Catch the replay of our last livestream where we explained how to use and create Email Templates in GoldMine:
Latest version of GoldMine is 2020.1 - Contact us for upgrades - www.wizard-systems.co.uk
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:
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.
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. 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
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 firstname.lastname@example.org
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:
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)
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.
Error message when first trying to use Softphone.... Softphone cannot be loaded.
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.
Duplicate first name appearing in the contact field after Outlook Sync
From address changes to primary email address after a reply
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.
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.
GoldMine ignores time zone in meeting request from Outlook (this was fixed as problem 65374)
GoldMine Email Center - When a user sends an email, the recipients receives '   ' in the body of the email
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.
Join us on our next GoldMine 101 session this Wednesday 17th June where we cover how to track salespeople's targets in an easy way.
Please register first at
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: