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 EventError 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





