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wMobile User Group: User Management in the wMobile Manager Console

By Paul Scondac | September 7th, 2017
Audiences: Administrators, End Users, Developers

Date: Wednesday, August 30th at 2:00 PM Eastern
Topic: User Management in the wMobile Manager Console

On August 30th, we had our wMobile User Group Meeting focused on the topic: User Management in the wMobile Manager Console.

Our next meeting will be on November 29th, which will highlight the topic “Updating Information and Logging Calls in wMobile Phone.”

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 post a question in the comments section or send us an email, and we’ll be happy to answer!

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
    • 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 Slideshare 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
     
About the Author
Paul Scondac
Marketing Manager