GoldMine Upgrades

GoldMine Premium 2016.1.0.182 / GoldMine Connect 2016.1.0.311, Hotfix 4 now available to download

GoldMine Premium 2016.1.0.182 / GoldMine Connect 2016.1.0.311 is now available for download with the following fixes... (issue number followed by description)

246998 Emails sent via GMPE do not include charset in heading if nothing is specified in Tools > Options > Email > More Options > Composing causing decoding to fail

245747 Change Request -  Change of the Pop-Up message “Are you sure you want to delete all selected alarms?” as this deletes the related activities and not only alarms as the message lets assume

For more information on how to access the latest GoldMine updates, please contact Wizard Systems.

 

 


GoldMine Premium 2016.1.0.179 / GoldMine Connect 2016.1.0.309, Hotfix 3 now available

We are pleased to announce availability of GoldMine 2016.1, Hotfix 3.  What's Fixed in GoldMine 2016.1 HF3

Issue and Description.....

205910 Create email on GoldMine internal user on Project's team tab does not create internal email to User but
instead creates email to Project's primary contact

235067 [GMWEB] Calendar loading with spinning wheel when the user has a lot of pending activities for the specific
time frame scheduled >> this makes the activity list on the ACTIVITIES page not responsive, scroll may or
may not work appears to hang in the list.

235709 Cross validated/context depending F2 lookups on OPMGR table: F2 values different in
Opportunity's/Project's detail vs. Opportunity's/Project's properties view. Properties view shows no values
as it looks for ' ' instead of set values

246404 GMWEB - The Total and Forecast Column in OPPORTUNITIES list is to small and needs be extended

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

 


GoldMine 2016.1, Hotfix 1 now available

A new release of GoldMine, GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293, is now available....

What's New in GoldMine GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
• When completing an activity in GoldMine Web, the option to schedule a follow up activity is available. Selecting the option will open the Schedule overlay for the same activity type as just completed. Options for scheduling a follow-up by default and carrying over completion notes will be respected in a future release.

What's Changed in GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
• GoldMine Web Activities page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.
• GoldMine Web Activities page Tasks and To-Dos are collapsed by default for all screen sizes.
• When searching for Cases or Opportunities in GoldMine Web, default results are Status: All and Owner: All.
• GoldMine Web Contact Record Cases section displays all Cases for the selected Contact.

What's Fixed in GoldMine GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
Issue number and description...
233236 (GMWEB) Removing Edit Tab Folders right for a user, makes the user unable to complete activities in
GoldMine Web >> Contact's Pending area while this is possible in GMPE on the Contact's Pending tab
234850 [GMWEB] Feature request - Add the schedule a Follow-up option to GoldMine Web.
239349 [GMWEB] When using forced valid input for the STATE F2 Lookup entry that contains comments in format
value // comment the entry will not show as valid input in
240297 (GMWEB) - Discrepancy between security settings in GoldMine Premium Edition and GoldMine Web - e.g.
Menu restrictions - Schedule and Complete is not respected in GMWEB, Access restriction Edit Tab folders is only partly respected - GMPE disallows to change
241704 GoldMine column in Outlook no longer shows any box or check mark after upgrading to GMPE 2016.1
245599 When a different user completes a recurring single user Activity scheduled for a different user, the
completing user is taken over even with the variable added to the Environment table

For more information on how to get the new version of GoldMine, please contact Wizard Systems.

 


New release of GoldMine, 2016.1, now available from Wizard Systems

The latest release of Premium Edition – 2016.1 – is now available for download from the new Self-Service Portal. Please consult with Wizard Systems before applying this upgrade. If you need information on accessing the Self-Service portal at https://support.heatsoftware.com, please contact us by emailing support at wizard hyphen systems dot com.

Premium Edition 2016.1 highlights:

GoldMine Web is mobile responsive - SIMPLE - and we have added the following enhancements:

  • View and Edit customer service cases
  • Work with additional contacts linked to a primary contact to manage related contacts
  • New Advanced Search by system and custom fields
  • Add a completed history item without having to schedule first – great to record unplanned interactions
  • Click on a map pin to open GOOGLE maps address - just like click to dial or email
  • And of course a cumulative Service pack that improves reliability and performance and provides updated compatibility. It also addresses the most requested items from customers.


We encourage you to try GoldMine Web as a great way to expand use of CRM for your business, to increase user adoption, and to offer flexible real-time options.

For more information on how to access this upgrade, please contact Wizard Systems on 01454 316800 and ask for the helpdesk.

 

 


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.