GoldMine Corporate 7.5 Now Available

This is a FREE update for:

1.  Those on Corporate Version 6.7 and current on maintenance. Contact Deborah to obtain new licenses for this upgrade.

2.  Those running Corporate Edition 7.0 and current on maintenance you can obtain this update through the NetUpdate feature in GoldMine. 

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.

E-mail Center performance can be configured with the following settings:

1. (New) When messages are deleted in the E-mail Center, they are not immediately deleted from the server until the connection is closed. This behavior provides the fastest performance but can cause deleted messages to reappear as duplicates in some scenarios. If this problem appears, the following <UserName>.INI setting can be used:

[Internet]

PopImmediateDelete=1 (closes server connection after each message is deleted)

The default value for this setting is 0, which keeps the connection open after deleting a message.

2. (New) GoldMine automatically sends periodic messages (“no-ops”) to the e-mail server to keep the connection open for fast response time. By default these messages occur every 10 seconds. Some e-mail servers require more frequent messages to maintain the connection. To change the frequency of these messages, use the following <UserName>.INI setting:

[Internet]

PopNoopTimer=nnnn (where nnnn is the number of seconds between messages)

3. GoldMine automatically disconnects from the e-mail server if it has no related activity for 10 minutes, by default. This is useful, for example, when using both the Online and Auto-retrieve options with an e-mail server that permits only one connection. To change the time delay before automatically disconnecting, use the following <UserName>.INI setting:

[Internet]

PopIdle= nnnn (where nnnn is the number of minutes until disconnect)

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

Issue Description

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

ITS 18028: GoldSync Max Retries setting is not honored

ITS 17411: Scheduled resources are not included in transfer set when a send filter is used

ITS 6567: Queued e-mails are sent even if the option is unchecked

ITS 32169: Not all records returned in CSC based on MSSQLMaxBrowseRecs setting

ITS 23364: Site can get processed by 2 or more different connections

ITS 20603: Contact History Report with Notes with large history record only shows ‘Notes’ information on first page

ITS 38175: Incorrect text on New Opportunity dialog

ITS 34198: Click on title bar of a background e-mail window causes it to maximize

ITS 33287: Incorrect Detail if the Lookup entry of the Detail custom tab is deleted

ITS 28928: “Include a Text File” option in HTML e-mail template strips carriage returns

ITS 20110: Request a Return Receipt does not stay checked on an E-mail template

ITS 28829: Cursor focus stays in Subject line when replying to an e-mail

ITS 15082: Industry templates change key fields incorrectly

ITS 25114: Zoom should be an available local menu item in the Calendar Month view

ITS 29074: Propose new time by GM recipient is corrupted

ITS 25878: Importing a contact record disables existing alerts

ITS 22491: Recurring Activities do not activate Conflict message

ITS 29867: ZERO length field label and value is irretrievable

ITS 37464: Cannot import exactly one contact from an ASCII file

ITS 37454: Value in selected Update Field is not transferred to surviving record in merge/purge process

ITS 34523: Contact2 data in AP Run An Application action, not processed