GoldMine Webinar next Tuesday - How to create Email Templates to save time

Our next regular GoldMine presentation is on Tuesday 25th July at 10am UK time.  This time I am going to cover Email Templates.  Email Templates in GoldMine are a great way of saving time for those common emails you're regularly sending to your customers.  Email templates contain prefilled data that you specify, so you don’t have to reenter the same information for each message.  Plus you can ask me plenty of questions!

It will be about a 15 minute session and there's no charge by the way!

You have to register first at (please do this as soon as you can and not just before the presentation is due to start) -

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

Feel free to forward this link to other colleagues

 


Reliable CRM and Exchange Integration with Riva from Wizard Systems

Riva is your one stop shop for integration of popular CRM systems like GoldMine..

  • Syncs CRM data more reliably.
  • Improves CRM adoption.
  • Bridges key integration gaps.
  • Reduces flip-flopping between apps.
  • Proven performance.
  • Highly configurable.
  • Supports Office 365 and Exchange.
  • Supports all Gmail clients.
  • Supports custom fields and custom objects.
  • No client-side plugins, mobile apps, or browser extensions to install or manage

Contact Wizard Systems for more information


GoldMine 2017.1 - Hotfix 1a released and now available from Wizard Systems - Outlook Integration

What’s Fixed in GoldMine 2017.1 HF1a
GoldMine Premium 2017.1.0.384 / GoldMine Connect 2017.1.0.484

253026 Privilege errors when the Outlook Link is installed although both applications are started as the same user. with the new Outlook Link
253121 Since upgrading to HF1 of the GM Link, An exception is thrown when new emails are auto-linked where this is a Link Exclusion set.

Please contact Wizard Systems for more information.

 


New Survey Software add on released for GoldMine

We are pleased to announce the availability of Smart Survey for GoldMine.  Capture valuable input from customers and prospects using custom surveys that integrate results instantly in your GoldMine CRM system. Smart Survey provides a comprehensive survey solution that can be used for one on one or large audience surveying. Trigger surveys based upon actions and results tracked in your GoldMine system. Results are instantly added to a special survey tab as your recipients complete the survey. Seamless integration means no upload or download of data is required.

Key features include

  • Survey Form Builder
  • Integration Web Service For GoldMine
  • UNLIMITED Surveys
  • UNLIMITED Contacts Monitored
  • UNLIMITED Users
  • Survey Result Tracking For ALL Contacts
  • On-Demand Reporting & Dashboards
  • User Training
  • Assistance With First Survey Preparation
  • Optional Survey Preparation Services

For more information or a demo, please contact Wizard Systems.

 


An overview of the 3 Email Marketing options for GoldMine

GoldMine can as standard, create an Email Template (HTML or Plain Text) and this can be sent to a list of recipients in GoldMine (a Filter or Group) using the email send feature of GoldMine.  The email sent will appear on the History Tab of the recipient’s contact record.  However, there is no subsequent tracking of responses back in GoldMine.  So there are 3 supported email marketing options for GoldMine.  In increasing order of integration with GoldMine they are…

Wizard Systems supply, support and can offer training on all 3 options.  Please contact us if you want a demo or discussion about the best option for you.


GoldMine 2017.1 - Hotfix #1 now released

What’s Changed in GoldMine 2017.1 HF1 GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

GoldMine Web

  • The Custom Screens section within a contact record detail will now display all fields for the selected Custom Screen. The “show more” and “show less” links have been removed.
  • Selecting/Clicking any area within the graphical calendar in the ACTIVITIES page will open the schedule activity view with “Appointment” as the default activity type instead of “Call”.
  • Untimed activities in the “My Activities” section within the HOME page will now display the placeholder “no time”.
  • A white spacer has been included between the “Recent Opportunities” and “Recent Cases” sections within the HOME page when either or both of these sections are expanded.

 What’s Fixed in GoldMine 2017.1 HF1 GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

Issue number and description…..

156252 Duplicate screen tab names appear when you customize the screen tab names

165979 Cursor not visible in Reference when scheduling activity with IE 9-11 installed

206519 After creating custom tabs, then moving the position of the custom tab, the tab list then duplicates the custom tabs created

215271 When replying to an email, inline images do not show in the reply, the email is changed to content type: css/text

223775 After setting the encoding for sending mail in GoldMine, Exchange shows the proper name of the retrieved email as =?iso 8859-1?B?MQ==?=

230409 Set filter on a tab with a lot of records (e.g. History by Contact), then sort the results by Date will result in a blank window as no record 'match' the criteria

232562 When a contact name has an apostrophe and several e-mail addresses are linked to this contact record trying to add the contact as further recipient to an email will automatically take all related email addresses instead of offering the selection dialog box

234347 Setting custom filters on any grids for example History tab and Pending tab (most likely for many other grids too) for blank values will result in inconsistent and wrong results

237160 Grid filters in Pending/History tab (most likely every where grid filters can be set) will not work consistently when the filter value has an ' (apostrophe)

239832 Image attachments in emails sent from iOS devices adds what appears to be header information to the attachment extension when downloaded into GoldMine

238991 When the message ID contains an apostrophe the email will be downloaded over and over again (Fixed apostrophe, but some other characters might cause the issue

240605 When manually copying an Outlook email to GoldMine from within E-Mail Center, the special characters are changed and corrupted

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

249609 Follow-up on RM 214724 - In certain cases - customer recognized only on replies - German characters are still destroyed

250662 Unable to login to Constant Contact via GoldMine to setup or create new Campaigns

252928 Error editing or viewing activities in GM WEB: "server error: error in activity controller action: get activity F2 metadata"

252667 GMWEB - Revoked Opportunities, Activities or Calendar rights will remove tabs in GoldMine Web (ACTIVITIES, OPPORTUNITIES, CASES) but the Home Dashboard shows still My Activities, Recent Opportunities/Cases

252773 Even if the "Save attachments as linked documents" setting is unchecked, the new GoldMine Link for Outlook NOT honoring the setting in Tools>Options>E-Mail>More Options>Retrieval.

252777 A newer version of Microsoft Outlook is needed for the plug-in to be installed.  The GoldMine Link for Microsoft Outlook will not be installed"

 

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

 

 


GoldMine presentation this Wednesday - learn more about the Global Replace feature

Continuing our regular series of GoldMine presentations, this Wednesday we will be covering the Global Replace feature.  A great way of replacing Field Values in your GoldMine database and a feature not often found in many other leading CRM systems!

Join us for this free webinar on Wednesday 7th June at 10am UK time (BST).  Please register now....

 

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