Latest version of GoldMine is 2019.1 - Contact us for upgrades - www.wizard-systems.com

Colour Codes for automatic colouring of activities in GoldMine Calendar

By using the GoldMine 'lookup.ini' you can get GoldMine to automatically colour certain types of activities.  Your GoldMine lookup.ini must have a section like this:

[CalClrCode]
A = 3
C = 1
T = 4
M = 0
O = 2

On the left hand side of the equation you identify the activity that is to receive the specified
color that is contained in the coded number in the right hand side of the equation. Below we
have listed the coding for each side of the equation.


A = Appointments     0 = Bright Blue     5 = Bright Yellow     10 = Green
C = Calls                       1 = Bright Purple 6 = Cyan                   11 = Yellow
T = Next Actions        2 = Bright Red      7 = White                 12 = Blue
M = Messages            3 = Bright Cyan    8 = Gray                   13 = Purple
O = Other Actions   4 = Bright Green    9 = Red                     14 = Dark Grey

The lookup.ini is a very clever part of GoldMine.  Please contact Wizard Systems for more information.

 

 


How to backup your GoldMine databases

Do you want an easy and free way of backing up your GoldMine data? Regular backups are an insurance policy for your GoldMine system, it ensures that if you have a server crash you have a backup of your goldmine data, so that you can be up and running again really quickly. Backing up your GoldMine data is a key job you must do before doing upgrades, using global replace, doing mass deletions of data and so on. This video showcases the backup utility from sqlbackupandftp from www.sqlbackupandftp.com


IntelliClick 2020.9.15 version is now available

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IntelliClick 2020.9.15 version is now available. You can update the next time you access the IntelliClick Wizard.

This latest release been tested and confirmed compatible with the latest GoldMine 2020.1.xx version release. Other highlights of this update include:

•Events & Literature Fulfillment: enhanced path setting for confirmation email templates and file attachments
•Action Request: the one click action request link has been enhanced to now use an intermediary landing page to confirm that the email recipient does in fact want a notification for follow-up to be initiated
•Event Registration: instant event registration hyperlink enhanced to now allow more details of the event which are included in the confirmation landing page and add to calendar links


GoldMine 2020 now out!

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This release includes an important and, in some cases, required update to email security – along with other secure connection and password management enhancements. If you use an external email host you will need to this release to enable the more secure OAuth protocol – Office 365 and Google for example have set deadlines in fall to implement this.

While this was a must have enhancement, we know many of our customers aren’t always aware of all the enhancements available to expand your use and add new capabilities:
• GoldMine Connect provides a web interface for remote and mobile users for contact management and key activity management.
• The security enhancements include best practice based password management and more secure web and database connection options.
• ConstantContact integration has been updated to support the latest database secure connection and added a list upload capability.
• The new email linking Outlook link is also available
• Compatibility updates as well as a cumulative service pack are part of this as well to keep your system current and reliable.

We can go over these details and help you determine the benefit and a review of how to plan for your update.

With your annual maintenance and support agreement from Wizard Systems, you are entitled to software updates and technical support regarding the product. As we have worked with you in the past, we can help with custom reports, workflows, training and system set up issues to keep things running smoothly.

NOTE: if you are expired, we can work with GoldMine on your behalf to get you the best Get Current option. For users over 3 years expired, GoldMine is offering a reduced upgrade price through September 30th 2020 and we can handle that for you directly.

We welcome an opportunity to catch up and discuss how CRM and GoldMine are performing for your business.

Please contact Wizard Systems on 01454 316800 or email wizard1@wizard-systems.com


How to easily get data from Excel into GoldMine - FREE Webinar

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So you have some names and addresses in Excel format and you need to get them into your GoldMine CRM system.  Join us on Wednesday 12th August for our next regular online training session on GoldMine to cover how to import from Excel into GoldMine.  Suitable for all levels of user but especially administrators and anyone about to setup a new GoldMine system.

Webinar is Wednesday 12th August at 10am UK time and lasts about 20 minutes.

Register free at:

https://attendee.gotowebinar.com/rt/4035511528996290051

 


GoldMine 2019.1 Hotfix 3 released

We are pleased to announce the latest hotfix for GoldMine, prior to the imminent 2020 release.

What’s Fixed in GoldMine 2019.1 HotFix 3 (Issue Number followed by fix description)


16497
Invalid object name 'NOTES' when you have the column 'Notes' in the Contact search center and you open a different Database than the one with the notes table in it.
37132
Error message when first trying to use Softphone.... Softphone cannot be loaded.
42825
Unlinked activities appear in the Daily Daytimer detailed report shows as linked activities - the contact information is filled with a contact name from other linked activities.
47501
Duplicate first name appearing in the contact field after Outlook Sync
65292
From address changes to primary email address after a reply
68342
Forwarding a sent email linked with Outlook Link within GoldMine >> The date/time of the forwarded email REFERENCE (the prior send of the email) is changed to the current date/time.
72939
The shortcut switch /m:8xx for starting a macro does not work anymore, macro recording and execution do not work at all anymore as if the feature is gone.
73414
GoldMine ignores time zone in meeting request from Outlook (this was fixed as problem 65374)
73689
GoldMine Email Center - When a user sends an email, the recipients receives ' &nbsp ' in the body of the email


Update on GoldMine 2020 version launch

Since the COVID-19 biological crisis has become more critical worldwide GoldMine were notified that both Microsoft and Google have delayed their plans to enforce greater email security by disabling simple authentication. (In the case of Google enforcing advanced security in addition to removing the ability to allow less-secure applications [LSAs] to connect to the Gmail platform.)

This delay means that for the time-being no Google or Microsoft email account will be changed. The previously listed timeframes (June 15 for Google/Gmail to discontinue allowing new LSA access), October (Microsoft O365), and February 2021 (Google/Gmail discontinuing all LSA access) have been halted. None of the providers have announced an updated timeframe or if the changes are being abandoned outright. Therefore GoldMine will continue working on implementing oAUTH in the email center for these two services.

GoldMine are anticipating releasing a 2019.1 service pack/hotfix in the next month or two to address several high-priority support incidents. 


Free Training this Wednesday - Using the Relationship Tab

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Every week we run mini training sessions on a key GoldMine feature.  This Wednesday 3rd June it's how and why to use the Relationship Tree feature of GoldMine to establish relationships between contact records in your GoldMine system.  Event is at 10am on the 3rd and wil only be 10 minutes or so.  There's also chance to ask us questions and get updates on any GoldMine product news.

Free to attend, but please register first at:

https://attendee.gotowebinar.com/rt/4035511528996290051

 

 


IntelliClick 2020.1.5 for GoldMine CRM is now available

IntelliClick 2020.1.5 version is now available via Wizard Systems. The next time you open IntelliClick, you may receive a notification of the update OR you can update now by clicking here and following the instructions on our download page. See highlights of this version new features and enahncements below.

NOTE: GOLDMINE VERSION 2018.2.0.xxx OR LATER RELEASE
If you have upgraded or plan to upgrade to the latest GoldMine release, please note that GoldMine 2018.2.0.xxxx or later has introduced several security features. As a result, it is likely you must adjust settings in both the IntelliClick Listener & IntelliSend modules, Click here to access a special PDF document to help guide you on these changes.

The Event Registration module has been enhanced to now allow event details to be displayed on the landing page and be part of the "Add To Calendar" link which adds this information to the event registrant's calendar (Outlook, Google, etc.).

For Premium version users, a new Event Registration & Reminder Messaging option now allows instant event registration from your web site to capture new contacts. This feature works similarly to the "one click" instant registration, accessed directly from links you put on your web site, on social media or in your emails. A sequence of custom email messages you create are sent before and after the event which also include special links for adding the event to the recipient's calendar.