GoldMine Premium Edition 9.0 Released!

by Doug Castell @ 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

Selecting different filters on the Filters tab may cause erroneous filter name to be displayed

When all opportunities are shown in the opportunity manager, the pipeline chart only shows opportunities owned by a single user

Cannot set GoldMine as default e-mail client on Windows 7

GoldMine Address Book not available for selection after installation due to buffer overflow

From: address is incorrect in a redirected e-mail

“Look-up a replacement value in lookup.ini” is grayed out for Update Field action in Automated Process options

When select 5 hours in graphical calendar, the scheduled activity defaults to 5 minutes

Lookup list for Code field is different when creating a Project from when editing a Project

Application error when changing to non-default Status value while closing lost Opportunity

Opening the case management module is slow when you have a lot of cases in the database

Link to opportunity or project is broken when sending an e-mail message

E-mail created from Opportunity/Project Manager Influencer/Contacts tab has empty Regarding field

When editing multiple extended details in succession GoldMine will edit the last detail and not the current one highlighted

Performance issue when browsing through records after selecting first record from Contact Search Center

Regarding: field in e-mail window shows items sorted by creation date, not alphabetically

‘Font increase’ and ‘Font decrease’ buttons work only after the font is manually changed using ‘Font’ button

Incorrect results in Contact Search Center if no Contact2 column is shown when applying a power search filter with Contact2 fields

Resolved Date for cases does not synchronize back to server if case was created on remote system and previously synchronized to server

Cannot add a contact with empty Company field to a case

Error when opening e-mail from sender with apostrophe in e-mail address

When performing a two-way sync with Outlook, some calendar items become unlinked from contacts in GoldMine

Upgraded opportunities not displayed when selecting a user group in the Manager dropdown

The drop-down list for Manager in the opportunity detail view does not include user groups

User and Date are not populated in ‘Assigned Cases by User’ report

Create Unicode Database option is enabled during upgrade but has no effect

Copy current record takes wrong current record information when auto-retrieval in background is active

When a new user logs in for the first time, Case tab names are reset to default settings

the f2 lookup for product in a new opportunity shows incorrectly if the product field has cross-field validation in the forecasted sale dialog

E-mail address for additional contact gets deleted from database when record is opened by user associated with recid ending in a space

Reference column is too narrow in task list on calendar

Preview pane in Opportunity History tab does not display e-mails

Activities occurring on the same date in Case History are displayed in incorrect order after sorting by date

“Auto name assignment” setting for attachments in GoldMine is not applied when forwarding e-mail in Outlook

Incorrect labels shown in preview pane for completed Case Task

GMAPI call MenuCommand produces “Access Denied” status

Opportunity Forecast field does not refresh when adding sales line items

Number of units and price are not visible in Opportunity detail view after closing Opportunity

Extended detail tabs do not sort in date order correctly

When adding a Competitor to an Opportunity, the Select button adds the first Competitor from the lookup list

Unlinked phone message does not save the Contact name entered

F2 lookup for Product field varies, depending on where the field is accessed

Switching from Fields tab to Summary tab causes incorrect editable fields to appear

There is no vertical scroll bar for Tasks in Opportunities or Projects

Users without master rights cannot see cases associated to curtained contact records owned by a group of which user is member

Cannot link messages to additional contacts in Outlook

EditWhenDblClick setting produces inconsistent results when double-clicking on an activity

Font is set to Times New Roman 3 while composing new e-mail from HTML template

‘Remember lookup by’ option does not retain ‘contact (primary and additional)’ selection after closing contact search center

When E-mail Center is opened, keyboard focus is on the folder tree rather than the message list

Changes made to tabs of master users do not remain static

User column in History contains wrong value when overriding required field entry

‘Send Outlook Message’ defaults always to Plain Text format if a default template exists in GoldMine

Changes made to maximized Case Description field do not save

E-mail fields [subject, date, linked to, from] occasionally disappearing when opening e-mails linked from Outlook

Only one instance of a recurring GoldMine appointment syncs into Outlook

Time Clock sorts dates numerically, not chronologically

Contact Search Center does not display more than two decimal places for a numeric field

Main Dictionary Language does not have a default value

Only one case is included in service report when run for current contact only

Ctrl + C does not copy highlighted text on Pending or History preview pane

Incorrect results in contact search center with Power Search using filters

Cannot use tab key to select field displayed off screen in Fields tab

Last Attempt is only updated by an unsuccessful call or message, not any other activity

Revoked menu items are still visible for GoldMine user

revoking ALL rights and almost all menus from a User still allows User to change / create Relationships and set access options

Inconsistent retention of Show field between Activity List sessions

Notes field from extended details are not displayed on reports

GoldMine macro in e-mail subject line pulls data from active contact instead of merged contact if filter/group is selected before template

When replying to an e-mail with spell checking disabled, double-clicking the Send button causes application error

Non-Master users see non-functional menu items for features that are only available to Master users

Required Fields setting does not alert always

Incorrect sort on Date column for Extended Details

Merged document has different format for Phone1 and FAX fields

When replying to plain text emails, HTML formatting is set if using original text in reply

Tempdb is not used when running reports, so users require more rights than needed in previous versions

When replying with original message, the whole original message is not included if it contains “<< >>”

When entering F2 lookup, // is required when creating non-displayed descriptive info but list shows the descriptive info in parentheses.

Clicking header to sort Activated and Previewed filter in Contact Search Center releases filter but doesn’t change tab text

Selecting Relate to when creating a New Record will not add an relationship tree to existing record if one does not already exist

E-mail fields [subject, date, linked to] intermittently disappear when scrolling through inbox

Using an e-mail template to reply doesn’t allow quoting original message with ‘>>’ symbol

User preference for ‘Show numerics aligned to the right’ does not stick for non-master users

calendar displays closed amount of a forecasted sale on all completed activities

E-mail message body is lost after closing error message regarding digital certificate

when creating a opportunity after editing one the opportunity always defaults to the first if you edited

Completion of a Literature request is based on the Assigned To field, not on who completes the literature request

Relationship tab does not refresh properly when expanding a section

Import from Outlook does not bring Notes over correctly

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

Delete key does not work when trying to remove attachment from outgoing e-mail

Reports Center does not display preview of report if HTML_CAL_NOTES=0 is set

Cannot copy/paste e-mail headers

When scrolling between cases, the notes from the last case are displayed

User name is incorrect on the History tab in a Case when the user name starts with a “K”

Contact record focus changes after filing message with Sync Contact enabled

Activity List displays wrong entries after automatically releasing an active contact filter

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

HTML_CAL_NOTES=0 setting causes pending and completed activity notes to suppress blank lines

When editing a History record you cannot click the New button to create a new opportunity

Add ClearTLogByDelFilter setting to optimize sync performance with deletion filter

When pasting text, an extra carriage return is added to the e-mail body

Cannot drag and drop files from Windows Explorer to Details/Links tab of Opportunity

When using a rich-text e-mail as a default reply template, the font always defaults to Times New Roman

GoldMine installer does not alert user that Windows 2000 is incompatible

Address macros that include City, State, ZIP have an extra comma

Expanded details labels are incorrect when selecting the Setup or Info tab for the detail

After closing e-mail message tab, focus shifts to the E-mail Center folder tree and not the e-mail message list

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

Relationship tab does not refresh automatically after adding a new record to a company.

Some e-mails with embedded images are not linked from Outlook

Days are shown as bold in calendar when containing activities that are removed from display

Contacts under Company are not sorted alphabetically in Contact Search Center

Schedule Follow-up does not carry over time and duration when completing activity via Pending tab or Activity List

Opportunity creation with Wizard should be consistent with creation without Wizard related to Product field.

Column order from ‘Column Selection’ dialog is not respected by Contact List grid

Context-dependent lookup setting is not retained if lookup is used in several areas of GoldMine

‘Assertion failed’ error creating transfer set with serialized sync disabled

List Existing Data option does not apply to all screens

Deleting an activity is slow when using Activity List with Sync Contact option

ADO errors recorded during sync processing

When completing activities, user can bypass Force Valid Input setting by canceling the entry and clicking on a different field

“Daily - DayTimer (detailed)” Fixed page layout creates duplicate entries on the report

Copy current record option does not recognized blank edits

Activating a Relationship tree at root only activates section containing current contact, unless all sections have been expanded

After upgrade some e-mail addresses do not appear next to hyperlink on contact record view

Incorrect times posted for activities falling after time-change

Error sending read receipt message in response to message created in Outlook

Relationship tree couldn’t be found if it was created for contact with empty Company field

Inbox tree is collapsed when Deleted folder is selected

Clicking on a date in My Calendar pane may navigate to wrong dates on Weekly view after the 28th of the month

User must reselect e-mail address when sending message to additional contact from the Influencers tab

Field label length is not respected when limited in layout tab of field properties

Merge tagged records does not keep first record tagged if subsequent tagged records are above the first record in the contact search center

Log Away feature does not support passwords over 11 characters

When selecting Users’ Security in GoldSync site group, some override options are unavailable

Improper spacing before Country when applying &FullAddress macro

Adding contacts to a Relationships tab with an activated filter does not add all records in the filter

Last field populates with data from current record when creating New Record with Copy current record option and no Contact name entered

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

Status number of contacts when sorting a group exceeds the total number of contacts in the group

Deleting system fields from Wide View can interfere with search functions

PHP file from WebImport script generator is programmed incorrectly

Cannot refresh results in Contact Search Center

Ctrl + A to select All in the mail folder no longer works

Users who cannot schedule a forecast sale can still create a sale against an opportunity

Request a return receipt option is not respected when applied in a default template

Inbound e-mail shows wrong activity type when viewed in Case History tab

Notes duplicated with sync after upgrade

Preference to set alarms by default is not respected when reassigning or escalating cases

User is prompted three times when using Word document with FILLIN prompt

GoldMine not listed as available mail program for mailto protocol on Vista

Detail header records in the CONTSUPP table (rectype = ‘H’) have some blank or null field values after moving record to new database

.docx preview is not displayed in lower right pane of Document Management Center

Output To: >> Word function fails when using a localized version of Word

Crystal Reports ODBC data source limited to SQL Server type, not SQL Native Client

Completing an activity for one user while logged in as a different user displays the name of the original GoldMine user

Process monitor logs appear under the GoldSync site logs in the GoldSync Admin Center

<<cursor>> field is lost after editing existing document template

Ability to select a group or filter of contacts to add to an existing campaign

Cannot create an email rule that applies to case escalation messages

custom details field are being truncated

Notify via E-mail option does not support external e-mail clients such as smartphones

Relationship Tree folders are limited to 68 on root level

Peg Board does not show current data

Date field does not function correctly when using new default Record Type

Cannot drag and drop sections of Relationship Tree

Peg Board column width is not adjustable

Web Site is not copied when using Copy Current Record option

User notifications for scheduled activities are not delivered to external e-mail clients

Output To Printer Option is grayed out in Activity List for Non-Master users.

When editing an existing document in the Document Management Center, carriage returns are double spaced

Nothing returned with &AdditionalContact macro

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!

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GoldMine Premium Edition Patch 8.5.1 Available

by Doug Castell @ 10:13 am. Filed under General, CRM, GoldMine, Technology, Opinion, SQL

GoldMine Premium Edition sees it’s fifth patch, version 8.5.1 (aka 8.5.1.12)

This is the fifth patch since the initial release of GoldMine Premium Edition (8.0) and the second one in the 8.5 line. Let’s face it: the original 8.5.0 patch was a bit of a bust in that it fixed lots of things but unfortunately brought with it a couple of major issues surrounding e-mail.

Now in it’s third week of release, the 8.5.1 patch seems to be much more stable. It provides a nice list of fixes and improvements that make GoldMine Premium Edition 8.5 a compelling choice for users still living with GoldMine 4/5/6/7.

From the Release notes included with 8.5.1:

WHAT’S NEW IN GOLDMINE PREMIUM EDITION 8.5.1

Note: GoldMine Premium Edition 8.5.1 also provides the enhancements included with GoldMine Premium Edition 8.5.0, listed below.

GoldMine now supports Windows Vista SP2.

GoldMine now supports Windows 2008 SP2.

GoldMine now supports Microsoft SQL Server 2008 SP1.

GoldMine now supports Microsoft Office 2007 SP2.

GoldMine now supports Windows Internet Explorer 8.

WHAT’S NEW IN GOLDMINE PREMIUM EDITION 8.5.0

GoldMine now supports 32-bit and 64-bit versions of Windows Server 2008.

GoldMine now supports Microsoft SQL Server 2008.

GoldMine now supports the 64-bit version of Windows Server 2003.

Universal Search provides a single search box from which you can find contacts, notes, activities, e-mail messages, documents, and other items in GoldMine. This new feature is located at Go To > Search > Universal Search.

GoldMine Integration Services for Microsoft Outlook (GISMO) is now included in the GoldMine installer, no longer requiring a separate installation.

Cross-field validation enables an F2 lookup list to change based on the value in another field. For example, you can enter a value for the Title field that is only valid for a specific Department. To enable this option, click the Setup button in the Field Lookup (F2) screen and select “Lookup list depends on another field”. Check the “Force valid input” box to enforce the validation.

A Preview Pane is available in the tabs within a contact record, providing a faster view into activities, e-mails, details, and linked documents.

Unattended installation enables GoldMine to be installed or upgraded without end-user intervention. To enable this option, check the box labeled “Create configuration file for unattended installation” when installing GoldMine on an end-user’s computer. Then place the gmsetup.exe, gm_is.ini, and gmsetup_si.bat files into the same directory on another end-user’s computer, and execute the gmsetup_si.bat file to install GoldMine.
In addition, future workstation upgrades can be setup to install automatically. After installing GoldMine on a server and creating the files listed above, go to Tools -> Configure -> System Settings -> Upgrade and enter the paths for the files. This automatic upgrade process will take effect in releases after GoldMine Premium Edition 8.5.0.
As a result of the changes described above, the Minimal Setup and option was removed from the GoldMine installer and the Install Locally option was removed from the License Manager.

The E-mail Center and Opportunity/Project Manager user interfaces have been redesigned for better usability.

Secure SSL connections now are supported in the E-mail Center. To configure an SSL connection, go to Tools > Options > E-mail.

The IMAP protocol now is supported in the E-mail Center, providing more security and better interoperability with other e-mail clients. To configure an IMAP e-mail account, go to Tools > Options > E-mail.

A new System Settings screen is available for administrators to establish global system settings for search performance tuning and other items.

Unicode database support enables multiple languages to be stored within a single GoldMine database. This option is available when installing, upgrading, or rehosting GoldMine. Note: selecting this option will significantly increase the size of the database.

New user settings are available for administrators to permit a user to Insert notes, Edit/delete own notes, and Edit/delete others’ notes. These permissions can be set by clicking on Tools > Users’ Settings > Properties > Access.

A new user setting is available to grant permission for end users to customize their toolbars. To prevent end users from customizing their toolbars, go to Tools > Users’ Settings > Properties > Access and uncheck “Customize toolbar”.

The GoldMine Lookup Wizard now enables users to look up contacts matching multiple fields within Details. To use this feature, click on Tools > Filters and Groups > SQL Query > Build… to launch the wizard, and then select “Contact Information” and “Contacts containing the following Details tab information”.

A new Pending RSVP folder is available in the Activity List, displaying the pending activities for which the user has requested notification via RSVP.

Additional configuration options are available in the Service Center. Category, Offering, and Origin now are optional columns to be displayed in the case list view. Case field labels also can be modified by users with master rights.

A single case can be associated with multiple contacts, using the new Contacts tab displayed in the case view. With this feature, activities and e-mail messages associated with multiple contacts also can be linked to the same case.

When a case is reassigned, escalated, abandoned, or resolved, there now is a History entry that indicates what occurred. This history is viewable from the case or from the primary contact for the case.

GoldMine includes new tools for managing relationships between records in your database. To set up relationships between records that already are in your database, use the new relationship tree builder at Tools > Data Management > Create Default Relationship Trees. To add relationships as new records are created, check the “Relate To” box when adding a new record. The section name used when creating a new record can also be set by record type (Tools > Configure > Record Types, select a record type, click Edit, and enter a Relationship Tree Section Name).

The updated column chooser in the Contact Search Center now includes the ability to display the contact’s e-mail address and web site as columns in the Search Center and Contact List views.

Users now can run a single search for primary and additional contacts within the Contact Search Center. To use this option, select Search by: Contact (primary or additional).

Individual activities can be printed or copied to other applications. To print or copy an activity, right-click on the activity and select Output To.

The Field Properties screen has been redesigned to simplify the process of changing global field labels. To access the previous settings, including the ability to define a local label specific to a contact set, click the More Options button on the Profile tab of Field Properties.

The user interface for scheduling an activity with multiple contacts has been redesigned to be easier to use and more powerful. To add multiple contacts to an activity, click on the search icon next to the contact field on the Activity Detail tab. By default, the activity will be set at the same time for all contacts. To make the activities occur in a series, select the Series tab and choose “Schedule a series of activities with different times for different contacts”.
Activities now can be scheduled based on a maximum number of activities per day, or based on fixed activity duration. In addition, a “wrap up time after each activity” can be used to provide a delay between the completion of one activity and the beginning of the next activity.

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 8.5.0

Keyboard navigation has been enhanced to provide better access to core product features without using the mouse.

Synchronization and database rehosting performance has been enhanced, especially when using the Firebird database.

The 2 GB size limit has been removed for synchronization transfer sets and installation files for one-button synchronization.

Concurrent GoldSync connections are queued to improve reliability. As users connect to a GoldSync server, they automatically are placed in a queue, up to the number of users established in the Number of Connections screen within GoldSync configuration. If simultaneous processing of concurrent connections is required instead of queuing, please contact your Solutions Partner or FrontRange Support Services for recommendations and instructions.

E-mail messages sent when viewing a case are automatically linked to the case. While viewing a case in the service center, click on Actions > Send E-mail Message in the top menu bar.

The Linked Document Mover has been enhanced with the ability to restrict the locations from which documents will be moved. This feature is available at Tools > Data Management > Move Linked Docs and Attachments.

The Details tab now provides 12 customizable fields for each type of Detail. Previous versions of GoldMine provided 8 customizable fields for Details.

The import and export wizards now have simplified support for comma-separated (CSV) files. To import a CSV file, click on File > Import and Export > Import Contact Records.

Automated Processes can create cases, using the Create Case action in Event Properties. To create or edit a process, click on Tools > Automated Processes > Manage Processes.

For consistent terminology, the Tracks tab has been renamed to Processes.

The sort order of records displayed in the Contact List and Contact Search Center can be synchronized to allow users to scroll through records in the same order as they are displayed in the Contact Search Center. To enable this option, right-click on the results in the Contact Search Center and select “Set Record Scroll Order”.

The Contact Search Center supports the percent symbol (%) as a ‘wildcard’ for matching partial names of contacts or companies.

Macros can be added to custom toolbars. To use macros, first add the macro buttons (Record, Edit, Stop, and Pause) to the standard toolbar by clicking on the down-arrow button at the right end of the toolbar, and clicking on each button. Click the Edit button to view existing macros and drag-and-drop them to a custom toolbar.

Notes are now stored in a dedicated NOTES table for better reporting, auditing, and data synchronization. Previous versions of GoldMine combined all notes for a contact in a single field.
Because of this new structure for Notes, GoldMine does not support Global Replace on notes or filters based on notes. However, Universal Search provides similar functionality, as it enables the user to search within notes and then use the list of matching contacts as an active filter. To do this, check the Advanced box in Universal Search and select Notes as the only item within “Find these items”. Enter the search term and click Go. Check the box in the Tag column in the first row of the search results. Scroll to the bottom of the search results and shift-click the Tag column in the last row. This will activate a contact list of all the contacts with notes that include the search term.

A cancel button has been added to the toolbar that appears when editing notes for a contact record. To cancel the entry of a note, click the red X that appears in the Notes tab.

The Tasks folder of the Activity List now shows the related opportunity, project or case and enables the user to navigate directly to it, by clicking on the link shown in the Regarding column.

The Fax field in the Additional Contact record can be relabeled for use as a Mobile number or for storing other data. To change the label of this field, include the following entry in the [GoldMine] section of the gm.ini configuration file: AddContactFaxLabel=[yourlabel]

Users can now cut, copy, and paste field data with a right-click on the field. In previous versions of GoldMine, right-clicking on a selected field would display the lookup list for the field. To display the lookup list, press F2 or the Application Key (on most keyboards, this is a button with a picture of a drop-down menu). In addition, the auto-complete feature is activated when a user begins typing data into a field, as an alternative to opening the lookup list window.

The E-mail Center now supports integrated Windows authentication using NTLM. With this feature, e-mail access can be set up without entering or updating the password in GoldMine. To configure this option, go to Tools > Options > E-Mail.

E-mail Center performance can be configured with the following settings:

1. (New) When messages are deleted in the E-mail Center, they are not immediately deleted from the server until the connection is closed. This behavior provides the fastest performance but can cause deleted messages to reappear as duplicates in some scenarios. If this problem appears, the following [UserName].INI setting can be used:

[Internet] PopImmediateDelete=1 (closes server connection after each message is deleted)

The default value for this setting is 0, which keeps the connection open after deleting a message.

2. (New) GoldMine automatically sends periodic messages (“no-ops”) to the e-mail server to keep the connection open for fast response time. By default these messages occur every 10 seconds. Some e-mail servers require more frequent messages to maintain the connection. To change the frequency of these messages, use the following [UserName].INI setting:

[Internet] PopNoopTimer=nnnn (where nnnn is the number of seconds between messages)

3. GoldMine automatically disconnects from the e-mail server if it has no related activity for 10 minutes, by default. This is useful, for example, when using both the Online and Auto-retrieve options with an e-mail server that permits only one connection. To change the time delay before automatically disconnecting, use the following [UserName].INI setting:

[Internet] PopIdle= nnnn (where nnnn is the number of minutes until disconnect)

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 8.5.1

Note: GoldMine Premium Edition 8.5.1 also provides the fixes included with GoldMine Premium Edition 8.5.0, listed below.

Contact Search Center appears to hang when search term is configured to ‘popup when selected’ and focus is reset to search center multiple times

When typing the @ sign for an email address on a Danish keyboard, the focus shifts to the search box

When executing an automated process that updates Key1, focus is changed to another contact record

Activities in history are displayed in the incorrect order after sorting by date

E-mails without unique message IDs are not downloaded

Activity scheduled for multiple contacts and multiple users is repeated once per user

There is no feedback to the end user when using ‘get selected message’ for a message that is already in the inbox

Sorting on Forecast column in opportunity manager is by characters, not on their numerical value

Cannot uncheck ‘Link to selected Contact:’ when editing previously scheduled activity

Page style and column schemes are not available for My GoldMine

Upgrade to 8.5.0 leaves CONTSUPP.CONTACT NOT NULL

Opportunity Manager focuses on oldest entry when selecting History tab

Adding an automated process that updates a field causes the contact tab to change positions

Previews of Office 2007 documents open in a separate window unless registry change is applied

GM7S32.dll call GMW_NewRecID returns a corrupted version of the parameterized LPSTR

Unattended installer does not remove registry key ‘GMInProgress’ after installation

Performance issues when opening GoldMine due to usage of COALESCE function in SQL query

After dragging an e-mail to another folder, focus is on the oldest message rather than next message

Toolbar and menu bar customizations are not retained when menu access settings are changed for user

Activating a Group of 1000 or more records takes over a minute

Using the Edit dialog to change stage field on opportunities with multiple forecasts results in overall and first forecasted sale being set to zero

Curtaining of records causes GoldMine to use maximum CPU when non-master user views calendar

Activity on curtained record for non-master user does not appear on calendar

Record counter is not properly updated after opening a record in contact search center that is outside the active filter

Taskbar is duplicated if additional Global items exist before upgrade

Unable to export Knowledge Base topic pages

E-mail Addresses window opens with default action to create a new e-mail address

Case template truncates Subject at 20 characters

Automated Process cloning causes crash

Daily - Day Timer (detailed) and Daily Appointment List Reports display HTML tags in notes

Server location is requested twice for the ‘connect to existing database’ installation option

Unexpected sorting for activities in history tab

Certain e-mail signatures can cause e-mail body to become empty after download

Contact List view is not limited via the Tag All feature in the Contact Search Center

Incorrect ‘POST’ method used for web import templates

All data packed into transfer set does not retrieve on remote

Change in stage will insert the Forecast value of the Opportunity into the duration field of the created history item

Incorrect behavior of macros on Vista

Slow response time for first menu action after login on Windows 2008

Preview Pane opens Microsoft Word and Excel documents in separate window

AllUsersForFilteredRecs sync setting is not respected

GoldMine sync process will “stall” at random when a site displays a message of “please wait” in the process monitor window.

While synchronizing more than one site, the message “The GoldMine supervisor will perform system maintenance” is displayed

If sync process terminates, users cannot sync until the SYNCTASK table is cleared

Required Field Alert appears intermittently even when required field is populated

In Microsoft Word, fields listed under the heading “_DATABASE” are not sorted

E-mails older than 2 years do not come in with the correct date when converted or linked from Outlook

WHAT WAS FIXED IN GOLDMINE PREMIUM EDITION 8.5.0

When editing the alarm time for a previously scheduled Event, the alarm time changes back to 12:00 am

When replying to some HTML e-mails sent from Outlook 2007, the replied text is truncated from the e-mail

Auto-complete enters the wrong field value if the selected lookup list entry contains a semicolon

If the file attribute “A” (Archive) is not set on the transfer set file, the file is not downloaded by the remote and is not deleted from the server

Data is not rehosted from dBASE database for user-defined fields with field name in ‘u_’ format

When a Forecasted Sale has been scheduled, you cannot edit the Forecasted Sale to change the Contact to an Additional Contact

Manually linking of e-mails in Outlook produces prompts to file in GoldMine, with no means to suppress the prompt

Scheduled For date in History tab is different from the scheduled date of the activity

When selecting a different group in the Groups tab via filter on Group Name column, group members do not refresh

Contact record window not syncing with the Contact List window when you scroll to the bottom of the contact list window then back to the top again

When creating a new contact while linking an e-mail, the phone number is always in USA format

Real-Time folder doesn’t have a preview pane

Opportunity sales summary is missing from completed opportunity

Text in ‘Send request with appt’ dialog says to click ‘OK’ but the actual button label is ‘Add’

Contact with Notes Tab report prints notes upgraded from 6.7 with long date in a continuous line

Alarms are set incorrectly for activities scheduled for multiple contacts spanning multiple days

When correcting the spelling of a manually selected section of text, incorrect characters are replaced

Ext field value truncated after autofill

Search for phone numbers with only one character does not return results

Unrelated history items are shown after deleting history record within rolled up relationship tree

Automated Processes not executed in order of designed event number

Web Import template created with Perl script when CDO is selected

With 24 hour format unchecked, GoldMine will still show in 24 hour format based on Windows settings

Editing the view below the contact list can corrupt the view on contact tabs

Notes fields aren’t shown for some reports

Case becomes unlinked from contact after merging contacts

Activity code and Result code fields do not have lookup list in Statistical Analysis

Selecting to E-mail Contact from a calendar activity linked to an Additional Contact creates email to Primary Contact instead of Additional Contact

If contact record is put into group by more than one user, neither user can remove it

GoldMine closes with no error when selecting Tasks tab for Opportunity Template if Task Dates To Be Based field is not populated in Template Properties

Change to document extension causes corruption in attributes of synchronized document

Incomplete documentation on automated process option “Attempt to trigger only once”

Template loses HTML formatting when switching from primary to additional contact in To: dropdown.

Extra spaces shown on Recently Viewed list for converted additional contact

“%3E” appears after recipient e-mail address after adding multiple CC recipients with friendly names on Vista

E-mail attachments not moved from TEMP directory on the last day of a month or the beginning of a new month

Automated process prints documents for incorrect contacts

If GoldMine is minimized and an alarm appears, if the user selects “View Contact”, GoldMine will not “restore” to show contact

Automated Process is not merging documents in expected order

Change in user’s access settings not synchronized to remote

Automated process prints documents for incorrect contacts

Forecasted sales for other users are completely hidden from user when access to others Calendars is removed

Slow loading of custom screen with large number of custom fields

Changes to a contact record name will not apply when scheduling activity

Pasting into the activity notes field adds a carriage return

Web Import fails when using Exchange 2007

Lookup Wizard truncated field to 20 characters in SQL query

CSV export does not include Notes and saves as .txt file

Process Monitor interrupts user the first time auto retrieve is processed after logging in

Re-Link button on toolbar always moves the e-mail address to the selected contact

Inconsistent logging of field history changes

Inconsistency in Lookup lists when completing calls within one Call Type after changing the Call Type in the Completion window

Frequent synchronization using MS SQL 2005 causes event logs on the remote: ‘Cannot create new connection because in manual or distributed transaction mode.’

Line breaks removed when editing a note

Blank date fields rehosted from dBASE database shown as 12/30/1899

Frequently synching on MS SQL 2005 causes event logs on the remote: ‘Cannot create new connection because in manual or distributed transaction mode.’

Document merge in literature fulfillment printed for incorrect contact record

Unable to search on full e-mail address if its over 40 characters

Cannot add a contact to relationship tree using look up an existing contact lookup with E-mail as search criteria

GM+ View is visible when scrolling through Semi-partial curtained records (tabs hidden)

When printing emails, there is no indication of an attached document

Sync logs in GoldSync Administration Center show incorrect site name

Forecasted sales analysis cuts off large numbers

History/Pending tab with large number of records does not show most recent history on first sort

Sync to Outlook doesn’t display the contact name in Outlook’s calendar

When recording macro, tabs cannot be opened by keystrokes

Log this alert in history…’ option appears unchecked even when active

Arabic characters are displayed incorrectly in the contact search center

When scrolling through an active filter, record count changes and an ADO Error is generated in the Windows Event Viewer

Public group not available in drop-down list for the “add to group” action in automated process

E-mail message with 1000 continuous characters generates “i500 5.5.0 Syntax error - line too long”

Until contact search center is refreshed, user-defined fields are displayed with a maximum of 25 characters

Forwarded message body does not show all GoldMine E-mail recipients

Projects window is not retained between user sessions

After scrolling past 1000 e-mail messages in the History tab, user cannot open an e-mail message

Sync Spy truncation on Vista

Single-character field appears too small in SQL query results

Completed sales by user ignores cents (only adds whole dollars)

Document name with over 35 characters is truncated on linked documents

GM+View template containing &emailaddress causes application error if active when launching GoldMine

E-mail template sent to a filtered group will only merge the information of the current contact

Option to send a meeting request update is re-activated after user unchecks the option

Forecasted Sales of amount/price of xx.74 will automatically be reduced to xx.73 (for 64 < xx < 82)

New Record creation via Referrals tab context menu causes application error

Activities scheduled with a “Notification” but NO Alarm are still sending an Alarm to the scheduled user

Incomplete documentation on Service Center

Plain Text e-mail allows HTML text to be pasted in

dBASE expressions are not respected in signature file

Calendar refresh in outline view causes GoldMine to take focus from every other application

Incorrect results when sorting on Age column in opportunity manager

Case History tab sort is not most recent at top and does not remember user selection

Error message: Cannot insert duplicate key row in object ‘dbo.HISTORY_ITEM’ with unique index ‘HISTITSEL’

Office documents (Word/Excel) added via hyperlinks cannot be seen in GM+View Tab

‘Remember Lookup By’ does not work when clicking Search button with CSC open

Notes print from earliest to latest

Missing CAL record message appears when syncing a “draft” e-mail to the server

User defined fields are not populated in Contact Search Center when searching by a Filter or Group

Some options in context menu become inactive in CSC when scrolling down more than 1000 records with activated filters

Export wizard truncates secondary contact e-mail addresses to 35 characters

Special characters are not showing correctly when receiving e-mails

E-mail History reference text longer than 20 characters is truncated

GoldMine automatically displays the date format from the Windows regional date settings

When printing the “Contact with notes” report, the notes are listed with the oldest date first

Report with large history record only showing ‘Notes’ information on first page

Title is incorrectly displayed for additional contact added as Influencer when field is empty

Leads Analysis does not show values when table name begins with numbers or contains blanks

Merge & Edit do not give a message that GoldMine Plus for Microsoft Word is not installed

Filter counts correctly but does not show correct numbers in search center

Free/Busy tab when scheduling activities falsely alerting of a conflict

Result Code checkbox is always disabled in graphical analysis

F2 lookup is empty for second filter condition added in the contact search center

Hot key for Mark as Private does not check box in Schedule an Activity window

Upgraded data does not have appropriate friendly name associated to email address of additional contact following merge.

Clone of closed-won opportunity creates too many opportunity records

Unable to use Office Link (Word) with Vista - User Account Control (UAC) Enabled

Application error when using alarm notification taskbar setting in GMPE

INSERT INTO error when converting an additional contact to a new record

If laptop user has an active filter, a saved sync wizard profile will update to the active filter instead of its saved settings

After creating a macro with keyboard shortcuts, the edit macro button is grayed out on the toolbar

If CSC is opened with no value entered and operator that does not require a value is selected (Is Empty or Is Not Empty), search does not trigger

When filtering a Group of contacts, only those records in the first 500 display unless the entire list is loaded prior to filtering

Label customizations in the opportunity manager are not respected in the opportunity tab on the contact record

SQL temp tables created when creating new record do not consistently drop

If multiple detail names begin with the same characters, then entries for the detail with the longer names will display on the custom tab for the detail with the shorter name

GSSITES table rebuilds itself every other time GMPE is launched on Vista

Process Monitor window can get saved off the screen, making it inaccessible

Contact search center does not show all data after resorting by a column header

Inconsistent prompts for completed activity information when linking a message in Outlook

Contact notes saved to a wrong record using ‘Recently viewed’ list

Data not populated correctly in Adobe document

Dates on the navigation pane calendar do not display in bold font for days with Events scheduled

Sorting a group does not retain the sort order when scrolling through the contacts record in the active group

While editing a SQL query, if an alarm pops up, the text in the SQL query box gets erased

Unmarked button available in Process Monitor Window - “close when all processes are done”"

Selecting ‘options’ for a calendar report actually opens the ‘profile’ tab instead of the ‘options’ tab

Scrolling by Company via arrows does not display all records seen in Contact Search Center

Double click on e-mail button in the toolbar causes GoldMine to become unresponsive

Using the mouse wheel when editing a contact note changes contact record in view

“Start time cannot be empty” message appears when scheduling an activity to a group without spanning across multiple days

Macro icons cannot be reused for different users with different macros

When viewing another users preferences, the “Full Name” value is taken from the logged in user

Notes are saved to a wrong contact if arrow buttons are used while typing a note

Notes upgraded from GoldMine 6.7.70226 are incorrectly formatted

Activities are duplicated in the activity list, when viewing data for another user with activities scheduled against curtained records

Cannot activate a Group and a Filter at the same time

Time Clock sorts by day of week instead of day of year

Sync with Outlook profile does not save mapping settings or respect the setting when deleted

Information on the bottom status bar does not update properly when sorting by different criteria

User toolbar settings documentation update

When searching on Company is not Empty, nothing comes up

Issue seen when editing the pending activity that is created by escalating a case

Idle time logout is not configurable on Vista Machines

Lookup.ini is not respected when new contacted is created via gmxmlapi

Military time is displayed in opened e-mail message

Command Line parameter -a does not allow user to enter GoldMine username

MSSQLMaxBrowseRecs setting no longer affects Contact Search Center Searches and results in inconsistent query against CONTSUPP table

When adding an influencer or team member to an opportunity, an unrelated contact record will open

When creating New Company and Contact, doesn’t check for duplicates the first time

When a group member is deleted from Groups tab in Filters and Groups screen, the screen refresh moves you back to the top of the list

Default Sort for Opportunities is Account descending

When adding cc to email, sporadically receive error Runtime Error! [path to \gmw.exe] R6025 - pure virtual function call

If service case mask is changed to #### , pending activities disappear when edited

When a detail is deleted, the screen refreshes and moves you back to the top of the list

Unable to delete books with no name from Knowledge Base

Import Wizard does not respect [Autoupdate] section of lookup.ini with option to do so selected

Unchecking the group option in the History tab does not release the group

Recently viewed items do not sync with the main opportunity manager window

Sale amount is doubled when you complete a sale from the opportunity pending tab

Linked Documents default sort is by date in ascending order

User can’t scroll beyond a certain number of history records with filter applied

When you type in a zip code for a newly created contact, the field doesn’t auto fill

Renamed folder in knowledge base can become non-editable

cannot re-enable menu item once deselected for non-master user

‘Adding Contact to an Existing Company’ Help topic is incorrect

ZIP code lookup activated after single character of ZIP code is entered for additional contact

Only one e-mail address is moved when converting an additional contact to primary

Fields to insert don’t show up in order by Contact 1 or Contact2

Sync Service does not respect Sync Settings

Classic menu causes GM toolbar to be reset to default every time the user logs in

Alarms associated with activities that auto roll-over are not updated to match activity date

Zoom / previous option does not allow you to scroll through all history records in history tab

Scroll order for activated filter does not respect Optimize Sort Order field

Date field corrupted in new record dialog

Follow-up activity from email linked to case is not automatically linked to the case

Address2 field not populated when retrieving linked document

Cannot import VCard after Web Import is configured

GoldMine Hangs and freezes when editing a project from the project management centre

User without scheduling permissions can schedule activities from search center

Address & Phone Report with sort on Contact2 field run against a filter does not return all records meeting filter criteria

Scrolling messages in Inbox also scrolls messages in Inbox sub-folders

When selecting to print a report, Category field displays as Contact even if Report listing is for another Category

Linking non-linked activities on completion window will not link activities although User has possibility to do so

Clone Crystal Report does not create a copy of existing report. Clone function behaves like New function

Unable to install GM if there is more than one SQL instance on the system

When deleting a resolution note in Cases, the note is removed from the UI, but still appears in the database with ~~Deleted, instead of removing the note completely

Date format in contact list is different from contact record

Outlook calendar records deleted with synchronization

User can only look at 2 emails from the activity list before they are forced to close the window

Closed amount is being assigned to opened opportunities - amount does not even match forecasted sale

Outlook contact deletions do not sync

Error message when opening RDP file from links tab

Linked Document Mover only supports a single path

Outlook Sync does not respect New Record Ownership settings

Automated process elapsed time trigger is ignored

Cannot send a meeting request to multiple contacts

Memory leak caused by Relationships tab

Search entered in box automatically searches by first name only

Incorrect lookup lists displayed for Reference when completing activity

Refresh issue: The window title does not change to reflect that it is now searching by company

E-mail sent from KB does not include attachment

Cannot vertically scroll the Gantt chart

Old GoldMine Setup File used in one-button installation

On Edit menu, Copy, Cut and Paste are always grayed out

Ability to add multiple contacts to relationship tree

Phone number for Contact Info pasted into Pager Message is incorrect

Option to send e-mail to user when alarm not acknowledged does not work

Task focus lost after editing task

Unlinked e-mail shows in sent folder as linked e-mail

The import wizard will not import data from a field larger than 50 characters

Text search on primary fields, there are inconsistencies… unless the key word is the first word in the field search can fail.

Can’t see opportunities or projects in Activity List when clicking on open activities

Project task created for a user group to not show in the activity list

Project Template tasks dates are not respected when creating a task for a new project created from a template

Documentation does not include information regarding SQL protocols/enabled order for client workstations

Automated Process does not trigger all events and sequential order of events is not respected

Slow response during Relationship tab refresh

Service reports do not appear in Print a report…” wizard”

Auto populate of city and state not working when creating new record

Default path is incorrectly displayed in the installer after browsing to a previous installation

Amount field rounded incorrectly if it exceeds 8 characters when sale is completed

Importing notes does not merge to the existing note

Word Merge bottleneck in automated process execution

Status drop-down list does not refresh when switching between Project and Opportunities

Last Record button jumps only 500 records, and not to the last record as indicated

‘Refresh’ button is always inactive in activity list

Text formatting lost in notes after upgrade

E-mail is linked to the wrong contact after an alarm pops up

Contact Search Center settings ignored when creating a new case

Case number identity seed is ignored

User without merge permission can access merge & edit in Document Management Center

Impossible to schedule a sale to an additional contact

Write button on toolbar provides access to Document Management Center when menu access is removed

Edit Menu (Cut/Copy/Paste) inactive

Administrator unable to control access to tabs

(Copy/)Move functionality: when source and destination database don’t have the same structure the records in the source database are not deleted

Details tab with over 500 records loses context menu options after scrolling to the end of the list

Wrong activities displayed after activating rollup and switching contact record

Sales Analysis Quota diff % calculation is unintuitive

Window states are not restored when exiting via Switch User

Remove Tracks is only available in Classic Menu

E-mail bodies are truncated if the line length exceeds 998 characters, when sending via certain ISP’s

Reply to all brings wrong sender’s and recipient information when several E-mail accounts are setup

Digital Signature Verification Failure

GMW.EXE application continues to run in windows Task Manager after closing GMPE

INSERT errors on upgrade

Activity List only loads first 500 activities, even after scrolling or sorting the list

‘%’ and ‘?’ as Wildcards do not work anymore in CSC

The Outlook Sync profiles are not saving field mappings

Month view calendar is not scrollable via keyboard arrows

There is no option to select “All” users on the activity list

Record Type field not populated correctly in new record for default record type

Unable to scroll past 2000 records with active filter based on contact2 field

User without menu access to Tools > Options is able to customize tabs displayed in contact record

GoldMine does not apply more than one signature.txt file

GoldMine receives multiple copies of e-mail with checked ’skip read’ option

Online help file not upgraded correctly

Completing unscheduled call pops incorrect F2 lookup list for Reference Field

Literature Request - print labels for more then one contact at the same time

Project Manager sorts projects in reverse alphabetical order by default

Group by in Contact List does not display all data

Daily Day-Timer (detailed) report displays incorrect dates if you span multiple days

Selecting the “Go To” option for a public opportunity opens the Opportunity manager with display of current user’s opportunities

Sender’s Full name truncated (in Header) in sent E-mails if recipient uses Outlook (2003)

notes with *** in older version will lost their formatting after being upgraded to GMPE

“Unable to initialize” message when syncing with Outllok 2007 on Vista

Contact list does not display all contacts in a large database

Contact Search Center report, when editing the fields get a &SyParam1 value that is not documented.

Phone Formatting affects phone1 searching

Forwarding e-mails to a secondary contact from an open e-mail does not work, only wks from inbox

E-mail address lost if address for additional contact is entered first

Notes do not merge with target record

Deleted notes are displayed in Reports

New user setting needed to prohibit Notes deletion

Case management report prints BJ instead of the Pound sign (£)

Workstations are not seeing the alias for a new database

Zip Code Validation Does Not Work When Creating New Record

Contact Search Center does not respect size from previous settings

Sales Price and Amount field values do not store data properly

Group count changes when scrolling through large activated group

Noticeable delay between the message request and message display

E-mail Center cannot display Russian text correctly

Greek Chars are destroyed while import from dbf-file

Grid headers are wrong when using Thai Language

Unable to schedule forecasted sales with negative amount values

Cannot disable Status Bar unless Classic View is used

Single click on e-mail folder changes icon but does not open the folder

Users cannot edit case history items

OPMGR Notes are merged when upgrading from an older GoldMine version, for the first note entered in Premium Edition

Cannot display Code on History tab

New Contact is automatically related to current contact

Tabs are not saved when exiting via switch user

Typing a lookup value does not jump to that value in the lookup list

Unable to Dupe Check on e-mail address when creating a new Company

Literature Fulfillment creates invalid History entry

In an F2 lookup window right-click to output to clipboard only outputs first item

Adding an influencer to an opportunity changes contact record to wrong contact

Non-master user cannot perform analysis from the activity list

Printing out Project Notes field onto a report displays the HTML code

Org. Chart folders limited to 68 on root level.

Screen Designer toolbar positioned almost off screen when initially viewed

Undo Change to Contact menu option doesn’t work

Enable administrators to set permissions around contact record notes

Unable to insert additional contact in the To field when creating a new e-mail message

User’s full name is missing an apostrophe when saving a note under the notes tab

There is no simple search across different contact data structures

Field security appears to be dependent on record type

Sort Order in Details incorrect

Lookup-window for new time setting on snooze alarm is behind the alarm window

F2 lookups on Info tab of a detail record are not updated on detail type change

Special characters from Notes are destroyed in Summary view of Contact window (Next Activity: / Last Activity: / Last Note:)

Activity List displays events as occurring 12/30/1899

Incremental search does not stay consistent with user input in large contact database

E-mail Is Empty search returns no records

User defined date field in upper half of contact window is not populated correctly on new records

Sort order not retained on tab grids

Delete button remains active after “delete contact” menu item is disabled

When using the linked document mover with the option to “Update database references only”, the CONTSUPP.U_ADDRESS1 field is unchanged

Required fields not active during new contact entry

Line breaks stripped out of Notes after upgrade

Local dbalias.ini ignored

Sort Order field not updated

Cannot change contact record notes

SITEID is upgraded incorrectly

Optimized sort order does not work for filters

Case IDs can be duplicated via sync

Column width in calendar Task List is not retained

Obsolete reference to Backup/Restore in online help

Menu item points to obsolete ZIP code import that was replaced by QuickStart Wizard

There are no commands in the toolbar customization window

Obscured attachment listing

Adding Users to Peg Board makes other calendar tabs show multiple users

There is no option to automatically display contact records in the same order as shown in the contact search center

Distribution list refresh when member added

Service Center filter setting is not retained between sessions

Record Type Rules are no longer recognized where Field value based rules exceed 32 rules

The left and the right arrows do not increment by 500 contact records

Text search is limited to primary contact fields

Unable to add Macro to custom toolbar

Column widths and position are not retained after exiting

Intermittent DB connectivity problems

Sort by column in opportunity manager list does not work on all columns

Taskbar customization uses old menu structure

Empty ’service reports’ folder shown in report center

Key field labels are overriden by local labels when creating a new record type

Field inserted in Microsoft Word does not respect decimal place limitation set in GoldMine

User security template access not applied to e-mail templates

Pipeline Report does not respect opportunity filter

There is no option to automatically display contact records in the same order as shown in the contact search center

Taskbar customization uses old menu structure

“Log Changes in History” setting is not respected when change is made to a NULL or empty field

Incorrect calendar dates for Canadian holidays such as Victoria Day

Obsolete reference to Misc tab in documentation

“Log changes in the history” in Global replace wizard does not work when a filter is used

Projects and Opportunities lose notes and pending activities after converting

Nothing returned with &AdditionalContact macro

Weekend days included even when applying “Skip Weekends” option for scheduled activity in Automated Process

Document path is truncated in Project Management Details/Links tab

SQL Query Wizard on Pending or History items produces query of Activity Code with an extra space

GoldMine does not send a SMTP QUIT command as expected by some SMTP servers

Unable to type Polish characters with using [Right ALT] +[letter]

Additional contacts cannot be added to distribution lists through Contact Search Center

Print button in Forecasted Sales Analysis opens report behind the active dialog box

Behavior of F9 key is not changed by Opview setting in [username].ini

Office link does not prompt to save when closing document

Task Reference is displayed in date column in Tasks folder of Activity List when selecting Today

Mail Merge creates undefined History record

Forecasted Sale linked to an opportunity shows name of Opportunity in Product field

ITS 27954: &FullAddress macro in Word merge doesn’t print ZIP and State values if the City field is blank

ITS 34524: Attachment not opened in e-mail sent from Entourage

ITS 23620: Cannot select font type or size from drop downs when highlighting multiple fonts

ITS 34975: When importing a .csv file with only one record, or choosing to ignore the first record when only two records exist, no records are imported

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