GoldMine Upgrades

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.

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



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

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

GoldMine 2019.1 Hotfix 3 released

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 ' &nbsp ' in the body of the email

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)


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

GoldMine 2019.1.1 Released

My Post (14)


New GoldMine brings compatibility with:
 Microsoft Windows Server 2019
 Microsoft SQL Server 2019
 Microsoft Office 2019 (32 bit; does not include App Store versions)

Also, what’s fixed in GoldMine 2019.1 HotFix 1:

[Issue number followed by fix description]

23185 When creating a contact record and adding an email address via the E-mail Addresses dialog the lookup list for Email merge field is wrong and instead from the normal merge code field
26984 Forwarding emails with multiple attachments does not include any attachments after an attachment name with an apostrophe in it
39082 If a field contains an apostrophe, a ' (single quote) or double ('') in the label >> subsequent fields cannot be selected anymore in Column Selection of Contact Search Center and GoldMine crashes when field is selected
39694 Delete button cannot be disabled in cases
55921 Websites over 40 characters and that have multi-line notes, when the website is edited notes on line 2 and after are deleted.
58868 Fax attachments are stripped from GoldMine emails
63601 Drafted emails, removing HTML/Rich text, will remove also all line breaks (regression to 2017.1.0.422 and also 2016.1.0.188)
64866 Cannot change Alarm option in the user preferences from Pop-up to Task-bar notification
65813 Subject line in email cuts off after 87 characters
66945 Contact Search Center - Name (additional) is the Search by field and error message when column is added or not
displayed in CSC when Search By column is used
67621 NEW emails: Foreign characters are destroyed when using field macros in email templates
68323 Selecting Printer icon at the top of an open case, the report that is generated shows no History Activity value and is missing the Pending Activities
68721 Constant Contact >> New Email List dialog has typo and misleading information about mapping and no other user's groups can be selected, although this works from contact groups
68754 After changing the Activity Type for an Automated Process (AP) in Perform Actions >> Create History >> Options >> Activity Type the original selected Activity is still recorded
69428 Sending emails with images will occasionally cause the filename to be changed from image.png to image..png, breaking the image.
71168 Multi-User activity against an additional contact will change on the receiving site to an activity scheduled against the primary contact record
71350 GoldMine exported calendar .ics file does not contain a hyphen for the "VALARM:TRIGGER"
71351 Date sent on Constant Contact Campaigns are not sorting correctly when system is set to a non US english date format (only campaigns after the 13th of month are then recognized correctly)
71433 Sending an Encrypted email using Digital ID to a contact record, where the certificate was imported >> The authenticity of the 'Public Key' portion of the recipient's certificate cannot be verified
71475 With GoldMine Link for Outlook enabled, Outlook uses 3x the CPU that it uses with the add-in disabled
71928 FRESH installation of GoldMine Premium causes the following error: File NOT found: C:\Programfiles(x86)\GoldMine\OnlineHelp\default.htm

What’s New in GoldMine 2019.1
GoldMine Premium 2019.1.0 / GoldMine Connect 2019.1.0
Includes all functionalities added after GoldMine 2018.2.0

 Microsoft Windows Server 2019
 Microsoft SQL Server 2019
 Microsoft Office 2019 (32 bit; does not include App Store versions)

Please contact Wizard Systems on how to access your GoldMine updates.


GoldMine 2019.1 now released

Wizard Systems are pleased to announce the availability of the latest version of GoldMine CRM, 2019.1

Please contact Wizard Systems to check your ability to upgrade your system and compatibility (e.g. Checking your GoldMine add ons will work!)

Here is a what is new and what is changed/fixed in this release:

What’s New in GoldMine 2019.1

Compatibility with
 Microsoft Windows Server 2019
 Microsoft SQL Server 2019
 Microsoft Office 2019 (32 bit; does not include App Store versions)
Upgrade of Redemption library
 The Redemption library was updated to version 5.20
Upgrade of Add-in Express
 Add-in Express was updated to version 9.3.4641

GoldMine Connect
Compatibility with
 Microsoft Windows Server 2019

GoldMine Web
 Create new cases
 Add and Edit Opportunity Notes
 Clear entries in F2 lookups with a single action

GoldMine Link for Microsoft Outlook
Upgrade of Redemption library
 The Redemption library was updated to version 5.20
Upgrade of Add-in Express
 Add-in Express was updated to version 9.3.4641

What’s Changed in GoldMine 2019.1
GoldMine Premium 2019.1.0 / GoldMine Connect 2019.1.0
Includes all functionalities added after GoldMine 2018.2.0
GoldMine Premium Edition
GoldMine WebImport Script Generator now utilizes secure HTTPS connection

What’s Fixed in GoldMine 2019.1
GoldMine Premium 2019.1.0 / GoldMine Connect 2019.1.0 Includes issues that were addressed after GoldMine 2018.2

58790 Event log entries when browsing through activated Groups or Filters
65374 GoldMine ignores time zone in meeting request from Outlook
65684 Constant Contact blank Reference line in History
65986 Emails with attachments not viewable outside of GoldMine - Multipart/Mixed Error when using IMAP
66091 Cannot add "Details" to Contact in GoldMine Web. The "OK" button does not work
66749 Block account feature not working correctly when shortcut switches are used
67038 GoldSync Service does not start – Event log shows Invalid user or password. failed: Unknown: ffffffff
67054 The container named "" is not defined in this configuration section
67161 Diacritical characters show up as strange characters in reply when using a template
67186 Reply to Activities disabled in Activity List and Pending tab.
67192 Google Sync Configuration cannot be opened
67229 GoldMine Plus for Outlook - GoldMine panes are outside of Outlook and are not usable, titles show
67267 GoldMine Link for Outlook - Outlook headers doubled and panel misplaced
67308 Increased the number of failed passwords attempts from 3 to 5 before blocking an account.
67623 Constant Contact integration updated to TLS 1.2 protocol to establish a secure communication channel to all
Constant Contact API endpoints.
67625 Foreign characters in 'internal' notification emails are destroyed
67631 GoldMine Sent email re-appears in the Outbox when Outlook Link is used with Auto-linking sent emails or
emails may duplicate in the History
67695 After Windows 10 1809 update GoldMine will not link emails from Outlook Sent or Outbox. "Link Email Failed"
Error Message box displayed. (System Error. Code: 18. There are no more files in GoldMineLink.log)
67747 GoldMine Web Custom details still show default label for fields where custom labels have been configured.
67993 Endless spinning wheel when trying to connect Outlook Link to GoldMine
68678 Columns in Task list view of calendar are not correct, Reference should reflect Activity type (here e.g. Task or
even better Project/Opportunity or Case Task)
68684 When opening "My Activities" within GoldMine Web there is a significant delay (30 sec. to 10 min.)
69163 Price Information in GoldMine Web entry is counter-intuitive and causes erroneous entries.
69562 Outlook Link - When using a € (EUR)/ £ (Pound) sign in the GoldMine Password - Link email failed for every
email - Error occurred while loading Xml API. Error code: 32 in Log file
69802 User-defined fields in an email template will not auto-populate when using Outlook Link
69881 Only up to 100 Email templates are displayed within GoldMine Link for Microsoft Outlook
70547 Outlook Link - searching for an email address immediately causes an Email Linked failed error

Download GM2019.1-CompatibilityMatrix