Live chat by Boldchat

CALL TODAY: 845 221 3800
 


Help Desk Support


With a complete team of Certified technicians and tech support staff, you can be sure that you get the help you need, when you need it.

Check out these popular GoldMine Add-Ons

MapView

wMobile

CompanionLink

GoldMine Training CDs


QuoteWerks

 

"Great tool, great service. Business is booming... we made the right decision with GoldMine and First Direct."

Chris Onan
Sales Manager
RCS Enterprises

Store Front Account Login View Shopping Basket Checkout

Home >> CRM Software >> GoldMine Software >> GoldMine Premium Edition

GoldMine Premium Edition Release Notes

Updated July 16, 2008

WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 8.0.3

A configuration setting is now available for the default record type used when creating new records.  To view or change this setting, go to Tools > Configure > Record Types and double-click on Record Type Rules.  The setting is available when using Field value-based rules, and appears in the radio button labeled “Record type for new contacts”.

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

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 8.0.3

Note:  GoldMine Premium Edition 8.0.3 also provides the fixes and enhancements included with GoldMine Premium Edition 8.0.2, listed below.

ID #

Issue Description

75786

Hot key for Schedule a Follow-up does not check box in Complete Activity screen

75442

Open relationship tree causes performance issues when searching contacts

74723

AP Print Form prints for incorrect contact and contact record window defaults back to contact list

74385

QuickStart Wizard application error on zip code import

74184

When Syncing with Outlook, cal reference field data is duplicated

74022

Notes lost after clicking on recent contact during edit

73954

Automated Process Event Print Form prints form for incorrect contact and duplicates history

73853

Manual linking of e-mails in Outlook is slow

73756

Elapsed Time trigger ignored in Automated Process

73556

Edit of sequential order of Automated Process Events causes failure of AP to process correctly

73323

Branch To Event dropdown is empty during creation process if AP track contains Preemptive Event

73308

Industry Template installer aborts

72577

E-mail address not found if Linkacct = NULL in CONTSUPP

72249

DDE buffer too small for heavy note use

71113

Memory Leak Caused By Relationships Tab

69941

Automated Process does not trigger all events and sequential order of events is not respected

69133

When adding an influencer to opportunity, contact record jumps to a random contact

65854

Last contact viewed is not maintained between sessions if it was not in first 500 by sort order

64948

Recorded Macros cannot be run from the command line

64898

Cannot drag and drop activities to month calendar controls

64425

Danish characters are no longer visible after upgrading to GMPE

62937

New Company & Contact copies Key1 field from current contact

62337

Snooze options hidden

61155

Cannot open all links if there are over 1000

58938

Process Monitor window intrusive

23048

Incorrect sort order for Outlook messages

 

Version 8.0.2 Release Notes

Updated February 6, 2008

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 8.0.2

Note:  GoldMine Premium Edition 8.0.2 also provides the fixes and enhancements included with GoldMine Premium Edition 8.0.1, listed below.

ID #

Issue Description

69630

TLogs have invalid SyncStamp values

69056

Recently Viewed list is not limited when using Firebird database

68587

Contact Record Statistics shows inaccurate sales data

68583

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

68511

Telemarketing Scripts corrupted while editing

67831

Full Name with apostrophe incorrectly displayed in Notes tab

67697

Special chars in Notes vanish when upgrading from GMCE to GMPE

67633

MS SQL 2000 Spanish or German causes error in Case module

67563

Upgrade from dbase to GMPE failed due to fewer licenses

67509

lookup.ini erroneously populates date field

67287

Grouping cases by Due Date does not function correctly

67279

Drag and drop Attachments, no graphic shows until you add an attachment with attachment button

67141

Non-Master uses cannot convert additional contact to primary ones in Case Management but can on the contact record under the contacts tab

67017

Username.INI file expands on upgraded system with customized task bar

66426

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

66384

After upgrade from GMCE to GMPE, added toolbar icon does not remain

66279

Tab content scrolling causes contact records scrolling

66059

GoldMine automatically searches entire DB when a blank field is selected to launch the search centre

65895

Time Clock not populated

65873

Slow performance in refresh of Recently Viewed list in iGoldMine due to list length

65814

Toolbar customizations are not maintained after Switch User

65632

mouse wheel in notes (when reaching end of notes) it scrolls to another record

65123

Error appears when scheduling activity with Greek regional settings

65113

search center -- columns that are part of the contact2 table, searching grinds to a halt

64859

With iGoldMine, tabs do not disappear when closed and titles do not get removed from the window drop down

64719

Schedule button on contact record intermittently works with large database

64016

New Record Layout must be manually refreshed when creating a new record

63849

Extended detail tab does not refresh when scrolling through records

63832

UI for label customization is broken in Opportunity Management

63485

GM crashes if you try to complete non-existent activity

63345

Changing menu format allows you access to disabled items

63180

Users not in alphabetical order in Activities User dropdown

63146

Text in the Notes tab overlap when HTML_CAL_NOTES=0 is set in the GM.ini

62922

Case mask configuration prevents pending/history from being linked to case

62903

Cannot schedule call when South African regional settings are used

62583

Adding high tab order to user-defined field in upper part of contact record (above tabs) causes field to disappear

62290

Unable to save email attachments in bulk

61867

Cannot disable Zip code validation for additional contacts

61834

GM hangs during recently viewed contact list refresh

61633

Scrolling through the end of GM+View tab causes contact record to scroll

61550

Adding a sort to an existing group populates member data incorrectly

61473

Data entry corrupted after switching record types

61428

Zoom shows incorrect record when filter is active

61333

Incorrect column headings in History tab when contact name is shown

61155

Cannot open all links if there are over 1000

61130

Category, Origin, and Offering cannot be added as columns for Service List

60929

Note in Case is saved when switching to another Windows application

60903

Complete Event dialog appears when using command button to Schedule Event

60799

Context menus not accessible via Application Key

60719

Case task does not appear on Pending tab of contact

60718

To-Do date appears as 12/30/1899 in Pending tab

60716

Case task does not appear in calendar

60694

Non-Master users cannot search on E-Mail address

60671

Case tasks are not displayed in Calendar

60531

GoldMine - Filters and Groups - Calls scheduled to a group of users are displaying on the same line of time

60260

Contact Search Center does not retain column widths

60153

New Message -> Email TO selection from additional contacts is ignored -> always primary contact selected

60028

Visual defects in highlighted calendar view tab

59753

Using scheduled e-mail local menu adds duplicated menu items

59519

"Empty Trash when closing E-mail Center" option ineffective

59490

Assign focus to first text field

59356

Missing option to Edit notes

58816

Non-master user doesn't have access to some Leads options

57693

Toolbar changes are not retained when exiting via Switch User

56051

Activities become inactive in alert window

53168

Any GoldMine report pulling data from Notes Tab shows notes as html code

47018

Can't see attachments from Email

 

WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 8.0.1

Note:  GoldMine Premium Edition 8.0.1 also provides the enhancements included with GoldMine Premium Edition 8.0.0, listed below.

Support for Microsoft Office 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.

Enhanced Account Rollup provides a clearer picture of the activities associated with an account, by including the name of each contact within the Pending and History tabs.  To enable this feature, go to Tools>Options>Record and check "Show contact name on activity tabs".  To see an account rollup for a particular record, go to the Relationships tab, select a section of an organization, and click Rollup.

The process of unlinking and relinking email messages has been improved to reduce errors which previously caused users to accidentally remove email addresses from contact records.

The One-button Installer now supports installation directly to a Microsoft SQL Server 2005 Express database.

GoldMine Premium Edition now supports Microsoft SQL Server 2005 Service Pack 2 (SP2).

GoldMine Premium Edition now supports Windows Server 2003 R2, Service Pack 2 (SP2).

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 8.0.1

ID #

Issue Description

60694

Non-Master users cannot search on E-Mail address

60026

Monthly calendar does not refresh to show dates in bold after scheduling

60012

Zip Code validation cannot be disabled for additional contacts

60003

Resolved Cases filters show incorrect data

59948

Message encoding failed when using email template with attachments

59891

Label color changes not shown on screen

59862

Case list searches for Subject and Description are Begins With instead of Contains

59744

GMPE truncates emails with special characters

59690

Cases deleted by user without deletion rights

59689

Distribution list refresh when member added

59636

Special characters vanish in Notes after saving

59613

Record Type Rules not recognized where Field value based rules exceed 32 rules

59584

Ampersands are doubled when 'Force Valid Input' is in place

59488

Cursor is not visible in the 'To-do:' field

59352

Pound Sterling (?) and Euro (ˆ) lost in Notes

59271

GM freezes when scrolling recent items during refresh

59186

Note is corrupted with unwanted HTML tags

59177

E-mail attachments hidden by long file names

59169

E-mails deleted from e-mail center without being written in database

59155

Wrong case reassigned for new case created from Cases tab

59129

Record Type Settings screen text truncated

59101

Cannot schedule call when New Zealand regional settings are used

58964

Split button in Relationships tab works incorrectly

58962

Incorrect search parameter appears when looking up contact for Relationships tab

58958

No indicator for allocated screen positions in screen design

58955

Screen designer moves field incorrectly

58935

Sort by column in opportunity manager list does not work on all columns

58934

Sorting projects in grid does not update Gantt chart

58927

It is impossible to merge mail to several contacts from Search Center

58830

Process monitor always pops up

58811

Notes don't contain Username and Date if using Global Replace

58777

Name changes when selecting additional contact in new case workflow

58773

Exception when running report against an activated relationship tree section

58771

Ability to change contact assigned to case

58690

Reference field is too small in Complete dialog

58670

Default tabs should include Opportunities, Projects, and Cases

58558

Cannot remove permission to Delete Contact

58551

Calendar Publish actions do not work

58531

User name not displayed in Owner field for Cases

58529

Cannot enter seconds in activity duration by hand

58513

Case is not deleted if contact record is deleted

58415

Digits are handled wrong in filters

58386

Opportunities created without using wizard do not contain contact and company

58332

Horizontal divider position always reset

58247

Upgrading firebird database from GMCE 7.0.4 SP generates two error messages

58097

Right Click in F2 time lookup does not activate dropdown

58004

GM exits tabbed mode after merge/purge records

57858

Cannot select contacts in the search center using keyboard

57855

Add menu item:  Assign a Process

57845

Macro buttons not available

57829

Activity List date filter is not indicated

57816

Mail merge without GISMO leads to errors

57793

impossible to create OBS profile for large db

57779

Auto Fill Doesn't Work On Reference Line In Schedule Dialog

57712

Links are not sorted properly

57710

‘Rehost Failed!’ error message is generated during the creation of new database

57694

Upgraded notes tab entries are in reverse order

57638

Macros do not work on Vista

57633

Activity List:  Edit and Complete buttons don't work

57609

Incorrect email address populated when clicked from Relationships tab

57490

Wrong refresh of Org Chart window changing view to tabbed

57484

Close by double clicking on relationships separator doesn't work

57483

Wrong default contact in the forecasted sale window in Oppty wizard

57427

Cannot complete multi-user activity if prompt is suppressed

57426

Case number includes date only in US format

57424

Deadlines shown on Case list do not respect regional setting

57411

GoldSync status window does not open from system tray

57409

Cannot add a contact to Relationship using contact lookup

57408

Wrong creation of new organization in Relationships.

57391

GM Acrobat Link requires .NET Framework 1.1 on Vista

57359

Cannot tag records in the member’s list section of ‘Filters and Groups’ dialog box

57347

Unable to create Oppty for the target record without wizard

57344

Auto-Update resources window is corrupted

57339

WordPad documents are not displayed in LFC

57332

GM crashes during merging records

57298

Crash when adding tasks to Case with UK regional settings applied

57282

Users not in alphabetical order in Calendar

57278

Case notes do not respect HTML_Cal_Notes setting

57205

Implement linked document mover feature

57194

Useless Record field on Summary tab

57138

Inaccessible opptys available to limited access user

56877

Checkbox "Use GM as Explorer e-mail client" is not saved

56810

Adding Contact to the Distribution list causes GM to drop out of tab mode

56800

Cannot link email message from unknown address

56780

Active oppty and project tasks appear in month tab in calendar as completed

56688

SQL query creation error in CSC

56620

Expanded detail data not displayed on the custom tab unless label is given

56590

When editing Lit Request, Cover Letter label is corrupted

56524

Incorrect keyboard focus after double-click on label with CSC open

56278

Case attachments can only be opened, not saved

56258

Cannot Go To Contact from Project when using secondary contact set

56197

Prioritized activities displayed as 00:00

56194

Label not changed for Prioritized activity

56138

Incorrect default value for Stage in opportunity or project template

56126

No keyboard navigation in search dialog accessed from Schedule dialog

55860

Contact List does not refresh contact data when edited

55821

Create new contact option is unavailable in project wizard

55566

My Contacts window can't be maximized

55537

Incorrect refresh of column set in contacts list.

55212

Adding Contact to Distribution list drops out of tab mode

55180

Contact Search criteria field missing focus

55155

Impossible to add multiple contacts from search center

55146

Incorrect list of groups when adding new member

55143

Impossible to see recently viewed contacts if GM is not maximized

55095

Various truncations in tab labels

55069

It is impossible to send Email to several contacts in CSC

54911

View corrupted when removing an active contact tab

54774

Analysis don't have tabbed view

54758

Schedule button in the Service Center doesn't work properly

54708

Service Center does not properly exit 'More Options' mode

54686

No action on Task Double Click

54559

Calendar refresh required to display created task

54542

Default layout causes calendar to be truncated on Vista

54473

E-mail template has attachments displayed in body

54215

History tab in service center shows empty references

54015

Wrong focus behavior in contacts list and CSC

53860

Priority assignment for activities is not shown in schedule dialog

53713

Incorrect cloning of campaigns

53709

Only one of selected contacts adds to opened campaign

53363

"Case number" cutoff in case summary

49228

"Organizational Tree" report with Current Contact doesn't work

49144

"Reference" field in "schedule call" in Campaign manager has not cursor

41857

Some fields cannot be reached by Tab key in Contact Search Center

23084

Cannot Undo edits in email message

 

WHAT'S NEW IN GOLDMINE PREMIUM EDITION 8.0.0

New user interface style provides a modern look and feel, making GoldMine Premium Edition easier to learn and use.

Customer service module enables tracking, resolution, and reporting of customer service cases involving GoldMine contacts.

Tabbed view provides quick navigation between open windows in GoldMine and uses the available space on screen more effectively.  To start the tabbed view, maximize any open window.

A context-sensitive pane in the upper left corner of the screen provides different features, depending on which part of the application is currently in use.

A search box is always present in the upper left corner of the GoldMine window, for faster access to contacts.

The Contact List view includes preview panes for quick navigation to detailed information on a selected set of contacts.

Auto-complete capability improves speed and accuracy in field data entry and in adding recipients to an email message.

Tip of the day helps users learn about the features of GoldMine.

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 8.0.0

Grids have been enhanced to provide additional grouping, sorting, and filtering capabilities throughout GoldMine Premium Edition.

Left navigation bar allows direct access to major features of GoldMine.  Buttons from the task bar in previous GoldMine versions are now available as buttons on a customized toolbar.

The contact record display has been redesigned, to remove the ‘quadrants’ from previous versions of GoldMine and to enable more customizability.

Partial Record Curtaining now can be used to display custom fields in first four rows of the contact record to users without ownership rights to the record.

Contact record tabs now can be reordered, and more of them can be displayed on screen at once.

The GoldMine menu system has been reorganized to be more logical and consistent.  For those who prefer the previous menu structure, a “classic” view is available as an option.

The Contact Search Center has an improved interface for building complex searches.

The Org Chart has been redesigned and now is placed within the Relationships tab.

Support for simultaneous alarms has been improved, so all alarms are displayed within a single screen.

Notes in a contact record are now stored independently, to support multiple notes more effectively. 

The database rehosting wizard has been redesigned for simplicity.

Additional calendar options have been added to make it easy to display the company name on activities in the calendar.  To view or change this setting, go to Tools >> Options >> Calendar tab >> More Options.

An e-mail message now can be sent to a contact by right-clicking on an activity in the calendar or on a topic in the knowledge base.

WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 8.0.0

When forwarding an email that has cc: recipients, the previous cc: recipients are now displayed in the forwarded message.

 

spacer