Migrating wMobile for GoldMine to a New Server

by Roxana Rangu on November 21, 2019

4 minute read

On November 20th, we had our wMobile User Group Meeting where we discussed Preparing for a wMobile Migration.

Our next meeting will be on February 26, which will highlight the topic: Email Archiving with wMobile.

A huge thank you to everyone who attended and participated! Below is the video recording, general notes, as well as the Speaker Deck presentation.

Still have questions about wMobile? Feel free to reach out to our team here, and we’ll be happy to answer!

Agenda

  • Review of Existing Resources
  • Features and Fixes in wMobile
  • Focus Topic: Preparing for a wMobile Migration to a New Server
  • Roadmap
  • Open Q&A

Existing Resources

  • wMobile Webpage Redesign
  • wMobile Features
  • Tech Specs
  • Demos and Downloads
  • Latest Articles, Upcoming Events and Recent Releases
  • Support
    • Support link in web page header provides options to submit with form or via portal
  • Videos for Phone and Desktop and previously recorded Webinars will be available soon.
  • Blog Articles

Support Methods

  • Email
  • Use the support form on the website, using the Support button.
  • Login into our support portal and create a case
  • Please let us know if you’d like to submit support cases through the portal and we can provide credentials to log in. 

wMobile Updates

  • Posted on the wMobile Product Page
  • Included in newsletter
  • wMobile Installer will always check for the latest release
  • You must be on maintenance to update

wMobile Schedule

  • wMobile Content
    • wMobile User Group - Quarterly
    • wMobile Newsletter – Monthly
    • wMobile Blog Posts – New content monthly

For additional information on product updates, see the Speaker Deck deck below.

Highlights of What’s New in wMobile (General)

  • Support for Windows Server 2019
  • Update info for wMobile 5.0 (related to .NET Framework version)

Feature Topic: Preparing for a wMobile Migration

  • The topic selected in our last poll was Preparing for a wMobile Migration

Topics for Next User Group

  • Email Archiving with wMobile - Winning Topic!
  • Email Merge in wMobile Desktop
  • Using Pending and History Activity Lists/Dashboards in wMobile Desktop
  • Duplicate Detection Settings in wMobile

Roadmap

  • Metric Dashboards for Opportunities in wMobile Desktop [December]
  • Metric Dashboards for Cases in wMobile Desktop [January]
  • New Metric Dashboards for Projects in wMobile Desktop [February]
  • Support for TLS Encrypted Database Connection [March]
     

Next wMobile User Group – Wednesday, February 26th, 2020

wMobile User Group Q&A

Which versions of GoldMine does wMobile 5.0 work with?

wMobile 5.0 works with GoldMine 7.6 or any version of Premium Edition. Note that once wMobile detects GoldMine 2018.2, it will try to enforce the password complexity rules.

Are there any changes to the wMobile Phone Edition?

We are hoping to revamp the wMobile Phone interface in 2020, so stay tuned for that!

As far as phone changes, the main update is the addition of the custom fields since last quarter.

As an iPad user, which version of wMobile is recommended to use?

If you have an iPad, you can use either wMobile Phone or wMobile Desktop. We found that people like using wMobile Desktop on iPads since they have larger displays, but you can use either one.

 

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