Attention - GoldMine Users using Gmail in GoldMine - Important statement from Google for 14th March 2025

Gmail Corporate and Personal accounts may become unusable from within GoldMine as of March 14, 2025.

 

GoldMine Support was recently made aware of Google's/Gmail's plan to discontinue the use of "Less Secure Apps" for Corporate accounts. This will become effective March 14, 2025. The requirement will now be that anyone using a Google/Gmail Corporate account will need to connect via OAUTH. Google is implementing this change to make email accounts more secure.

 

GoldMine had previously added the OAUTH2 capability to comply with new email security requirements for Personal Gmail accounts starting in the 2020.1.1 release. More recently GoldMine Support was made aware of a change that affected Personal Gmail Accounts in GoldMine using OAUTH. Once this was reported, GoldMine Support immediately released a workaround for the reported behavior that was affecting Personal accounts. This has successfully been used since September 2024. Affected users were receiving the following error when trying to connect: "This app is blocked" error when re-connecting Gmail account at the E-mail Account Properties screen." This error has been reported to Development and a Problem has been opened (103526). If you are currently affected by this reported behaviour 
, please refer to the Knowledge Base article below.

https://forums.ivanti.com/s/article/Getting-an-error-message-This-App-is-Blocked-when-trying-to-Configure-and-then-Authenticate-a-Google-Account-in-GoldMine-s-Email-Center

 

GoldMine Support was recently informed of an upcoming change effective March 14, 2025, affecting Corporate accounts continued ability to use "Less Secure Apps". Notification of this upcoming change was sent directly to Google Corporate account holders by Google.  GoldMine Support immediately initiated discussions with Development and opened Problem Ticket (105765) for investigation. GoldMine Support has been in frequent communication with the GoldMine Development team, who in turn has been in constant communication with Google Developers.

 

Unfortunately, there is concern that it is possible that all GoldMine users using Gmail as their email client may be affected by this upcoming change implemented by Google. We wanted to proactively prepare our customers for this possibility. As of today, there is currently no confirmed workaround for the upcoming change.

 

Rest assured this is of highest priority for GoldMine Support and Development as we work towards a resolution in conjunction with Google. GoldMine Support will update the Community pages with any updates and/or workarounds.

 

One immediate solution is to use Outlook and the Outlook email integration provided free with GoldMine. Contact Wizard Systems for details.

 

If you have further questions, please contact GoldMine Support at Wizard Systems.

Your first GoldMine Automated Process - Event 28/11

Our next GoldMine 101 event on Thursday 28th November (at 2pm UK time), we'll be demonstrating a really simple automated process to create in your GoldMine system to ensure that all new enquiries are followed up.

This event is aimed at existing GoldMine CRM users.

PLEASE REGISTER HERE FOR THIS EVENT

 

 

Seamlessly Adjust Sales Territory Alignments in GoldMine - Event 14/6

Is your sales force battling inefficient territory setups due to organisational changes or growth? With GoldMine's powerful Territory Realignment tool, you can rapidly re-map your sales territories with just a few clicks whenever regions need reshuffling or new sales hires come aboard.

Join us on 14th June at 2pm for a live online event, walking you through the feature.  Register here

The Pain of Static Territory Alignments
Traditionally, realigning sales territories has been an enormously tedious administrative burden when things change, such as:

• Expanding into new geographic markets
• Restructuring sales verticals or product lines
• Onboarding new sales representatives

Without an easy way to reassign accounts, leads, and opportunities, your customer relationships and revenue prospects can suffer. Reps get overloaded in some areas while others are underutilised. Idle reps miss opportunities while stretched teammates provide sub-par customer service.

The Territory Realignment Advantage
GoldMine's Territory Realignment tool eliminates this territory management headache. With flexible rules for setting the alignment criteria, you can instantly redraw territory boundaries and re-distribute data based on factors like:

• Geographic regions or travel radius
• Product line or service offerings
• Account type, size, or industry
• Sales revenue potential
• Existing customer relationships

With a few simple clicks, GoldMine automatically reassigns all relevant records to the properly aligned reps according to your specified rules. No more manual data entry drudgery!

Streamlined Territory Transitions
Whether you've hired several new sales team members, expanded into different regions, or restructured your sales organisation, GoldMine's Territory Realignment tool allows you to proactively re-balance workloads with ease. Simply set up your new territory definitions, run a what-if analysis to preview the changes, then commit the realignment.

All impacted accounts, leads, opportunities, and customer details instantly reassign to the correct reps based on your own alignment criteria and business rules. New sales hires automatically receive their pre-defined book of business while veteran reps get rebalanced for optimal coverage and efficiency.

Don't let operational changes and growth pains disrupt your sales productivity. Keep your teams selling with seamless territory realignments using GoldMine's must-have tool. Optimise your sales resources today!

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!

GoldMine2023.2 Has now been released

GoldMine2023.2 Has now been released with the following patchnotes:

 

74381	GoldMine Link for Outlook: When Outlook has multiple email accounts active, Outlook Link links emails sent from non-default linking accounts
91663	Activity list >> Closed Activities does not refresh when sorting is used after date, code or result >> Eventlog errors indicate Ambiguous column name 'ONDATE', 'ACTVCODE', 'RESULTCODE'
92202	Default email account changes sporadically, usually when replying to emails that were received from a different account
92250	GoldMine crashes when running APs against several contacts and sending emails on behalf of someone else fails
92339	Automated processes: Sending on behalf of another user fails with Unsuccessful Authentication after about one hour when OAUTH (Office 365 accounts) are used.
92452	Scheduling a series of activities with a lot of contact records >> GoldMine crashes when skip weekends is selected
93265	Microsoft.ACE.OLEDB driver version in GoldMine Plus for Microsoft Word always defaults to 14 (Office 2010) although the majority of customers have Office 2016 or higher so it rather should be Microsoft.ACE.OLEDB.16.0

 

 

 

Microsoft, OAUTH and GoldMine

Microsoft announced plans in 2020 to deprecate basic authentication for many of their online services. Basic authentication allows users to log into systems with simple username + password combinations. The company has already switched many account tenants to modern authentication and beginning Oct 1, 2022 Microsoft will start removing basic authentication capability without exception from all of its online tenant accounts.

Based on the May 2022 Exchange Team blog post, Microsoft reminds that basic authentication is the most common way they have found customer accounts become compromised by hackers.

Customers using GoldMine to send/receive emails hosted by Microsoft, Google Gmail, and certain others reselling those services should upgrade to a recent version of GoldMine (v2021 and higher) to use the modern authentication (oAUTH2) now built into the GoldMine Mail Center.

If you are running an older version of GoldMine you may need to upgrade to take advantage of the new oAUTH2 functionality. Contact Wizard Systems for more information.

GoldMine 2020 now out!

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 [email protected]

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. 

Attention GoldMine Users and Emailing with GoldMine!

IMPORTANT NOTICE ABOUT EMAIL

Starting in June, major email server hosts including Google (GSuite & Gmail - June), AT&T, and Microsoft (for Office 365 & Exchange Online* - October) will change how they handle end user authentication for POP/SMTP/IMAP protocols. The change ends support for the basic authentication currently allowed and creates a more secure connection.

If you use GoldMine to send and receive emails, you will need our software update that supports the more secure authentication (OAuth) protocol. The update will be included in the 2020.1 release slated for June. We will provide notice as soon as it is available.

This important update will improve security of your email platform connection. Please be prepared to install this update. We will post updates to the community as they become available. You may also post questions to this post and we will respond.

* According to Microsoft , on premises Exchange servers are not affected by their planned change.

This doesn't affect sites that have put 'app' passwords in place.

Wizard Systems have temporary workarounds until June, and we provide GoldMine upgrades/updates.  Please contact us for more information.