wMobile User Group: Using and Customizing Quick Search Options

by Sarah Friedlander Garcia on December 22, 2016

5 minute read

On December 21st, we had our wMobile Online User Group Meeting focused on the topic: Using and Customizing Quick Search Options.

Our next meeting will be on February 22nd, which will highlight the topic “Creating Filters 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: Using and Customizing Quick Search Options in wMobile Phone and 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
    • Upcoming Training (now under Support on website)
    • wMobile Blog
    • Request Technical Support (now in lower right of page)
  • Email Tech Support

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 deck below.

What’s new in wMobile?

  • Remote GoldMine Service locks a GoldMine license on loading GM API
  • Warning displayed on replies/forwarded emails if attachments cannot be accessed
  • Can change RGMS port from wManager Console
  • Enable/Disable AccessLog and SqlLog from Manager Console without restarting applications
  • License count now displayed on Users page in wMobile Manager Console
  • wDiag improvements
    • Repair option added when aspnet_client is missing or not pointed to inetpub directory
    • GoldMineSystemData, GoldMineSystemDir, and Remote GoldMine Service user added to wDiag
  • Email fixes:
    • Emails not deleted on filing when duplicates found and DeleteFromServer flag set to true
    • Email Forward Did Not Include Original Email
  • Server 2016 now supported

What’s new in wMobile Phone?

  • Improved activity type filtering in wMobile Phone history activity list pages
  • New functionality to link documents to a contact record
  • Fixed error replying to GM User from GoldMine Inbox
  • Removed Send option on incoming email in wMobile Phone
  • New link on home page to complete unscheduled activity

What’s new in wMobile Desktop?

  • Automatically clear the contact name when Link Contact checkbox is unchecked in wMobile Desktop activity pages
  • Server date/time added to wMobile Desktop status bar
  • Remove SQL Query option from Tools menu in Desktop for users without this permission in GoldMine
  • Error thrown on exporting data from wMobile Desktop SQL Manager when query text is empty
  • Losing activity link to Opp/Proj when Opp/Influencer or Proj/Contact is not a member of Opp/Proj directly linked to primary contact of activity
  • Search on ‘Sent By’ column not working on GM Inbox in wMobile Desktop
  • Increased UI responsivity by loading the left sliding pads on expand and adding support for paging in wMobileDesktop
  • Error opening filed email where attachment cannot be accessed

Topics for Next Online User Group

  • Resolving Duplicate Lookup Headers
  • Using Email in wMobile Desktop
  • Creating One Click Logins for Phone and Desktop
  • Winning Topic for February: Creating Filters in wMobile Desktop

Roadmap

  • Sending email asynchronously [January/February]
  • Mail Merge in wMobileDesktop [February]
  • UI Notifications [February/March]
  • Relationships in wMobilePhone [March/April]
  • Next wMobile Online User Group – Wednesday, February 22, 2017

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