wMobile User Group: Creating Email Templates in wMobile Desktop

by Sarah Friedlander Garcia on April 27, 2017

On April 19th, we had our wMobile User Group Meeting focused on the topic: Creating Email Templates in wMobile Desktop.

Our next meeting will be on June 21st, which will highlight the topic “Using Cases in wMobile Desktop.”

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

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: Creating and Using Email Templates in wMobile Desktop
  • Roadmap
  • Open Q&A

Existing wMobile Resources

  • Check out the W-Systems website to access the following:
    • Videos
    • Recorded Training under Webinars tab
    • Downloads and Resources
      • Installer Links
      • Online User Guide
    • Release Notes
    • Support
      • Upcoming Training (now under Support on website)
      • Request Technical Support
      • Email Tech Support
    • wMobile Blog

wMobile Updates

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

Turn your wMobile Success into a W-Systems Case Study

We are looking for customers that would be interested in having W-Systems write a case study about the impact that wMobile has had within your company.

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

What’s new in wMobile?

  • Improved performance on sending email
  • Emails are moved to Outbox folder if sending process fails
  • LocalTrash folder retention set to 30 days

What’s new in wMobile Phone?

  • Ability to resize Notes field in wMobilePhone
  • Changed sort order on contact Details list to show most recent first
  • wMobilePhone generated error on linking email address to additional contact when RecId contained special characters
  • Completing an activity did not honor "CheckFollowupDefault" user setting in wMobilePhone
  • wMobilePhone throws error on GoldMine email filing when CompleteMessageOnReply user setting is set

What’s new in wMobile Desktop?

  • E-mail address column added in additional contacts list search
  • Warning added when session is about to expire
  • Deprecating support for Internet Explorer 9
  • User is prompted to convert the additional contact to a primary one when linking a case to an additional contact

FIXED

  • The logs of tracked changes were going to wrong SQL database when using multiple GoldMine contact sets
  • Lookup.ini file not being respected when cascading rules are applied on fields update
  • wDiag is unable to send diagnosis reports to wMobile support
  • GoldMine user with filter record access could not send emails in wMobileDesktop
  • Label font-size different between wMobileDesktop main application and AddIns
  • Custom folder options in GM Inbox not working on iPad
  • wMobile Desktop Dialogs Don't Resolve Fully in IE11
  • wMobileDesktop lookup lists are right justified on Firefox 52.0.2
  • Manager lookup list empty in wMobileDesktop Projects
  • ResourceManager addIn not properly translating "Dashboard" text label
     

Feature Topic: Creating Email Templates in wMobile Desktop

  • The topic selected in our last poll was Creating Email Templates in wMobile Desktop.

Topics for Next User Group

  • Using Email in wMobile Desktop
  • Creating ‘One Click Logins’ for Phone and Desktop
  • Updating information and logging calls in wMobile Phone
  • Winning Topic for June: Using Cases in wMobile Desktop

Roadmap

  • Telerik Framework Update [May]
  • Mail Merge in wMobileDesktop [June]
  • Relationships in wMobilePhone [July]
  • UI Notifications [August or later]
  • Next wMobile User Group – Wednesday, June 28, 2017
     

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PRODUCT: wMobile

AUDIENCES: Administrators Developers End Users

Sarah Friedlander Garcia
Director of Marketing at W-Systems
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