GoldMine 2017.1 HF 1

Released on June 8th, 2017

What’s New in GoldMine 2017.1 HF1

GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

GoldMine Premium Edition

  • If the “Encode E-mails using character set” value is empty in a user’s E-mail Options, GoldMine will use “utf-8” as the default character set.

GoldMine Link for Microsoft Outlook

  • When a contact has been suggested, you can select/click on the contact name or company name (or additional contact name) to open and view the contact record in GoldMine.
  • When searching for a contact, you can select/click on the name of the contact, company or additional contact to open GoldMine and view the contact record.
  • When an email message has been linked to an additional contact, selecting/clicking the “View in GoldMine” button will open the contact record in GoldMine and the “Additional Contacts” tab will be in focus, with the additional contact row selected.

What’s Changed in GoldMine 2017.1 HF1

GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

GoldMine Web

  • The Custom Screens section within a contact record detail will now display all fields for the selected Custom Screen. The “show more” and “show less” links have been removed.
  • Selecting/Clicking any area within the graphical calendar in the ACTIVITIES page will open the schedule activity view with “Appointment” as the default activity type instead of “Call”.
  • Untimed activities in the “My Activities” section within the HOME page will now display the placeholder “no time”.
  • A white spacer has been included between the “Recent Opportunities” and “Recent Cases” sections within the HOME page when either or both of these sections are expanded.

What’s Fixed in GoldMine 2017.1 HF1

GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483

  • 156252 : Duplicate screen tab names appear when you customize the screen tab names.
  • 165979 : Cursor not visible in Reference when scheduling activity with IE 9-11 installed.
  • 206519 : After creating custom tabs, then moving the position of the custom tab, the tab list then duplicates the custom tabs created.
  • 215271 : When replying to an email, inline images do not show in the reply, the email is changed to content type: css/text.
  • 223775 : After setting the encoding for sending mail in GoldMine, Exchange shows the proper name of the retrieved email as =?iso 8859-1?B?MQ==?=
  • 230409 : Set filter on a tab with a lot of records (e.g. History by Contact), then sort the results by Date will result in a blank window as no record 'match' the criteria.
  • 232562 : When a contact name has an apostrophe and several e-mail addresses are linked to this contact record trying to add the contact as further recipient to an email will automatically take all related email addresses instead of offering the selection dialog box.
  • 234347 : Setting custom filters on any grids for example History tab and Pending tab (most likely for many other grids too) for blank values will result in inconsistent and wrong results.
  • 237160 : Grid filters in Pending/History tab (most likely every where grid filters can be set) will not work consistently when the filter value has an ' (apostrophe).
  • 239832 : Image attachments in emails sent from iOS devices adds what appears to be header information to the attachment extension when downloaded into GoldMine.
  • 238991 : When the message ID contains an apostrophe the email will be downloaded over and over again (Fixed apostrophe, but some other characters might cause the issue.
  • 240605 : When manually copying an Outlook email to GoldMine from within E-Mail Center, the special characters are changed and corrupted.
  • 246648 : API Assistance request - customer getting error - Object reference not set to an instance of an object on inserting data and retrieving data via API.
  • 249609 : Follow-up on RM 214724 - In certain cases - customer recognized only on replies - German characters are still destroyed.
  • 250662 : Unable to login to Constant Contact via GoldMine to setup or create new Campaigns.
  • 252928 : Error editing or viewing activities in GM WEB: "server error: error in activity controller action: get activity F2 metadata".
  • 252667 : GMWEB - Revoked Opportunities, Activities or Calendar rights will remove tabs in GoldMine Web (ACTIVITIES, OPPORTUNITIES, CASES) but the Home Dashboard shows still My Activities, Recent Opportunities/Cases.
  • 252773 : Even if the "Save attachments as linked documents" setting is unchecked, the new GoldMine Link for Outlook NOT honoring the setting in Tools>Options>E-Mail>More Options > Retrieval.
  • 252777 : A newer version of Microsoft Outlook is needed for the plug-in to be installed. The GoldMine Link for Microsoft Outlook will not be installed".

What’s New in GoldMine 2017.1

GoldMine Premium 2017.1.0.326 / GoldMine Connect 2017.1.0.458
All functionalities that have been added after GoldMine 2016.1, including any added in all 2016.1 Hot Fixes.

GoldMine Web

Home

  • A new default landing page after logging in with the following sections:
    • My Activities
      • Displays a snapshot of upcoming timed activities, starting from the time at which the user is logged into web.
      • Select the "Go to Activities" to view more activities on the existing Activities page.
    • My Pending Emails
      • Displays a snapshot of pending emails.
      • Select the "View More" to view more emails in a new My Pending Emails page.
    • Recent Contacts
      • Displays a snapshot of recently viewed contacts.
    • Recent Opportunities
      • Displays a snapshot of recently viewed opportunities.
    • Recent Cases
      • Displays a snapshot of recently viewed cases.

My Pending Emails

  • A new page containing a tabular view of pending emails for the logged in user.
    • Accessed from either the “My Pending Emails” section in the Home page or through the global menu at the top right of the browser, next to the GoldMine User ID.

Cases

  • The Pending and History activities associated with a case are accessible from the detailed view of a Case.
  • View and create Notes - both “Case Notes” and “Resolution Notes” (PE equivalent of the notes in the “Notes” and “Resolution” tabs).

Links

  • From the detailed view of a Contact record, users can now add a linked document stored in a cloud drive (eg. One Drive, Dropbox or Box etc) or shared network path to a contact by including a valid URL or UNC path to a shared drive.

Miscellaneous

  • Schedule a follow-up activity when completing an activity. Notes and other information are carried over to the follow up activity.
  • User-specific settings that are applicable to GoldMine Web within the “Access” and “Menu” tabs in PE’s Tools → Users’ Settings… → are now reflected on web.
  • Contact record curtaining and ownership specified in PE are observed on web.
  • F2 look-up validation settings in PE are observed for Pending and History activities on web.
  • "Back to results" link added to the Opportunity details and Case details pages.
  • A “View All” link has been added to the Opportunities section in the detailed view of a Contact record.

GoldMine Link for Microsoft Outlook

  • A new Outlook add-in for linking email messages to GoldMine contacts.

Link Email / Unlink Email

  • The “Link Email” button in the toolbar enables the user to link email messages, search a contact, or create a contact.
    • If the email address matches a GoldMine contact, it will be suggested.
    • Use “Search GoldMine” to search for a contact in GoldMine to link email messages.
    • Use “Create Contact” to create a new contact in GoldMine and link the email messages.
  • When an email message is linked, it will be filed to the contact’s History tab.
  • The “Unlink Email” toolbar button enables the user to unlink email messages.

View Contact in GoldMine

  • The “View in GoldMine” button in the toolbar enables viewing the contact in GoldMine.

Settings

  • The “Settings” toolbar button enables the user to set up or update GoldMine Link, enable/disable automatic linking, configure Outlook folders, specify linking exclusions and set up Outlook synchronization.
  • Settings for each user may also be configured from PE by a master user by going to Tools → Configure → GoldMine Link Outlook Settings…

Synchronization

  • Select the “Start/Stop Sync” button in the toolbar to start or stop Outlook synchronization with GoldMine.

Address Book

  • The GoldMine address book is added to the list of “Other Address Book Types” in Outlook upon installation of GoldMine Link.

Environment Table Settings

  • A new flag - “forceUTF8ForOutgoingEmail” - for enabling the use the charset “UTF-8” when sending emails through the Email Center. This flag takes a value of “0” or “1”. When set to “1”, the charset used for sending emails will be “UTF-8”. It does not matter what charset is specified in PE.
  • The TLog query for synchronization has been refactored and optimized for performance improvements in release 2017.1. A new flag - “UseOptimizedCalDefTLogsQuery” - is introduced to enable GoldMine administrators to turn off this optimization, if needed. This flag can be set to “0” to turn off the TLog query optimization.

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