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Home >> CRM Software >> GoldMine >>

GoldMine Corporate Edition

 Version 7.5

Release Notes

Updated November 7, 2007

Click here for information on GoldMine Premium Edtion

NOTE: If your annual maintenance has expired please contact us directly at:
(800) 935-4386 or (845) 221-3800.

 

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.

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

ID #

 

Issue Description

65700

 

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

65341

 

Message encoding failed when using e-mail template with attachments

64641

 

TRIM expression evaluates as True if there is no data

64547

 

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

64364

 

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

63977

 

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

63668

 

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

63635

 

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

63241

 

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

63238

 

Error when inserting accented characters using XML API Writedetail call

62945

 

Incorrect ratio shown in Leads Analysis total line

62587

 

Forecast Quotas are wrong if more than 8 digits needed

62522

 

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

62256

 

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

62241

 

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

62239

 

Crash when clicking the Complete button without selecting an activity

62066

 

GoldSync service generates multiple messages in Windows Event Log

62063

 

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

62060

 

FILTERS field updates are added to TLog without field changes

62059

 

REPORT32 field updates are added to TLog without field changes

61879

 

Details tab not updated correctly after starting GoldSync processes

61822

 

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

61815

 

Days are not displayed in quota analysis date range

61731

 

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

61653

 

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

61651

 

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

61634

 

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

61554

 

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

61518

 

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

61515

 

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

61364

 

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

61357

 

Calendar Report does not print phone numbers for scheduled calls

61182

 

Cannot scroll down through days in month control in day view

61151

 

dBASE expressions cannot be used to clear a date field

61055

 

Invalid SQL query causes loss of database connection

60827

 

Russian characters aren't displayed after upgrade from GM 6.5

60755

 

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

60287

 

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

60270

 

Contact Record Statistics shows inaccurate sales data

60265

 

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

60097

 

Impossible to login to GM using Firebird and shortcut install

59991

 

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

59819

 

'Database Operation error' occurs while generating Graphical Analysis report

59754

 

Sort by Date on Details tab sorts by User Name

59629

 

Forced logout UI is unclear

59541

 

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

58810

 

Crash during Global Replace on Notes using a filter

58511

 

Notes are not synchronizing

58385

 

Completed Calls SQL Query returns 0 results

58371

 

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

58123

 

E-mail merge performance degradation

58014

 

Importing notes with more than 75 characters gets truncated

58013

 

Cannot use phone number for duplicate checking in new record type

58012

 

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

57758

 

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

57589

 

E-mail merging/queuing speed degradation compared to 6.7

57567

 

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

57563

 

Group based on History Items against all Users returns no records

57401

 

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

57230

 

Merging visible records drops notes from the non-surviving record

57222

 

Field security not applied when users tab from field to field

57218

 

Export wizard does not use the sort order defined in filter

57188

 

Open Org Chart causes performance issues when searching contacts

57172

 

Opportunity Title over 33 characters is truncated after saving

57170

 

Create Duplicate Record does not copy Web Site

57157

 

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

57156

 

Account roll-up does not work for Opportunities and Projects

57155

 

Field mappings not saved in Outlook Sync profiles

57118

 

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

56829

 

Euro sign in e-mail not recognized

56645

 

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

56621

 

No Scheduling Conflict error when activity conflicts with recurring item

56574

 

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

56403

 

Forced logout UI is unclear

55889

 

AP Update Field action uses wrong field

55886

 

Some applications can't be started from Lookup.ini

55817

 

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

55738

 

GoldSync process can be uninstalled before it has been stopped

55705

 

SQL query truncated

55697

 

Occasions are not showing up

55237

 

Undocked users in License Manager are not sorted by Username

55121

 

There is no way to restart GoldSync process

54848

 

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

54835

 

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

54697

 

GoldMine can be launched twice simultaneously

54620

 

Opportunity Wizard allows Start Date to exceed Close Date

54396

 

Run instruction breaks XML type WebImport

54118

 

Crystal Reports use wrong data source

54074

 

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

53909

 

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

53882

 

Sync service ignores Send Filter when &RecordType macro is used

53844

 

Report Sorts settings are ignored running Crystal report

53833

 

Runtime error accessing report sort properties

53788

 

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

53684

 

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

53683

 

Scheduled activity time is incorrect when alarms are on by default

53590

 

Sales Scripts are corrupted after editing the question numbers

53438

 

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

53434

 

AP set to 1000 days goes to incorrect date

53427

 

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

53425

 

Activities notes are duplicated under pending tab

53423

 

Digital signed e-mails not decoded

53417

 

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

53378

 

Cannot activate a Group and a Filter at the same time

53308

 

Performance issues during synchronization with Firebird demo db

52708

 

Execute immediately ignored when added from another process

52696

 

Opportunity record not updated with sale date change

52648

 

Custom Field view unavailable until restart

52647

 

Customizations missing with One Button Sync install

52115

 

XML type WebImport record created with inserted note

52113

 

CREATEON/CREATEAT fields unpopulated with XML WebImport

51633

 

Screen Design mode retained between user sessions

51496

 

Leads analysis does not show any completed sales information

51456

 

Time and resource usage increase rehosting data to MSSQL

51365

 

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

51043

 

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

50314

 

The SQL query builder truncates the value to 20 characters

50089

 

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

49768

 

When e-mail contains a period preceded and followed by a space, message is truncated

49640

 

Cannot rehost selected tables

49482

 

Building a group based on scheduled activities does not add members

49445

 

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

49102

 

E-mail inaccessible after delete

47200

 

Queued doc deletions do not sync

46975

 

No warning for blank username in initial setup

46380

 

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

46377

 

InfoCenter export to RTF does not convert HTML tags

46325

 

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

46281

 

Unable to open lead table error on Firebird database

46246

 

API: DB_QuickSeek function does not work in XML API

46244

 

API: DB_Search function does not work in XML API

46234

 

API: DB_Range function does not work

45959

 

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

45919

 

Forecasted sale for decimal amounts are not reflected in Sales Analysis

45918

 

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

45796

 

Application error occurs when entering data into required fields using F2 lookup

45760

 

Industry template installer does not delete F2 Lookups

45654

 

API: Seek function always returns '2'

45579

 

API: ReadSchedulePrefs function does not work

45470

 

API: WriteCalendarPrefs does not update some parameters

45467

 

Subset of accessible records NOT returned with Search

45262

 

GM+View template updates do not synchronize if user’s calendar not included in transfer set

44718

 

One Button synchronization updates the currently open database

44575

 

Printing filtered records failed

44473

 

File NOT found error when selecting Maximizer Import

44403

 

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

44198

 

Impossible to delete opportunity without deleting the related contact

44197

 

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

44097

 

Extended sync times retrieving large transfer sets

43994

 

Key Field Label Name assignments in QuickStart Wizard do not stick

43974

 

Inactive alias displayed as blank lines

43431

 

Changing an alias name is losing DB connection info

42783

 

Word closes without prompt to save document

42478

 

Update wording in Database Alias Manager for new functionality

42445

 

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

42349

 

Closed tab is empty by default in Activity list

41686

 

Launching GM over network on Vista prompts security warning

41614

 

SQL login user properties do not work

41470

 

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

40191

 

Sort order on the pending tab is incorrect

40188

 

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

40175

 

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

39506

 

Import process leaves temporary tables

39192

 

E-mail record attached to wrong contact record

39191

 

E-mail record attached to wrong contact record

38895

 

DBF import aborts if Date fields are included

38687

 

Cannot export a SQL query from cal that has HTML notes

38264

 

APP Identifiers in document management center work wrong

37590

 

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

37554

 

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

37231

 

Sync ignores CONTHIST record change

36766

 

Cannot click into a user-defined field that is under a user-defined expression field in the fields tab

36651

 

HTML Signature file shows tags

35604

 

GM is incompatible with MSXML 6.0

35356

 

Reference unchanged with Contact Groups creation

35353

 

Error navigating to merged contact

35256

 

No Contact data with non-defined FILECODE

35054

 

Cannot delete custom opportunity fields after editing them

34777

 

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

34720

 

Adding Attachments to InfoCenter Documents doesn't work properly

34521

 

Customized field data not retrieved

34520

 

Retrieved custom fields show 'n/a'

34271

 

Wrap-up information not displayed in Opportunity Manager

34265

 

“Reference contains” calendar publishing option doesn't work

32828

 

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

32208

 

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

31833

 

GoldMine not recognized by Internet Explorer as default mail client

31255

 

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

31020

 

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

30421

 

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

28044

 

Sync Contact associates Opportunity sale to added influencer

27370

 

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

26262

 

Lookup By preference not respected when creating e-mail

25647

 

Add paste functionality for entering serial numbers

25270

 

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

24711

 

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

22849

 

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

22345

 

dBase import of records truncates e-mail and web fields

21699

 

Forced out idle time not obeyed

17265

 

Carriage returns are omitted when pasting text into activity notes

16555

 

Age of closed Opportunity is incorrect in Opportunity Mgr

16363

 

Cal record remains on remote after deletion

15750

 

Reports dialog doesn't remember previous selection

9325

 

ITS 18028: GoldSync Max Retries setting is not honored

9286

 

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

9237

 

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

9170

 

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

9023

 

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

8957

 

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

8880

 

ITS 38175: Incorrect text on New Opportunity dialog

8855

 

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

8512

 

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

8317

 

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

8263

 

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

7919

 

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

7815

 

ITS 15082: Industry templates change key fields incorrectly

6968

 

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

6698

 

ITS 29074: Propose new time by GM recipient is corrupted

6653

 

ITS 25878: Importing a contact record disables existing alerts

6527

 

ITS 22491: Recurring Activities do not activate Conflict message

6356

 

ITS 29867: ZERO length field label and value is irretrievable

5894

 

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

5893

 

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

5786

 

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

 

Copyright O 2007 FrontRange Solutions USA Inc.  All Rights Reserved.  GoldMine, HEAT and other FrontRange Solutions products, brands and trademarks are property of FrontRange Solutions USA Inc. and/or its affiliates in the United States and/or other countries.  Other products, brands and trademarks are property of their respective owners/companies. 

THE INFORMATION CONTAINED IN THIS DOCUMENT (I) IS INTENDED FOR INFORMATION PURPOSES ONLY; (II) DOES NOT CONSTITUTE A WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND, OR EXTEND THE TERMS OF ANY EXISTING WARRANTY; AND (III) DOES NOT ALTER OR AMEND THE TERMS AND CONDITIONS OF THE END-USER LICENSE AGREEMENTS UNDER WHICH FRONTRANGE SOLUTIONS SOFTWARE PRODUCTS ARE LICENSED