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July 2008 Archives

July 2, 2008

GoldMine 7.5 (7.50.80618) Released!

GoldMine 7.50.80618 has been released...  From the Release Notes:

WHAT'S ENHANCED IN GOLDMINE CORPORATE EDITION 7.5

Support for Microsoft Office 2003 and 2007 enables integration with the latest versions of Microsoft Word, Excel, and Outlook.  Also, the Word and Excel links now are optional components of the main GoldMine installation, rather than being installed separately.

Support for Windows Vista as an end-user operating system.

Support for Microsoft SQL Server 2005 Service Pack 2 (SP2).

Support for Windows Server 2003 R2, Service Pack 2 (SP2).

Secure SSL connections now are supported in the E-mail Center.  To configure an SSL connection, go to Edit > Preferences > E-mail.

The IMAP protocol now is supported in the E-mail Center, providing more security and better interoperability with other e-mail clients.  To configure an IMAP e-mail account, go to Edit > Preferences > E-mail.

The E-mail Center now supports integrated Windows authentication using NTLM.  With this feature, e-mail access can be set up without entering or updating the password in GoldMine.  To configure this option, go to Edit > Preferences > E-Mail.

Synchronization and database rehosting performance has been enhanced, especially when using the Firebird database.

The 2 GB size limit has been removed for synchronization transfer sets and installation files for one-button synchronization.

Concurrent GoldSync connections are queued to improve reliability.  As users connect to a GoldSync server, they automatically are placed in a queue, up to the number of users established in the Number of Connections screen within GoldSync configuration.  If simultaneous processing of concurrent connections is required instead of queuing, please contact your Solutions Partner or FrontRange Support Services for recommendations and instructions.

An updated ZIP code database for the United States is available though the QuickStart Wizard.

WHAT'S FIXED IN GOLDMINE CORPORATE EDITION 7.5

Branch To Event dropdown is empty during creation process if AP track contains Preemptive Event
Error when creating installation file for one-button synchronization using database with large MAILBOX table

Out of memory error while installing file for one-button synchronization

Automated process elapsed time trigger is ignored

All groups displayed when selecting (public) while adding to a contact group from search center

Sales script question numbers are corrupted when adding a number above 99

Message encoding failed when using e-mail template with attachments

TRIM expression evaluates as True if there is no data

Attachments are stored but not displayed on some e-mail messages

Line breaks are removed when spell checker corrects first word in paragraph

Influencer will appear twice following sync if added at server and at remote

Merge / Purge shows the wrong records when using prompt before merging

Long history notes truncated on Contact Profile (Detailed) and History & Pending Report

New Contact Alert and New Contact AP not working in Web Import

Error when inserting accented characters using XML API Writedetail call

Incorrect ratio shown in Leads Analysis total line

Forecast Quotas are wrong if more than 8 digits needed

Linking e-mail to additional contact creates duplicate e-mail address and overwrites previous
e-mail address

Pending and e-mail are retrieved only if contact set open during sync

Crash when trying to print report with another minimized print window open

Crash when clicking the Complete button without selecting an activity

GoldSync service generates multiple messages in Windows Event Log

Expressions in the calendar do not show Contact1 data if there is an unlinked calendar item
present

FILTERS field updates are added to TLog without field changes

REPORT32 field updates are added to TLog without field changes

Details tab not updated correctly after starting GoldSync processes

Special characters not displayed correctly in e-mails from Lotus Notes

Days are not displayed in quota analysis date range

Cancel operation does not work when a draft e-mail is open and user switches database

Deleting contact deletes Mailbox and linked CAL/HIST record at remote

E-mail message records retained after contact deletion do not sync

E-mail address and E-mail merge code data issue with secondary contacts when duplicate e-mail
addresses are enabled

Send Request with <activity> to: option when scheduling an activity does not work

Lookup.ini erroneously populates date field with today’s date

Cannot add new detail on custom tab if detail name exceeds 20 characters

Contact Search Center does not return all records for non-master user belonging to a user group
with a single quote in the name

Calendar Report does not print phone numbers for scheduled calls

Cannot scroll down through days in month control in day view

dBASE expressions cannot be used to clear a date field

Invalid SQL query causes loss of database connection

Russian characters aren't displayed after upgrade from GM 6.5

Opportunities do not sync if GoldSync as service was configured using a contact set code other
than the contact set code the remote is using

Non-Master user is unable to delete multi-user scheduled activities if they do not have delete rights

Contact Record Statistics shows inaccurate sales data

Filters containing “not equal to" criteria do match null values

Impossible to login to GM using Firebird and shortcut install

Notes field will not accept an import of greater than 50 characters

'Database Operation error' occurs while generating Graphical Analysis report

Sort by Date on Details tab sorts by User Name

Forced logout UI is unclear

GoldMine GPFs when user without Schedule menu access tries to schedule from the Contact Search Centre

Crash during Global Replace on Notes using a filter

Notes are not synchronizing

Completed Calls SQL Query returns 0 results

Global replace on a user-defined date field generates incorrect values

E-mail merge performance degradation

Importing notes with more than 75 characters gets truncated

Cannot use phone number for duplicate checking in new record type

When multiple linked activities are edited, the Updated time is not changed

Contact -> Write -> Letter doesn’t create a history entry

E-mail merging/queuing speed degradation compared to 6.7

E-mail are not retrieved correctly unless Windows-1251 encoding was used

Group based on History Items against all Users returns no records

When running a crystal report from GoldMine the parameter values are ignored if run against the current contact record

Merging visible records drops notes from the non-surviving record

Field security not applied when users tab from field to field

Export wizard does not use the sort order defined in filter

Open Org Chart causes performance issues when searching contacts

Opportunity Title over 33 characters is truncated after saving

Create Duplicate Record does not copy Web Site

Clicking "Delegate to User(s)" causes characters to be deleted from the selected users list

Account roll-up does not work for Opportunities and Projects

Field mappings not saved in Outlook Sync profiles

Printer name of 53 characters generates error message about 59 character limit

Euro sign in e-mail not recognized

Cannot update time on activity scheduled for multiple users and multiple contacts

No Scheduling Conflict error when activity conflicts with recurring item

E-mails for secondary contact not populating the To: field when selected

Forced logout UI is unclear

AP Update Field action uses wrong field

Some applications can't be started from Lookup.ini

To-Do marked as Private can be opened by other users

GoldSync process can be uninstalled before it has been stopped

SQL query truncated

Occasions are not showing up

Undocked users in License Manager are not sorted by Username

There is no way to restart GoldSync process

Completing an e-mail from the Complete Menu can cause the “Cal record is missing or corrupt" error message

No members are added when selecting All Users option in creating a group

GoldMine can be launched twice simultaneously

Opportunity Wizard allows Start Date to exceed Close Date

Run instruction breaks XML type WebImport

Crystal Reports use wrong data source

Retrieval of WebImport e-mail containing duplicate e-mail address hangs system

Log Changes in History setting is not respected when change is made to a NULL or empty field

Sync service ignores Send Filter when &RecordType macro is used

Report Sorts settings are ignored running Crystal report

Runtime error accessing report sort properties

Search by details in Build SQL Query does not work with long details

Unnecessary TLogs remain in database, although corresponding source record already was removed

Scheduled activity time is incorrect when alarms are on by default

Sales Scripts are corrupted after editing the question numbers

Document is merged to the current GoldMine contact instead of the one specified in literature request

AP set to 1000 days goes to incorrect date

Unlinked e-mail that is linked when replying causes endless loop

Activities notes are duplicated under pending tab

Digital signed e-mails not decoded

Queries on history built by Query builder, not returning correct data on unscheduled calls

Cannot activate a Group and a Filter at the same time

Performance issues during synchronization with Firebird demo db

Execute immediately ignored when added from another process

Opportunity record not updated with sale date change

Custom Field view unavailable until restart

Customizations missing with One Button Sync install

XML type WebImport record created with inserted note

CREATEON/CREATEAT fields unpopulated with XML WebImport

Screen Design mode retained between user sessions

Leads analysis does not show any completed sales information

Time and resource usage increase rehosting data to MSSQL

Opportunity Manager custom Field are limited to 60 characters via the UI

Impossible to save any word documents if template folder is indicated incorrectly in gm.ini

The SQL query builder truncates the value to 20 characters

The list of Reports of the Contact Report Category (in Print Report dialog box) is not visible

When e-mail contains a period preceded and followed by a space, message is truncated
Cannot rehost selected tables

Building a group based on scheduled activities does not add members

History tab does not show the most recent history, if the display limit is active

E-mail inaccessible after delete

Queued doc deletions do not sync

No warning for blank username in initial setup

Plain text signature file loses carriage returns when using HTML e-mail

InfoCenter export to RTF does not convert HTML tags

"Contacts with calendar activities from:" option does not sync any data to Outlook from GoldMine

Unable to open lead table error on Firebird database

API: DB_QuickSeek function does not work in XML API

API: DB_Search function does not work in XML API

API: DB_Range function does not work

Predial.ini strips area code from non-local number and breaks TAPI dial

Forecasted sale for decimal amounts are not reflected in Sales Analysis

Negative number corrupts formula to calculate Forecast (Potn) and Forecast Diff. amount and Forecast Diff. percentage

Application error occurs when entering data into required fields using F2 lookup
Industry template installer does not delete F2 Lookups

API: Seek function always returns '2'

API: ReadSchedulePrefs function does not work

API: WriteCalendarPrefs does not update some parameters

Subset of accessible records NOT returned with Search

GM+View template updates do not synchronize if user’s calendar not included in transfer set
One Button synchronization updates the currently open database

Printing filtered records failed

File NOT found error when selecting Maximizer Import

Project and Opportunity non-forecast activities are not completed in wrap up

Impossible to delete opportunity without deleting the related contact

Incorrect calculation of resulted stats of opportunity after closing all its forecasts

Extended sync times retrieving large transfer sets

Key Field Label Name assignments in QuickStart Wizard do not stick

Inactive alias displayed as blank lines

Changing an alias name is losing DB connection info

Word closes without prompt to save document

Update wording in Database Alias Manager for new functionality

Saving draft emails in Outlook prompts for a save location when the Word link is installed and Word is the default e-mail editor

Closed tab is empty by default in Activity list

Launching GM over network on Vista prompts security warning

SQL login user properties do not work

E-mails containing UTF-8 characters are not rendered correctly

Sort order on the pending tab is incorrect

Change of forecasted sale on the opportunity tab does not change corresponding sale on pending tab

If a user has no e-mail templates in the Document Management center, Mailbox contents will display

Import process leaves temporary tables

E-mail record attached to wrong contact record

E-mail record attached to wrong contact record

DBF import aborts if Date fields are included

Cannot export a SQL query from cal that has HTML notes

APP Identifiers in document management center work wrong

Groups not displayed correctly when adding contact to group in Members tab

DBF import skips remaining records if there is no data in company, contact or row

Sync ignores CONTHIST record change

Cannot click into a user-defined field that is under a user-defined expression field in the fields tab
HTML Signature file shows tags

GM is incompatible with MSXML 6.0

Reference unchanged with Contact Groups creation

Error navigating to merged contact

No Contact data with non-defined FILECODE

Cannot delete custom opportunity fields after editing them

Org charts only show titles for the first member that was added to the org chart

Adding Attachments to InfoCenter Documents doesn't work properly

Customized field data not retrieved

Retrieved custom fields show 'n/a'

Wrap-up information not displayed in Opportunity Manager

“Reference contains” calendar publishing option doesn't work

“Skip read mail” option doesn’t work with Microsoft Exchange

No indication of which Groups and Filters are activated and which are released

GoldMine not recognized by Internet Explorer as default mail client

Carriage returns are omitted when pasting text into e-mail message

When an activity scheduled with a secondary contact is completed the name disappears from the completed activity on the calendar

GoldMine's ZIP files can only create a 2GB max size transfer set file

Sync Contact associates Opportunity sale to added influencer

GM+Browser does not open web page when enter key is pressed

Lookup By preference not respected when creating e-mail

Add paste functionality for entering serial numbers

Copy/Move Records wizard does not transfer links created by e-mail attachments

Clicking “X” button in InfoCenter does not prompt to save modified text

Contact Search Center text box does not allow focus change from another window

dBase import of records truncates e-mail and web fields

Forced out idle time not obeyed

Carriage returns are omitted when pasting text into activity notes

Age of closed Opportunity is incorrect in Opportunity Mgr

Cal record remains on remote after deletion

Reports dialog doesn't remember previous selection

GoldSync Max Retries setting is not honored

Scheduled resources are not included in transfer set when a send filter is used
Queued e-mails are sent even if the option is unchecked

Not all records returned in CSC based on MSSQLMaxBrowseRecs setting

Site can get processed by 2 or more different connections

Contact History Report with Notes with large history record only shows 'Notes' information on first page

Incorrect text on New Opportunity dialog

Click on title bar of a background e-mail window causes it to maximize

Incorrect Detail if the Lookup entry of the Detail custom tab is deleted

"Include a Text File" option in HTML e-mail template strips carriage returns

Request a Return Receipt does not stay checked on an E-mail template

Cursor focus stays in Subject line when replying to an e-mail

Industry templates change key fields incorrectly

Zoom should be an available local menu item in the Calendar Month view

Propose new time by GM recipient is corrupted

Importing a contact record disables existing alerts

Recurring Activities do not activate Conflict message

ZERO length field label and value is irretrievable

Cannot import exactly one contact from an ASCII file

Value in selected Update Field is not transferred to surviving record in merge/purge process

Contact2 data in AP Run An Application action, not processed
 

July 10, 2008

GoldBox Updated

June 16, 2008  (2008-Q for GoldBox-7, GoldBox-SQL)
 
ADDED: (GX7 / GXSQL ONLY) At the Import / Update Setup screen, you can now select to auto-convert a Text File into the Source Table.  Previously, you could only do this with a Q-file entry.  Ideal for RECURRING Imports.  

Download From: http://www.redstonesoftbase.com/index_00000a.htm

  

July 11, 2008

CompanionLink Updated

Fixes in companionlink.exe 07/10/08 version 3.0 build 3030

(Pro only) Added support for iPhone wireless sync

Sort fields for GM on the field mapping screens

When syncing to ACT! 2005-2008, include a space in the phone numbers after the area code for US numbers

Fix for GM where sometimes the address fields did not sync

(Pro only) Replaced DateBook Map and Todo Map tabs with ACT! 2005-2008 with Calendar Mapping tab. Also allows ability to turn off transferring untimed records.

Modified purge and reload message to be more informative

Fixed problem with ACT! 2005-2008 if you synced a user other than the login user, and that user had a different login name vs display name

Fixed bug that could sometimes create duplicate datebook records in ACT!
2005-2008 if the login user's calendar was not included in the sync

Fixed bug that sometimes prevented T&C category field mapping changes from working

Fixed bug with GM where required dll was not always found on Windows Vista

Added support for syncing with BlackBerry Desktop Manager v4.5

Sped up anti dupe logic for contacts when syncing with ACT! 2005-2008

Added Birthday/Anniversary field mapping options when syncing to BB OS 4.3 or higher

Fixed bug that prevented email addresses from syncing with ACT! 6 if the default mapping for them was changed

Don't forget to use CompanionLink Discount Code TB5222 for $5.00 off all purchases.

July 14, 2008

Top 30 Open-Ended Questions Desktop Wallpaper

Good Desktop Wallpaper from JustSell.com

http://www.justsell.com/salestools/wallpapers3.aspx

 

July 15, 2008

Got Notes? Create a Notes Indicator in GoldMine

There are several reasons to be way of over-using the Notes tab in GoldMine…  See this post regarding those:

http://www.thegmblog.com/2006/11/4_reasons_not_to_use_the_notes.php

However, for generic or preliminary information such as directions, comments about the contact it is useful.  You might also use it for dog’s name, what’s going on their life, etc.

GoldMine Notes Tab
 
However, unless you explicitly go to the Notes tab there’s no way to know there is something there!  So here’s a handy indicator to put on the top ½ of the contact window.

If you’re using GoldMine Standard or Corporate you’ll probably need to move some fields around for space in the top half of the screen  I’ll be adding it to a GoldMine Premium Edition, so space isn’t so tight in the top ½ of the screen.

First, while logged in with master rights do a Right-Click | New Field.

GoldMine New Field 

Select dBASE Expression and Click OK.

GoldMine New Field Screen 

 
Move the field to an area of the screen where you have open space then Double-Click on it.

Field Properties Screen
 
In the Field Data area type in "Has Notes" with the double-quotes.

Has Notes
 
Change to the Color tab and in In Data Color select Expression and type in iif(trim(notes) > ' ', 255, 16777215)

Color Setting
 
Finally, in the Layout tab, set the Field Label to be 0 and the Data Size to be 10. Then Click OK.
 
Field Size

... and Voila!

Notes Tab Indicator 

One word of caution in GoldMine Premium Edition.  If you put a note in, then delete it, it actually stays in the database so the indicator may still say "Has Notes" even though the tab looks empty.

GoldMine Guide to SQL Queries
 

 

July 18, 2008

Blog Categories

If you're looking for particular types of information here don't forget to check out the categories on the left... 

July 23, 2008

Land and Expand: GoldMine Premium Edition Special

Greetings from Provincetown, MA, just enjoying a summer vacation on Cape Cod...

Here's a summer promo from FrontRange Solutions.  

*** 

Due popular demand by customers wanting to upgrade to GoldMine PE we are extending a special Land and Expand – Special Summer offer:

To facilitate upgrades and to expand the benefits of GoldMine into marketing, customer service and other departments we have special pricing valid through July 31, 2008.

GoldMine Standard Edition can upgrade and expand to GoldMine Premium Edition for $ 474.00

GoldMine Corporate Edition can upgrade and expand to GoldMine Premium Edition for $ 374.00

GoldMine remains the most affordable and powerful option for businesses of all sizes to improve marketing with personalized and targeted communications, sales team productivity, and customer loyalty with integrated customer service.

Drop me a line at csmith(at)plain-english.com if you have any questions about the upgrade special.  I'm back in next week to discuss upgrade options.

Thanks,

Chad 

About July 2008

This page contains all entries posted to The GoldMine Blog - Tips, Tricks & More in July 2008. They are listed from oldest to newest.

June 2008 is the previous archive.

August 2008 is the next archive.

Many more can be found on the main index page or by looking through the archives.

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