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On October 26th, we had our wMobile Online User Group webinar focused on the topic: Using Email in wMobile.
Our next meeting will be on December 21st, which will highlight the topic “Using and Customizing QuickSearch Options.”
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!
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.
If the email hyperlink opens an email in your native email application instead of wMobile, then your email preferences are set to use an external Email Client, rather than the wMobile built-in email client.
Typically, email sent outside of GoldMine or wMobile does not get linked to GoldMine History. However, there are a couple of cases where the email can be linked. It is possible that your email account has folders (such as Inbox and Sent Items) set to be auto-filled. (Auto-filing for incoming email is supported only on IMAP accounts, not POP3.) When configured, the wMobile email fetcher service will poll the selected folders and will copy email messages to the GoldMine History, based on matching email addresses.
It is also possible that you are using Outlook integration with GoldMine to automatically or manually link emails to GoldMine.
Yes, wMobile Phone has MailMerge functionality that can be used with templates, but we discovered it’s not working as designed during the webinar. I’ve put in a defect for this, and it will be fixed in a future release. When it’s fixed, you should be able to follow the steps as described in the online help guide.
This is not possible at this time, but a feature request has been added for this functionality.
Check Mail will go out and check for new mail on your server or ISP mailbox. Refresh applies only to emails already in the Online Inbox. An example of how Refresh was used in the past, would be if an email was deleted but didn’t get removed from the list right away. Ideally, you shouldn’t need to use Refresh. The list should refresh automatically when emails are filed, deleted, or meeting requests processed. However, the option will remain just in case it’s needed.
We do not have any plans to capture text messages in wMobile.
The GoldMine Inbox contains emails already retrieved into GoldMine. Creating a new account would be to configure a new email account to use for sending and retrieving email, such as your corporate email account, Gmail, etc. wMobile supports multiple email accounts if you need to be able to send/receive emails from multiple accounts.
Someone reported during the call that this was possible using an iPhone. In testing, I was also able to do this by tapping into the message box and clicking on the mic button. My dictation was recorded into the message body.
This customer was able to capture a screenshot of the error message and forwarded it to firstname.lastname@example.org for investigation. This type of error is usually caused by unexpected data, like text in a numeric field, but we’ll have to narrow down where the issue is.
Yes, all email recipients will be included in the reply. This is different from behavior when using Mail Merge that generates separate emails for each recipient.
CORRECTION: I was mistaken in my response during the webinar. Filing email to another contact does NOT associate the email address with the new contact. The email address stays linked to the original contact record.
We are reviewing email functionality this quarter. As previously noted, you shouldn’t need to use Refresh. When filing emails, deleting emails, or processing meeting requests, the list should be refreshed automatically. Check Mail is a ‘postback’ function, meaning the server posts back the results of the checking process to the same page, which effectively refreshes the list of emails displayed in the Online Inbox.
I checked in with the developers on this. Each time Check Mail is clicked, it sends another request. So if you click Check Mail 5 times, it will have to do that task 5 times, and can cause the process to get hung up. They do expect that the Check Mail functionality will be reviewed and improved in the future. Mobile phones have greater functionality now than they used to, and this process can probably be improved.
Using Check Mail is not instantaneous. It does take a few minutes to process. This is why we have the built in process for the wMobile email fetcher to automatically check the server or ISP mailbox periodically. By default, this process runs every 30 minutes, but that interval can be reduced. However, an admin should consider all the processes running on the server and consider the number of wMobile email accounts to be checked when setting the frequency. In most environments, this isn’t very significant, but if an admin set 100 email accounts to be checked every 5 minutes, that could cause some performance issues with other processes on the server, including wMobile.
This setting is located in the wMobile Manager Console System Settings.
Configuration → Common → Email
This was the setting to automatically delete email from the server/ISP when the email is processed in wMobile (Such as File to History and Delete, Move to GM Inbox, or deleting an email). This option is on the Folders tab of the email settings in wMobile Phone. This setting will prevent you from downloading the same email repeatedly.