GoldMine 2018.1 Hot Fix 1 released

****What’s New in GoldMine 2018.1 HF1 Goldmine Premium Edition

- If the “Encode E-mails using character set” value is empty in a user’s E-mail Options, GoldMine will use “utf-8” as
the default character set.

- The following charsets are fully supported in the current version:
UTF-8
ISO-8859-1
ISO-8859-15
- Full support of UTF-8 in the body of the emails. Although in previous versions we could set the utf-8 as a charset we could not compose emails is some foreign languages (e.g. Arabic), but we could receive them. This issue was fixed in the current version.
- Enabling the Dynamic Update Exchange protocol (DDE)

****What’s Fixed in GoldMine 2018.1 HF1

232288 Document templates for a particular machine lost the ability to be updated.

242114 When attaching files to an edited email, the body changes to part of the MIME Type info, --nqp=nb64=

242312 Email Draft/Queue Issue

229632 Regression of 253836 - Special characters (e.g. French) will be destroyed when saving an email template >> also when sending such an email to a contact the special characters are gone

234949 Special Characters corrupted when linking Email to GoldMine from Outlook using UTF-8 encoding.

235057 Certain characters are changed/destroyed after linking an email from Outlook Link and open it within GoldMine.

213015 having a friendly name with a special character and a comma, the e-mail address is not parsed correctly within GoldMine GoldMine recognizes first part of name as e-mail address

212845 Sorry, but Microsoft Office was not installed. This document cannot be previewed when opening an Microsoft Excel file (xlsx) document from Links tab

233943 Typo in Dialog message: In order to apply some visual changes you must restart GoldMine instead of restart GoldMine

233950 When changing Theme from any of the new Modern themes to a different the Toolbar will disappear

NODEVID The grey background doesn't apply to certain areas

NODEVID Can't log in on the API when the user password is longer than 9 characters

 

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

 


GoldMine presentation 31st January - Get your GoldMine in the cloud

We're running a free webinar to GoldMine Users tomorrow 31st January at 11am UK time featuring GoldMine Web.  This is the easy way of accessing your GoldMine system via the Web or from your smartphone.

You need to register first

GoldMine Web is a browser-based app that’s included with GoldMine Premium Edition and installed as part of the GoldMine Connect package. GoldMine Web provides the look and feel of a web client and doesn't require installation for the end user and allows you to access GoldMine from any device.

Goldmine_web

 


IntelliClick version 9.8.0 Released

IntelliClick, the most popular email marketing solution integrated with GoldMine, has a new version now - 9.8.0

Updates on this version:

NEW: SQL Query Builder (get to those tricky parts of GoldMine)
NEW: Context sensitive video tutorials
ENHANCED: Express Tracking preview and element management

For more information on IntelliClick and GoldMine upgrades, please contact Wizard Systems.

 

 


GoldMine and GDPR - A one day workshop in the UK for GoldMine Users

How ready are you for the GDPR data regulations coming into force this May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?
 
GDPR is one of the most significant bits of legislation that will affect us all this year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these findings and recommendations in an informal one day 'workshop' with the GoldMine Community.  This workshop is aimed at GoldMine Administrators, Marketing Personnel and Business Owners.
 
We are running this one day Workshop on two dates - 7th and 15th February, and we will cover:

Overview and Discussion
- 6 Key Principles of GDPR
- User Process and Documentation

Data Security
- Setting up Users and Security
- Backing up the Goldmine Database
- Overview of protecting data

Looking after Opt In and Preferences
- Contact Merge Codes
- Email Merge Codes
- Adding New Fields

Updating and Cleaning your Database
- Power Searches
- Filters Groups and SQL Queries
- Merging Duplicate Records
- Global Replace
- Importing and Exporting Data
- Batch Scheduling of Activities

Reports and Dashboards
- An Overview of Reporting Options
- Creating a Simple Dashboard
- Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.
 
The cost to attend the workshop is 250 GBP exc VAT per attendee and class size will be restricted to 6.
 
Please contact Wizard Systems if this is of interest and to book your place.
 

GoldMine 2018 now released

Wizard Systems are pleased to announce the availability now of the latest version of GoldMine, 2018.1

Key features of this new version are:

  • Updated User Interface for desktop GoldMine
  • Enhancements to the Outlook link
  • Enhancements to GoldMine Web
  • Enhancements to the Constant Contact link

More information is available in this PDF

Download What's New in 2018

The ONLY way of getting access to GoldMine upgrades is via the Annual Maintenance Contract for GoldMine.  Please contact Wizard Systems for details and pricing.

 


One day GDPR and GoldMine Workshop - Tuesday 5th December

How ready are you for the GDPR data regulations coming into force next May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

GDPR is one of the most significant bits of legislation that will affect us all next year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these fidnings and recommendations in an informal one day 'workshop' with the GoldMine Community.

Aim

This is a one day course aimed at preparing you and your GoldMine CRM system for the GDPR legislation coming into force in May 2018 in the UK.  This course is ideal for business owners, marketing personnel and system administrators.

Pre requisites

Attendees should have at least a basic knowledge of what GDPR is about and good knowledge of GoldMine.

Duration

Course is normally one full day - start time is 10.00am and we aim to finish around 4.30pm. 

Refreshments, provided throughout the day, and buffet lunch is included (If the course is held at the Wizard Systems Training Centre).

Why choose Wizard Systems?

  • Training providers since 1993
  • Courses are friendly, informal and run in small groups
  • Plenty of hands on experience & exercises
  • In training surveys 100% of attendees said they would recommend our training to others

Our intended agenda will be as follows:

GDPR

  • Overview and Discussion
  • 6 Key Principles
  • User Process and Documentation 

Data Security

  • Setting up Users and Security
  • Backing up the Goldmine Database
  • Overview of protecting data

 Looking after Opt In and Preferences

  • Contact Merge Codes
  • Email Merge Codes
  • Adding New Fields to GoldMine for GDPR

 Updating and Cleaning your Database

  • Power Searches
  • Filters Groups and SQL Queries
  • Merging Duplicate Records
  • Global Replace
  • Importing and Exporting Data
  • Batch Scheduling of Activities

 Reports and Dashboards

  • An Overview of Reporting Options
  • Creating a Simple Dashboard
  • Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

Please contact Wizard Systems for more information, cost and booking.

 


GoldMine Dashboards webinar on Tuesday 14th November

Our next regular GoldMine presentation aimed at GoldMine Users will cover the Dashboards feature.  It's on Tuesday 14th November at 10am UK time.

You need to register first at:

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

There is no charge to attend and all attendees on the day will receive a free GoldMine Health Check Dashboard to display and summarise valuable information in your GoldMine database.

 


Bison chooses Riva to sync GoldMine with Microsoft Exchange

Bison Machinery Ltd., a specialist supplier of high quality metalworking machinery, chose Riva to integrate GoldMine and Microsoft Exchange. Integral to the project’s success was Riva’s ability to seamlessly and transparently sync GoldMine appointments and emails to the native calendar apps on mobile devices such as iPhones, iPads, and other smartphones and tablet PCs. The company’s sales and customer service teams can now concentrate on their work rather than manually archive emails.

Overview

Bison Machinery Logo Bison supplies high quality metalworking machinery for fabrication, sawing, engineering, and sheet metalwork. The company, headquartered in Stafford, UK, is a trusted partner of the sheet metal and fabrication industry. With a history dating back to the 1800s, the team of 25 employees benefits from the combined experience and product knowledge that has been passed down from generation to generation in this family-owned business.

The Challenge

Bison implemented their CRM of choice, GoldMine, in 2012. There is one administrator responsible for providing IT support for all sales and customer service employees in the company using GoldMine to record and archive client email correspondence and meetings.

To better integrate GoldMine into Bison’s daily workflow, the company tried using a plug-in for GoldMine with less than satisfying results. Rather than performing the sync tasks automatically as Bison needed, users had to archive emails manually. This created an additional workload for the users and resulted in less than optimal use of the company’s CRM.

Summary of challenges:

  • Plug-in wasn’t synchronizing automatically
  • Plug-in slowed down the systems
  • Users needed to archive emails manually
  • Email history in CRM was inconsistent
  • No way to automatically sync calendars and emails on multiple devices

Bison was searching for a way to seamlessly sync emails and calendars between their CRM and email systems which they considered crucial in optimizing the workflows of their sales and customer service staff.

The company wanted to have the option to archive emails in CRM as well. GoldMine partner and CRM specialists, Wizard Systems, recommended Riva to solve their sync and archiving issues.

The Solution

“We’ve found Riva to be an excellent product that just simply works. It saves us significant time now that we no longer have to manually link emails into GoldMine,” said Guy Bushnell, director, Bison Machinery Ltd.

Riva is now used by Bison to sync GoldMine and Microsoft Exchange for 14 employees – adding customer value, relieving all of the company’s pain points, and providing reliable, customer data automation for the company’s CRM and email systems.

Wizard Systems worked closely with Riva during the implementation process and managed all support requests on behalf of Bison. This made for a smooth and easy setup that did not require much in the way of involvement on the part of Bison.

“Throughout the pre-sales process and our implementation of Riva at Bison, we received excellent support from Riva’s customer services team. Riva is a great fit for Bison. Many of our Goldmine users have multiple Exchange mailboxes. Riva easily and eloquently handles manages this and removes the need for unreliable client add-ons,” stated Luke Fletcher, Software Consultant at Wizard Systems.

Riva, and the product’s option for automated email features, enables Bison’s sales and customer service teams to save time and ensure consistent CRM entries.

The Results

Riva enables Bison’s sales and customer service teams to work more efficiently in GoldMine and Microsoft Exchange, and on their mobile devices – in connected and disconnected modes – which has improved the quality of information that is being automatically archived in GoldMine.

“The real value with Riva is that we now have the peace of mind that our data is automatically and seamlessly integrated between CRM and email, without our employees having to do any manual data entry. Previously we were often unsure if users had remembered to manually sync emails,” said Guy Bushnell, Director, Bison Machinery Ltd.

The company will continue to take advantage of the high flexibility and stability that Riva provides in the future.

 

For more information on Exchange Integration with GoldMine, please contact Wizard Systems.