and support for MS SQL 2005

Microsoft will end extended support of MS SQL Server 2005 on April 12, 2016.

Although GoldMine has not supported this version for some time, anyone running older versions of GM CE/early PE might be on this version. Customers may want to consider upgrading. SQL 2005 is rounding 12 years in production.

If you are unsure how to check which version of SQL your GoldMine is on, please contact Wizard Systems support department.

 


GoldMine Premium 2015.2 Hotfix 3 released

Wizard Systems are pleased to announce GoldMine Premium 2015.2 Hotfix 3 is now available to our GoldMine customers on maintenance.

GoldMine Premium 2015.2.0.190 / GoldMine Connect 2015.2.0.361 3 incidents are fixed (HF2 had 1 major change and 1 incident fixed).

HF2 (Hotfix 2) added functionality within the server-side auto-linking to respect the ‘File’ and ‘File to’ e-mail rule actions. Now any users e-mail rules with an action of ‘File’ or ‘File to’ will be followed to handle messages.

Details of Hotfix 3 are....

Issue Number and details...

234041
Automated Processes attached to a new record after being created by WebImport will skip events and stop at this point
235563
When the "stage" value of an opportunity is updated in GMWEB, the u_stage field is not updated to reflect the new value
235643
When you view a contact within Goldmine Web and you drill down to the Opportunities section within the main page, the correct Stage value is displayed. But if you click on the Opportunities to view the details, the Stage information within the details is not correct.
233484
FIXED in HF2 -- Auto complete for F2 Lookup values leads in several fields to apply also the // description value instead only the real F2 Lookup value.

For more information on how to access Hotfix 3 and all GoldMine upgrades, please contact Wizard Systems.

 


GoldMine Premium Edition 2015.2 Hotfix 2 released

Wizard Systems are pleased to announce availability of the latest version of GoldMIne.

What's New in GoldMine 2015.2.0.183 Hotfix 2...

Email rule actions ‘File’ and ‘File To’ configured in GoldMine Premium are respected when email is retrieved during GoldMine Web login.
-----

What's Fixed in GoldMine 2015.2 Hotfix 2
GoldMine Premium 2015.2.0.183 / GoldMine Connect 2015.2.0.357

Auto complete for F2 Lookup values leads in several fields to apply also the // description value instead only the real F2 Lookup value.

 

For more information on how to access GoldMine Upgrades, please contact Wizard Systems 01454 316800.

 


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.


Are you ready for the power of GoldMine and Windows 10?

Latest update on GoldMine compatibility with Windows 10 - GoldMine are working on ensuring this is all okay for the up and coming 2015.2 release. 

The 2015.2 November release will include:

  • Windows 10 ® compatibility (we already support Windows 8 ® and Surface ®) 
  • New mobile responsive web client for use on smaller smart phones – already works on tablets and PCs including Apple Macs and iPads 
  • Enhancement and cumulative service pack

Stay tuned for more information.

 


What's Fixed in GoldMine 2015.1 Hotfix 4

GoldMine Premium 2015.1.0.208 / GoldMine Connect 2015.1.0.388

220719 [GMME] Unable to link a contact to an activity as the contact list only shows blank row or the top
100 contact records in the database (and no data available when searching for an existing contact)


220802 [GMME] Searching for a contact in the "Add Contact" section of an activity returns no results


221585 Text\HTML; Charset UTF-8 emails are displaying corrupt when downloaded into GoldMine.


226735 [GMME] Contacts are not appearing in filters and groups in GoldMine Mobile


231399 [GMME] When trying to search for a contact to link a forecast sale to in activities, no results are
returned in larger databases if that record is outside the records initially returned.


231429 Websites entered in GMPE without http:// prefix are not working as a hyperlink in GMWEB until
opened and closed within GMPE which will add the http:// prefix


231823 [GMWEB] - Lookup list for Result (Code) when creating a History item (without prior scheduling it)
will be taken from Calls and not from the specific Activity type (Action, Event/Appointment)
What's

For information on how to access GoldMine Upgrades, please contact Wizard Systems.

 


GoldMine Version 2015.1 Hotfix 3 now available

Release Notes Updated August 6, 2015...

Note: Run the GoldMine Connect 2015.1 Hotfix 3 installer to upgrade an existing install of GoldMine 2015.1. To upgrade GoldMine Connect from a version previous to GoldMine Connect 2015.1, it is necessary to uninstall the existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2015.1 HF3 as a new installation. It is recommended to clear device/browser cache and to restart IIS after uninstall/reinstall or after upgrade of GoldMine Connect.

What's Fixed in GoldMine 2015.1 Hotfix 3

GoldMine Premium 2015.1.0.196 / GoldMine Connect 2015.1.0.380

Issue: 202285
When an instance of a recurring activity synced between Outlook and GoldMine is edited in Outlook after being completed in GoldMine, a new instance of the activity for the same date/time is created in GoldMine on next sync from Outlook to GoldMine.

Issue: 218095
If a file is open on a workstation it will not sync using GoldSync, File cannot be compressed

Issue: 228126
Outlook integration performance decreases, may lock up local Outlook (since 2014.2 HF 2 causing the integration silently to disconnect), or even slowing down the SQL server for all users - due to Outlook integration not closing connections appropriately

Issue: 230607
[GMWEB] Systems with a localized SQL Server install will result in Error failed to get activity list when clicking on Activities in GoldMine Web

Issue: 230665
[GMWEB] When adding a user defined field in Opportunity Manager containing any value for existing default field names like STATUS, STAGE, SOURCE opening GoldMine Web Opportunities results in error: Server Error: An error has occurred on the server. Please contact your system administrator.

Issue: 230676
[GMWEB] When using labels for Opportunity and Project Management, opening GoldMine Web Opportunities results in error: Server Error: An error has occurred on the server. Please contact your system administrator.

For more information on upgrades, please contact Wizard Systems.