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August 22, 2012

GoldMine Premium Edition Patch 9.2 Available

by @ 2:05 pm. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

You may have heard rumors that Frontrange has jettisoned the development team that’s been in place for the last couple of years. Those rumors are true. They have transitioned over to a new team and have hit the ground running with a clean release that addresses some key issues and adds some nice features. There’s nothing earth-shattering in this release, but there’s also nothing unfortunately mis-handled here either. Whether it deserves a major revision number increase is debatable. Some feel that jumping from 9.0.4 to 9.2 implies major changes. Maybe, maybe not. To me, the important thing to take away from this release is that this represents a smooth transition to this new development team and bodes well for future releases as these programmers sink their teeth into the code and really start examining all the suggestions flowing over at the uservoice site.

Enough talk. Check out the fixes list, below. If your pet peeve isn’t addressed, GoldMine has asked that you e-mail the details of your issue/request(s) to them directly at customer.support@frontrange.com!

From the official Release notes included with 9.2.59:

WHAT’S NEW IN GOLDMINE PREMIUM EDITION 9.2

GoldMine Premium Edition now supports Microsoft SQL Server 2012.

LinkedIn, Facebook, Twitter, and Google integrations are now provided through the GM+View tab. New GM+View templates are provided to use these integrations:

• Facebook Profile shows the Facebook profile page for a contact
• Facebook Company Search shows Facebook pages matching a contact’s company
• Facebook Contact Search shows Facebook profiles matching a contact’s name
• Google Company Search shows web search results for a contact’s name
• Google Contact Search shows web search results for a contact’s company
• Google Directions shows directions to the contact’s address from the address registered for the GoldMine license, shown at Help > Update GoldMine > Registration
• Google Map shows a map of the contact’s address
• LinkedIn Profile shows the LinkedIn profile page for a contact
• LinkedIn Company Search shows LinkedIn pages matching a contact’s company
• LinkedIn Contact Search shows LinkedIn pages matching a contact’s name
• Twitter Company Search shows Tweets with keywords matching a contact’s company
• Twitter Contact Search shows Tweets with keywords matching a contact’s name
• Twitter Profile shows the contact’s Twitter timeline

An Import feature is now available at Web > Setup GM+View > Import to enable the new GM+View templates to be added to an existing installation. These templates are available through Drivers and Downloads at www.frontrange.com/support. After a template has been imported, it will be available to users through the GM+View tab. If you do not see the GM+View tab under a contact record, go to Tools > Options > Record > Tabs and check “GM+View”. Then open a contact and click the down-arrow button that is on the row of tabs beneath the fields area, and select “GM+View”.

When viewing the GM+View tab, you can select a template using the drop-down list shown in the upper right corner of the tab area.

During the upgrade, the following new fields are added to the GoldMine database: UFACEBOOK, ULINKEDIN, and UTWITTER. These fields track the corresponding identifiers for contacts using each of these services. Administrators can add these fields to a contact fields view by right-clicking and selecting New Field, and then selecting one of these fields from the drop-down list.
• UFACEBOOK contains the Facebook username. To find the Facebook username for a contact, view the contact’s profile page in Facebook and copy the text displayed in the browser’s address bar after “www.facebook.com/”
• ULINKEDIN contains the LinkedIn ID. To find the LinkedIn ID for a contact, view the contact’s profile in LinkedIn and copy the number shown in the browser address bar after “id=”.
• UTWITTER contains the Twitter username, without the “@” symbol.

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2

The edit screens for scheduled and completed activities now include a button that that enables the user to see Notes displayed in a larger, resizable window.

GoldMine Plus for Microsoft Outlook now supports the use of a GoldMine database with a secondary contact set.

Outlook synchronization screens have been update to clarify the behavior when synchronizing activities within a date range and a contact filter or group.

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.2

  1. 163595 When adding Site to GoldSync Site Group, Sites (Sub-licenses) are not ordered alphabetically
  2. 163593 Times are always shown in 24 hour format, regardless of local time format option
  3. 163572 GoldMine License Manager does not order GoldSync Sites alphabetically
  4. 163361 JavaScript error appears when changing view in Outlook
  5. 163291 If an Opportunity has a single associated pending Forecasted Sale, then update to Probability of one should automatically update Probability of other
  6. 162761 When NTLM authentication is selected, configuration screen incorrectly shows username and password fields
  7. 160828 E-mails with Base64 encoding are not displayed correctly when using Exchange
  8. 160473 Double-arrow button does not hide contact details when clicked
  9. 158960 To-do Reference column in Calendar week view does not show contact name
  10. 158956 Event date is not shown in Calendar week view
  11. 156623 GoldMine crashes upon launch via Terminal Services with KB2533623 installed on Windows Server 2008
  12. 154965 Body of e-mail is blank when auto-linking e-mail from Outlook 2010
  13. 154821 Performance issue in Outlook when there are many e-mail folders
  14. 152570 When performing a two-way sync with Outlook, calendar items linked to records with no contact name become unlinked in GoldMine and lose the company name in Outlook
  15. 150704 Linked Document move fails for mailbox attachments outside root directory
  16. 145929 New e-mails that are auto-retrieved to the Inbox will not display until user scrolls the screen
  17. 145920 Auto-retrieve in E-Mail Center reverts to default sort order by Date
  18. 145570 Merge and Edit will leave a copy of the template file in My Documents for the logged in user
  19. 145391 A field level conttlog is not created/updated if a user changes the data in the field but the lookup.ini instructions do not update the newly entered data.
  20. 143641 The Synchronization tab does not display in the Setup GoldMine Plus options for non-master users
  21. 122581 Option to use a later Start Time is not respected when executing Automated Processes
  22. 115324 Printing a document using a filter does not respect the sort order that is set in the filter
  23. 109845 Print merge order is inconsistent for large contact groups
  24. 108886 Export from Excel to GoldMine creates incorrect relationship trees

Note: GoldMine Premium Edition 9.2.0 also provides the fixes and enhancements included with GoldMine Premium Edition 9.0.0, GoldMine Premium Edition 9.0.1, GoldMine Premium Edition 9.0.1 Hotfix 1, GoldMine Premium Edition 9.0.2, GoldMine Premium Edition 9.0.3, GoldMine Premium Edition 9.0.4, and GoldMine Premium Edition 9.0.4 Hotfix 1, listed elsewhere.

Feel free to contact Doug directly for more information about these patches — or GoldMine Premium Edition, in general!

July 2, 2012

GoldMine Wants Your Ideas

by @ 9:45 am. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

GoldMine wants to hear from you! A push is on at the new GoldMine.com to satisfy you, the user.

To find out just what the users want, they’re taking advantage of crowd-sourcing via Uservoice.

Post your ideas! Vote for other people’s ideas! All of it arrives right on the desktops of Jamal and Greg, the heads of Product Development and Management over at GoldMine.

I posted mine!

Let your voice be heard (and discover whether thousands of other GoldMine users agree!) here:

GoldMine Voting Link

June 7, 2012

GoldMine Premium Edition Patch 9.0.4 Available

by @ 1:09 pm. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

I know there has been quite a long period of silence since my last post. Sorry about that, folks! I haven’t disappeared! As many of you know, I’ve been busily working away for my clients! I’ve been tucking away notes and ideas for new articles the whole time. I promise I’ll get around to sharing them with you soon!

In the mean time, the GoldMine Premium Edition v9 product has grown to be an historically stable version of GoldMine and has proven to be a great platform on which to build solutions for my customers.

There has been a whole series of patches in the last year-and-a-half. The current version is 9.0.4 (aka 9.0.4.46) and includes plenty of stability fixes, compatibility improvements and enhancements. See below to see if your pet issue is addressed! If it’s not, GoldMine has asked that you e-mail the details of your request(s) to them directly at customer.support@frontrange.com!

From the official Release notes included with 9.0.4:

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.4.46 (hotfix)

  1. 160293 E-mails sent via Merge process display merge codes instead of contact data
  2. 160291 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
  3. 160023 E-mails sent via Automated Process display merge codes instead of contact data
  4. 158161 Non-master users can view and edit other’s private activities from the graphical calendar

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

  1. 157716 Slow response when using “Name (additional)” search in Contact Search Center
  2. 157168 Checking one online e-mail account and switching to another online account in Windows 7 causes application error
  3. 156735 Selected filter is not respected when syncing contacts with Outlook
  4. 154752 Performance issue in Outlook integration when a lot of users are defined
  5. 151318 Updates on time of activities do not synchronize from GoldMine to Outlook for contact records created via Outlook integration
  6. 150447 Moving a recurring activity in GoldMine, either the first occurrence or last occurrence deleted.
  7. 149476 E-mail attachments linked to GoldMine via Outlook will not sync from remote site
  8. 149472 Option to start sync when starting Outlook does not work with Outlook 2010
  9. 149395 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.
  10. 148878 On second sync, lookup.ini is sent from remote to server thus overwrites the file on the server
  11. 148863 Inconsistent sync of lookup.ini file
  12. 148043 Rollup doesn’t work for Opportunities and Projects
  13. 148018 Performance issues when linking emails from Outlook to GoldMine
  14. 147616 Validation errors appear after erasing Target Close and Actual Close dates for opportunity
  15. 146775 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
  16. 146561 Changes to Amount / Units when completing one instance of a recurring Forecasted Sale are not retained
  17. 146488 Clicking on e-mails with a null From: address causes Outlook to hang for 4 seconds, then not link the e-mail
  18. 146301 Default table of a GoldMine system will be overwritten when a user enters the table name when creating a new Leads Analysis table
  19. 145670 Updating a pending activity does not update the corresponding field in the contact summary tab
  20. 145572 Unlinked activity doesn’t appear on user’s calendar after editing the unlinked activity to add the specific user to the unlinked activity
  21. 145287 Inconsistency between the queries that are run, depending on which search box you use
  22. 145013 Bad data in transfer set causes sync retrieval to fail with unclear error message
  23. 144533 Roll-Over Activities will roll over to the next day for all recurring activities
  24. 138548 Screen divider between contact information and tabs will not change and remains static
  25. 136786 Universal Search - GO button disabled for non-master user
  26. 128853 Zip code reverts back to original selection after selecting another city or reverts to the first city
  27. 127074 Linking an Outlook e-mail before sending will cause a blank e-mail to display in Outlook Outbox
  28. 125211 Outlook navigation pane customizations are not retained after closing Outlook
  29. 118791 Slow performance when handling e-mails at a contact with a lots of opportunities for that contact
  30. 114248 E-mail sent through Automated Process is always sent from logged-in user’s account and with history created for logged-in user
  31. 110016 Cannot use CTRL+V to paste data within web pages in GM+View tab
  32. 108005 Word documents merged from protected templates are blank after being linked to a contact record
  33. 107744 Notes not correctly converted into Notes tab when swapping additional contact
  34. 104482 Taskbar toolbar reappears on next GoldMine start after it was removed from Toolbar using customize feature

Note: GoldMine Premium Edition 9.0.4 also provides the fixes and enhancements included with GoldMine Premium Edition 9.0.2, and GoldMine Premium Edition 9.0.3, listed below.

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.3

  1. 150834 Performance issues moving from one message to another in Outlook when connected to GoldMine
  2. 133122 Service Center displays all records in the database if no filter is applied by the user (does not respect limits on System Settings > Display)
  3. 120811 GoldMine stops responding while e-mail messages are being queued
  4. 118791 Slow response when handling e-mails for a contact with a large number of opportunities
  5. 97707 Sorting on Age and Actual End columns (Projects) sorts as character values and not on their numerical or date values

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 9.0.2

Microsoft Windows 7 SP1 is now supported.

Microsoft Windows 2008 R2 SP1 is now supported.

Microsoft SQL Server 2008 R2 is now supported.

Microsoft SQL Server 2005 SP4 is now supported.

Windows Internet Explorer 9 (IE 9) is now supported. Note: When using IE 9, Word documents currently cannot be previewed inside GoldMine if there is another Word document open in your operating system.

There is a new option to control the preview of document templates within the Document Management Center. Disabling the preview may increase application performance while working with templates and improve reliability when merging documents. To use this option, check or uncheck “Show preview for documents” in the lower right pane in the Document Management Center.

Updates to user records can now be synchronized between sites, using a new option in the GoldSync Site Group Member Wizard. To synchronize user records, expand the Customizations node on the Send Options screen by clicking the “+” sign, and then check the box for Users.

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0.2

  1. 146660 Sync process stalls at gathering completions/deletions for CALDEF and eventually fails
  2. 144943 Unlinked recurring activities for another user will sync to Outlook when syncing only My Calendar using filter or group
  3. 144651 Accented characters cause wrong contact to be returned from search of GoldMine Address Book in Outlook
  4. 144554 Activity created in Outlook, recurring on a particular day of every month, creates large number of calendar items when synchronized to GoldMine
  5. 144317 GoldMine crashes when using the scroll bar while composing an e-mail message with IE 9 installed
  6. 143862 E-mail message is sent to wrong address if recipient’s address is added as new address via the select e-mail window and several e-mail addresses for the contact are available
  7. 143817 Outlook e-mail messages are not linked to GoldMine when NOCOUNT setting is applied in SQL Server
  8. 143322 Undocked user cannot access the One-Button Sync tab to import a One-Button Sync Profile sent through Outlook, if there is no existing One-Button Sync Profile for the user
  9. 143281 E-mails retrieved at remote location are not shown in E-mail Center at server when using year/month folder structure in synchronizing across time zones
  10. 143152 Wrong Opportunity opened for editing in Opportunity Manager when column filter is active
  11. 142090 Error message appears when merging a Word template in the Document Management Center after launching Word followed by Excel
  12. 141549 Error in building transfer set for database with name ending in letter C
  13. 140561 On Windows 7, an attachment will be linked incorrectly after attempting to move it, and then canceling after receiving notification that the file already exists on the destination
  14. 140244 The ‘Create Forecasted Sale’ button in Opportunity Properties is grayed out
  15. 139784 Linking HTML e-mails from Outlook corrupts certain characters when the e-mail uses Western European encoding
  16. 139181 Assigning a report to an Automated process Print Report event does not save the correct report
  17. 139169 Outlook Add-in shows as ‘disabled’ and cannot be enabled
  18. 138821 Custom toolbar item to Merge Tagged Records improperly merges records if toolbar button is clicked while no records are tagged
  19. 138528 Case number is not listed on e-mail notifications when reassigning a case
  20. 138815 JavaScript code removed after editing GM+View template
  21. 137913 E-mails using UTF-8 subject lines are corrupted
  22. 137407 Resolving a case will replace the name of the linked contact with the contact displayed on the contact tab
  23. 136765 Single user-defined field is not being imported during WebImport
  24. 136763 WebImport unable to populate user-defined fields when NewRecord section of lookup.ini updates a user-defined field
  25. 136705 Time Stamp Format setting is not saved to service center mask customizations
  26. 135999 E-mail message manually linked from Sent folder in Outlook is displayed as an inbound message on the History tab
  27. 135983 On a server OS, dashboard checkboxes and radio buttons are not displayed
  28. 135555 When using a database that does not include a LEADDIST, LEADFILE, or SYNCLOCK table, clicking the “Read GoldMine Settings” button in Outlook produces an incorrect error message.
  29. 135545 The “Enable Outlook Sync” option under Tools > Users Settings > Properties > Outlook does not synchronize from the server to undocked machines
  30. 132578 Multi-contact activity is deleted for all contacts when attempting to delete a contact-specific instance from the calendar
  31. 132456 When editing an AP event that prints an envelope template, the template selection is corrupted (reset to the first item in the list)
  32. 130823 Relationship tab does not refresh properly when expanding a section
  33. 129836 New detail record includes copied CONTSUPP header data for column position from an extended detail
  34. 128853 Zip code reverts back to original selection after selecting another city or reverts to the first city
  35. 128841 If a field is accidently duplicated in a System View, it cannot be removed
  36. 128584 When using IMAP, e-mail sent via mobile device links from Sent folder in Outlook to contact record with sender’s e-mail address
  37. 127909 Cursor focus goes to the subject line instead of the e-mail body when replying or forwarding
  38. 126359 Tab order positions are not being respected when creating new GoldMine contacts, skipping ZIP
  39. 124508 Daily DayTimer Summary report only shows times with activities scheduled
  40. 124394 Contact information in the history record is for the customer viewed in the Contacts tab
  41. 122618 Sort works inconsistently in Task area of Activity List
  42. 119811 Print Pages action in e-mail reading window does not provide option to print selected text within message
  43. 119647 When exporting contacts from a large database using a filter based on Contact2 fields, there is a long delay between the Select Filter/Group screen and the Field Mappings screen
  44. 111851 Customized labels are not shown in project window
  45. 108957 Case History tab shows no data after upgrading from version 8.0 with customized case tabs
  46. 108891 Wrong activities displayed after activating rollup on Relationship tab, selecting History or Pending tab, and clicking column header to sort results
  47. 108648 Private Activities are not visible for other users in Calendar
  48. 108579 Completing an activity for a selected contact will cause active contact to refresh to the contact on calendar when Calendar is in Outline view with an activity scheduled for current date selected and Sync Contact enabled
  49. 107197 “Pop-up when selected” option causes F2 lookup screen to be intrusive in the contact search center when clicking on different tabs and clicking back to CSC
  50. 101909 When scrolling between cases, the notes from the last case are displayed
  51. 70271 Time column does not sort properly when used for priority

Feel free to contact Doug directly for more information about these patches — or GoldMine Premium Edition, in general!

January 13, 2011

Solution Available for the 2011 Date Error Received by GoldMine 7.0.3 (and older versions)

by @ 11:21 am. Filed under General, CRM, GoldMine, Technology, Opinion

Are you receiving the error message, “Please note that your computer’s system date is erroneously set to xx/xx/2011. Goldmine’s synchronization may not function properly unless the system date is set correct. Would you like to correct the system’s date now?” Does it mean that you finally must stop using your older version of GoldMine (that you have, thus far, not upgraded for whatever reason)?

As much as my sales-side would like to say, “YES! Please allow me to show you the latest version and provide a quote!” the real answer is, “NO!”

This thread was started in my forums (and a similar discourse went on in Frontrange’s official support forums) soon after the new year. Apparently, GoldMine versions 4, 5, 6 and even the early versions of 7 all have this annoying error message built in that assumes that the unfathomable date of 01/01/2011 is so far off in the future that anyone would be crazy to be using such an old program. Unfortunately, time marches on and here we are in the future, complete with the same flying car prototypes we had back in the 70’s. For those users not ready for flying cars or the latest GoldMine Premium Edition utopia, there is hope.

As discussed in the forum thread, one could use a GoldMine macro or external program to automatically hit the “NO” button in answer to the question about changing your clock settings to reflect a more reasonable date. While this can be effective, the additional work required to maintain and implement that solution for new workstations/users is not ideal for larger installations.

The best solution (originally posted by a relatively unknown 6.7 user in the Frontrange forum known only as “AHarry”) is to pull out the heavy artillery and edit GoldMine’s executable itself to not worry so much about 2011.

This is a very easy patch with any hex editor. Find a free hex editor ( I use HxD) Load GMW6.EXE and do a text search for 20101231 change the 2010 to 2020 and save the file. No more warning (at least until 2020! Of course, you should back up your GMW6.EXE file before editing.. and you do this at your own risk although it is very simple I am not responsible if you mess something up. And this also will not remedy any issues that may have been lurking that the developers felt they needed to warn against in the first place.. if there are any.

I went ahead and tried it out on GoldMine 6.70.70226 (the final 6.7 patch released by Frontrange back in early 2007) and it worked great.

If you’re on GoldMine 6.70.70226, you can download the fixed gmw6.exe here.

If you’re not absolutely sure of what you’re doing, haven’t made a full backup before trying this, aren’t on version 6.70.70226 or have any other reservations surrounding this unsupported hack, I urge you to not do it and just keep clicking the “NO” button when you startup GoldMine. If you’re feeling pretty confident about your ability to replace a file with the one in the linked-to ZIP file, go for it. Either way, I can’t be held responsible if things go terribly wrong for you after you try this.

For GoldMine 7 users, the solution is simply to get on a newer version of 7.x. If you’re unsure how to accomplish that or whether your maintenance contract provides/provided you with the rights to a newer version than 7.0.3, you will want to touch base with Frontrange support, your GoldMine support provider or me on the matter.

It’s worth noting that Frontrange have stated that they will not be releasing any patches/hacks/fixes for this error message for any of the affected versions of GoldMine.

If you need a hack/fix for a version other that 6.70.70226, you might try my industrious pal, Darren over at EnigmaWare who has gone ahead and hacked the EXE of a number of popular ancient GoldMine versions and put them up on his site for download.

Oh, by the way, you really should go take a look at GoldMine 9.0’s features. It’s the way forward for GoldMine aficionados.

GoldMine Premium Edition Patch 9.0.1 Available

by @ 10:35 am. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

GoldMine Premium Edition sees it’s third patch, version 9.0.1 (aka 9.0.1.49)

The main goal of this patch, as stated by Frontrange, is product quality. This release contains over 50 fixed issues for improved product stability and quality as well as Office 2010 support (the 32-bit version of Office only).

From the Release notes included with 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 | More Options | Security | Digital IDs | Trusted Certificate Authorities | Import.

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

Note: GoldMine Premium Edition 9.0.1 also provides the fixes and enhancements included with GoldMine Premium Edition 9.0.0 and GoldMine Premium Edition 9.0.0 Hotfix 2.

  1. 132294 Cannot add note from Outlook when using non-US regional settings
  2. 129817 ADO Error shown in Event Viewer after deleting e-mail message and synchronizing
  3. 129243 When multiple calendar tabs are open with activities selected, the contact record tab may oscillate between contacts
  4. 128879 Mail Merge fails when using a template that is active in preview pane in Links tab
  5. 128466 Localized characters corrupted when using Quote text on Plain text emails
  6. 127510 Non-master users cannot see closed opportunities managed by other users on the contact record’s Opportunity tab
  7. 127504 Application error when retrieving transfer set with change to field label shown on active primary fields view while Contact Search Center is open
  8. 127503 Contact record focus changes when sync session ends
  9. 127086 Intermittent application errors when user retrieves meeting request
  10. 126946 Misspelling in Dashboard: ‘defenition’ instead of ‘definition’
  11. 126689 Dialog text does not indicate that you can enter a company name when searching for a contact to link an Outlook e-mail
  12. 126588 Exception when saving GoldMine settings in Outlook
  13. 126515 When creating a forecasted sale, the product field is truncated to 20 Characters
  14. 126133 Line breaks are doubled in e-mails linked from Outlook on Windows 7
  15. 125818 Cannot use custom field labels in Opportunity Manager
  16. 125614 Report does not return results when using active contact filter and contact set is not the main one for the database
  17. 125287 Forecast Dashboard produces error when Windows regional settings are set to use comma as decimal symbol and period as digit grouping symbol
  18. 124901 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
  19. 124807 Database operation error occurs after changing an option and selecting (All Users) in Outlook Integration Settings
  20. 124658 Stop Timer action causes timer to be removed from status bar
  21. 124173 Linking via Outlook corrupts special characters when e-mail uses UTF-8 encoding
  22. 123440 Auto-linking does not work for e-mails received into non-default Outlook inbox on Vista
  23. 123394 Universal Search for e-mail does not return correct results in Windows 7
  24. 123267 After scheduling an activity with a primary contact, edit to replace the primary contact with an additional contact is not saved
  25. 123263 Send E-mail option in Additional Contacts tab opens GoldMine compose window even if Outlook is the default e-mail client
  26. 123221 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
  27. 122554 Error message is generated after clicking on New > Opportunity or New > Project in E-mail message window without manually linking a contact
  28. 122480 Opportunities in which contact is a team member are unavailable for linking from Outlook
  29. 122475 Up/Down buttons are missing in Column Selection tab of Select Browser Columns window in Contact Search Center
  30. 122229 Macro data is not merged when applying an e-mail template in Outlook
  31. 121836 Performance issue when selecting a Recently Viewed contact with a lot of history or pending activities
  32. 121631 Application error when closing GoldMine with Script tab open in tabbed view or in custom view
  33. 121464 When using Windows 2008 R2 Remote Desktop Services, GoldMine may hang when user scrolls rapidly through e-mail messages with images
  34. 120744 Contact2 macro within e-mail template displays the macro when field data is unavailable
  35. 120379 Comodo Digital Signature not valid in GoldMine
  36. 119945 Sporadic application errors when sending e-mails
  37. 118323 Cannot change the label display for user-defined fields in Opportunities
  38. 118303 From: e-mail address is truncated when replying to an e-mail sent from Outlook with Exchange 2007
  39. 118152 Error when using Lookup Wizard for query based on field value and history in selected date range
  40. 117069 Removing a user from one group may cause it to be removed from other user groups
  41. 117048 Internal GoldMine e-mails are not visible in E-mail Center until Refresh button is pressed
  42. 116650 When opportunity manager is not open, clicking on the opportunity link from Regarding column in task folder in activity list navigates to wrong opportunity
  43. 115314 Error message when attempting to open e-mails from the online folder after disconnecting from server
  44. 114430 Google Analytics scripts cause error when an e-mail containing them is viewed in the History tab with the preview pane open
  45. 114391 Converting additional contact does not carry over the additional contact’s notes
  46. 114244 Private activates are not indicated on Free/Busy tab for non-master users
  47. 113411 Auto link of an Excel .xls template will link the template, not the merged document
  48. 112404 After changes are made to the System tab in user options, notes are set to use plain text
  49. 109213 ‘Assertion Failed’ message appears sporadically when using GoldMine E-mail center
  50. 108606 Intermittent application error when forwarding e-mail message
  51. 107643 E-mail preview stops working when headers are downloading and user toggles between inbox and online
  52. 107496 Can’t right-click and ‘file to’ a custom filed folder in the E-mail center if there are 51+ folders
  53. 107232 When GoldMine is open on the links tab, and an Excel file is in the preview, user is unable to open Excel document
  54. 107212 Pressing a key while viewing Inbox does not take you to section of messages beginning with associated key
  55. 106374 JavaScript in E-mail causes GoldMine to hang when viewing the History tab with the preview window active
  56. 104757 ‘Remember lookup by’ option does not retain ‘contact (primary and additional)’ selection after closing contact search center
  57. 104596 Workstation still launches previous version of GoldMine after upgrade process is canceled
  58. 104074 Change of E-mail list and Preview splitter is not retained after navigating away from E-mail Center
  59. 103994 Pressing a key while viewing Inbox does not take you to section of messages beginning with associated key
  60. 102393 Activity list focus does not move to the next item in list after completing an activity
  61. 102310 Getting a Digital Signature Verification Failure from military sender
  62. 100992 Keyboard shortcut to search for sender does not work in the E-mail Center
  63. 100046 E-mails sent from Newfoundland are being received 2.5 hours earlier in the GoldMine E-mail Center

Feel free to contact Doug directly for more information about this patch — or GoldMine Premium Edition, in general!

August 25, 2010

The GoldMine Wiki Is Online

by @ 10:20 am. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

My buddy, and fellow GoldMine consultant, Paul, has put up a GoldMine wiki.

I encourage everyone to check it out! Take a few minutes to contribute your favorite bit of GoldMine geekery! I know I will get around to doing so myself, eventually! :)

The GoldMine Wiki can be found HERE.

August 16, 2010

GoldMine 9.0 Flash Demo

by @ 10:38 am. Filed under General, CRM, GoldMine, Technology, SQL

Interested to see what’s in GoldMine 9.0? Got about 10 minutes to spare? Take a look at this quick flash demo on the FrontRange web site.

June 18, 2010

GoldMine Premium Edition 9.0 Released!

by @ 3:09 pm. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

GoldMine Premium Edition 9.0 has been released.

This is the first major version upgrade to the GoldMine Premium Edition line.

Now in it’s second week of release, the 9.0 upgrade seems to be pretty stable and, as of this posting, no major issues have been identified with core functionality. The combination of some nice price offerings and the long list of fixes and improvements that make GoldMine Premium Edition 9.0 a good upgrade for users of GoldMine versions 4/5/6/7.

From the Release notes included with 9.0.0.102:

WHAT’S NEW IN GOLDMINE PREMIUM EDITION 9.0

Operating System Compatibility
Windows 7 is now supported, both in 32-bit and 64-bit versions.
Windows Server 2008 R2 is now supported.

Dashboards
Dashboards provide a real-time, graphical, and interactive view into key business processes. GoldMine Premium Edition includes eight standard dashboards and also provides a Dashboard Designer for administrators to create additional dashboards, representing data in GoldMine or in other databases. Please see the GoldMine documentation for details.

Outlook Integration
Outlook integration includes several major enhancements in this release.

• New GoldMine panes in Outlook show related contact information. Administrators can configure the display to select the fields and layout to be shown in Outlook.
• E-mails can be linked to contacts, opportunities, projects, and cases from Outlook.
• Automatic linking for messages sent and received in Outlook, with the ability to prompt the user to find or create a contact if there is no matching e-mail address in GoldMine.
• Centralized administration for Outlook synchronization enables administrators to set synchronization settings and schedules for GoldMine users.
• Support for recurring activities when synchronizing with Outlook
• Option to automatically link attachments without prompting the user. In Outlook, go to Setup GoldMine Plus > Options > Use GoldMine attachment handling settings. This option will apply the Existing Attachment Default Action that is established here in GoldMine: Tools > Options > E-mail > More Options > Advanced.
• One-Button Synchronization Profiles can be applied without using the GoldMine internal e-mail client. To update a profile when using Outlook for e-mail, save the profile attachment from the e-mail in Outlook, open GoldMine, go to Tools > Synchronize > Synchronization Settings, browse to the file, and click Update.
• Outlook can be used for composing messages when clicking the E-mail hyperlink in GoldMine. Go to Tools > Options > E-mail and click Use Outlook for linked e-mail addresses.
• Improved usability in Outlook when re-linking an e-mail message to a different contact
• A new navigation pane in Outlook displays clickable links to recently viewed items in GoldMine, to make it easier to switch between applications.
• An option to include the contact’s address in the subject that appears in Outlook after synchronizing calendar items. Go to Tools > Configure > Outlook Integration Settings > Sychronization > Set Up… > Next > Advanced and check Add contact’s address to subject.

Administration
GoldMine includes native support for Microsoft SQL Server Express instead of the Firebird database. Firebird is no longer a supported database in GoldMine Premium Edition. During the upgrade to GoldMine Premium Edition 9, a default Firebird database will automatically be rehosted to Microsoft SQL Server. After the upgrade, GoldMine will rehost any other Firebird database if a user attempts to open it.

GoldMine now supports unattended installation for undocked users and environments with multiple GoldMine configurations. Go to Tools > Configure > System Settings > Script for Unattended Installation and select the type of configuration to install, and fill in the fields shown. Then click Create to generate .ini and .bat files that are used, along with gmsetup.exe, to install GoldMine without requiring a user to click through the installation wizard. Please read the GoldMine Install Guide for more information about unattended installation.

New options for password policy are included. Administrators can set the following policies at Tools > Configure > System Settings > Password Policy:
• Minimum password length
• Block accounts after three invalid login attempts
• New password cannot repeat any previous password, up to a specified number of previous passwords

GoldMine now provides a master list of all field label names and database names, to facilitate data import and export. Go to Tools > Configure > Record Types and click All Fields in the left panel. A list of all contact database fields and labels will be shown, for view or export to Excel.

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 9.0

Search
The options shown in the “Search By” list in the Contact Search Center can be reduced to improve usability. Go to Tools > Options > Lookup > More Options and check the boxes corresponding to fields you want to use for searching in the Contact Search Center.

Last Name is now an option in the Search List drop-down in the Contact List, to simplify searching for a contact by last name.

The Search List selection in the Contact List is now retained between sessions, so your preferred method of searching is kept automatically.

When the SQL Query Editor is used in the Contact Search Center, GoldMine now shows a clear error message to the user if the SQL syntax is incorrect.

Administration
For improved auditing, archiving, and smartphone access to messages generated within GoldMine, there is a new option to force all e-mail sent to a user to go through the mail server. To enable or change this setting, go to Tools > Users’ Settings > Properties > Choose how to deliver e-mail messages to this user

GoldMine now automatically repairs corrupted e-mail records, rather than displaying a “Cal record for this e-mail is missing” message as in previous versions.

With the ClearTLogByDelFilter setting customers can control whether to delete TLog records when applying a deletion filter during synchronization. This setting is placed in the [GoldSync] section of the GoldSync.ini file.
• To delete TLog records (default): ClearTLogByDelFilter =1
• To retain TLog records: ClearTLogByDelFilter=0

Calendar
GoldMine now provides the option to add or remove users and contacts from an existing activity. To use this feature, edit an existing activity and select the Contacts tab or Users tab to make changes.

GoldMine now provides the ability to schedule recurring activities with no end date. When this option is used, GoldMine will add a number specific instance of activities corresponding to the recurring activity, and then continue to add more over time to keep calendars booked appropriately.

The Preview Pane in the Activity List now includes a hyperlink to navigate to the contact record related to the selected activity.

With the EditWhenDblClick setting customers can choose what happens when they double-click on a calendar item. This setting is placed in the [CalObj] section of the username.ini file.
• To open the activity (default): EditWhenDblClick=1
• To open the contact record: EditWhenDblClick=0

Customer Service
Column and Tab Selection in Case Management is now applied only to the logged-in user, not changed globally. Other customizations, as shown on the Labels and Options tabs, are now read-only for users without Master Rights.

Case Tasks now have a lookup list available to make task names more consistent and easier to enter.

Marketing Campaigns
Marketing campaigns now include the ability to add a contact group or filter to an existing campaign. Select a campaign, click Assign Contacts, then select Link All Group/Filter Contacts.

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 9.0

  1. Selecting different filters on the Filters tab may cause erroneous filter name to be displayed
  2. When all opportunities are shown in the opportunity manager, the pipeline chart only shows opportunities owned by a single user
  3. Cannot set GoldMine as default e-mail client on Windows 7
  4. GoldMine Address Book not available for selection after installation due to buffer overflow
  5. From: address is incorrect in a redirected e-mail
  6. “Look-up a replacement value in lookup.ini” is grayed out for Update Field action in Automated Process options
  7. When select 5 hours in graphical calendar, the scheduled activity defaults to 5 minutes
  8. Lookup list for Code field is different when creating a Project from when editing a Project
  9. Application error when changing to non-default Status value while closing lost Opportunity
  10. Opening the case management module is slow when you have a lot of cases in the database
  11. Link to opportunity or project is broken when sending an e-mail message
  12. E-mail created from Opportunity/Project Manager Influencer/Contacts tab has empty Regarding field
  13. When editing multiple extended details in succession GoldMine will edit the last detail and not the current one highlighted
  14. Performance issue when browsing through records after selecting first record from Contact Search Center
  15. Regarding: field in e-mail window shows items sorted by creation date, not alphabetically
  16. ‘Font increase’ and ‘Font decrease’ buttons work only after the font is manually changed using ‘Font’ button
  17. Incorrect results in Contact Search Center if no Contact2 column is shown when applying a power search filter with Contact2 fields
  18. Resolved Date for cases does not synchronize back to server if case was created on remote system and previously synchronized to server
  19. Cannot add a contact with empty Company field to a case
  20. Error when opening e-mail from sender with apostrophe in e-mail address
  21. When performing a two-way sync with Outlook, some calendar items become unlinked from contacts in GoldMine
  22. Upgraded opportunities not displayed when selecting a user group in the Manager dropdown
  23. The drop-down list for Manager in the opportunity detail view does not include user groups
  24. User and Date are not populated in ‘Assigned Cases by User’ report
  25. Create Unicode Database option is enabled during upgrade but has no effect
  26. Copy current record takes wrong current record information when auto-retrieval in background is active
  27. When a new user logs in for the first time, Case tab names are reset to default settings
  28. the f2 lookup for product in a new opportunity shows incorrectly if the product field has cross-field validation in the forecasted sale dialog
  29. E-mail address for additional contact gets deleted from database when record is opened by user associated with recid ending in a space
  30. Reference column is too narrow in task list on calendar
  31. Preview pane in Opportunity History tab does not display e-mails
  32. Activities occurring on the same date in Case History are displayed in incorrect order after sorting by date
  33. “Auto name assignment” setting for attachments in GoldMine is not applied when forwarding e-mail in Outlook
  34. Incorrect labels shown in preview pane for completed Case Task
  35. GMAPI call MenuCommand produces “Access Denied” status
  36. Opportunity Forecast field does not refresh when adding sales line items
  37. Number of units and price are not visible in Opportunity detail view after closing Opportunity
  38. Extended detail tabs do not sort in date order correctly
  39. When adding a Competitor to an Opportunity, the Select button adds the first Competitor from the lookup list
  40. Unlinked phone message does not save the Contact name entered
  41. F2 lookup for Product field varies, depending on where the field is accessed
  42. Switching from Fields tab to Summary tab causes incorrect editable fields to appear
  43. There is no vertical scroll bar for Tasks in Opportunities or Projects
  44. Users without master rights cannot see cases associated to curtained contact records owned by a group of which user is member
  45. Cannot link messages to additional contacts in Outlook
  46. EditWhenDblClick setting produces inconsistent results when double-clicking on an activity
  47. Font is set to Times New Roman 3 while composing new e-mail from HTML template
  48. ‘Remember lookup by’ option does not retain ‘contact (primary and additional)’ selection after closing contact search center
  49. When E-mail Center is opened, keyboard focus is on the folder tree rather than the message list
  50. Changes made to tabs of master users do not remain static
  51. User column in History contains wrong value when overriding required field entry
  52. ‘Send Outlook Message’ defaults always to Plain Text format if a default template exists in GoldMine
  53. Changes made to maximized Case Description field do not save
  54. E-mail fields [subject, date, linked to, from] occasionally disappearing when opening e-mails linked from Outlook
  55. Only one instance of a recurring GoldMine appointment syncs into Outlook
  56. Time Clock sorts dates numerically, not chronologically
  57. Contact Search Center does not display more than two decimal places for a numeric field
  58. Main Dictionary Language does not have a default value
  59. Only one case is included in service report when run for current contact only
  60. Ctrl + C does not copy highlighted text on Pending or History preview pane
  61. Incorrect results in contact search center with Power Search using filters
  62. Cannot use tab key to select field displayed off screen in Fields tab
  63. Last Attempt is only updated by an unsuccessful call or message, not any other activity
  64. Revoked menu items are still visible for GoldMine user
  65. revoking ALL rights and almost all menus from a User still allows User to change / create Relationships and set access options
  66. Inconsistent retention of Show field between Activity List sessions
  67. Notes field from extended details are not displayed on reports
  68. GoldMine macro in e-mail subject line pulls data from active contact instead of merged contact if filter/group is selected before template
  69. When replying to an e-mail with spell checking disabled, double-clicking the Send button causes application error
  70. Non-Master users see non-functional menu items for features that are only available to Master users
  71. Required Fields setting does not alert always
  72. Incorrect sort on Date column for Extended Details
  73. Merged document has different format for Phone1 and FAX fields
  74. When replying to plain text emails, HTML formatting is set if using original text in reply
  75. Tempdb is not used when running reports, so users require more rights than needed in previous versions
  76. When replying with original message, the whole original message is not included if it contains “<< >>”
  77. When entering F2 lookup, // is required when creating non-displayed descriptive info but list shows the descriptive info in parentheses.
  78. Clicking header to sort Activated and Previewed filter in Contact Search Center releases filter but doesn’t change tab text
  79. Selecting Relate to when creating a New Record will not add an relationship tree to existing record if one does not already exist
  80. E-mail fields [subject, date, linked to] intermittently disappear when scrolling through inbox
  81. Using an e-mail template to reply doesn’t allow quoting original message with ‘>>’ symbol
  82. User preference for ‘Show numerics aligned to the right’ does not stick for non-master users
  83. calendar displays closed amount of a forecasted sale on all completed activities
  84. E-mail message body is lost after closing error message regarding digital certificate
  85. when creating a opportunity after editing one the opportunity always defaults to the first if you edited
  86. Completion of a Literature request is based on the Assigned To field, not on who completes the literature request
  87. Relationship tab does not refresh properly when expanding a section
  88. Import from Outlook does not bring Notes over correctly
  89. When editing a follow-up activity that did not have Send a request selected but this option was selected on original activity, Send a Meeting Request Update is checked
  90. Delete key does not work when trying to remove attachment from outgoing e-mail
  91. Reports Center does not display preview of report if HTML_CAL_NOTES=0 is set
  92. Cannot copy/paste e-mail headers
  93. When scrolling between cases, the notes from the last case are displayed
  94. User name is incorrect on the History tab in a Case when the user name starts with a “K”
  95. Contact record focus changes after filing message with Sync Contact enabled
  96. Activity List displays wrong entries after automatically releasing an active contact filter
  97. If e-mail address is set as required data entry, user is prompted to fill in all required fields when creating a new record with an e-mail address
  98. HTML_CAL_NOTES=0 setting causes pending and completed activity notes to suppress blank lines
  99. When editing a History record you cannot click the New button to create a new opportunity
  100. Add ClearTLogByDelFilter setting to optimize sync performance with deletion filter
  101. When pasting text, an extra carriage return is added to the e-mail body
  102. Cannot drag and drop files from Windows Explorer to Details/Links tab of Opportunity
  103. When using a rich-text e-mail as a default reply template, the font always defaults to Times New Roman
  104. GoldMine installer does not alert user that Windows 2000 is incompatible
  105. Address macros that include City, State, ZIP have an extra comma
  106. Expanded details labels are incorrect when selecting the Setup or Info tab for the detail
  107. After closing e-mail message tab, focus shifts to the E-mail Center folder tree and not the e-mail message list
  108. The Copy Current Record box adds data to new record even though it has been removed from the dialog box before the record is created
  109. Relationship tab does not refresh automatically after adding a new record to a company.
  110. Some e-mails with embedded images are not linked from Outlook
  111. Days are shown as bold in calendar when containing activities that are removed from display
  112. Contacts under Company are not sorted alphabetically in Contact Search Center
  113. Schedule Follow-up does not carry over time and duration when completing activity via Pending tab or Activity List
  114. Opportunity creation with Wizard should be consistent with creation without Wizard related to Product field.
  115. Column order from ‘Column Selection’ dialog is not respected by Contact List grid
  116. Context-dependent lookup setting is not retained if lookup is used in several areas of GoldMine
  117. ‘Assertion failed’ error creating transfer set with serialized sync disabled
  118. List Existing Data option does not apply to all screens
  119. Deleting an activity is slow when using Activity List with Sync Contact option
  120. ADO errors recorded during sync processing
  121. When completing activities, user can bypass Force Valid Input setting by canceling the entry and clicking on a different field
  122. “Daily - DayTimer (detailed)” Fixed page layout creates duplicate entries on the report
  123. Copy current record option does not recognized blank edits
  124. Activating a Relationship tree at root only activates section containing current contact, unless all sections have been expanded
  125. After upgrade some e-mail addresses do not appear next to hyperlink on contact record view
  126. Incorrect times posted for activities falling after time-change
  127. Error sending read receipt message in response to message created in Outlook
  128. Relationship tree couldn’t be found if it was created for contact with empty Company field
  129. Inbox tree is collapsed when Deleted folder is selected
  130. Clicking on a date in My Calendar pane may navigate to wrong dates on Weekly view after the 28th of the month
  131. User must reselect e-mail address when sending message to additional contact from the Influencers tab
  132. Field label length is not respected when limited in layout tab of field properties
  133. Merge tagged records does not keep first record tagged if subsequent tagged records are above the first record in the contact search center
  134. Log Away feature does not support passwords over 11 characters
  135. When selecting Users’ Security in GoldSync site group, some override options are unavailable
  136. Improper spacing before Country when applying &FullAddress macro
  137. Adding contacts to a Relationships tab with an activated filter does not add all records in the filter
  138. Last field populates with data from current record when creating New Record with Copy current record option and no Contact name entered
  139. When editing from the Contact List view, edits to user-defined fields are not reflected in the Contact List until the user clicks the refresh button
  140. Status number of contacts when sorting a group exceeds the total number of contacts in the group
  141. Deleting system fields from Wide View can interfere with search functions
  142. PHP file from WebImport script generator is programmed incorrectly
  143. Cannot refresh results in Contact Search Center
  144. Ctrl + A to select All in the mail folder no longer works
  145. Users who cannot schedule a forecast sale can still create a sale against an opportunity
  146. Request a return receipt option is not respected when applied in a default template
  147. Inbound e-mail shows wrong activity type when viewed in Case History tab
  148. Notes duplicated with sync after upgrade
  149. Preference to set alarms by default is not respected when reassigning or escalating cases
  150. User is prompted three times when using Word document with FILLIN prompt
  151. GoldMine not listed as available mail program for mailto protocol on Vista
  152. Detail header records in the CONTSUPP table (rectype = ‘H’) have some blank or null field values after moving record to new database
  153. .docx preview is not displayed in lower right pane of Document Management Center
  154. Output To: >> Word function fails when using a localized version of Word
  155. Crystal Reports ODBC data source limited to SQL Server type, not SQL Native Client
  156. Completing an activity for one user while logged in as a different user displays the name of the original GoldMine user
  157. Process monitor logs appear under the GoldSync site logs in the GoldSync Admin Center
  158. <<cursor>> field is lost after editing existing document template
  159. Ability to select a group or filter of contacts to add to an existing campaign
  160. Cannot create an email rule that applies to case escalation messages
  161. custom details field are being truncated
  162. Notify via E-mail option does not support external e-mail clients such as smartphones
  163. Relationship Tree folders are limited to 68 on root level
  164. Peg Board does not show current data
  165. Date field does not function correctly when using new default Record Type
  166. Cannot drag and drop sections of Relationship Tree
  167. Peg Board column width is not adjustable
  168. Web Site is not copied when using Copy Current Record option
  169. User notifications for scheduled activities are not delivered to external e-mail clients
  170. Output To Printer Option is grayed out in Activity List for Non-Master users.
  171. When editing an existing document in the Document Management Center, carriage returns are double spaced
  172. Nothing returned with &AdditionalContact macro
  173. Incorrect name displayed on Opportunity related to an Additional Contact

DATABASE SCHEMA CHANGES IN GOLDMINE PREMIUM EDITION 9.0

 

New database tables

 

CUSTVIEW(dashboard)

Column

Type

Allow nulls

Description

NAME

Varchar(100)

No

Dashboard’s name

CATEGORY

Varchar(100)

No

Dashboard’s category

USERID

Varchar(8)

No

Who has access (user or group name)

CREATED_BY

Varchar(8)

No

User who created the dashboard

CREATED

Datetime

No

When created

MODIFIED_BY

Varchar(8)

No

User who modified the dashboard

MODIFIED

Datetime

No

When modified

DEVELOPED

Smallint

No

Who developed: 1- FrontRange, 2 – Others

METAINFO

text

Yes

Meta information

recid

Varchar(15)

No

Unique ID

 

CUSTDATASOURCE (dashboard data source)

Column

Type

Allow nulls

Description

NAME

Varchar(100)

No

Data source name

CATEGORY_ID

Varchar(15)

No

Category id

USERID

Varchar(8)

No

Used for sorting

CREATED_BY

Varchar(8)

No

Who created

CREATED

Datetime

No

When created

MODIFIED_BY

Varchar(8)

No

Who modified

MODIFIED

Datetime

No

When modified

DEVELOPED

Smallint

No

Who developed: 1- FrontRange, 2 – Others

RECTYPE

Varchar(1)

No

C – category, D – data source

METAINFO

text

Yes

Meta information

recid

Varchar(15)

No

Unique ID

 

CUSTRELATIONS (which dashboard uses which data sources)

Column

Type

Allow nulls

Description

VIEW_ID

Varchar(15)

No

Dashboard’s id

DS_ID

Varchar(15)

No

Data source’s id

CONTROL_ID

Varchar(15)

No

Dashboard part’s id

recid

Varchar(15)

No

Unique ID

 

REPORTTEMP
(used for creating reports)

Column

Type

Allow nulls

Description

REC

Varchar(15)

No

Record id

EXPR

Varchar(256)

No

Expression

USERID

Varchar(8)

No

Who is printing the report

CALDEF (recurrence pattern for an activity)

Column

Type

Allow nulls

Description

RECTYPE

Smallint

No

1 = recurrence series pattern

2 = modified exception “pattern”

STARTDATE

Datetime

Yes

 

STARTTIME

Varchar(5)

Yes

 

ENDDATE

Datetime

Yes

 

ENDTIME

Varchar(5)

Yes

 

DURATION

Smallint

Yes

 

ENDNOCCUR

Smallint

Yes

The number of occurrences after which the recurrence ends. If specified, the value of ENDDATE is ignored.

Null for exception pattern record.

RECUR_TYPE

Smallint

Yes

1 = hourly

2 = daily

3 = weekly

4 = monthly

5 = yearly

 

Null for exception pattern record.

INTERVAL

Smallint

Yes

A value which represents how often the activity repeats; e.g. a value of 2 for weekly recurrence means the activity occurs every 2 weeks.

Null for exception pattern record.

SKIPNONWORK

Smallint

Yes

0 = no skip

1 = skip weekend/non-work hours

Null for weekly recurrence.

Null for exception pattern record.

REPEATBY

Smallint

Yes

1 = by specific day

2 = by day of the week

Null for hourly, daily recurrence.

Null for exception pattern record.

ONDAY

Smallint

Yes

For monthly and yearly recurrence, represents: a specific day of the month if Flags = 1; Nth day of the week if Flags = 2.

Null for hourly, daily, weekly recurrence.

Null for exception pattern record.

ONDOW

Smallint

Yes

For weekly recurrence, represents the day(s) of week when the activity occurs. E.g. Sunday and Tuesday = 20 + 22 = 5.

For monthly and yearly recurrence, represents an Nth day of the week if Flags = 2.

Null otherwise.

Null for exception pattern record.

ONMONTH

Smallint

Yes

For yearly recurrence, represents a month of the year (for both Flags = 1 and Flags = 2).

Null for the other types of recurrence.

Null for exception pattern record.

USERS

Text

Yes

 

List of user items separated by a delimiter; a user item consists of a userid.

RESOURCES

Text

Yes

List of resources separated by a delimiter.

CONTACTS

Text

Yes

List of contact items separated by a delimiter; a contact item consists of an ACCOUNTNO and an optional CONTSUPP.RECID, separated by another delimiter, if the contact is an additional contact.

EXCEPTIONS

Text

Yes

List of exception items separated by a delimiter; an exception item consists of the original datetime of the instance, separated by another delimiter from the type:

1 = modified

2 = deleted

3 = completed

Null for exception pattern record.

COMPEXC

Text

Yes

Data on partially-completed activity occurences

PRIMARYUSER

Varchar(8)

Yes

User assigned to the activity; has full security rights over the activity.

IS_INFINITE

Smallint

Yes

0 = recurrence has end date, or no recurrence;

1 = recurrence is infinite

Null for exception pattern record.

LAST_ROLL_OCCUR

Datetime

Yes

The last instance of an infinite recurrence that was generated during rolling. The next rolling should base its calculation of instances on this value. Null for finite recurrence.

Null for exception pattern record.

ROLL_DATE

Datetime

Yes

For infinite recurrence, date when rolling of recurrence should occur.

Null for exception pattern record.

CREATED_BY

Varchar(8)

No

User who created the activity

CREATED_ON

Datetime

No

Activity creation date

CREATED_AT

Varchar(5)

No

Activity creation time

MODIFIED_BY

Varchar(8)

No

User who modified the activity

MODIFIED_ON

Datetime

No

Activity modification date

MODIFIED_AT

Varchar(5)

No

Activity modification time

ORIG_DATA

Text

Yes

Some original information (color, rectype, ref, private, alarm flag, linked to)

ORIG_NOTES

Text

Yes

Original notes

ORIG_DATE

Datetime

Yes

Original date

ORIG_TIME

Varchar(5)

No

Original time

LINKRECID

Varchar(15)

No

Mail id

ATTENDEES_EX

Text

Yes

List of attendees separated by a delimiter

CALRECTYPE

Varchar(1)

Yes

Type of calendar activity

ORGANIZER_EX

Varchar(100)

Yes

Real organizer’s name if it is not a user

GLOBALID

Varchar(200)

Yes

Global Appointment ID from Outlook

BLOCKEDBY

Varchar(8)

Yes

For internal use in synchronization process

BLOCKEDON

Datetime

Yes

For internal use in synchronization process

BLOCKEDAT

Varchar(5)

Yes

For internal use in synchronization process

recid

Varchar(15)

No

Record’s id

 

New columns in existing tables

 

CAL(calendar activities)

Column

Type

Allow nulls

Description

CALDEF_ID

Varchar(15)

No

 

ORIG_DATE

DATETIME

Yes

 

ORIG_TIME

Varchar(5)

No

 

IS_EXCEPTION

Smallint

Yes

 

CALDEFEX_ID

Varchar(15)

No

 

FLAGS

Int

Yes

 

ATTENDEES_EX

Varchar(100)

Yes

 

 

CONTHIST(contact history)

Column

Type

Allow nulls

Description

COMPLETEDID

Varchar(15)

No

Used for synchronizing completed activities

 

USERS

Column

Type

Allow nulls

Description

EMC_ACC_EMAILS

Text

Yes

List of all user’s e-mails

 

Feel free to contact Doug directly for more information about this patch, upgrade pricing or GoldMine Premium Edition, in general!

December 9, 2009

Solving the Error Message: A referral was returned from the server

by @ 11:14 am. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

Recently, many GoldMine users have been encountering a problem that stops their GoldMine in its tracks. When they double-click the GoldMine shortcut, they’re presented with an inscrutable error: “A referral was returned from the server.” After the error, GoldMine does not start.

What’s going on is that every GoldMine version has a digital signature and the one used with GoldMine 8.0.x expired in early December, 2009. That means that the windows User Account Control (UAC) feature will not allow it to run.

UAC is a feature that is built into Windows Vista, Server 2008 and Windows 7. You know it as that annoying feature that produces a constant stream of messages along the lines of, “Hey, it looks like you are trying to double-click an icon. Did you know that icons could run terrible viruses? Please click OK to confirm you want to run the thing you double-clicked!” A lot of people have simply turned UAC off (including me!) but those who have not are now finding themselves unable to run GoldMine.

There are two possible solutions

  1. Turn off UAC like the rest of us. Of course, if you haven’t done that by now, you probably have a very good reason (like you use Quickbooks, which requires it) or you enjoy the implied additional security features.
  2. Patch to version 8.5.x of GoldMine (free to customers current on their Frontrange Maintenance) and enjoy the many fixes and new features introduced therein (including a new digital certificate.)

December 4, 2009

GoldMine Premium Edition Patch 8.5.2 Available

by @ 11:43 am. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

GoldMine Premium Edition sees it’s fifth patch, version 8.5.2 (aka 8.5.2.8)

This is the sixth patch since the initial release of GoldMine Premium Edition (8.0) and the third one in the 8.5 line. It’s also very likely to be the final 8.x patch we’ll see before the release of version 9.0 in the spring of 2010.

The main goal of this patch was to clean up lingering issues primarily in the Opportunity/Project and E-mail areas of 8.5 There are some nice tweaks to the Universal Search area and general stability too.

From the Release notes included with 8.5.2:

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 8.5.2

The Opportunity Manager and Project Manager provide a filter that lets users select opportunities or projects by Status. To use this filter, click on the dropdown arrow next to the “Show:” label and select the corresponding Status. To view all opportunities or projects that are not completed, select “Active” in the dropdown menu. This is a new option in GoldMine Premium Edition 8.5.2..

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 8.5.2

Note: GoldMine Premium Edition 8.5.2 also provides the fixes and enhancements included with GoldMine Premium Edition 8.5.0 and 8.5.1.

  1. 111458 Multiple Projects created when converting an Opportunity with associated Tasks
  2. 110790 Users without master rights cannot see opportunities associated to curtained contact records owned by a group of which user is member
  3. 108551 ‘An exception occurred’ windows appearing during e-mail merge
  4. 108224 Error message during auto-retrieve if message is simultaneously deleted from server by another e-mail client
  5. 108134 Edit E-mail (from template) pulls wrong current record information when auto-retrieval in background is active
  6. 107450 Linked documents do not get retrieved if pointer is a sub-folder of a mapped drive
  7. 106708 AutoComplete section in User.ini grows to include thousands of spaces, causing slow performance
  8. 106472 Forecast field is not refreshed properly after scheduling an additional forecasted sale for an opportunity
  9. 106525 Incorrect data created when several WebImport e-mails are received at once
  10. 106190 When opening an e-mail from the Online folder, the wrong email opens for the end-user
  11. 106053 Notes modified in GMSE / GMCE to remove return following user/datetime stamp do not display in GMPE 8.03 but do exist in the contact1 > notes field. When upgraded to GMPE 8.5.1.12, notes do not display in GoldMine and are not in notes > note field.
  12. 105911 Transfer set with over 4GB of documents results in ‘Unable to set end of file: %s’ error when retrieving on remote
  13. 105672 Memory leak causes ‘The Cal record for the requested e-mail is missing’ message
  14. 105315 Non-master users cannot see pending activities of other users after upgrade from 6.7 to GMPE 8.5.1
  15. 105238 Free/Busy information is not displayed on the Free/Busy tab when scheduling an activity when plain text notes are used
  16. 105228 Sorting for Age column in Opportunity manager crashes GoldMine
  17. 105224 Performance issue when loading a lot of opportunities
  18. 105222 Go to Opportunity from Contact’s Opportunity tab browses to sometimes to wrong opportunity
  19. 105212 Probability column in Opportunity list is sorted alphanumerically, not by numeric value
  20. 105209 Unable to move in Opportunities from last to first using the FIRST RECORD toolbar navigation arrow
  21. 104961 Notes do not import form DBF, CSV, SQL tables, or Excel
  22. 104726 When you do an override, the contact on the history record is not the contact you’re on
  23. 104718 Unable to move between projects in sequential order using the toolbar navigation arrows
  24. 104665 Not all empty required fields are displayed in the List of Required field alert window
  25. 104503 Closed column in Opportunity list is sorted alphanumerically, not by numeric value
  26. 104492 Sort on Forecast Column does not work if there are any opportunities shown with no forecast value
  27. 104490 Copy\Move process creates unlinked activities
  28. 104410 Notes deleted when moving contact record to a different database
  29. 104358 Release a group takes up to a full minute, during that time the end user can not use GMPE.
  30. 104066 When you click the drop down menu for the MANAGER field in the Opportunity Manager you can only see 30 users
  31. 103996 The Regarding: field on E-mail creation window is smaller than in former GMPE versions. Additionally there is even less space as it also displays the linked type (opportunity, project or case)
  32. 103786 ‘Unable to load gm7s32.dll’ error when installing GMPE 8.5.0 with Outlook integration
  33. 103434 ‘Unable to load gm7s32.dll’ error when installing GMPE 8.5.0
  34. 103408 Opportunities are sometimes shown multiple times in the opportunity manager
  35. 103184 Universal search performance is very slow for users that do not have access to all contact records
  36. 102767 Grid filter doesn’t work in Real Time folder or Opportunity History tab
  37. 102632 CPU spikes when opening Opportunity or Project manager with tasks tab in focus
  38. 102408 Tab order changes to the fields do not “stick”
  39. 102379 When the goldmine e-mail center refreshes it resets the users selected e-mail view and sort
  40. 102037 Selecting a tab with a custom sort order saved does not highlight the first record for that sort order. The sort will be correct, but the highlighted record is always the first record of the default sort. User must scroll to get to desired record.
  41. 101910 Opportunity pipeline chart only shows data for logged in user
  42. 101700 Word merge is slow when running GoldMine on a server that is not part of a domain
  43. 101467 Members tab incorrectly edits the group name when editing the reference field
  44. 100708 Changes in the details pane of an active opportunity seems to change the wrong opportunity - only after a refresh correct data displayed again
  45. 100458 When using same return address for several e-mail accounts only the first SMTP server in the list is used to send e-mails
  46. 100377 Sync contact option inhibits calendar function/navigation
  47. 100284 Merge/Purge tagged records does not update Accountno for all history items from deleted record
  48. 95919 Messages not previewed in project / opportunity history tab
  49. 95648 When sorting opportunities by actual close date, the sort is not chronological
  50. 82779 “Chilkat” error displayed when receiving an improperly formed e-mail message

Feel free to contact Doug directly for more information about this patch or GoldMine Premium Edition, in general!

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