Monthly Archives: October 2013

Leveraging the GoldMine Social Media Views

Social Media Integration, introduced back in GoldMine 9.2.1.92, has really started to gain momentum around some circles of GoldMine users.  See our post regarding that release: Introducing GMPE 9.2.1.92

The most common question we get however, is how to use the new fields to work with the new GM+Views that can be imported after upgrading to 9.2.1.92 or later.  Here’s how that works.

Facebook Field

GoldMine offers 3 Facebook related GM+Views.  The Facebook Profile, Facebook Company Search, and Facebook Contact Search.  The Facebook Profile view uses the new Facebook field.

  1. Locate the Facebook page of the Contact in question, maybe using the Facebook Contact Search view.
  2. Unless your contact is a celebrity, or has a common name, you might have to search.
  3. Once you find the page, enter the text displayed in the browser’s address bar after ‘https://www.facebook.com/’Leveraging_the_Social_Media_Links_01

LinkedIn Field

GoldMine also offers 3 LinkedIn related GM+Views.  The LinkedIn Profile, LinkedIn Company Search, and LinkedIn Contact Search.  The LinkedIn Profile view uses the new LinkedIn field.

  1. Locate the LinkedIn page of the Contact in question, maybe using the LinkedIn Contact Search view.
  2. Once you find the page, enter the number shown in the browser window after the ‘id=’ .
  3. Note, as GoldMine leverages Internet Explorer in the background, you will need to log into LinkedIn via Internet Explorer at least once to establish your access to LinkedIn via GM+View.  GoldMine will then use the IE cookie downloaded on to your PC.Leveraging_the_Social_Media_Links_02

Twitter Field

GoldMine also offers 3 Twitter related GM+Views.  The Twitter Profile, Twitter Company Search, and Twitter Contact Search.  The Twitter Profile view uses the new Twitter field.

  1. Locate the Twitter page of the Contact in question, maybe using the Twitter Contact Search view.
  2. Once you find the page, enter the Twitter username without the ‘@’ symbol.Leveraging_the_Social_Media_Links_03

 

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

 

Introducing GMPE 2013.1

Yes, our testing has gone off without a hitch.  We have been running GoldMine Premium Edition 2013.1 internally for over 30 days and it has been running beautifully!  So without further fanfare, 180 Degree Solutions is now endorsing and installing this new version for its customers.

Let’s begin with what is likely one of the first questions that has come to mind, the version number.  Unofficially, this is GoldMine version 9.3.  Officially however, starting with this build, GoldMine has changed its version numbering to reflect the year of the release.  2013.2 is expected later this year.  We can now expect to see 2 major releases a year (2014.1, 2014.2, etc) and monthly patch releases addressing critical issues that may be uncovered.

With that introduction, let’s get to the main event.

WHAT’S NEW IN GOLDMINE PREMIUM EDITION 2013.1

  • GoldMine Premium Edition now supports 32-bit editions of Microsoft Office 2013. This includes support for the Word Link, Excel Link and Outlook Link.
  • GoldMine Premium Edition now includes an integration with the popular Email Marketing service Constant Contact. Please see the Marketing Tools chapter of the Online Help.Introducing_GMPE_2013.1

 

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 2013.1

  • Unable to edit embedded Excel file in Word document template
  • Display of Subject from e-mails is truncated in GoldMine 9.0 to less than 80 characters although subject may have in the database up to 149 characters
  • Error Message: Synchronization with your iPad failed for x items {HOT ISSUE}
  • Mobile operates but cannot bring up Primary Contact Records data – Loading error, An error has occured
  • Transfer set creation fails if there is a missing document
  • When F2 lookup list depends on another field, the “Only valid when [FIELDNAME] contains” box and lookup list is not limited to the length of the field per the database design.
  • iOS6 – If you click “Add History” application appears to freeze, and you can not change screens
  • City and or zip changes to contacts are not creating conttlogs when Zip Validation is turned on and new values is entered, but not in lookup again >> this leads to data is not synced
  • multiple, recurring Activities synced from GM to Outlook no longer are synced to iPhone / HTC via Exchange
  • Switching between reoccurring activities on the Outlook Calendar is slow when Outlook Integration Link is connected {HOT ISSUE}
  • Event viewer errors when viewing Activity List > Open Activities if user has Meeting Request Message
  • Preview of documents in the document management center does not work with .dotx files (Office 2007)
  • [8.5.x] – sender address corrupted with customized return address
  • [GMCE] Calendar view not refreshing correctly when switching window views
  • After upgrading custom fields, new social media fields are missing from the screen
  • A lot of Event viewer entries when looking, receiving or handling a Meeting request – The conversion of a varchar data type to a datetime data type resulted in an out-of-range value
  • Cancel button in forced logout settings enables forced log out instead of canceling
  • Changing the Target Close By on an Opportunity will update the forecasted sales total on the Opportunity
  • Unable to export a filter when it’s optimized with a sort order – Invalid Query error in Process monitor
  • Selecting a lookup value with comments for a user-defined field will populate the field with the lookup value and the //comment
  • After upgrading custom fields, new social media fields are missing from the screen

GoldMine 2013.1 also includes all of the monthly Hot Fixes released since the GA release of GoldMine Premium Edition 9.2.92.  If you are currently running anything less than 9.2.1.175, follow the link below to see what else you will get when upgrading to GMPE 2013.1
Introducing GMPE 9.2.1.106 – 9.2.1.175

Want to see the Previous Release Notes:
GoldMine Release Notes

 

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

 

Introducing GMPE 9.2.1.106 – 9.2.1.175

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 7 (9.2.1.175)
  • Connection failed. Access to the host was denied after applying Windows update KB2813170 on x64 Hosts
  • Contact search center (CSC) window will always sync the first contact listed in the search results even with Sync Contact option unchecked
  • GoldMine Email Center has a blank display when using the window display as opposed to the tabbed display
  • Service Center pulls and displays all records in the database if no filter is applied by the user
  • Facebook search in GM + View does not search against contact/company anymore
WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 6 (9.2.1.164)
  • Transfer set creation fails if there is a missing document
  • Several Event log entries when moving a recurring activity on the calendar with having multiple Users activated – The multi-part identifier “C1.STATUS” could not be bound
  • When sending an email merge, the senders name does not appear in the “from” line
  • Wrong interpretation of email address when email is linked to GoldMine from Outlook due to a “single quote” character
  • Activity scheduled for multiple users in GoldMine, unable to change single instances (Notes, times, alarms etc. ) when opened from graphical calendar
  • Horizontal splitter bar in the Email Center is reset when another tab is opened
  • When sending an email merge, the reply address is incorrectly formatted if a custom character set is used
  • Group emails have missing human readable from name. As a result “from” address appears as email@domainemail@domain which errors on a reply
  • Friendly name does not appear when running an email merge from the Document Center
  • The use in Exchange of “Lastname, firstname” causes GM to fail when sent via Outlook MAPI emails
WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 5 (9.2.1.148)
  • Macro expressions do not work properly when inserted into the report layout of a report
  • Performance issues with creating emails from Outlook with the Outlook link installed and when GoldMine is open
  • Reference field truncating with 70 characters when completing an incoming unscheduled call
  • Incorrect record shown when using the ‘Prompt me’ option of the Merge/Purge wizard
  • Drag and drop from large calendar to a date on the smaller calendar on the left doesn’t update the new date
  • Drag calendar entry to another date on the left pane and drag it to a different time on the same new date but it moves back to the original date, but stays at the new time
  • Word link causes high CPU on Terminal Server and iGoldMine
  • GoldMine crashes when closing Report Center tab while Report tab is open
WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 4 (9.2.1.134)
  • Wrong interpretation of email address after linking email from Outlook to GoldMine when the sender uses ‘;’ in the contact information like lastname; firstname <emailaddress> – GoldMine will create a hyperlink from the part before the ‘;’
  • Contact data does not get updated in Outlook after the initial sync with GoldMine
  • Import Contact Records with existing profile where delimiter has been modified fails to import all records in file
  • Synching thousands of linked documents takes an extremely long time to complete
  • Contact data does not get updated in Outlook after the initial sync with GoldMine when between initial sync and update was more than one sync cycle without any change
  • Error: unable to find an entry point named setprocessdpiaware in dll user32.dll when opening Excel and Word on XP
  • New internal GoldMine messages on the receiver side show the created date/time but not the sent or received time
  • Email address record containing ; (semi-colon) or , (comma) e.g. using 2 email addresses for one contact record results in total wrong email address in Edit Email window “To” line
  • Modifying anything in Case Contact tab for existing linked Contacts which were already synchronized will result in wrong GMTLOG entries (FIELDNAME is blank) which will result in error message in synchronization and change will not synchronize
  • Forward or Reply To message linked from Outlook to GoldMine will show date link occurred instead of original date in Original Message or Forwarded Message in email body
WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 3 (9.2.1.119)
  • Incorrect time/date information when replying to a redirected email within the body – instead of redirected date it changes to actual date
  • Performance issues with creating emails from Outlook with the Outlook link installed and when GoldMine is open
  • Word link causes high CPU on Terminal Server or on GoldMine local workstation
  • When requeuing an email and sending that email again, the original email’s date is being used instead of the date and time sent today
  • When sending emails, the sent time stamp is set to the time the email was created in GoldMine and not the actual time it was sent
  • LinkedIn (profile) GM+View : Internet explorer 9 (IE9) Script error appears – Object doesn’t support object or method ‘Dialog’
  • Dropdown for related cases in Outlook are blank for additional contacts with existing cases in GM for new outbound emails
WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 2 (9.2.1.106)
  • Cannot set standard document location for attachments created in Microsoft Word in clustered iGoldMine system
  • ShowActvForCurtained=1 setting no longer shows curtained activities for non-master, non-owner users of curtained records
  • Duplicate values do not sync when using context-dependent F2 lookup
  • Cannot select the printer properties in Word 2007 if the GoldMine window is open

Want to see the Previous Release Notes:
GoldMine Release Notes

 

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