wMobile User Group: Using Cases in wMobile Desktop

by Sarah Friedlander Garcia on June 29, 2017

On June 21st, we had our wMobile User Group Meeting focused on the topic: Using Cases in wMobile Desktop.

Our next meeting will be on August 30th, which will highlight the topic “User Management in the wMobile Manager Console.”

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 Cases in wMobile Desktop
  • 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
    • Release Notes
    • 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

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

What’s new in wMobile?

  • AutoFollowUp options added back to wMobile completion activity pages
  • Duplicate Check Criteria updated and includes Phone1
  • Support for case-insensitive searching in wMobileDesktop ResourceManager
  • Review of filing of local/internal messages

What’s new in wMobile Phone?

  • Fixed: Cannot create a new contact from phone when a date field is empty.

What’s new in wMobile Desktop?

  • Support for archiving emails by moving them to Filed folders
  • Fax number now auto-formatted (International or US) on editing existing contacts or creating new contact records
  • Activity completion screen redesigned with Opp/Case toggle
  • Improved performance on loading Contact History tab and History Activity List pages

FIXED

  • Problem changing additional contact page size in wMobileDesktop
  • Tabs missing on record when navigating from additional contact search in wMobileDesktop
  • Contact page not refreshing after the record typing rules are triggered in wMobileDesktop
  • User shrunk columns in Pending Activity List and got server error in wMobileDesktop application
  • Error thrown by wMobileDesktop when moving an email from online Inbox to GoldMine Inbox in some circumstances
  • History/Pending activity count not respecting record access/record curtaining
  • Opportunity probability field shown as text field instead of lookup list in wMobileDesktop
  • "Multi-day" and "Agenda" labels not translated in wMobileDesktop

Feature Topic: Using Cases in wMobile Desktop

  • The topic selected in our last poll was Using Cases in wMobile Desktop.

Topics for Next User Group

  • Using Email in wMobile Desktop
  • Updating Information and Logging Calls in wMobile Phone
  • Search Methods in wMobile Phone and Desktop
  • Winning Topic for June: User Management in the wMobile Manager Console

Roadmap

  • Telerik Framework Update [June]
  • Mail Merge in wMobileDesktop [July]
  • Relationships in wMobilePhone [July/August]
  • UI Notifications [August or later]
  • Next wMobile User Group – Wednesday, August 30, 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 »