Monthly Archives: May 2012

Introducing GMPE 9.0.4.46

Though released in late April, 180° Solutions is now ready to endorse GoldMine Premium Edition 9.0.4.46.  If you have worked with us for a while, you will start to recognize several of our well-used mantras.  One of those is “there is no reason to chase technology”.  The spirit behind that one is, just because a new version/build is out, that doesn’t mean everyone should hurry up and upgrade to it.

We have now been running it in production for almost 5 weeks and we have helped several customers install/upgrade this latest release as well.  So far everything looks great.  Want to learn more about this in this new release?  Here ya go:
WHAT’S NEW IN GOLDMINE PREMIUM EDITION 9.0.4

  • GoldMine Premium Edition now supports GoldMine Mobile Edition 9.
  • A new Messaging tab appears in the user options screen when a GoldMine Mobile license is added to the License Manager.  The Messaging tab enables users to receive alarms for upcoming activities on their mobile devices as SMS messages.  For more information, please review the GoldMine Mobile Edition Installation and User Guide.  The Pager tab that appeared in previous releases is no longer displayed.

 

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 9.0.4

  • GoldMine Plus for Microsoft Outlook now includes an option to file Outlook e-mail messages in a specified GoldMine folder.  To use this option, go to Setup GoldMine Plus > Options and select the “As a completed activity in the filed e-mail folder” button and uncheck the “Fast File” option.  If an e-mail message is instead linked as a pending activity, there will be a new File button active on the GoldMine pane in Outlook, enabling the message to be filed on demand.
  • To improve performance in the GoldMine E-mail editor, the “Regarding:” drop-down list (where the user can select an opportunity, project, or case) will only show 50 items related to the current contact.  If a larger list is necessary, the following entry can be added to the gm.ini file:
        [GoldMine]
        MaxRegardingListSize=n  (where n is the desired list size)
  • To support environments where there is no C:\ drive available, GoldMine Plus for Microsoft Outlook now has a setting that enables an administrator to choose where system log files are created.  If an alternate location is needed, add an entry to the gm.ini in the following format:
        [GoldMine]
        OutlookAddinLogDir=D:\GMOutlookLog\
  • The checkboxes used to set up automatic synchronization with Outlook have been modified to clarify their behavior.  To use automatic synchronization with Outlook, go to Tools > Synchronize > Synchronize with Outlook and check “Automatically synchronize with Outlook”.  In addition, there is a secondary option, available at Tools > Configure > Outlook Integration Settings > Synchronization, which enables the synchronization schedule to be activated when Outlook is opened.  This option is now labeled “Use automatic synchronization when Outlook is open” and now can be enabled only if “Automatically synchronize with Outlook” is checked.

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.4.46

  • E-mails sent via Merge process display merge codes instead of contact data
  • E-mails sent via Automated Process with Merge For option set to Record Owner or Selected User will send from logged-in user instead of designated user
  • E-mails sent via Automated Process display merge codes instead of contact data
  • Non-master users can view and edit other’s private activities from the graphical calendar

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.4.28

  • Slow response when using “Name (additional)” search in Contact Search Center
  • Checking one online e-mail account and switching to another online account in Windows7 causes application error
  • Selected filter is not respected when syncing contacts with Outlook
  • Performance issue in Outlook integration when a lot of users are defined
  • Updates on time of activities do not synchronize from GoldMine to Outlook for contact records created via Outlook integration
  • Moving a recurring activity in GoldMine, either the first occurrence or last occurrence deleted.
  • E-mail attachments linked to GoldMine via Outlook will not sync from remote site
  • Option to start sync when starting Outlook does not work with Outlook 2010
  • When changes are made in Outlook to contacts created in GoldMine and synced to Outlook, the changes are immediately seen in the GoldMine contact record with no option to Send contact data to GoldMine selected.
  • On second sync, lookup.ini is sent from remote to server thus overwrites the file on the server
  • Inconsistent sync of lookup.ini file
  • Rollup doesn’t work for Opportunities and Projects
  • Performance issues when linking emails from Outlook to GoldMine
  • Validation errors appear after erasing Target Close and Actual Close dates for opportunity
  • Add to Contact Group in Search Center will add all contact records to the Group, if search result set is larger than max record setting, and user has paged down to load additional records
  • Changes to Amount / Units when completing one instance of a recurring Forecasted Sale are not retained
  • Clicking on e-mails with a null From: address causes Outlook to hang for 4 seconds, then not link the e-mail
  • Default table of a GoldMine system will be overwritten when a user enters the table name when creating a new Leads Analysis table
  • Updating a pending activity does not update the corresponding field in the contact summary tab
  • Unlinked activity doesn’t appear on user’s calendar after editing the unlinked activity to add the specific user to the unlinked activity
  • Inconsistency between the queries that are run, depending on which search box you use
  • Bad data in transfer set causes sync retrieval to fail with unclear error message
  • Roll-Over Activities will roll over to the next day for all recurring activities
  • Screen divider between contact information and tabs will not change and remains static
  • Universal Search – GO button disabled for non-master user
  • Zip code reverts back to original selection after selecting another city or reverts to the first city
  • Linking an Outlook e-mail before sending will cause a blank e-mail to display in Outlook Outbox
  • Outlook navigation pane customizations are not retained after closing Outlook
  • Slow performance when handling e-mails at a contact with a lots of opportunities for that contact
  • E-mail sent through Automated Process is always sent from logged-in user’s account and with history created for logged-in user
  • Cannot use CTRL+V to paste data within web pages in GM+View tab
  • Word documents merged from protected templates are blank after being linked to a contact record
  • Notes not correctly converted into Notes tab when swapping additional contact
  • Taskbar toolbar reappears on next GoldMine start after it was removed from Toolbar using customize feature

Want to see the Previous Release Notes:
GoldMine Release Notes

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

 

GoldMine E-Mail Attachments

If you or other GoldMine users are using GoldMine e-mail, whether you are using GoldMine Premium, Corporate or Standard, this article is a “must read” for you and your IT staff.

GoldMine e-mail, for GoldMine users, has many advantages over Outlook and other e-mail clients.  One of those advantages is that GoldMine e-mail attachments, no matter how large the files, or how many you get, they have NO impact on the size of your GoldMine database.  GoldMine stores its attachments as linked files.  From the database management perspective, that can be a huge benefit.  Ask anyone who has to manage the size of a Microsoft Exchange Information Store.

However, even though the attachments are not stored inside of the database, it does not mean that you don’t have to manage your attachments. If you are on a 180° Solutions service plan, then we are already insuring that your attachments are properly managed.  If not, here are a few things you need to know.

  1. Make sure you know where GoldMine is storing your attachments.  To confirm where yours are being stored, be sure to check several users Preference/Options.  In Premium Edition that’s Tools | Options | E-Mail tab | More Options… button | Retrieval tab.GoldMine_E-Mail_Attachments_01
  2. Make sure that folder is also being backed up by your current backup plan.
  3. Check the file count on the root of that folder.  If you have over 10K files in that folder, you are likely experiencing performance issues in GoldMine as a result.
  4. Whether you have exceeded that number or not, consider changing your users settings to store attachments by user by year.  (see images above, both those options are selected there).  These are not on by default but can drastically impact performance.
  5. If your attachment directory is using a UNC path e.g. (\\Server/GoldMine/Mailbox/Attach), consider using a mapped drive letter instead.  Therefore when it’s time to move to a new server, or if you should need to move your attachments in the future, it might be easier to do so.
  6. Consider whether it makes sense for your workflow to add or remove the checkmark next to “Save attachments as linked documents”.  This can also find e-mail attachments accessible through the Links tab in addition to having them accessible via the e-mail.  The default setting is turned on.
  7. Consider turning on the “Delete attachments when deleting the mail” setting in the Advanced tab (not shown).  If you send GoldMine e-mail between GoldMine users, you may not want to do so until we post Part 2 of this topic.

Hope this helps!
Enjoy and Happy GoldMining!!

E-Mail Auto-Complete

For those who frequently send e-mails with multiple to’s and cc’s, and they happen to be people you e-mail regularly, this post will be an incredible time-saver for you.

GoldMine will store, in your user ini file, a list of the last 10 e-mail addresses you have sent messages to.  If you feel comfortable going there, open your own ini file and look for a section called [AutoComplete].  It should look something like this:Email_AutoComplete_01

Similar to the “Recently Viewed” pane in GoldMine Premium Edition, this is a revolving list.  As you send out a new message to someone, GoldMine will put that address at the top of the list, move the rest down, and drop off from the bottom. 

To leverage this list, when you start an e-mail, simply type the first letter(s) of the address you are including as an additional recipient and if that letter matches one of the addresses in your last 10, GoldMine will display it for you to choose.  Email_AutoComplete_02

Simply select and continue, no need to search for the address.

 

That’s all there is to it!
Enjoy and Happy GoldMining!!