Monthly Archives: June 2016

Displaying the Activity Code in the History Tab

Displaying the Activity Code in the History tab is a simple setting that I tend to take for granted because once it’s on, you just get used to seeing it. However, recently someone asked me if it was possible… which emphasized the need for a blog post on the topic.

By default, the GoldMine History tab shows the Result Code of the activity, however it doesn’t show Activity Code. For those of you that use Activity Codes when scheduling, it can be helpful to view and possibly filter the Activity Code in History.

  1. Tools | Options
  2. System tab
  3. Select the Show activity code in history tabs optionDisplaying_the_Activity_Code_in_History_01
  4. Click OK
  5. Check your history tab… viola!

You may want to rearrange things as I did but that’s just as easy.Displaying_the_Activity_Code_in_History_02
Note: This is a user specific change and would need to be done for each user who wants/needs to have this column.

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

Introducing GMPE 2016.1

Though officially released last month, call me old school… but I wanted to wait for HotFix 1 before making our announcement. In a nutshell, what 2016.1 brings to the table, in addition to rolling up all the 2015.2 hot fixes, are more substantial enhancements to the new end-user interface known as GoldMine Web. For many customers, GoldMine Web is slowly becoming the alternative, entry-level interface for the basic user. Power-users, at least for some time, will continue to access GoldMine via the desktop interface we all know as GoldMine Premium Edition.

And so without further ado… let’s dig deep into what GoldMine 2016.1 has to offer.

WHAT’S NEW IN GOLDMINE 2016.1 (includes 2016.1 HotFix1 and all 2015.2 hotfixes)

GoldMine Web > Cases

  • A Cases list is available from the navigation bar or menu. By default, the list is filtered to Open Cases for the logged in User. A User can select to view Cases with a different Status or Owner or view all Cases. The Cases list can be sorted by the available columns – Case Number, Type, Subject, Company, Priority, Status, Deadline, or Owner.
  • Cases are also available from the new Cases section on the Contact record. From the Cases section, the user can click the View All link to see the Cases List filtered to Cases for the selected Contact.
  • Select a Case from the list or section to view or edit information about the Case.
  • A Case can be Reassigned or Escalated and an email notification can be sent to the Owner. A Case can be Resolved or Abandoned and an email notification can be sent to the Contact.
  • More information is available in Knowledge article 23544. Login at https://support.heatsoftware.com/.

GoldMine Web > Search

  • By clicking the Refine link on the Contacts page, a User can search based on desired criteria for selected default and custom fields seen in GoldMine Web. A User can select fields from the main Contact record fields (the first section of a Contact Record) or from Custom screens (the second section of the Contact Record). A User can select a search operator from a defined list. A desired value can be entered or selected from a list or calendar. A search can be done on a single field or more fields can be added by selecting the plus icon. When the Apply button is selected, the Contact List is updated to show only Contacts that meet all of the selected criteria.
  • Filters or Groups created in GoldMine Premium can be selected in the Refine section or overlay to limit the Contact List to only Contacts belonging to the Filter or Group. Search criteria can be applied to the selected Filter or Group to further limit the list of Contacts.
  • More information is available in Knowledge article 23545. Login at https://support.heatsoftware.com/.

GoldMine Web > Additional Contacts

  • When a search for Contacts is done from the Search Bar or the Attendee finder for Activities, the user can select Contacts or Additional Contacts to view a list of results matching the value entered.
  • From the Additional Contacts search results list, the User can view and sort by Additional Contact, Company, Email address, Phone, and Primary Contact. The user can also schedule an activity for the Additional Contact using the Action icons.
  • Additional Contacts can be selected from the Attendee finder when scheduling or completing Activities.
  • More information is available in Knowledge article 23546. Login at https://support.heatsoftware.com/.

GoldMine Web > Miscellaneous

  • When completing an activity in GoldMine Web, the option to schedule a follow up activity is available. Selecting the option will open the Schedule overlay for the same activity type as just completed. Options for scheduling a follow-up by default and carrying over completion notes will be respected in a future release.
  • A map pin icon is available on Contact records to open Google Maps with search done for the contact’s address.
  • A notification is displayed if the User is accessing a Contact Set that is in a database different from GoldMine Base tables.
  • Back to results link on Contact record returns user to Contact List on same page, with same filter, and with same order as when Contact was selected.
  • Opportunity records have a responsive layout.
  • Add History option now available from menu.
  • Users can access option to add a call, action, or appointment to history from the global menu without first scheduling the activity.
  • Email rule actions ‘File’ and ‘File To’ configured in GoldMine Premium are respected when email is retrieved during GoldMine Web login.

GoldMine Premium

  • The GoldMine Administrator can control the default values for Date and Time or User in the Complete Activity window by inserting entries into the ENVIRONMENT table as follows:

– Settings are per system; when added the setting applies for all users of current system.
– Settings do not sync; apply separately for Sites and Undocked users.
– Settings are applied per activity type:
Appointment –A, Event –E, Call –C, Next Action –T, Other Action –O, Sale –S
– Detailed information regarding adding settings is available in the Knowledge Base. Login      at https://support.heatsoftware.com/. Review the following articles for more detail:

KM 21915 > useOriginalDateInComplete
Default Date/Time when completing non-recurring or single instance of a recurring activity
KM 21916 > useOriginalUserInComplete
Default User when completing non-recurring or single instance of a recurring activity
KM 21944 > useOriginalDateCompleteRecurrence
Default Date/Time when completing all Pending instances of a recurring activity
KM 22468 > useOriginalUserCompleteRecurrence
Default User when completing all Pending instances of a recurring activity or default date/time and user when completing multi-user and/or multi-contact activity

  • GoldMine Plus for Microsoft Outlook has been refactored for enhanced maintainability and predictability by limiting connection concurrency. See KM 22121 for further information. Login at https://support.heatsoftware.com/.

WHAT’S CHANGED IN GOLDMINE 2016.1 (includes 2016.1 HotFix1 and all 2015.2 hotfixes)

GoldMine Web

  • GoldMine Web Activities page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.
  • GoldMine Web Activities page Tasks and To-Dos are collapsed by default for all screen sizes.
  • When searching for Cases or Opportunities in GoldMine Web, default results are Status: All and Owner: All.
  • GoldMine Web Contact Record Cases section displays all Cases for the selected Contact.
  • Activity type “Event” is now labeled “Appointment”
    All Appointments and Events are labeled Appointment in GoldMine Web. This does not impact the label, activity type or reporting in GoldMine Premium.
    – If an Appointment is scheduled or completed with a start and end date and time in GoldMine Web, it is treated as an Appointment in GoldMine Premium
    – If an Appointment is scheduled or completed for All day in GoldMine Web, it is treated as an Event in GoldMine Premium
    NOTE: Clear browser cache after upgrade to see this change
  • Status filter for Opportunities list is now a dropdown on small screens
  • For new installs of GoldMine Connect or re-installs where the GMMobileAppPool does not exist in IIS, the Application Pool timeout setting is now set to 30 minutes by default.

 

WHAT’S FIXED IN GOLDMINE 2016.1  (includes 2016.1 HotFix1 and all 2015.2 hotfixes)

  • [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.
  • [GMWEB] Feature request – Add the schedule a Follow-up option to GoldMine Web.
  • [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.
  • [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.
  • GoldMine column in Outlook no longer shows any box or check mark after upgrading to GMPE 2016.1.
  • 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.
  • Completed activities complete against the current user not the user the activity was scheduled for.
  • Completing recurring appointments complete with current date and not the date scheduled while this works for single appointments
  • Performance issue for non-master users when opening activity list or on editing or completing an activity with the activity list opened when records are owned/curtained and there are many activities scheduled for that user
  • Documentation: Help > Admin Guide > Data Maintenance and Management > Understanding GoldMine Data Files > Rec Types
  • [GMWEB] Include Additional Contacts in the Search field for Contacts/Companies
  • [GMWEB] Feature request for enhanced Search capabilities in GoldMine Web – several operators for example “Begins with” and by any C1 and C2 fields
  • [GMWEB] The ability to completely hide curtained records on contact list and search results so that a full list is shown on every available page
  • Web Import is creating a Duplicate Contact2 records when updating an existing record.
    Auto complete for F2 Lookup values leads in several fields to apply also the // description value instead only the real F2 Lookup value
  • Error, Failed to Create Contact, due to the initial INSERT statement for new records taking over only some fields, causing the LOOKUP.INI already triggering on wrong values.
  • Disconnect of GoldMine Plus for Microsoft Outlook. GMOUTLOOKLOG.txt message: Couldn’t open the database from GM Configuration. System.Data.SqlClient.SqlException: Login failed for user ‘sa’.
  • Not responding mode and severe performance issues when opening the Activity list and the desired activities do have a lot and very long or certain kind of notes.
  • Not responding mode and severe performance issues when opening the Calendar and completed activities a lot and very long or certain kind of notes.
  • Ability to keep the scheduled time when completing Activities, either by having an additional user interface check box to take current date/time or by system default setting in system configuration/GM.INI how GoldMine system should handle this
  • Automated Processes attached to a new record after being created by Web Import will skip events and stop at this point
  • [GMWEB] – Allow for scheduling (and completion) of ACTIVITIES of additional contacts
  • [GMWEB] <sessionState timeout=”30″></sessionState> setting in web.config file is not respected when greater than the default value of 30
  • Outlook Integration disconnects/freezes/hangs sporadically – When this happens the Outlook Log file show suddenly prior the disconnect a change in the connection string
  • [GMWEB] Server Error – An error has occurred on the server. Please contact your system administrator. when accessing GoldMine Web due to a missing Record Type ‘Other’
  • [GMWEB] Creation of new contact records not possible when the Website field is not on the default primary view
  • [GMWEB] The fast file of e-mail does not work from the activity list
    Web Import emails are not downloaded – “Failed to retrieve message 1” other emails from same account are retrieved ok
  • [GMWEB] If any GoldMine user has a username with 8 characters and created a linked document opening the Links section in GMWEB results in an error: Server Error An error has occurred on the server. Please contact your system administrator.
  • Documentation: Connect Install Guide > username “gmmobile” user (page 16 of 20) replaced with “gmconnect” as the rest of the documentation references
  • Documentation: ReadMe > Limitation of GoldMine Web not being able to handle/display links and attachments from mapped drives
  • [GMWEB] When the “stage” value of an opportunity is updated, the u_stage field is not updated to reflect the new value.
  • [GMWEB] When you open an activity and then click on an Opportunity to view the details, the Stage information within the details is not correct.
  • When linking an email from an IMAP account with the Outlook Link, the email will duplicate continuously. This results in duplicate emails in Outlook, on the IMAP server and in GoldMine.
  • Delete an email in Outlook that has been linked to GoldMine that same email is than duplicated over and over again in Outlook.
  • Documentation: Help > Admin guide formatting from page 215 – 389 is incorrect, each page has only a single line
  • When the Outlook Link is installed and running, Outlook stops retrieving IMAP email. A process at the bottom of the Outlook window shows an almost constant “synchronizing inbox” message and progress bar.
  • GoldMine Plus for Outlook is locking up Outlook, unable to click on data or menus.
  • Documentation: Help > Admin Guide – Setting Options for the Login Tab – incorrect alias name.
  • [GMWEB] Display username in all caps
  • Documentation: Help > Admin Guide Setting Options for the Email tab Delete attachments when deleting the mail” it does not explain the setting.
  • Documentation: References to MS SQL 2005 in Universal Search chapter need to be removed or updated to at minimum SQL 2008 as SQL 2005 version is not supported anymore in GoldMine 2015.2
  • Duplicated emails are created when manually linking an email with Outlook integration which appear as strikethrough messages, eventually they are disappearing again after restarting the machine or other unknown circumstances.
  • [GMWEB] Required fields are not indicated anymore and only when clicking into the field and then trying to leave it blank the user gets aware that this field is required
  • In addition to RM # 234029 – Auto Update feature from Activity list to respect the new capability to keep the Date/Time from the original scheduled activity.
  • Completing Group or recurring appointments using the Complete menu or button on the Pending tab will not respect any Environment settings to take over date/time or user from Environment table (RM changes # 133120, 214214 and 234029)
  • After upgrading, when refreshing the activity list it will cause it to go blank, click refresh again and it will then populate
  • Activity list does not refresh when ShowActvForCurtained=1 is set in the GM.ini
  • When a different user completes a recurring single user Activity scheduled for a different user, the completing user is taken over.
  • Reverting to user logged on when completing a single or for one user a non-recurring multi-user + multicontact activity, in addition Date reverts to today and time goes blank after completion (not respecting changes due to # 133120, 214214 and 234029)
  • The Alarm Time field appears too long when editing a multi-user activity
  • Documentation: Administration Guide > User Administration > Managing User Security and Access > Users Properties > Forced Logout option > updates needed.

 

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