GoldMine Support

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

My project-1 (10)

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!

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 [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!

My Post (37)

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.

 


GoldMine Install Guide - Planning a new installation?

Planning a new installation of GoldMine.  Before installing, check out our latest GoldMine compatibility matrix to check that the IT infrastructure you have will be okay for GoldMine.  Always consult Wizard Systems for advice - we have installed over 3000 GoldMine systems since 1993

Download GoldMine Full Matrix inc 2019.1

And here's the GoldMine Install Guide for GoldMine 2019.1 version.

Download GMPE2019.1-InstallGuide


Using Gmail with GoldMine CRM? Google are making changes which will impact you....

My Post (45)

Google are turning off access to less secure apps.


Read the full details of Google's proposal
https://gsuiteupdates.googleblog.com/2019/12/less-secure-apps-oauth-google-username-password-incorrect.html


The main thing to take from this is that:
"Starting February 15, 2021, G Suite accounts will only allow access to apps using OAuth. Password-based access will no longer be supported."


What does this mean for GoldMine users?


If you're currently running GMAIL as your email server within GoldMine you should switch your user accounts to allow app passwords.
The reason for this is that GoldMine doesn't support 2 step or 2 Factor authentication.


- Go to your Google Account.
- On the left navigation panel, choose Security.
- On the 'Signing in to Google' panel, choose App passwords. If you don’t see this option:
- 2-Step Verification is not set up for your account
- 2-Step Verification is set up for security keys only
- Your account is through work, school or other organisation
- You’ve turned on Advanced Protection for your account
- At the bottom, choose Select app and choose the app that you’re using.
- Choose Select device and choose the device that you're using.
- Choose Generate.
- Follow the instructions to enter the app password. The app password is the 16-character code in the yellow bar on your device.
- Choose Done.


Most of the time, you’ll only have to enter an app password once per app or device, so don’t worry about memorising it.


The alternative is to set your account to allow less secure apps.
Google have provided the following guide on setting this.


https://support.google.com/accounts/answer/6010255

For more information on this or any other GoldMine question, contact Wizard Systems 01454 316800 or [email protected]


GoldMine Password Reset - GoldMine Password Alert !

Goldmine password reset

The Wizard Systems help desk team get a lot of calls from users who are locked out of their GoldMine account because of an incorrectly typed password.
You may have recently upgraded, and GoldMine passwords are now CASE SENSITIVE!  This means:

• If you have not changed your password, it is now ALL uppercase
• The only person that can unblock your account is a master user (or user that has rights to change user settings)
Our advice is also to plan for when your administrator is out of the office.
• Does only one person have access to the menus to unblock an account?
• What happens when they are away or not available?
• Does everybody know that the password is case sensitive?
• Does any user automatically log in with a shortcut that contains the password?


Here is how you unblock an account:
https://forums.ivanti.com/s/article/Your-account-has-been-blocked-when-logging-into-GoldMine


To Unblock Accouts:
1. Login to GoldMine as a Master User
2. Go to Tools > User's Settings
3. Highlight the blocked user > Click on Properties
4. Click the Unblock Account button

For all your GoldMine support questions, contact Wizard Systems.