Category Archives: wMobile Release Notes

Announcing wMobile 3

Although wMobile 3 has been out for several weeks now, as with most new product releases, we prefer to test them ourselves for a little while before given them our blessing.  We can wholeheartedly say, wMobile 3 is ready for all.

For those of you who are unfamiliar with wMobile, it provides access to GoldMine via your phone, tablet, MAC or PC via your Internet browser… all LIVE!  Imagine simply pulling out your phone to lookup a contact, check history, lookup details, or even open linked documents.  Perform many GoldMine functions, including sending and receiving e-mail just as if you were at your desk with GoldMine open.

The following list includes updates through 3.01.161

WHAT’S NEW IN wMOBILE 3.0

  • wMobile 3.0 has been updated to support the latest Microsoft standards and platforms.
  • wMobile now supports the latest .NET 4.0 framework.
  • wMobile installers have been updated to be more intelligent about the web server environment the application is going into.
  • wMobile continues to support all BlackBerry, iPhone, Android, Windows Mobile and Palm devices.
  • wMobile now supports Conditional Lookups.
  • Support for Unicode Database Languages (Chinese, Japanese, Thai, etc)  This is especially important for customers processing email in these languages.

wMobileDesktop

  • Support for username/userfullname/date/time in GMViews
  • Support for service cases to mimic GoldMine functionality
  • Field Tabs Security Support
  • Record Type Support
  • Service Center customizations of tab names match customizations made in GoldMine

wMobilePhone

  • Support for service cases to mimic GoldMine functionality

wMobile Diagnostic Tool

  • Provides auto repair functionality of common installation problems such as services not running, minor database structure problems, ASP.NET registration issues and database compatibility settings in SQL server

 

WHAT’S ENHANCED IN wMOBILE 3.0

wMobile Desktop

  • All screens use new Lookup control with suggestion as you type.
  • Support for Clone Contact.
  • Opportunities improvements: opportunity list filter and record ownership adjustments.
  • Email Improvements: better theme integration with Email Center. Reviewed the email list and adjusted the columns.

wMobile Phone

  • Ability to customize most of the wMobile Phone screens: change labels or show/hide fields
  • Quick Search fields are configurable per user.
  • Opportunity Screens improvements: added real time calculation for amount, added product list in opportunity list etc
  • Email Improvements: changed email account page.

Manager Console

  • Support for settings editing in Manager Console (System and Default User Options, Ability to view, edit and read system settings documentation).
  • Change wMobile/GoldMine database used by wMobile.

Installer

  • Signed wMobile Installers

WHAT’S FIXED IN wMOBILE 3.0

wMobile Desktop
Alarm Screen

  • An invalid time in ‘ONTIME’ column caused a crash in wMobile.
  • Some case fields were not updated properly on edits.
  • Email and website address was not editable in recent dialog box change
  • Drag and Drop email to GoldMine folder fails
  • Add support for view specific field labels when creating filters

wMobile Phone

  • The lookup contact screen buttons and generally any link button were not working on BlackBerry OS 5.
  • Contact List View: Issues with Clicking Email Address. If the ‘Email Client’ setting was set to ‘Device’, then wMobile would have taken you to your device email client – but instead it was redirecting to its internal email client.
  • Warning on mobile contact screen that contact is not geocoded
  • Zoom Level: not working on iPads and iPhones.
  • wMobile was unable to calculate turn by turn directions for addresses in two different countries such as USA and Canada.
  • Map directions from office not working.

Manager Console

  • Email Fetcher Activity screen used to increase CPU and memory usage while running; especially on slower computers.
  • Change Database writes wrong password in the regs.

wMobile Diagnostic

  • Tool did not recognize mail fetcher port settings designated in registry.

Common Fixes

  • There was a problem with the dollar character ($) in Detail Type key.
  • If RFC822 was larger than 8000 characters, there was a problem inserting the data into the MAILBOX table.
  • Support for delayed start of wMobile services to account for slow initialization of Microsoft SQL server in some instances.
  • In some cases, email de-duplication service was not reliable due to GoldMine’s Mailref field.
  • In some cases replied and forward email was not filed to contact history.
  • In some cases CONTSUPP record creation date stored in CONSUPP.CITY was not correctly parsed by wMobile.
  • wMobile did not properly account for field lookup settings such as Allow Blank Input and Force Valid Input
  • wMobile did not properly handle lookup values containing semi colon (multiple lookup) and // lookup descriptors
  • Filters on custom detail tabs did not work
  • Problems with sending emails when escalating or resolving service cases
  • In email centers, selected email folder would not save / stick between user login sessions.
  • Not all Opportunities are being displayed.
  • Support for hh:mmt time format in details.

Crystal Reports

  • Images were not displaying in Crystal Reports run from wMobile due to a mis-mapping of the IIS aspnet_client folder.

Want to see the Previous Release Notes:
wMobile Release Notes

 

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

 

More on wMobile 2.1

I know we have already announced it and offered a webinar, but for those of you that want to see the detail, here it is.

WHAT’S NEW IN wMOBILE 2.1

    • A brand new desktop browser user interface for those of you who want a full web based version of GoldMine for you Internet Explorer, Firefox, Chrome or Apple Safari browsers.
    • Note: This user interface is built on GoldMine Premium and requires customers to have GoldMine Premium (any version) as their current GoldMine system.
    • Automated Email Filing to Contacts so you can use any email client to send and receive mail.
    • Enhancements to wMobile interface
    • Support for multiple contact sets
    • Filter based security
    • iPhone and iPad enhancements
    • Improved installer and New Diagnostic Tool

wMobileDesktop

    • Users see the same contact record as they see in the full GoldMine application.
    • All custom fields are automatically displayed in the browser user interface.
    • Contact detail tabs behave as in the full GoldMine application.
    • All field drop-down options are supported.
    • Scheduling and completing activities is done in the same screen layout as the full GoldMine application.
    • Daily, weekly, and Monthly calendars are available.
    • Users can drag and drop to reschedule activities.
    • Users can view others’ calendars and schedule according to security permissions.

New Email Archiving

    • wMobile will optionally cache and automatically file any user’s sent and received email directly to contact History.
    • Supports Microsoft Exchange, Google and any IMAP compliant mail server.
    • Users can use any mail client including native mobile phone email client and web mail such as Outlook web access and Gmail.
    • wMobile matches “sent from” or “sent to” email addresses to GoldMine contact records.

 

Want to see the Previous Release Notes:
wMobile Release Notes

 

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

 

 

What’s New in wMobile 2.0

Yes, they are moving fast.  It’s only been a few months since wMobile 1.9 but you won’t believe all the exciting new updates to our favorite GoldMine mobile interface. 

WHAT’S NEW IN wMOBILE 2.0

Infrastructure Changes

  • wMobile 2.0 has been updated to support the latest Microsoft standards and platforms.
  • wMobile is now fully 64 bit compliant and supports the latest .NET 3.5 framework and Windows 2008 64-bit servers.
  • wMobile installers have been updated to be more intelligent about the web server environment the application is going into.
  • wMobile continues to support all BlackBerry, iPhone, Android, Windows Mobile and Palm devices.

Customizable Contact Screen
The wMobile system can be further customized to include any user defined or standard CRM field in the main wMobile contact record view and contact related page header. This makes key information visible at a glance.

Customizable Quick Search
Instantly search for any combination GoldMine fields such as Company, contact names, customer numbers and more.

Opportunity Management
wMobile supports full opportunity management with complete view and edit ability of all Opportunity information elements including influencers, linked documents, issues, multiple item forecasts, pending and history activities.

Support for alarmed activities
When a user has alarmed activities an alarm flag is shown within the wMobile user interface directing the user to the alarmed activities.

SSL Mail and Gmail Support
wMobile now supports encrypted email SSL protocols for more secure email management and support for Gmail accounts. Gmail in increasingly popular as a business email host performing email services for GoldMine and Outlook clients. wMobile now fully supports this platform.

Email Attachments
wMobile users can now email any document that has been linked to a CRM contact. If a contact wants an emailed quotation or copy of a contract, this is now possible from your mobile device.

Dashboards
• Review Activities
• Review Sales
• Review New Contacts Created
• Drill down to view details

Clone current contact to new record
When entering a new contact record a previously viewed contact record can be cloned to save time and keystrokes.

Duplicate check on new contact entry
wMobile performs a duplicate contact check on new contact entry. Duplicates are shown and users can chose to proceed with entry or to start using the pre-existing contact record.

File email to other contact without re-linking email address
wMobile users can now file an email to a related contact without re linking the email address to the new contact.

Improved One-Click login setup
It is now simpler to create one click login URL’s for new users.

HTML Email Support
For devices that can display rich HTML, wMobile emails can optionally be shown as HTML instead of the standard text based messages.

Email templates and email merge
wMobile email client supports email templates and email merge to groups and filters.

Ability to Add Contacts to local device
Contact is copied locally with one click
Function can be disabled to prevent local data.

Integration to Yahoo Maps for Pocket Devices
Use the Local Are Map function to display the contact location.

Contact Routing
Turn by turn directions to contact from and back to the office or from any of last viewed contacts

Review of GoldMine Groups
Maintain Key Account groups, New Lead Groups for fast account management

Manage forecast sales right from the main menu
• Review and edit existing forecasts
• Add new forecasts
• Review forecasts for other team members (as defined by security settings)

 
Want to see the Previous Release Notes:
wMobile Release Notes

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

 

 

What’s New in wMobile 1.9

It’s been some time since we saw a major release of wMobile but I am sure you won’t be disappointed.  Keep reading and see what’s new in wMobile 1.9.

Details
Full GoldMine Detail Support has been added to wMobile.

  • View, Edit, Add or Delete Details to records.
  • View, Edit, Add or Delete Detail types (MASTER users only)

Linked Documents
wMobile now includes a list of all the files on the ‘Links’ tab in GoldMine. Download and open files* linked to records.

Scheduling Activities for Multiple GoldMine Users
wMobile adds a new ‘Users’ tab to the ‘Schedule Activity screen.

  • When Scheduling an Activity, click the ‘Users’ tab to select multiple users.

Support for Duplicate Record Search when Creating Contacts

Sending E-mail to GoldMine Users without an E-mail Address
By popular demand, wMobile will now send ‘Internal’ GoldMine messages to GoldMine users without an e-mail address.

  • When creating a new message, all the GoldMine user’s will appear in the list of recipients. Select a GoldMine user and click Add.

Forwarding E-mail Attachments
Also by popular demand, wMobile now has the ability to forward e-mail attachments.

  • When forwarding a message, a new section below the recipient provides to ability to optionally include the attachments of the forwarded message.

Navigation Enhancements
We’ve added several navigation and viewing enhancements to the following pages:

Contact Details

  • The overall layout has been cleaned up so that viewing and editing Pending, History, etc. is grouped together.
  • Additional Contacts, Details, Links and Fields screens have been converted into drop down boxes to make the screen shorter.
  • wMobile counts the total number of items in each list and also counts the number of each type in the each list. This makes it easier for wMobile users to filter their selection based on the available items. For example, users can filter the Detail list to display only the selected Detail type.
  • When Scheduling an Activity, click the ‘Users’ tab to select multiple users.
  • When navigating to a list of Activities, Details, etc. a new link to the primary contact record at the top of the page has been added in addition to the link that already exists at the bottom of the page.

Pending/History

  • The layout of the viewing page as been reformatted for better viewing.
  • The contact name on the activity is hyperlinked to allow faster navigation.
  • When viewing a list of multiple activities, users will have previous and next buttons that prevent users from having to return to the list and select the next activity.

Administrative Password Lockout

  • Administrators can now have wMobile automatically lockout a wMobile Login if a configurable number of failed logins.

Many Minor Updates

  • Various Device Support Improvements
  • Various Speed Improvements
  • Installer and Update Enhancements

*In order to download and view linked files or e-mail attachments, the device must opening the file type.

Want to see the All other Release Notes:
wMobile Release Notes

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

 

What’s New in wMobile 1.8

Though there have been earlier versions of wMobile, this is our first notice of enhancements.  For those of you who haven’t seen wMobile before, please feel free to contact us directly for a demo.  If you are already familiar with wMobile, using it, or waiting for a feature, check out all the new enhancements recently added.

Monthly, Weekly and Daily Graphical Calendars for any user
wMobile adds three new main menu options for various calendar formats to the main application menu:  Monthly Calendar View, Weekly Calendar View and the Daily Calendar View

  • Daily and weekly graphical calendar for any GoldMine user
    (default current logged in user)
  • New appointments can be scheduled directly on the calendar for any user.
    (just click a time hyperlink)
  • Existing activities can be viewed, edited and deleted

Detailed Calendar Display User Preferences
User can adjust detailed preferences on calendar function:

  • Colors of activities and labels
  • Day start and end
  • Time section size (15, 30, 60 minutes)
  • Alarm on new activities by default
  • Working days
  • View scheduled activity types
  • View completed activity types

Activity Scheduling from Calendar Views

  • Search for contact to schedule
  • Enter activity details
  • Press Schedule New Activity menu option or press hyperlinked time label on daily and weekly calendars

Event Activity Type Scheduling Support

  • New support for single or multi-day Event activity type
  • Events display as days with designated color background on monthly calendar and before start of day on weekly and daily calendar

International Regional User Settings

  • Date formats support day-month or month-day
  • Time formats support AM-PM or 24 hour clock format
  • Currency supports USD, EUR, GBP, CAD, AUD, YEN, etc.
  • Distance units support Miles or Kilometers
  • New support for user preferences for date, time, currency type, currency formatting and distance units

Time Zone Translation Support

  • New support for converting scheduled activity time for users local time zones
  • Activities are entered into GoldMine as local server time but displayed in wMobile converted to each users specified local time zone

Many Minor Updates

  • Carry over notes in scheduled follow-up
  • Ability to delete scheduled activities
  • Ability to copy additional contacts to local address book
  • Add File Email to GoldMine Inbox
  • Various Speed Improvements
  • Installer and Update Enhancements

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