wMobile User Group: User Management in the wMobile Manager Console

Agenda

• Review of Existing Resources
• Features and fixes in wMobile
• Focus Topic: User Management in the wMobile Console Manager
• Roadmap
• Open Q&A

Existing wMobile Resources

• Check out the W-Systems website to access the following:
  • Updated Resources tab
    • Videos
    • Recorded Training under Webinars tab
    • Product Literature Including Online Help Guide
  • Updated Demos and Downloads Tab
  • Release Notes
  • Support
    • Upcoming Training
    • Request Technical Support
    • Email Tech 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?

• Update to the MailBee, the email client used for wMobile
• Update to the Telerik Framework used to build wMobile
• FIXED: Follow-up activity alarm set to current date instead of activity's date time in wMobile

What’s new in wMobile Desktop?

• New functionality in wMobile Desktop to include/exclude Audit logs
• New method to select activities in Pending/History tabs
• Update in Filter settings to allow selection of activities for All

FIXED

• Cannot select probability values in Opportunity page if they are non-number data
• Lookup processor throws error when processing Contact2 fields on cloning a contact
• Page size selection up to 500 in wMobileDesktop contacts, activities, opportunities, cases and projects list
• wMobileDesktop user can leave contact page without filling the required field once is focused

Feature Topic: User Management in the wMobile Console Manager

• The topic selected in our last poll was User Management in the wMobile  Console Manager.

Topics for Next User Group

• Using Email in wMobile Desktop
• Using the wMobile Diagnostic Tool
• Changing Logging Levels in the wMobile Manager Console
• Winning Topic for November: Updating Information and Logging Calls in wMobile Phone

Roadmap

• Mail Merge in wMobileDesktop [September]
• Projects in wMobile Phone [September]
• Relationships in wMobilePhone [October or later]
• UI Notifications [November or later]
• Next wMobile User Group – Wednesday, November 29, 2017