GoldMine Version Hotfix 7. Release Notes

(1)

GoldMine

Version 2014.1 Hotfix 7 Release Notes

Updated November 6, 2014

What's New in GoldMine 2014.1

GoldMine and Google Apps

GoldMine Premium Edition now includes an integration with Google Apps. This integration provides bidirectional synchronization between your Google Apps calendar and your GoldMine Calendar. Standalone Gmail accounts are not supported at this time.

GoldMine Mobile must be installed to use the Google Apps integration. See GoldMine 2014.1 Help > GoldMine Administrator Guide > Google Apps Integration Administration for set-up information.

Android Devices Supported by GoldMine Mobile

Starting with GoldMine Mobile 2014.1, Android devices running version 2.3 and above are now supported. This comprises more than 98% of Android devices in use today.

Opportunities in GoldMine Mobile

GoldMine Mobile users can now view and edit basic information for Opportunities that they manage. Also included is the ability to create new Opportunities. Tab detail for opportunities is not included at this time.

What's Changed in GoldMine 2014.1 Hotfix 4

GoldMine Premium Edition 2014.1.0.468 / GoldMine Mobile Edition 2014.1.0.662

Constant Contact Login

Due to a change made by Constant Contact, an additional layer of authentication has been added for Constant Contact login. If you integrate with Constant Contact and get the error message ‘Login to Constant Contact failed’, follow the steps below to correct the issue:

1. Upgrade the GoldMine server

2. On a single workstation, uninstall GoldMine and reinstall the new version. Follow the normal workstation install process to connect to the existing database. Other workstations can be upgraded. It is only necessary to uninstall/re-install on a single workstation.

3. On the workstation where the uninstall/re-install was done, go to Constant Contact Campaigns in GoldMine. Click Configure and enter your Constant Contact username and password and click Login. A second Constant Contact login page will appear. Enter the same credentials as in previous page to complete the login process.

Once this process is complete, it will be possible to Download Activity or Refresh Campaigns List from the server or any networked workstation. If Logout is selected on the Constant Contact page, it will be necessary to Configure again from the workstation where the re-install from step 2 was done.

GoldMine and Google Apps

If you wish to synchronize GoldMine and Google Apps calendars, you must start the GMGoogleSync service manually. We recommend that you configure the service Properties to automatically start the service.

1. Open Services on the GoldMine Mobile Server. 2. Locate GMGoogleSync on the list.

3. Right-click on the service and select Start.

(2)

1. Open Services on the GoldMine Mobile Server.

2. Locate GMGoogleSync on the list of services, right click and select Properties.

3. On the General tab change the Startup type field from Manual to Automatic (Delayed Start). 4. Click Apply then click OK to close the window.

NOTE: Activities synced to GoldMine by the GMGoogleSync service will show MASTER as the user that created or modified the activity. If you do not have a user MASTER, then the first alphabetical username with master rights will show as the user that created or modified the activity.

What's Changed in GoldMine 2014.1 Hotfix 7

GoldMine Mobile

A Search button has been added in GoldMine Mobile. Tap the search button, Enter, or Done to start your search.

What's Fixed in GoldMine 2014.1 Hotfix 7

Notes: To upgrade GoldMine Mobile, it is necessary to uninstall any existing version and install GMME 2014.1.0.686 as a

new installation. It may also be necessary to clear device/browser cache.

Messages sent by the GoldMine Messaging Service for GoldMine Mobile can be configured to include a link to the alarmed activity. With this version, the link may not open the activity.

Issue

Number Title

161695 Unable to enable GoldMine Messaging under the Messaging tab in System Settings 215970 Outlook hangs when trying to link emails to GoldMine when images have been removed and only the placeholders exist.

219742 When searching for a contact within the GoldMine Mobile contact list the results screen is unstable

221322

ERROR: row cannot be located for updating, some values may have been changed since it was last read when auto retrieving Web Import emails

What's Fixed in GoldMine 2014.1 Hotfix 6

Notes: To upgrade GoldMine Mobile, it is necessary to uninstall any existing version and install GMME 2014.1.0.681as a new installation. It may also be necessary to clear device/browser cache.

Messages sent by the GoldMine Messaging Service for GoldMine Mobile can be configured to include a link to the alarmed activity. With this version, the link may not open the activity.

Issue

Number Title

217978

Auto upgrade fails in GoldMine 2014 - silent installer ends with a message The wizard was interrupted before GoldMine could be completely installed

218130 There is no longer a GoldMine messaging service when you install GMPE 2014.1

What's Fixed in GoldMine 2014.1 Hotfix 5.1

Note: To upgrade GoldMine Mobile, it is necessary to uninstall any existing version and install GMME 2014.1.0.675 as a

(3)

Issue

Number Title

160813

Prompt if E-mail address is not on file when Auto-Linking received email - message box causes further downloaded emails not to be handled correctly - NOT auto linked at all and/or no further prompts

200761

When display name has a comma (e.g. Doe, John) on a sent email linked via Outlook integration and reply to all is used original sender's name will be split into 2

201654

Prompt for E-mail file options when deselecting the option "Prompt if E-mail address is not on file when Auto-Linking received Email."

215970

Outlook hangs when trying to link emails to GoldMine when images have been removed and only the placeholders exist.

220492 Outlook Messages Linked to Contact Goes to "Pending" Instead of "History" 204139

Wrong user is being associated to an email after being linked though the Outlook Integration

220493 The wrong user is shown for a user's activity in history.

What's Fixed in GoldMine 2014.1 Hotfix 4

new installation. It may also be necessary to clear device/browser cache.

Issue

Number Title

217414

Error 1001 when trying to run GoldMine Mobile Edition 2014 installer at point of installer removing 'Removing backup files'

217480

GoldMine crashing when completing a case from the contact cases tab and not sending an email notification

217482

GoldMine crashes with a Runtime Error when clicking contact history preview pane case link

217483

After viewing case history tab, reassigning a case from a contact records case tab will crash GoldMine with a Runtime Error

217484

When reassigning a resolved case in the service center for a contact with more than one case, the case does not reassign and remains closed

217496

When attempting to view a case in the regarding section of a new email message, GoldMine crashes with a RunTime Error

217545

Service center resolves the wrong case when opened from the contact record's case tab

219722 GoldMine will crash when sending more than one GoldMine messages at a time 220066

ERROR: Cannot login - when trying to login to Constant Contact Campaigns in GoldMine - logging in directly to Constant Contact Web Site works fine.

What's Fixed in GoldMine 2014.1 Hotfix 3

(4)

Issue

Number Title

217142

Blank notification email sent if "Page me with alarm when not acknowledged within.." option is checked

218285

The body of new email retrieved in GoldMine Mobile 2014 is unavailable in the activity list.

218288

When completing an email message from the activity list in GoldMine Mobile 2014 the email does not complete in GoldMine or the Mail module for GoldMine Mobile 218857

In GMME when creating a new activity, click 'Add Contact' and the heading of the screen selector is 'title' when it should be 'Add Contact'.

What's Fixed in GoldMine 2014.1 Hotfix 2

new installation.

Issue

Number Title

135466

GoldMine sporadically crashes during mass emailing under limited memory resources

204914

Error 'An exception occurred' windows appearing on a E- mail merge which causes after a while a crash of GoldMine

205653

Twitter templates GM+View errors - needs to be adjusted to https as otherwise only browsing to own profile as logged in and also additional Script error 'JSON' is

undefined 213867

GoldMine crashes when you access the trusted certificate Authorities in the email center - R6025 - Pure virtual function call

215253

Bodies of emails sent from a custom php script without the content type specified within the header do not show correctly after upgrading to 2013.1.0.297

217638

Cannot drill down into primary contacts through GMME due to issues with customizations in the database

What's Fixed in GoldMine 2014.1 Hotfix 1

Issue

Number Title

166300 Manual retrieval of email transfer sets do not retain selected options for synchronizing the transfer set

Manual retrieval of email transfer sets do not retain selected options for synchronizing the transfer set

167480 Chinese characters are shown for incoming email if MIME type = multipart/report 215814

Text of Emails / GoldMine Messages on re-assigned cases are blank after upgrading. This includes both historical messages and new messages.

215929 Email RSVP notifications sent from GoldMine to contacts or users are blank 215962

Body of email is missing when the email is downloaded after upgrading to GMPE 2013.1.0.298

(5)

216987

Server Error in ‘/GoldMine’ Application when accessing a website from GMME that is not prefaced with http:// in the database.

What's Fixed in GoldMine Premium Edition 2014.1

Issue

Number Title

127077

Secondary phone number for additional contact is always moved into Fax field in the primary contact record view when swapping with primary

135984

Clicking OK to a record alert pop after moving to a different record causes GoldMine to crash

148593

When sending an email in Outlook, and clicking the "Link to" drop-down, "Not Linked" is missing.

154852

A user without master rights does not get results for any email meeting the Universal Search criteria unless the email was sent or received by that particular user

157546

Cannot remove an existing E-mail merge code value in Additional Contact Record window

158155

sent message will not be auto linked to the contact even if the settings are set to auto linking

162480

drop down list for Opportunities and Projects in the Outlook Read and New E-mail screen is not alphabetically ordered

162493

when the automated process sends a reply email to the new contact, it does not include the To: field

164146

Email unlinked from Project when moved from inbox to subfolder using GM Plus for MS Outlook.

166309 An option to exclude additional contacts using GoldMine Mobile. 166709

When filing an email from Outlook if you change the reference this change is not saved when the email is linked to GoldMine.

167382 Ampersand in email subject displayed as underscore when opened 167681

Required fields notification appears in CSC (Contact Search Center) when record was changed and CSC is opened with e.g. criteria Is NOT empty

167718

Selecting a lookup value with comments for a user-defined field will populate the field with the lookup value and the //comment.

200101

If there is data in an email before a DOCTYPE declaration, it will be truncated when the email is downloaded.

202479

Accepted meeting requests, when received are shown as moved or deleted Calendar items

203580 When GoldMine is opened it just minimizes in the taskbar and can't be maximized. 204641

new opportunities based on a template do not let you edit the units, price or forecasted amount

206959

Update ReadMe topic 30 with a full list of reserved Words for MS SQL starting with U - actual Readme contains only 3 and reserved word USER causes issue in Outlook integration

209822

Missing Notes when completing a previously edited Single occurrence of a multi-user scheduled activity

(6)

213430

Reply of GoldMine HTML emails from some email server types is removed or stripped from the email upon retrieval in to GoldMine

127077

Secondary phone number for additional contact is always moved into Fax field in the primary contact record view when swapping with primary

THE INFORMATION CONTAINED IN THIS DOCUMENT (I) IS INTENDED FOR INFORMATION PURPOSES ONLY; (II) DOES NOT CONSTITUTE A WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND, OR EXTEND THE TERMS OF ANY EXISTING WARRANTY; AND (III) DOES NOT ALTER OR AMEND THE TERMS AND CONDITIONS OF THE END-USER LICENSE AGREEMENTS UNDER WHICH FRONTRANGE SOLUTIONS SOFTWARE PRODUCTS ARE LICENSED.