GoldMine 2024.1 released

If you're on GoldMine Maintenance, you can now access the new version.  What's Fixed in GoldMine Version 2024.1

GoldMine Premium 2024.1.0 / GoldMine Connect 2024.1.0

40638 Outlook Sync warning for different Time Zones appears when Operating System language has been changed and cannot
be adjusted correctly
72597 GoldMine Plus Outlook Using Exchange Server mailbox with cached mode (recommended by GoldMine) + using
autolinking Sent >> sent email will always be replaced by the Exchange Server with an unlinked copy of the sent email
78219 GoldMine Web - iPhone Safari/Mac OS Safari/iOS Chrome/Firefox - User cannot log in and gets always You are already
logged in as: MASTER logout and try again
78328
GoldMine Link Outlook: Using Exchange Server/Office 365 mailbox with cached mode (recommended by GoldMine) >>
sent email will always be replaced by the Exchange/Office365 Server with a copy of the sent email which may then be
unlinked
86499 Automated Processes - Emails sent by selected user - Emails will queue into attaching user's outbox but also in selected
user's outbox - if the selected user will not care about these Outbox emails they may be stuck there
88818 Scheduled recurring meeting invite cancellation emails show the wrong time for GoldMine users.
89115 GoldMine Emails - Replying to emails show different times in original message (GMT time +/- xxxx) which confuses users
and on longer email threads the sent and received times can be completely different than expected.
89297 Email Center - Background retrieved email release selection of emails in the inbox although FolderRefreshDelay is set to
not refresh the Email Center folders
90916 My GoldMine - Failed to load for most pre-defined RSS feeds (E.g. also default Ivanti RSS feed)
91046 When a user remains on the online folder until disconnected and deletes an email, it appears as if the email is deleted, but
it isn't
93197 When sending emails, they stay in the outbox, and errors e.g., firewall block or wrong account settings. However, the
emails have been sent successfully, so there are now 2 records of the same email (History and Outbox/Pending)
93448 Task Manager reveals gmw.exe Credentials, also Windows Services >> GoldSync Service properties
93731 Default email account changes sporadically, usually when replying to emails that were received from a different account
(still in 2023.2 and 2023.3)
93997 Next and Previous are not working correctly when browsing through a lot of contacts (also when a large filter is active) -
Skips suddenly 1000s of records, and users cannot get anything in between
94459 GoldMine Link for Outlook - Sent attachments are added multiple times in the Links tab when the AutoName assignment
is necessary.
94889 Incomplete or no results are returned for reports where at least one record is completely curtained.
98792 When the Record Type rule contains Field value-based selection and uses a user-defined field >> The GoldMine Connect
Log file records constant error: The given key was not present in the dictionary.
99085
GoldMine Link for Microsoft Outlook: Unlink emails on masse of the same contact record results always in a 0 emails
unlinked message when the contact record (RECID) is not available anymore
99153 GoldMine Link for Microsoft Outlook: Outlook Link doesn't automatically link to OTHER emails

For more information about items in What's Fixed, please contact Wizard Systems

What Makes GoldMine Different: 6 Key Ways it still stands out from other CRMs

GoldMine has been a leading CRM solution for over 30 years, and stands out from the competition in some key ways:

1. You own it - GoldMine is a one-time purchase with low annual fees for upgrades and support. You don't have to pay expensive monthly software subscriptions.

2. Synchronization included - GoldMine can be used offline without web access, making it ideal for remote teams or areas with poor connectivity. Data synchronizes when connections allow.

3. Tight integration with Microsoft Office - Creating merged letters, labels, and other documents from GoldMine contacts is easy and automated when linking the data to Word templates. Excel integration allows robust reporting.

4. Built-in email - GoldMine has its own email manager tightly integrated with each contact record. No need to juggle external email programs. All emails are automatically captured against contacts.

5. Flexible hosting options - GoldMine can be installed on your company servers or PCs, while still allowing remote access from web browsers or mobile devices. You aren't forced into the cloud.

6. Multiple databases - Unlike some CRM systems that limit you to one database or charge extra fees, GoldMine enables multiple contact databases for free. Segment you data however fits.

Those are 6 key advantages that showcase how GoldMine stands apart from typical CRM solutions. When combined with strong customer support reputation and depth of features, it's easy to see why GoldMine remains a user-favourite for small and medium-sized businesses.

Streamline your inbox with GoldMine Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!

Streamline your inbox with GoldMine Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!