Latest version of GoldMine is 2020.1 - Contact us for upgrades - www.wizard-systems.co.uk

GoldMine 2021.2.0.31759 and email accounts hosted by Network Solutions

GoldMine Development have detected an email regression with GoldMine 2021.2.0.31759 related to email accounts hosted by Network Solutions. The account configuration appears to be correct but only inbound emails are received with outbound server (SEND) connections being rejected.

At this time customers with email accounts hosted by Network Solutions should not upgrade to GoldMine 2021.2.0.31759. GoldMine has identified the issue and will release a hotfix later this month to address this regression pending further QA testing. Hotfix updates will be posted as soon as available.


GoldMine 2021.2 Released!

Wizard Systems are pleased to announce the release of GoldMine 2021.2.  Here are the highlights:

The following libraries where upgraded:
- The cURL library was updated to version 7.78.0
- The Add-In Express library was updated to 9.4.4644.0 only for GoldMine Plus for Microsoft Outlook
- Migrated the GoldMine Plus for Microsoft Outlook from .NET Framework 2.0 to .NET Framework 4.0
- Replaced the SQL Server connection provider SQL Server Native Client OLE DB with Microsoft OLE DB Driver for SQL Server
- Removed the Net-Update tab from License manager window.


What's Fixed in GoldMine Version 2021.2
GoldMine Premium 2021.2.0 / GoldMine Connect 2021.2.0
58813 Customer is unable to receive .wav and also MP3 email attachments in GoldMine 2018 which are sent by a voicemail
service
63649 Repeated import of same mails - duplicated emails within GoldMine - GoldMine downloading duplicates of emails
67205 GoldMine email templates diacritical chars corrupt when using pictures in mail
67507 Outlook Link does not show emails as already been linked from another Outlook instance which leads user to try to link
again and getting a message that the email already exists in GoldMine
67835 Receiving Read Receipt, Relayed, and Delivered Emails using Office 365 email accounts.
68209 Browsing to the first record via the << chevron gets only to the set maximum display limit record, pressing again has
then subsequent gaps
70108 No real description/rules available what is being uploaded when uploading a GoldMine Group to Constant Contact
72253 API Guide Database structure appendix CONTHIST missing fields NUMBER1 and NUMBER2
73026 API functional issue - When the feature to add a Note is used in the Code the note appears in the Notes tab of the primary
contact record tab instead of the Case
73515 The multi-part identifier "cs_ws.CONTSUPREF" could not be bound in Contact Search Center searches when WebSite is a
selected column and Name Additional is Search By field
76186 GoldMine Email - Extra lines are added to a signature/email body after replying or forwarding for emails initiated in
GoldMine when using <p> tags and previous emails on replies may appear in bold, also additional tags at the end
77122 Digital Signature Verification Failure - GoldMine could not find the appropriate trusted certification authority...
77417 When encoding replies on email threads and sending, GoldMine adds occasionally an <S> tag which causes the text to
show as Strike-through for the recipient, the historical email within GoldMine shows correct
77849 Using the GMAPI in a VBS script: GMAPI does not pass the GoldMine User's password properly - Invalid password
although it is correct and provided as-is
78256 In order to display a label (e.g. field or screen) with a & you need to set this up within GoldMine as && - in GoldMine Web
then both && are displayed.
78326 HTML decoding/encoding issue - Links are wrapped and therefore do not open properly on the recipient side
86551 Misleading SoftPhone cannot be loaded. error message
86977 GoldMine Connect - Sent emails from OAUTH authenticated accounts are not retrieved although Email and Connect
settings are correct.
For more information about items in What's Fixed, please log in to our Community and search for the number provided.


WebImport profiles cannot be created or updated anymore - the http://webimport.frontrange.com/default.asp is not available - How to create or update Web Import now?

  • Since GoldMine 2020.1.2 the Web Import Profiles 'actions' have been also removed from the GoldMine interface but as the Web Import Profile Section is available still in older versions the described error appears.
  • The scripts which were created by the generator were considered just as samples and in most cases, the individual customer websites and web sites scripts are maintained by a Web designer

WebImport profiles cannot be created or updated anymore - the http://webimport.frontrange.com/default.asp is not available - How to create or update Web Import now?

For more information, click here


GoldMine 2021 is out!

My Post (19)

GoldMine 2021.1 has been released and is available through Wizard Systems. Here's the highlights.

The GoldMine Link Add-in for Microsoft Outlook can be installed on a 64-bit Microsoft Office version. The GoldMine Plus can be installed on Microsoft Office on 32-bit only.


55802 GMWEB (GoldMine Web) - Extended Details are still showing fields which are not available in GMPE (as they have been marked for suppression in the extended details setup)

72126 GoldMine Link for Outlook - the Email template name bar is too short (20 char less than the GoldMine Plus for Outlook) which leads users often to select the wrong template

76107 GoldMine Web Since 2019.1.3 it is not possible anymore to get Sent emails into the system although the setup is correct

76639 When a user has several OAUTH accounts with a default set as the first account in the list>>after a while the default will change to one of the other accounts.

 

Please contact Wizard Systems for details!

 

Latest GoldMine System Requirements:

Download GM2021.1-CompatibilityMatrix

GoldMine 2021 Release Notes:

Download GoldMine_Release_Notes_2021.1


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

My Post (4)

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!

My Post (39)

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