Latest version of GoldMine is 2020.1 - Contact us for upgrades -

Getting email errors in GoldMine recently?

My project (17)

Are you running an old version of GoldMine and recently had an error like:

"An error has occurred while establishing a connection to

the server. Please try again later.

If this issue persists, please contact support"

The problem might relate to how your GoldMine system connects for email integration.  Recently Microsoft have stepped up the switching off of the IMAP protocol for accessing email mailboxes.  This means any application such as GoldMine that relies on connecting via IMAP to your email will soon stop or this may be the case already.  This is the case for both Microsoft and Google and no doubt others will follow.  The new protocol that should be used to connect is Oauth.

It is most likely due to the IMAP or SMTP protocol being switched off by your email provider.  So, upgrade to the latest version of GoldMine that supports an Oauth connection to collect and send emails.

Here is the notification from Microsoft.

For more information on how to get current with your GoldMine version, contact Wizard Systems



IntelliClick version 2022.5.11 now out, supporting latest version of GoldMine

The latest release of IntelliClick version 2022.5.11 is now available and is fully compatible with the latest GoldMine 2022 release.

An important security patch has been applied to this latest IntelliClick release and you may have already seen our bulletin on this. Here is more about it:

Microsoft SMARTSCREEN Malware / Phishing issue that has recently been identified when IntelliClick tracking links are used in the Microsoft Edge browser.

It has been brought to our attention that the Microsoft Edge browser is identifying links routed through the domain as being unsafe. We are working to get this corrected there is an indication our tracking domain may have been compromised. This issue has only been identified when accessing our links in Microsoft Edge.

As a safeguard and to overcome this, we have released an important update to the IntelliClick Wizard that will generate links using a different domain ( to overcome this issue. Please use this version for any new campaigns you create.

Keep an eye out for our next IntelliClick release. We are introducing a new feature that allows you to have an audio version of your e-mail message available to help appeal to a broader audience

The latest release of GoldMine 2022.1 is now available for download and installation

The latest release of GoldMine (GoldMine Premium Edition 2022.1.0.54115 and GoldMine Connect 2022.1.0.54115) is now available for download to customers with current software assurance (maintenance) agreements.  This release includes several application and database connection library upgrades along with numerous product fixes.

To get your upgrade, you must have a GoldMine 'Maintenance' Contract.  Please contact Wizard Systems for pricing and Wizard Systems can install this for you as well!

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
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 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 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:

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.