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wMobile User Group: Updating Information and Logging Calls in wMobile Phone

by Paul Scondac on December 7, 2017

5 minute read

On November 29, we had our wMobile User Group Meeting focused on the topic: Updating Information and Logging Calls in wMobile Phone.

Our next meeting will be on February 28, which will highlight the topic “Using Email 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!


  • Review of Existing Resources
  • Features and fixes in wMobile
  • Focus Topic: Updating Information and Logging Calls in wMobile Desktop
  • Roadmap
  • Open Q&A

Existing wMobile Resources

  • wMobile Product Page:
    • Resources tab
      • Recorded Training under Webinars tab
      • Product Literature Including Online Help Guide
    • Updated Demos and Downloads Tab
    • Release Notes
    • Support
    • wMobile Blog

wMobile Updates

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

Schedule Change

  • wMobile Content
    • wMobile User Group - Quarterly
    • wMobile Newsletter – Quarterly and will include webinar recap posts
    • wMobile Blog Posts – New content monthly
  • GoldMine Content
    • GoldMine Webinars:
      • GoldMine User Group – Bi-monthly
      • GoldMine Showcase Webinar – Bi-monthly
    • GoldMine Blog Posts - Monthly
    • GoldMine Newsletter - New content every month

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

What’s new in wMobile?

  • Improve Email Test Account command in wMobile Manager Console. It now tries to connect and login using user's credentials.
  • Add check for ASP.NET 3.5 in wDiag.
  • Clarify Repair option for restarting an ApplicationPool in wDiag.
  • Error when trying to save Monitors from Notification Service in Manager Console.
  • Allow email server to avoid refused recipients and track them in logs.
  • Add support for locally email deletion if the email failed to be deleted from the server for some reasons.
  • Add option to clear date field.
  • wMobile Manager Console does not honor Require Authentication checkbox in Notification Settings - EmailSettings panel.

What’s new in wMobile Phone?

  • Add support for Projects in wMobile Phone.
  • wMobile Phone mail merge not applying templates when trying to send to filter/group of contacts.
  • Error updating primary contact in wMobile Phone when email address bigger than 35 chars.
  • Users tab does not display all users with Cal access on scheduling activity in wMobile Phone.
  • Add option for default email template in wMobile Phone.

Feature Topic: Updating information and Logging Calls in wMobile Phone

  • The topic selected in our last poll was Updating information and Logging Calls in wMobile Phone

Topics for Next User Group

  • Using the wMobile Diagnostic Tool
  • Changing Logging Levels in the wMobile Manager Console
  • Email Merge in wMobile Desktop
  • Winning Topic for February: Using Email in wMobile Desktop


  • Support for drag and drop emails in wMobile Desktop email center [December]
  • Relationships in wMobile Phone [January or later]
  • UI Notifications [January or later]
  • Next wMobile User Group – Wednesday, February 28, 2018

Q&A Session

We’re planning to update GoldMine to 2018.1. Is wMobile compatible with that version?

Historically, wMobile never had compatibility issues with new GoldMine updates. Most of the later versions focus on bug fixes or GoldMine Web, so you shouldn’t encounter any problems upgrading to 2018.1.