GoldMine Tips

GoldMine Dashboard Training - How to create GoldMine Dashboards - March 24th 10am UK time

Dashboards are a powerful way of reporting on key information in GoldMine and outside of GoldMine. We're running a live, 1-2 hour online training course on March 24th at 10am UK time to cover...

- Using the built in Dashboards (GoldMine does have some ready made Dashboards to get you started)
- A brief introduction to SQL queries
- Creating Data Sources in Dashboards
- Use a simple Wizard to create the SQL query required for a Dashboard
- Adding a table to display the information in the Dashboard
- Display the result and information in a list on screen
- Adding Graphical Charts
- Adding parameters to the Dashboard for easy filtering and drill down
- Ask all your questions concerning Dashboards in GoldMine

Goldmine_dashboard

There is a cost to attend the course of £50 per Company (You can have as many attendees as you wish and the £50 will be invoiced to your company) or one Admin Credit (if you have purchased Admin Credits from us). The training session will be recorded for you for later use and will not be available on YouTube.

Every attendee will receive a free dashboard from us showing you the health of your GoldMine data (we'll explain what it does on the day).

The class size will be kept low so please register as soon as possible to avoid disappointment!

Gotowebinar_register

 


GoldMine Webinar Tuesday 1st March - The Pending and History Tabs explained

It's not too late to register for our free presentation covering how to use the Pending and History Tabs in GoldMine.

The session is open to all GoldMine Users and will be on Tuesday 1st March at 10am UK time.  The session will be about 15 minutes duration and there's plenty of opportunities to ask questions.

Please register by clicking the link below

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 Users could miss out by not upgrading to later GoldMine versions and Internet Explorer 11

Microsoft has ended technical support and security updates for older versions of its Internet Explorer browser which has an implication for all GoldMine Users.

The changes, which will affect versions 8, 9 and 10 of the browser, were announced in August 2014.
Some estimate that these older browsers account for more than 20% of web traffic while Computerworld claims that only 55% of IE users are using the latest version.

Browsers are often targeted by hackers and experts predict a crop of attacks.

"Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates," the software giant announced on its website.
"Microsoft encourages customers to upgrade and stay up-to-date on the latest browser for a faster, more secure browsing experience."
It is continuing to support IE 11 and Edge, which is the default browser for Windows 10.

Here is a summary of supported IE versions with different GoldMine versions/editions...

GoldMine 7.6 Officially Supported up to IE 8 and upto Windows 7 32 bit Only
GoldMine 8 Officially Supported up to IE 8 and upto Windows Vista 32 bit Only
GoldMine 8.5 Officially Supported up to IE 8 and upto Windows Vista 32 bit Only
GoldMine 9.0 Officially Supported up to IE 9 and upto Windows 7 32/64 bit
GoldMine 9.2 Officially Supported up to IE 10 and upto Windows 7 32/64 bit
GoldMine 9.2.1 Officially Supported up to IE 10 and upto Windows 8.0 32/64 bit
GoldMine 2013 Officially Supported up to IE 10 and upto Windows 8.0 32/64 bit
GoldMine 2014 Officially Supported up to IE 11 and upto Windows 8.1 32/64 bit
GoldMine 2015.1 Officially Supported up to IE 11 and upto Windows 8.1 32/64 bit
GoldMine 2015.2 Officially Supported up to IE 11, Edge and upto Windows 10

Please contact Wizard Systems for more information and pricing on GoldMine Upgrades.

More information on the IE situation is on the UK BBC website....

http://www.bbc.co.uk/news/technology-35291938


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.

 

 


See the New GoldMine Web feature next Tuesday 15th December at 10am UK time

We're running a short online presentation on the new GoldMine Web feature in release 2015.2, plus you can ask us plenty of questions.  The presentation will be on Tuesday 15th December at 10am UK time.  It will last approx 20-30 minutes.

This presentation is free to all GoldMine users, but you have to register first.

Gotowebinar_register


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.