GoldMine Premium Edition

Version 9.2.1 Hotfix 5

Release Notes

Updated June 3, 2013

WHAT'S NEW IN GOLDMINE PREMIUM EDITION 9.2.1

GoldMine Premium Edition now supports Microsoft Windows 8 Pro and Enterprise editions.

GoldMine Premium Edition now supports Microsoft Windows Server 2012.

WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2.1

Data import is now enabled when a product evaluation license is in use.

To assist in troubleshooting issues with synchronization, a verbose logging option now provides additional information.  To enable verbose logging for synchronization, add the following setting to the GM.ini file:

[GMShowSyncLogging]
ShowLogging=1

ShowLogging=0: logging is off (default)
ShowLogging=1: logging is on

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 5

Note:  GoldMine Premium Edition 9.2.1 Hotfix 5 also provides the fixes and enhancements included with GoldMine Premium Edition 9.2.1 Hotfix 4, 9.2.1 Hotfix 3, 9.2.1 Hotfix 2, 9.2.1 and 9.2.0, listed below.

Issue Number	Title	
157769	Macro expressions do not work properly when inserted into the report layout of a report	
165877	Performance issues with creating emails from Outlook with the Outlook link installed and when GoldMine is open	
203260	Reference field truncating with 70 characters when completing an incoming unscheduled call.	
204247	Incorrect record shown when using the 'Prompt me' option of the Merge/Purge wizard.	
204389	Drag and drop from large calendar to a date on the smaller calendar on the left doesn't update the new date.	
204708	Drag calendar entry to another day on the left pane and drag it to a different time on the same new date but it moves back to the original date but stays at the new time	
206029	Word link causes high CPU on Terminal Server and iGoldMine.	
206166	GoldMine crash when closing Report Center tab while Report tab is open	
WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 4

Note:  GoldMine Premium Edition 9.2.1 Hotfix 4 also provides the fixes and enhancements included with GoldMine Premium Edition 9.2.1 Hotfix 3, 9.2.1 Hotfix 2, 9.2.1 and 9.2.0, listed below.

Issue Number	Title	
156208	Wrong interpretation of e-mail address after linking email from Outlook to GoldMine when the sender uses ';' in the contact information like lastname; firstname <emailaddress> - GoldMine will create a hyperlink from the part before the ';'	
159467	Contact data does not get updated in Outlook after the initial sync with GoldMine	
161146	Import Contact Records with existing profile where delimiter has been modified fails to import all records in file.	
162111	Synching thousands of linked documents takes an extremely long time to complete	
200749	Contact data does not get updated in Outlook after the initial sync with GoldMine when between initial sync and update was more than one sync cycle without any change	
203013	Error: unable to find an entry point named setprocessdpiaware in dll user32.dll when opening Excel and Word on XP	
204316	New internal GoldMine messages on the receiver side show the created date/time and not the sent or received time.	
204583	E-mail address record containing ; (semi-colon) or , (comma) e.g. using 2 email addresses for one contact record results in total wrong email address in Edit E-mail window To line	
204768	Modifying anything in Case Contact tab for existing linked Contacts which were already synchronized will result in wrong GMTLOG entries (FIELDNAME is blank) which will result in error message in synchronization and change will not synchronize	
204969	Forward or Reply to message linked from Outlook to GoldMine will show date link occurred instead of original date in Original Message or Forwarded Message in e-mail body.  	

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 3

Note:  GoldMine Premium Edition 9.2.1 Hotfix 3 also provides the fixes and enhancements included with GoldMine Premium Edition 9.2.1 Hotfix 2, 9.2.1 and 9.2.0, listed below.

Issue Number	Title	
164052	Incorrect time/date information when replying to a redirected email within the body - instead of redirected date it changes to actual date	
165877	Performance issues with creating emails from Outlook with the Outlook link installed and when GoldMine is open	
166436	Word link causes high CPU on Terminal Server or on GoldMine local workstation	
202597	When re-queue and e-mail an sending that e-mail again, the original e-mail's date is being used instead of the date and time sent today	
202812	When sending emails the sent time stamp is set to the time the email was created in GoldMine and not the actual time it was sent	
203351	LinkedIn (profile) GM+View : Internet explorer 9 (IE9) Script error appears - Object doesn't support object or method 'Dialog' 	
203798	Dropdown for related cases in Outlook are blank for additional contacts with existing cases in GM for new outbound emails.	

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1 HOTFIX 2

Note:  GoldMine Premium Edition 9.2.1 Hotfix 2 also provides the fixes and enhancements included with GoldMine Premium Edition 9.2.1 and 9.2.0, listed below.

Issue Number	Title	
202866	Cannot set standard document location for attachments created in Microsoft Word in clustered iGoldMine system	
202478	ShowActvForCurtained=1 setting no longer shows curtained activities for non-master, non-owner users of curtained records	
202149	Duplicate values do not sync when using context-dependent F2 lookup	
167092	Cannot select the printer properties in Word 2007 if the GoldMine window is open	

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.2.1

Issue Number	Title	
167373	Duplicate fields created upon upgrade if UTwitter, UFacebook, or ULinkedin already exist in the database	
165998	Some e-mails appear blank	
165376	Some e-mails corrupted after being downloaded into GoldMine	
164095	E-mails sent via Automated Process with Merge for option set to User who Attaches this Process will queue/send for wrong user if more than one user has same e-mail address	
164054	Unable to send transfer set to e-mail address when sending Transfer set via GoldSync Service	
161317	Anti-virus products from ESET may conflict with the operation of GoldMine Plus for Microsoft Outlook 	
161178	Windows 7 Display setting other than Smaller causes part of some windows to be non-viewable	
160573	Merge/purge "Prompt me before merging records" causes GoldMine shuts down or become non-responsive if there is a large number of matches	
159917	Error message returned when creating a transfer set:  18 - File could not be found or no read permission	
159090	Merge to All/Filter/Group fails when document template is protected	
158313	Lack of [Internet] section In username.ini file causes attachments to e-mails linked from Outlook to GoldMine to not be copied to Attach directory or noted in RFC822 field.	
158231	Object reference error appears in Outlook	
157812	Incorrect alarm dates set for recurring activities with no end date	
157777	E-mail from additional contact displays the primary contact info after linking in Outlook	
157542	User is not prevented from entering more than 40 characters in Resolution Type field	
157531	When trying to 'Move' a linked document with Preview Pane open, operation fails without error	
157480	Some buttons (Activate, Release, Properties, Delete) become inactive when scrolling in the filter list beyond the set limit of list items to be displayed	
157280	Runtime error when scheduling a Forecast immediately after filing an e-mail	
157172	Box to set auto-linking in Outlook becomes unchecked	
155291	Spelling error in hint text when creating contact in Outlook 	
153201	Cannot link Outlook e-mail message to Projects and Cases if the message is from a contact related to the Project or Case, but not as the primary contact	
151298	When creating a new contact record via Outlook integration, US phone number format is always applied to 10-digit phone numbers	
150334	After completing an activity at the top of the activity list it will jump to the bottom of the list	
149809	Not all closed activities are displayed in the activity list when initially launching GoldMine	
149355	Cannot replace existing e-mail address when adding an e-mail address to a contact from Outlook	
149186	Information entered to Linking Exclusions tab truncated to first 20 characters 	
147850	Save button inactive when removing the only or last Linking Exclusion via Outlook >> Setup GoldMine Plus	
147269	Error message when selecting Notes as the search field in the Contact Search Center which using secondary contact set	
146759	After the GoldMine E-mail Center is refreshed, an e-mail message under review in the preview pane will be repositioned to the top of the message	
146731	Error message appears when working in e-mail center with IMAP account	
145674	Template drop down list in the Outlook new e-mail screen is not alphabetically ordered	
145665	Project list view shows duplicate values for custom fields in list view	
144386	With ESET Anti-Virus installed, exiting Outlook generates repeated Add-in-Express errors	
144255	Deletions of activities in Outlook are not synchronized into GoldMine when the user does not have deletion rights	
141172	Opportunity dashboard only shows Closed opportunities when the all group is chosen, after upgrade from version 6.7	
140004	When shrinking the e-mail preview window, this setting is not saved once close the window or you exit GoldMine	
136079	If e-mail subject line is long in incoming Outlook e-mail, sender is not recognized as an additional contact.	
135939	When printing an e-mail linked via the Outlook integration, the Outlook integration fields appear on the printed e-mail	
132477	E-mail attachments linked via the Outlook link with Special characters in the name do not display in the e-mail when viewed in GoldMine	
131236	Error when adding note when the Accountno field in the database contains an apostrophe (‘)	
130884	Web mail delivery error message does not display correctly in GoldMine	
128681	Intermittent problems with record sorting after switching the Sort By field	
126589	Unable to paste into the Service Center using Ctrl + V	
123873	Cannot enter instance-specific notes or change other fields on a pending activity that is scheduled for multiple users, multiple contacts, or recurring	
123269	Obsolete DLL file on system results in object reference error when trying to link a message in Outlook	
122798	When a group member is deleted, cursor focus moves to the top of the member list	
120829	Adding Conthist->Notes to a History report will only print the first 10 characters of the notes field	
113428	Use large font feature is not consistently applied to all areas	
107197	Pop-up when selected option causes F2 lookup screen to be intrusive in the CSC when clicking on different tabs and clicking back to CSC	
105938	Spell checker in E-mail Center does not respect the 'Ignore Domain Names' setting	
104496	Adding Cal->Notes to a Calendar report will only print the first 10 characters of the Notes field	

WHAT'S NEW IN GOLDMINE PREMIUM EDITION 9.2.0

GoldMine Premium Edition now supports Microsoft SQL Server 2012.

LinkedIn, Facebook, Twitter, and Google integrations are now provided through the GM+View tab.  New GM+View templates are provided to use these integrations:

•	Facebook Profile shows the Facebook profile page for a contact
•	Facebook Company Search shows Facebook pages matching a contact’s company 
•	Facebook Contact Search shows Facebook profiles matching a contact’s name
•	Google Company Search shows web search results for a contact’s name 
•	Google Contact Search shows web search results for a contact’s company
•	Google Directions shows directions to the contact’s address from the address registered for the GoldMine license, shown at Help > Update GoldMine > Registration
•	Google Map shows a map of the contact’s address
•	LinkedIn Profile shows the LinkedIn profile page for a contact
•	LinkedIn Company Search shows LinkedIn pages matching a contact’s company
•	LinkedIn Contact Search shows LinkedIn pages matching a contact’s name
•	Twitter Company Search shows Tweets with keywords matching a contact’s company
•	Twitter Contact Search shows Tweets with keywords matching a contact’s name
•	Twitter Profile shows the contact’s Twitter timeline

An Import feature is now available at Web > Setup GM+View > Import to enable the new GM+View templates to be added to an existing installation.  These templates are available through Drivers and Downloads at www.frontrange.com/support.  After a template has been imported, it will be available to users through the GM+View tab.  If you do not see the GM+View tab under a contact record, go to Tools > Options > Record > Tabs and check “GM+View”.  Then open a contact and click the down-arrow button that is on the row of tabs beneath the fields area (see below), and select “GM+View”.

When viewing the GM+View tab, you can select a template using the drop-down list shown in the upper right corner of the tab area.

During the upgrade, the following new fields are added to the GoldMine database:  UFACEBOOK, ULINKEDIN, and UTWITTER.  These fields track the corresponding identifiers for contacts using each of these services.  Administrators can add these fields to a contact fields view by right-clicking and selecting New Field, and then selecting one of these fields from the drop-down list.
•	UFACEBOOK contains the Facebook username.  To find the Facebook username for a contact, view the contact’s profile page in Facebook and copy the text displayed in the browser’s address bar after “www.facebook.com/”
•	ULINKEDIN contains the LinkedIn ID.  To find the LinkedIn ID for a contact, view the contact’s profile in LinkedIn and copy the number shown in the browser address bar after “id=”.
•	UTWITTER contains the Twitter username, without the “@” symbol.  

WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2.0

The edit screens for scheduled and completed activities now include a button that that enables the user to see Notes displayed in a larger, resizable window.

GoldMine Plus for Microsoft Outlook now supports the use of a GoldMine database with a secondary contact set.

Outlook synchronization screens have been update to clarify the behavior when synchronizing activities within a date range and a contact filter or group.

WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.2.0

Note:  GoldMine Premium Edition 9.2.0 also provides the fixes and enhancements included with GoldMine Premium Edition 9.0.0, GoldMine Premium Edition 9.0.1, GoldMine Premium Edition 9.0.1 Hotfix 1, GoldMine Premium Edition 9.0.2, GoldMine Premium Edition 9.0.3, GoldMine Premium Edition 9.0.4, and GoldMine Premium Edition 9.0.4 Hotfix 1, listed below.

ID #	Issue Description	
163595	When adding Site to GoldSync Site Group, Sites (Sub-licenses) are not ordered alphabetically	
163593	Times are always shown in 24 hour format, regardless of local time format option 	
163572	GoldMine License Manager does not order GoldSync Sites alphabetically	
163361	JavaScript error appears when changing view in Outlook 	
163291	If an Opportunity has a single associated pending Forecasted Sale, then update to Probability of one should automatically update Probability of other	
162761	When NTLM authentication is selected, configuration screen incorrectly shows username and password fields	
160828	E-mails with Base64 encoding are not displayed correctly when using Exchange	
160473	Double-arrow button does not hide contact details when clicked	
158960	To-do Reference column in Calendar week view does not show contact name	
158956	Event date is not shown in Calendar week view	
156623	GoldMine crashes upon launch via Terminal Services with KB2533623 installed on Windows Server 2008	
154965	Body of e-mail is blank when auto-linking e-mail from Outlook 2010	
154821	Performance issue in Outlook when there are many e-mail folders	
152570	When performing a two-way sync with Outlook, calendar items linked to records with no contact name become unlinked in GoldMine and lose the company name in Outlook 	
150704	Linked Document move fails for mailbox attachments outside root directory	
145929	New e-mails that are auto-retrieved to the Inbox will not display until user scrolls the screen  	
145920	Auto-retrieve in E-Mail Center reverts to default sort order by Date	
145570	Merge and Edit will leave a copy of the template file in My Documents for the logged in user	
145391	A field level conttlog is not created/updated if a user changes the data in the field but the lookup.ini instructions do not update the newly entered data.  	
143641	The Synchronization tab does not display in the Setup GoldMine Plus options for non-master users	
122581	Option to use a later Start Time is not respected when executing Automated Processes 	
115324	Printing a document using a filter does not respect the sort order that is set in the filter	
109845	Print merge order is inconsistent for large contact groups	
108886	Export from Excel to GoldMine creates incorrect relationship trees	

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