Monthly Archives: April 2011

Introducing GMPE 9.0.1

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 9.0.1

GoldMine Premium Edition now supports Microsoft Office 2010 (32-bit version). 

GoldMine now can access Windows certificate stores to authenticate digitally signed e-mail messages.  This option is available via Tools | Options | E-Mail tab | More Options… button | Security tab | Digital ID(s)… button | Trusted Certificate Authorities… tab | Import… button.

Users can now minimize the details pane that shows fields in the Opportunity Manager, Project Manager, and Service Center.


WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.1.76

  • Error message appears when opening Outlook calendar if forecasted sales are displayed in Outlook, and there is a forecasted sale related to a contact with a null value in contact field
  • GoldMine toolbar does not appear in Outlook when using Terminal Services
  • Outlook sync profile does not retain contact group setting if the contact group has a RecID value ending in a space
  • When synchronizing with Outlook using a contact group or filter, other users’ linked recurring activities are synchronized to Outlook
  • Paging of contact records in the Contact Search Center can cause entire database to be selected for different workflow operations
  • Memory leak in Outlook.exe process
  • Performance issues in Outlook add-in
  • AddinExpress error message appears in Outlook
  • Object Reference error when reading GoldMine settings from Outlook
  • Object reference error in Outlook when no record types are set up in GoldMine
  • GoldMine creates Accountno values with less than 20 characters when the contact name is abbreviated as first initial with a dot
  • When sorting opportunities by actual close date, the sort is not chronological
  • Activities synchronized from Outlook produce one alarm per attendee in GoldMine
  • When editing an activity, the Opportunity/Project selection is not available if the Accountno for the corresponding contact contains less than 20 characters
  • E-mail filed on the remote is not filed on the server after sync
  • When entering an address for additional contacts, the Zip field does not auto-complete as expected

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.1.49

  • Error message when opening Outlook folder from GoldMine E-mail Center on Windows 7
  • Cannot add note from Outlook when using non-US regional settings
  • ADO Error shown in Event Viewer after deleting e-mail message and synchronizing
  • When multiple calendar tabs are open with activities selected, the contact record tab may oscillate between contacts
  • Mail Merge fails when using a template that is active in preview pane in Links tab
  • Localized characters corrupted when using Quote text on Plain text emails
  • Non-master users cannot see closed opportunities managed by other users on the contact record’s Opportunity tab
  • Application error when retrieving transfer set with change to field label shown on active primary fields view while Contact Search Center is open
  • Contact record focus changes when sync session ends
  • Intermittent application errors when user retrieves meeting request
  • Misspelling in Dashboard: ‘defenition’ instead of ‘definition’
  • Dialog text does not indicate that you can enter a company name when searching for a contact to link an Outlook e-mail
  • Exception when saving GoldMine settings in Outlook
  • When creating a forecasted sale, the product field is truncated to 20 Characters
  • Line breaks are doubled in e-mails linked from Outlook on Windows 7
  • Cannot use custom field labels in Opportunity Manager
  • Report does not return results when using active contact filter and contact set is not the main one for the database
  • Forecast Dashboard produces error when Windows regional settings are set to use comma as decimal symbol and period as digit grouping symbol
  • Outlook sync does not automatically restart when GoldMine is launched and Outlook sync has been running in silent mode even with Automatically synchronize with Outlook option turned on
  • Database operation error occurs after changing an option and selecting (All Users) in Outlook Integration Settings
  • Stop Timer action causes timer to be removed from status bar
  • Linking via Outlook corrupts special characters when e-mail uses UTF-8 encoding
  • Auto-linking does not work for e-mails received into non-default Outlook inbox on Vista
  • Universal Search for e-mail does not return correct results in Windows 7
  • After scheduling an activity with a primary contact, edit to replace the primary contact with an additional contact is not saved
  • Send E-mail option in Additional Contacts tab opens GoldMine compose window even if Outlook is the default e-mail client
  • E-mail link produces two prompts for an e-mail address when there are multiple e-mail addresses related to the contact and Outlook is used for linked e-mail addresses in GoldMine
  • Error message is generated after clicking on New >> Opportunity or New >> Project in E-mail message window without manually linking a contact
  • Opportunities in which contact is a team member are unavailable for linking from Outlook
  • Up/Down buttons are missing in Column Selection tab of Select Browser Columns window in Contact Search Center
  • Macro data is not merged when applying an e-mail template in Outlook
  • Performance issue when selecting a Recently Viewed contact with a lot of history or pending activities
  • Application error when closing GoldMine with Script tab open in tabbed view or in custom view
  • When using Windows 2008 R2 Remote Desktop Services, GoldMine may hang when user scrolls rapidly through e-mail messages with images
  • Contact2 macro within e-mail template displays the macro when field data is unavailable
  • Comodo Digital Signature not valid in GoldMine
  • Sporadic application errors when sending e-mails
  • Cannot change the label display for user-defined fields in Opportunities
  • From: e-mail address is truncated when replying to an e-mail sent from Outlook with Exchange 2007
  • Error when using Lookup Wizard for query based on field value and history in selected date range
  • Removing a user from one group may cause it to be removed from other user groups
  • Internal GoldMine e-mails are not visible in E-mail Center until Refresh button is pressed
  • When opportunity manager is not open, clicking on the opportunity link from Regarding column in task folder in activity list navigates to wrong opportunity
  • Error message when attempting to open e-mails from the online folder after disconnecting from server
  • Google Analytics scripts cause error when an e-mail containing them is viewed in the History tab with the preview pane open
  • Converting additional contact does not carry over the additional contact’s notes
  • Private activates are not indicated on Free/Busy tab for non-master users
  • Auto link of an Excel .xls template will link the template, not the merged document
  • After changes are made to the System tab in user options, notes are set to use plain text
  • “Assertion Failed” message appears sporadically when using GoldMine E-mail center
  • Intermittent application error when forwarding e-mail message
  • E-mail preview stops working when headers are downloading and user toggles between inbox and online
  • Can’t right-click and ‘file to’ a custom filed folder in the E-mail center if there are 51+ folders
  • When GoldMine is open on the links tab, and an Excel file is in the preview, user is unable to open Excel document
  • Pressing a key while viewing Inbox does not take you to section of messages beginning with associated key
  • JavaScript in E-mail causes GoldMine to hang when viewing the History tab with the preview window active
  • ‘Remember lookup by’ option does not retain ‘contact (primary and additional)’ selection after closing contact search center
  • Workstation still launches previous version of GoldMine after upgrade process is canceled
  • Change of E-mail list and Preview splitter is not retained after navigating away from E-mail Center
  • Pressing a key while viewing Inbox does not take you to section of messages beginning with associated key
  • Activity list focus does not move to the next item in list after completing an activity
  • Getting a Digital Signature Verification Failure from military sender
  • Keyboard shortcut to search for sender does not work in the E-mail Center
  • E-mails sent from Newfoundland are being received 2.5 hours earlier in the GoldMine E-mail Center

Want to see the Previous Release Notes:
Introducing GMPE 9.0


Hope you find this of value!
Enjoy and Happy GoldMining!!

 

 

Scheduling a call to a Filter/Group

So you’ve just bought a new list, returned from a trade-show, or rolled out a new product line and you’ve got LOTS of calls to make. How do you schedule all those calls you ask?

For PE users running 8.5.1 or later
1.  Schedule | Call
2.  Complete the Reference line and any Notes
3.  In the Detail tab, click the magnifying glass button to the right of the contact name
4.  Choose “Select filter or group…
Scheduling_to_a_Filter_or_Group_01

 

5.  Select the Filter or Group from the list
6.  Click on the Users tab if you want to split up the calls between users
7.  Click on the Series tab to schedule at different times, max per day or duration, etc.
8.  Click the Schedule button

If you chose multiple users, GoldMine will schedule in rotation until all contacts have a call scheduled.

For SE, CE, or earlier version of PE

1. Schedule | Call
2. Complete the Reference line and any Notes
3. Click on the Filter/Group tab
4. Place a checkmark next to “Schedule to a group of contacts

Scheduling_to_a_Filter_or_Group_02

5.  Select the Filter or Group from the list
6.  Make any changes you wish to schedule at different times, Activities per day, etc.
7.  Click on the Users tab if you want to split up the calls between users
8.  Click the Schedule button

 

That’s all there is to it.  Happy GoldMining!

 

 

GoldMine’s Built-in Spam Filter

When did GoldMine get a built-in spam filter?  Well actually, it’s been there for a very long time.  The key is knowing “how” to use it.  Those of you who are accustomed to some of the conventional spam filtering software… GoldMine takes a different approach.  Instead of using complex algorithms to scan for content, format, etc., GoldMine comes at it from an “opt-in”-like approach.  GoldMine can be configured to only grab mail from addresses it recognizes.  Here’s how to set that up.

Warning to all of you who are faint-of-heart… this solution requires discipline, and initially, a little patience.

1.  Tools | Options (for SE and CE, use Edit | Preferences…)
2.  E-Mail tab  (for older versions of GoldMine use the Internet tab)
3.  More Options… button
4.  Retrieval tab
5.  Add a checkmark next to “Skip messages from contacts not on file”

GoldMines_Built-in_Spam_Filter_01

6.  Click OK, then OK again

GoldMine will now only download e-mail from addresses it recognizes.  In the example above, GoldMine is looking for new mail every 10min.  However, what about the legitimate e-mail that it skips because that address is NOT in GoldMine?  Well, here is where the discipline comes in.  We teach users to check the online folder for non-downloaded messages when they are responding to new mail. For example, you pause to deal with e-mail, answered the 5 new messages that auto-downloaded, now simply click the Online folder and see what else is out there.  You then delete the junk/spam without downloading it, and grab any valuable mail. If the message is really valuable, you can choose to add the address to GoldMine. Now little by little, you are actually improving the accuracy and quality of your database.

Other benefits include reduced risk of viruses, fewer interruptions (you have mail!), and a cleaner database for improving future marketing efforts.