wMobile User Group: Creating Filters in wMobile Desktop

by Sarah Friedlander Garcia on February 27, 2017

On February 22nd, we had our wMobile User Group Meeting focused on the topic: Creating Filters in wMobile Desktop.

Our next meeting will be on April 19th, which will highlight the topic “Creating Email Templates 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 Filters 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?

  • Update in Default user options on Apply Change to All Users
    • Apply all the settings in the node, or just the highlighted setting.
  • SendTo recipient missing from GoldMine Sent folders when email is sent to GM user (and GM is set to use internal messaging)
  • Issues fixed for older operating systems:
    • Installer throws "Not a valid Win32 application" error when updating RemoteGoldMineService
    • wMobileDesktop update throws the "The directory is not empty" error in older operating systems
  • Disable Run command in wDiagnostics when diagnostic process is running in order to avoid crash application

What’s new in wMobile Phone?

  • Streamlined CheckMail/Refresh functionality in wMobilePhone
  • Error fixed on updating contact info when potential duplicates exist in wMobile Phone

What’s new in wMobile Desktop?

  • Add user ability to add/remove/rename custom GM folders
  • Ability to move emails between folders
  • Improved Check Names functionality
  • wMobileDesktop Month calendar will now display history activities with multiple day duration

FIXED

  • Carriage returns stripped in activity notes on new/edit/complete wMobileDesktop activities.
  • wMobileDesktop recently viewed contacts list not loading when contact name or company contains '#'
  • Contact related records not removed when deleting a contact in wMobileDesktop
  • Carriage returns are stripped out of the Notes when editing/completing a Forecasted Sale
  • Emails displayed without carriage returns in wMobileDesktop

Feature Topic: Creating Filters in wMobile Desktop

  • The topic selected in our last poll was Creating Filters 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 February: Creating Email Templates in wMobile Desktop
     

Roadmap

  • Sending email asynchronously [February]
  • Mail Merge in wMobileDesktop [March]
  • UI Notifications [April]
  • Relationships in wMobilePhone [May]
  • Next wMobile User Group – Wednesday, April 19, 2017

Find similar articles in these categories:

PRODUCT: wMobile

AUDIENCES: Administrators Developers End Users

Sarah Friedlander Garcia
Director of Marketing at W-Systems
More From This Author »