GoldMine Web

GoldMine 2021 is out!

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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 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
AdxTaskPane
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


GoldMine presentation 31st January - Get your GoldMine in the cloud

We're running a free webinar to GoldMine Users tomorrow 31st January at 11am UK time featuring GoldMine Web.  This is the easy way of accessing your GoldMine system via the Web or from your smartphone.

You need to register first

GoldMine Web is a browser-based app that’s included with GoldMine Premium Edition and installed as part of the GoldMine Connect package. GoldMine Web provides the look and feel of a web client and doesn't require installation for the end user and allows you to access GoldMine from any device.

Goldmine_web

 


GoldMine 2017 Hotfix 2 now released

What’s Fixed in GoldMine 2017.1 HF2
GoldMine Premium 2017.1.0.403 / GoldMine Connect 2017.1.0.495

Issue number and description
217215 Replying to email with an apostrophe and a comma in the alias will cause an error that the email address is not linked.
230812 Setting a filter (not grid filter but via Options) on a tab with a lot of records (e.g. with a certain reference) and scrolling down to get more results the existing results will be visually duplicated over and over again …
232875 Constant Contact campaigns show occasionally duplicated in Campaigns grid >> this can happen when 2 different users are logging into the same Constant Contact account but also in other instances
247237 "Save as Group" feature within the Contact Search Center allows curtained records to be added to a group.
247469 Build a group contains unexpectedly also curtained contact records - group building does not respect record ownership and curtaining.
247943 Expanded notes windows appears when the Activity related fields (for example CAL->Ref or CONTHIST->RESULTCODE) have a Context-dependant F2 Lookup and you try and open the specific field from an activity.
252893 Provide better logging or the information about possible HRESULT exception meanings as they cannot be identified via Google.
253146 Unable to open Email attachments from Pending Email (Email in the GoldMine Inbox).
253173 GMWEB - An error has occurred on the server. Please contact your system administrator when clicking the Refine button for an advanced search
253181 GMWEB - An error has occurred on the server. Please contact your system administrator when clicking the Refine button for an advanced search

For more information on how to get a GoldMine upgrade, please contact Wizard Systems.

 


GoldMine 2017.1 - Hotfix #1 now released

What’s Changed in GoldMine 2017.1 HF1 GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

GoldMine Web

  • The Custom Screens section within a contact record detail will now display all fields for the selected Custom Screen. The “show more” and “show less” links have been removed.
  • Selecting/Clicking any area within the graphical calendar in the ACTIVITIES page will open the schedule activity view with “Appointment” as the default activity type instead of “Call”.
  • Untimed activities in the “My Activities” section within the HOME page will now display the placeholder “no time”.
  • A white spacer has been included between the “Recent Opportunities” and “Recent Cases” sections within the HOME page when either or both of these sections are expanded.

 What’s Fixed in GoldMine 2017.1 HF1 GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

Issue number and description…..

156252 Duplicate screen tab names appear when you customize the screen tab names

165979 Cursor not visible in Reference when scheduling activity with IE 9-11 installed

206519 After creating custom tabs, then moving the position of the custom tab, the tab list then duplicates the custom tabs created

215271 When replying to an email, inline images do not show in the reply, the email is changed to content type: css/text

223775 After setting the encoding for sending mail in GoldMine, Exchange shows the proper name of the retrieved email as =?iso 8859-1?B?MQ==?=

230409 Set filter on a tab with a lot of records (e.g. History by Contact), then sort the results by Date will result in a blank window as no record 'match' the criteria

232562 When a contact name has an apostrophe and several e-mail addresses are linked to this contact record trying to add the contact as further recipient to an email will automatically take all related email addresses instead of offering the selection dialog box

234347 Setting custom filters on any grids for example History tab and Pending tab (most likely for many other grids too) for blank values will result in inconsistent and wrong results

237160 Grid filters in Pending/History tab (most likely every where grid filters can be set) will not work consistently when the filter value has an ' (apostrophe)

239832 Image attachments in emails sent from iOS devices adds what appears to be header information to the attachment extension when downloaded into GoldMine

238991 When the message ID contains an apostrophe the email will be downloaded over and over again (Fixed apostrophe, but some other characters might cause the issue

240605 When manually copying an Outlook email to GoldMine from within E-Mail Center, the special characters are changed and corrupted

246648 API Assistance request - customer getting error - Object reference not set to an instance of an object on inserting data and retrieving data via API

249609 Follow-up on RM 214724 - In certain cases - customer recognized only on replies - German characters are still destroyed

250662 Unable to login to Constant Contact via GoldMine to setup or create new Campaigns

252928 Error editing or viewing activities in GM WEB: "server error: error in activity controller action: get activity F2 metadata"

252667 GMWEB - Revoked Opportunities, Activities or Calendar rights will remove tabs in GoldMine Web (ACTIVITIES, OPPORTUNITIES, CASES) but the Home Dashboard shows still My Activities, Recent Opportunities/Cases

252773 Even if the "Save attachments as linked documents" setting is unchecked, the new GoldMine Link for Outlook NOT honoring the setting in Tools>Options>E-Mail>More Options>Retrieval.

252777 A newer version of Microsoft Outlook is needed for the plug-in to be installed.  The GoldMine Link for Microsoft Outlook will not be installed"

 

For more information on how to get hold of the latest version of GoldMine, please contact Wizard Systems....

 

 


GoldMine 2017.1 now released - New Outlook Link and enhancements to GoldMine Web

We are pleased to now announce availability of the latest version of GoldMine - 2017.1.  

Below is comprehensive information on what’s new in GoldMine 2017.1 GoldMine Premium 2017.1.0.328 / GoldMine Connect 2017.1.0.460 and all functionalities that have been added after GoldMine 2016.1, including any added in all 2016.1 Hot Fixes.

Please contact Wizard Systems on 01454 316800 or email us for more information on how to get this upgrade. 

GoldMine Web

Home
A new default landing page after logging in with the following sections:

Gm_web_home_page

My Activities
● Displays a snapshot of upcoming timed activities, starting from the time at which the user is logged into web.
● Select the "Go to Activities" to view more activities on the existing Activities page.
My Pending Emails
● Displays a snapshot of pending emails.
● Select the "View More" to view more emails in a new My Pending Emails page.
Recent Contacts
● Displays a snapshot of recently viewed contacts.
Recent Opportunities
● Displays a snapshot of recently viewed opportunities.
Recent Cases
● Displays a snapshot of recently viewed cases.


My Pending Emails
A new page containing a tabular view of pending emails for the logged in user.
● Accessed from either the “My Pending Emails” section in the Home page or through the global menu at the top right of the browser, next to the GoldMine User ID.

Cases
● The Pending and History activities associated with a case are accessible from the detailed view of a Case.
● View and create Notes - both “Case Notes” and “Resolution Notes” (PE equivalent of the notes in the “Notes” and “Resolution” tabs).

Links
● From the detailed view of a Contact record, users can now add a linked document stored in a cloud drive (eg. One Drive, Dropbox or Box etc) or shared network path to a contact by including a valid URL or UNC path to a shared drive.

Miscellaneous
● Schedule a follow-up activity when completing an activity. Notes and other information are carried over to the follow up activity.
● User-specific settings that are applicable to GoldMine Web within the “Access” and “Menu” tabs in PE’s Tools → Users’ SeEngs… → <USER> are now reflected on web.
● Contact record curtaining and ownership specified in PE are observed on web.
● F2 look-up validation settings in PE are observed for Pending and History activities on web.
● "Back to results" link added to the Opportunity details and Case details pages.
● A “View All” link has been added to the Opportunities section in the detailed view of a Contact record.


GoldMine Link for Microsoft Outlook  - A new Outlook add-in for linking email messages to GoldMine contacts.

Link Email / Unlink Email
● The “Link Email” button in the toolbar enables the user to link email messages, search a contact, or create a contact.
■ If the email address matches a GoldMine contact, it will be suggested.
■ Use “Search GoldMine” to search for a contact in GoldMine to link email messages. ■ Use “Create Contact” to create a new contact in GoldMine and link the email messages.
● When an email message is linked, it will be filed to the contact’s History tab.
View Contact in GoldMine
● The “View in GoldMine” button in the toolbar enables viewing the contact in GoldMine.

Settings
● The “Settings” toolbar button enables the user to set up or update GoldMine Link, enable/disable automatic linking, configure Outlook folders, specify linking exclusions and set up Outlook synchronization.
● Settings for each user may also be configured from PE by a master user by going to Tools → Configure → GoldMine Link Outlook SeEngs…

Synchronization
● Select the “Start/Stop Sync” button in the toolbar to start or stop Outlook synchronization with GoldMine.

Address Book
● The GoldMine address book is added to the list of “Other Address Book Types” in Outlook upon installation of GoldMine Link.

Environment Table Settings
● A new flag - “forceUTF8ForOutgoingEmail” - for enabling the use the charset “UTF-8” when sending emails through the Email Center. This flag takes a value of “0” or “1”. When set to “1”, the charset used for sending emails will be “UTF-8”. It does not matter what charset is specified in PE.
● The TLog query for synchronization has been refactored and optimized for performance improvements in release 2017.1. A new flag - “UseOptimizedCalDefTLogsQuery” - is introduced to enable GoldMine administrators to turn off this optimization, if needed. This flag can be set to “0” to turn off the TLog query optimization.


What’s Changed in GoldMine 2017.1
GoldMine Premium 2017.1.0.328 / GoldMine Connect 2017.1.0.460 Changes made after GoldMine 2016.1, including the changes from all 2016.1 Hot Fixes.

GoldMine Web
● The Contacts, Opportunities and Cases lists for mid- to small- sized screens are mobile responsive. These lists are now displayed in a card format rather than tabular format for these screens.
● The “Activities” page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.
● The “Activities” page Tasks and To-Dos are collapsed by default for all screen sizes.
● When searching for Cases or Opportunities, the default result of the search is Status: All and Owner: All.
● The Contact record “Cases” section displays all Cases for the selected Contact. ● All links to GoldMine Mobile will now be redirected to GoldMine Web.

GoldMine Premium Edition
● "Include items from the local windows index” and “Include items from remote Windows index” in Universal Search’s “Documents” tab are now disabled by default.


Below is what’s fixed in GoldMine 2017.1 GoldMine Premium 2017.1.0.328 / GoldMine Connect 2017.1.0.460 Issues that were addressed after GoldMine 2016.1. Issues fixed in all 2016.1 Hot Fixes are also included.

205910 Create email on GoldMine internal user on Project's team tab does not create internal email to User but instead creates email to Project's primary contact.
214724 French, German and also Danish characters corrupt in the email header when downloaded into
the GoldMine inbox - displays fine online.
213683 Zoom or any interactivity with GM+View Google Maps or Google Directions does not work on IE 10 or IE 11 but works in IE 9 or IE 8.
219439 Google Maps and Google Directions GM+View appear always with message at the top 'It looks like you have enabled Internet Explorer Compatibility View. Google Maps will not work correctly unless this is turned off. Learn how to do this'.
222313 Body of e-mail flickers when replying to an e-mail with certain content - When replying to a HTML formatted email that contains external images, the cursor repeatedly flashes, alternating between the hour glass and pointer.
223091 Linkedin GM+ View displays incorrectly formatted as the first search result is obscured by the menu items on the webpage.
231331 When creating a recurring activity and editing the start date after creating the recurring series, if not clicking the recurring tab the last date of the recurring series drops off.
232659 GoldMine - Outlook Synchronization will loose/destroy after several changes and synchronizations back and forth German special characters.
233236 (GMWEB) Removing Edit Tab Folders right for a user, makes the user unable to complete activities in GoldMine Web >> Contact's Pending area while this is possible in GMPE on the Contact's Pending tab.
233256 When using Google Maps and Google Directions GM+View a message appears - You seem to be using an unsupported browser. This even re-appears when setting Google Maps to full instead of lite mode.
234712 GMWEB - Calendar date display is not available when first make browser windows smaller and then maximize view again.
234850 [GMWEB] Feature request - Add the schedule a Follow-up option to GoldMine Web.
235067 [GMWEB] Calendar loading with spinning wheel when the user has a lot of pending activities for the specific time frame scheduled >> this makes the activity list on the ACTIVITIES page not responsive, scroll may or may not work appears to hang in the list.
235387 GM+Views for LinkedIn templates are distorted, scrambled, fields are overlapping and there is a lot of white space on the left and right, maybe even message, looks like you're using a browser that's not supported although IE 11 is installed and used.
235709 Cross validated/context depending F2 lookups on OPMGR table: F2 values different in Opportunity's/Project's detail vs. Opportunity's/Project's properties view. Properties view shows no values as it looks for ' ' instead of set values.
235847 Emails (either with certain encoding or from certain mailserver, mailclients) will destroy Special characters (for example GERMAN or FRENCH) within the body - initially reported for PLAIN but also for HTML.
238799 Query times out or sync takes ages when a lot of users are in a GoldMine database, and / or filtered sync settings are used - offending query part seems to be C.USERID IN
('BARBIE','BT','DD','DERY','....,KAREN','KATIE'…).
239349 [GMWEB] When using forced valid input for the STATE F2 Lookup entry that contains comments in format value // comment the entry will not show as valid input in.
240297 (GMWEB) - Discrepancy between security settings in GoldMine Premium Edition and GoldMine Web - e.g. Menu restrictions - Schedule and Complete is not respected in GMWEB, Access restriction Edit Tab folders is only partly respected - GMPE disallows to change.
240618 Google Apps Sync Configuration documentation is outdated and Google Apps has changed many areas and topics - even when trying to document never connects sucessfully.
241625 (GMWEB) - Responsiveness of Contact list - users on devices may need to know that they can scroll to the right in order to see Phone number - Request for making the list responsive too.
241704 GoldMine column in Outlook no longer shows any box or check mark after upgrading to GMPE 2016.1.
245599 When a different user completes a recurring single user Activity scheduled for a different user, the completing user is taken over even with the variable added to the Environment table.
245747 Change Request - Change of the Pop-Up message “Are you sure you want to delete all selected alarms?” as this deletes the related activities and not only alarms as the message lets assume.
245827 (GMWEB) Unable to set a date older than today when Adding a history item in GoldMine Web after upgrading to GMPE/GM Connect 2016.1 GA release.
245885 The operation cannot be performed because the message has been changed when manually linking while creating an email in Outlook and then try to send.
246048 Sent Email won't link from Outlook to GoldMine when using the option "Link To: Additional Contact".
246294 Randomly on new contacts created by web import, the AP creates the activity and or history item but does not link it to the new contact.
246404 GMWEB - The Total and Forecast Column in OPPORTUNITIES list is to small and needs be extended.
246648 API Assistance request - customer getting error - Object reference not set to an instance of an object on inserting data and retrieving data via API
246998 Emails sent via GMPE do not include charset in heading if nothing is specified in Tools > Options > Email > More Options > Composing causing decoding to fail.
247471 GMWEB - Email address on partially curtained records visible in the Contact list or Search list in GMWEB.
247588 GMWEB - JSON error when opening ACTIVITIES page - Server Error Cannot deserialize JSON request input parameters.
249075 Google changed the name of Google Apps to G Suite - references in the application should be changed as this is an official product name.
249148 Compatibility Testing with Microsoft Windows Server 2016.
249326 Error: Unable to create PDA transfer set when using Outlook Sync with any kind of filter set - Outlook Sync is not possible at all.
250162 Special characters destroyed when downloading emails (similar to RM 235847 and/or 246998)
250721 [GMWEB] Forced valid input for Reference field is not forced when Scheduling or Completing activities.
250756 Ability to have by default the setting "Include items from the local windows index” under Universal Search > Options > Documents tab" disabled by default.
251497 Creation transfer sets when selecting no users (or only specific) and a sync filter is set - An error occurred while creating the transfer set. for gathering TLOGS for CALDEF.
252213 Wrong / outdated link on Record Type HTML Information screen - Welcome to GoldMine's Record Types Administration Center! - Partner locator points to Frontrange.com web site and is not correctly redirected - The requested page cannot be found.

For more information on how to access the latest version of GoldMine, please contact Wizard Systems.

 


GoldMine Webinar tomorrow 14th June - See the latest GoldMine version 2016 and GoldMine Web!

We're running a short webinar tomorrow at 10am UK time on the latest GoldMine version, 2016, and we'll be showing GoldMine Web, the new web and mobile access to GoldMine.

The webinar will last approx. 15 minutes or so and there's plenty of opportunities to ask your questions !

GoldMine_Web_Webinar

 

Please register now to get your connection details...

Register for GoldMine Webinar