GoldMine Web

GoldMine 2017.1 now released - New Outlook Link and enhancements to GoldMine Web

We are pleased to now announce availability of the latest version of GoldMine - 2017.1.  

Below is comprehensive information on what’s new in GoldMine 2017.1 GoldMine Premium 2017.1.0.328 / GoldMine Connect 2017.1.0.460 and all functionalities that have been added after GoldMine 2016.1, including any added in all 2016.1 Hot Fixes.

Please contact Wizard Systems on 01454 316800 or email us for more information on how to get this upgrade. 

GoldMine Web

Home
A new default landing page after logging in with the following sections:

Gm_web_home_page

My Activities
● Displays a snapshot of upcoming timed activities, starting from the time at which the user is logged into web.
● Select the "Go to Activities" to view more activities on the existing Activities page.
My Pending Emails
● Displays a snapshot of pending emails.
● Select the "View More" to view more emails in a new My Pending Emails page.
Recent Contacts
● Displays a snapshot of recently viewed contacts.
Recent Opportunities
● Displays a snapshot of recently viewed opportunities.
Recent Cases
● Displays a snapshot of recently viewed cases.


My Pending Emails
A new page containing a tabular view of pending emails for the logged in user.
● Accessed from either the “My Pending Emails” section in the Home page or through the global menu at the top right of the browser, next to the GoldMine User ID.

Cases
● The Pending and History activities associated with a case are accessible from the detailed view of a Case.
● View and create Notes - both “Case Notes” and “Resolution Notes” (PE equivalent of the notes in the “Notes” and “Resolution” tabs).

Links
● From the detailed view of a Contact record, users can now add a linked document stored in a cloud drive (eg. One Drive, Dropbox or Box etc) or shared network path to a contact by including a valid URL or UNC path to a shared drive.

Miscellaneous
● Schedule a follow-up activity when completing an activity. Notes and other information are carried over to the follow up activity.
● User-specific settings that are applicable to GoldMine Web within the “Access” and “Menu” tabs in PE’s Tools → Users’ SeEngs… → <USER> are now reflected on web.
● Contact record curtaining and ownership specified in PE are observed on web.
● F2 look-up validation settings in PE are observed for Pending and History activities on web.
● "Back to results" link added to the Opportunity details and Case details pages.
● A “View All” link has been added to the Opportunities section in the detailed view of a Contact record.


GoldMine Link for Microsoft Outlook  - A new Outlook add-in for linking email messages to GoldMine contacts.

Link Email / Unlink Email
● The “Link Email” button in the toolbar enables the user to link email messages, search a contact, or create a contact.
■ If the email address matches a GoldMine contact, it will be suggested.
■ Use “Search GoldMine” to search for a contact in GoldMine to link email messages. ■ Use “Create Contact” to create a new contact in GoldMine and link the email messages.
● When an email message is linked, it will be filed to the contact’s History tab.
View Contact in GoldMine
● The “View in GoldMine” button in the toolbar enables viewing the contact in GoldMine.

Settings
● The “Settings” toolbar button enables the user to set up or update GoldMine Link, enable/disable automatic linking, configure Outlook folders, specify linking exclusions and set up Outlook synchronization.
● Settings for each user may also be configured from PE by a master user by going to Tools → Configure → GoldMine Link Outlook SeEngs…

Synchronization
● Select the “Start/Stop Sync” button in the toolbar to start or stop Outlook synchronization with GoldMine.

Address Book
● The GoldMine address book is added to the list of “Other Address Book Types” in Outlook upon installation of GoldMine Link.

Environment Table Settings
● A new flag - “forceUTF8ForOutgoingEmail” - for enabling the use the charset “UTF-8” when sending emails through the Email Center. This flag takes a value of “0” or “1”. When set to “1”, the charset used for sending emails will be “UTF-8”. It does not matter what charset is specified in PE.
● The TLog query for synchronization has been refactored and optimized for performance improvements in release 2017.1. A new flag - “UseOptimizedCalDefTLogsQuery” - is introduced to enable GoldMine administrators to turn off this optimization, if needed. This flag can be set to “0” to turn off the TLog query optimization.


What’s Changed in GoldMine 2017.1
GoldMine Premium 2017.1.0.328 / GoldMine Connect 2017.1.0.460 Changes made after GoldMine 2016.1, including the changes from all 2016.1 Hot Fixes.

GoldMine Web
● The Contacts, Opportunities and Cases lists for mid- to small- sized screens are mobile responsive. These lists are now displayed in a card format rather than tabular format for these screens.
● The “Activities” page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.
● The “Activities” page Tasks and To-Dos are collapsed by default for all screen sizes.
● When searching for Cases or Opportunities, the default result of the search is Status: All and Owner: All.
● The Contact record “Cases” section displays all Cases for the selected Contact. ● All links to GoldMine Mobile will now be redirected to GoldMine Web.

GoldMine Premium Edition
● "Include items from the local windows index” and “Include items from remote Windows index” in Universal Search’s “Documents” tab are now disabled by default.


Below is what’s fixed in GoldMine 2017.1 GoldMine Premium 2017.1.0.328 / GoldMine Connect 2017.1.0.460 Issues that were addressed after GoldMine 2016.1. Issues fixed in all 2016.1 Hot Fixes are also included.

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.
214724 French, German and also Danish characters corrupt in the email header when downloaded into
the GoldMine inbox - displays fine online.
213683 Zoom or any interactivity with GM+View Google Maps or Google Directions does not work on IE 10 or IE 11 but works in IE 9 or IE 8.
219439 Google Maps and Google Directions GM+View appear always with message at the top 'It looks like you have enabled Internet Explorer Compatibility View. Google Maps will not work correctly unless this is turned off. Learn how to do this'.
222313 Body of e-mail flickers when replying to an e-mail with certain content - When replying to a HTML formatted email that contains external images, the cursor repeatedly flashes, alternating between the hour glass and pointer.
223091 Linkedin GM+ View displays incorrectly formatted as the first search result is obscured by the menu items on the webpage.
231331 When creating a recurring activity and editing the start date after creating the recurring series, if not clicking the recurring tab the last date of the recurring series drops off.
232659 GoldMine - Outlook Synchronization will loose/destroy after several changes and synchronizations back and forth German special characters.
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.
233256 When using Google Maps and Google Directions GM+View a message appears - You seem to be using an unsupported browser. This even re-appears when setting Google Maps to full instead of lite mode.
234712 GMWEB - Calendar date display is not available when first make browser windows smaller and then maximize view again.
234850 [GMWEB] Feature request - Add the schedule a Follow-up option to GoldMine Web.
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.
235387 GM+Views for LinkedIn templates are distorted, scrambled, fields are overlapping and there is a lot of white space on the left and right, maybe even message, looks like you're using a browser that's not supported although IE 11 is installed and used.
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.
235847 Emails (either with certain encoding or from certain mailserver, mailclients) will destroy Special characters (for example GERMAN or FRENCH) within the body - initially reported for PLAIN but also for HTML.
238799 Query times out or sync takes ages when a lot of users are in a GoldMine database, and / or filtered sync settings are used - offending query part seems to be C.USERID IN
('BARBIE','BT','DD','DERY','....,KAREN','KATIE'…).
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.
240618 Google Apps Sync Configuration documentation is outdated and Google Apps has changed many areas and topics - even when trying to document never connects sucessfully.
241625 (GMWEB) - Responsiveness of Contact list - users on devices may need to know that they can scroll to the right in order to see Phone number - Request for making the list responsive too.
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.
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.
245827 (GMWEB) Unable to set a date older than today when Adding a history item in GoldMine Web after upgrading to GMPE/GM Connect 2016.1 GA release.
245885 The operation cannot be performed because the message has been changed when manually linking while creating an email in Outlook and then try to send.
246048 Sent Email won't link from Outlook to GoldMine when using the option "Link To: Additional Contact".
246294 Randomly on new contacts created by web import, the AP creates the activity and or history item but does not link it to the new contact.
246404 GMWEB - The Total and Forecast Column in OPPORTUNITIES list is to small and needs be extended.
246648 API Assistance request - customer getting error - Object reference not set to an instance of an object on inserting data and retrieving data via API
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.
247471 GMWEB - Email address on partially curtained records visible in the Contact list or Search list in GMWEB.
247588 GMWEB - JSON error when opening ACTIVITIES page - Server Error Cannot deserialize JSON request input parameters.
249075 Google changed the name of Google Apps to G Suite - references in the application should be changed as this is an official product name.
249148 Compatibility Testing with Microsoft Windows Server 2016.
249326 Error: Unable to create PDA transfer set when using Outlook Sync with any kind of filter set - Outlook Sync is not possible at all.
250162 Special characters destroyed when downloading emails (similar to RM 235847 and/or 246998)
250721 [GMWEB] Forced valid input for Reference field is not forced when Scheduling or Completing activities.
250756 Ability to have by default the setting "Include items from the local windows index” under Universal Search > Options > Documents tab" disabled by default.
251497 Creation transfer sets when selecting no users (or only specific) and a sync filter is set - An error occurred while creating the transfer set. for gathering TLOGS for CALDEF.
252213 Wrong / outdated link on Record Type HTML Information screen - Welcome to GoldMine's Record Types Administration Center! - Partner locator points to Frontrange.com web site and is not correctly redirected - The requested page cannot be found.

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

 


GoldMine Webinar tomorrow 14th June - See the latest GoldMine version 2016 and GoldMine Web!

We're running a short webinar tomorrow at 10am UK time on the latest GoldMine version, 2016, and we'll be showing GoldMine Web, the new web and mobile access to GoldMine.

The webinar will last approx. 15 minutes or so and there's plenty of opportunities to ask your questions !

GoldMine_Web_Webinar

 

Please register now to get your connection details...

Register for GoldMine Webinar

 


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 2016.1 now available

Wizard Systems are pleased to announce the general availability of GoldMine 2016.1, with new capabilities mainly in the 'GoldMine Web' area.

Below is a list of functionality added since GoldMine 2015.2 release (functionality added in monthly 2015.2 hotfixes is included).

GoldMine Web

Cases
• A Cases list is available from the navigation bar or menu. By default the list is filtered to Open Cases for the logged in User. A User can select to view Cases with a different Status or Owner or view all Cases. The Cases list can be sorted by the available columns – Case Number, Type, Subject, Company, Priority, Status, Deadline, or Owner.
• Cases are also available from the new Cases section on the Contact record. From the Cases section, the user can click the View All link to see the Cases List filtered to Cases for the selected Contact.
• Select a Case from the list or section to view or edit information about the Case.
• A Case can be Reassigned or Escalated and an email notification can be sent to the Owner. A Case can be Resolved or Abandoned and an email notification can be sent to the Contact.
• More information is available in Knowledge article 23544. Login at https://support.heatsoftware.com/.

Search
• By clicking the Refine link on the Contacts page, a User can search based on desired criteria for selected default and custom fields seen in GoldMine Web. A User can select fields from the main Contact record fields (the first section of a Contact Record) or from Custom screens (the second section of the Contact Record). A User can select a search operator from a defined list. A desired value can be entered or selected from a list or calendar. A search can be done on a single field or more fields can be added by selecting the plus icon. When the Apply button is selected, the Contact List is updated to show only Contacts that meet all of the selected criteria.
• Filters or Groups created in GoldMine Premium can be selected in the Refine section or overlay to limit the Contact List to only Contacts belonging to the Filter or Group. Search criteria can be applied to the selected Filter or Group to further limit the list of Contacts.
• More information is available in Knowledge article 23545. Login at https://support.heatsoftware.com/.

Additional Contacts
• When a search for Contacts is done from the Search Bar or the Attendee finder for Activities, the user can select Contacts or Additional Contacts to view a list of results matching the value entered.
• From the Additional Contacts search results list, the User can view and sort by Additional Contact, Company, Email address, Phone, and Primary Contact. The user can also schedule an activity for the Additional Contact using the Action icons.
• Additional Contacts can be selected from the Attendee finder when scheduling or completing Activities.
• More information is available in Knowledge article 23546. Login at https://support.heatsoftware.com/.

Miscellaneous
• A map pin icon is available on Contact records to open Google Maps with search done for the contact’s address.
• A notification is displayed if the User is accessing a Contact Set that is in a database different from GoldMine Base tables.
• Back to results link on Contact record returns user to Contact List on same page, with same filter, and with same order as when Contact was selected.
• Opportunity records have a responsive layout.
• Add History option 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.
• Email rule actions ‘File’ and ‘File To’ configured in GoldMine Premium are respected when email is retrieved during GoldMine Web login.

GoldMine Premium
• 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
  -Detailed information regarding adding settings is available in the Knowledgebase. Login at https://support.heatsoftware.com/.
 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
 KM 22468 > useOriginalUserCompleteRecurrence
Default User when completing all Pending instances of a recurring activity or default date/time
and user when completing multi-user and/or multi-contact activity
• GoldMine Plus for Microsoft Outlook has been refactored for enhanced maintainability and predictability by
limiting connection concurrency. See KM 22121 for further information. Login at
https://support.heatsoftware.com/.

What's Changed in GoldMine 2016.1 (below are features which have been changed)
GoldMine Premium 2016.1.0.147 / GoldMine Connect 2016.1.0.273
Changes made since the GoldMine 2015.2 release; changes made in monthly 2015.2 hotfixes are included.


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.
o 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
o If an Appointment is scheduled or completed for All day in GoldMine Web, it is treated as an Event in GoldMine Premium
NOTE: Clear browser cache after upgrade to see this change
• 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.

For more information on how to get the latest version of GoldMine, please contact Wizard Systems 01454 316800.

Please note that at the current time, QuoteWerks is not compatible with GoldMine 2016.1 and a QuoteWerks update will be available soon.

 


GoldMine Webinar on the New GoldMine Web feature - 8th March 10am UK Time

We're running another presentation on the new GoldMine Web feature next week (Tuesday March 8th at 10am UK time) where we will be taking you through this exciting new capability to access your live GoldMine system via the Web.  There will be plenty of opportunities to ask us questions also.

Goldmine_web_sample_screenshot

This webinar is free to attend but please sign up first (as soon as you can and not on the day) ....

Gotowebinar_register

 


Remote Access to GoldMine – Options Compared (Jan 2016)

Below is a summary of the different remote access options available for GoldMine.  Please note that this is a summary, options change over time and every user has different usage of GoldMine and remote access requirements.  This is just a guide…

GoldMine_remote_access_options

Notes

  1. All the above options are supplied and supported by Wizard Systems
  2. Remote Desktop / Terminal Server / Citrix is similar to iGoldMine / GO-Global Column
  3. The above is a summary and should always be verified with Wizard Systems before you decide on an option as everyone’s setup is different

 


GoldMine Web and using 'Linked Documents' - Keep to UNC Paths

Similar as for the GoldSync Service we absolutely do not recommend in the context of GMWEB to use mapped drives. It is also not a recommendation from Microsoft for IIS. The main problem is the AppPoolidentiy user to access the mapped drive which usually is not available and may require additional tweaks and configuration. for example mapping the drive persistent for the used windows account. It is absolutely recommended to work instead with UNC paths only.

For more information, please contact Wizard Systems Support dept.