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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.
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