GoldMine 2018.1 Released

What’s New in GoldMine 2018.1

GoldMine Premium 2018.1.0.261 / GoldMine Connect 2018.1.0.184
Includes all functionalities added after GoldMine 2017.1 and any added in the 2017.1 Hot Fixes.

GoldMine Web

Web customization

• New customization controls for the User > Settings > Contact Details area:
• Hide/show/change order of sections:
• Pending emails and email history: One must always be visible.
• Other information: Details, additional contacts, opportunities, cases, links, and notes.
• Changes are automatically saved for viewing on iOS devices as well.
• Contact detail settings are configured per user and are saved in the LocalStorage of supported browsers (user_CustomConfig) and the database ENVIRONMENT table (new record type “W”).

Link email messages to GoldMine contacts

• New ability to link email messages to a contact (similar in functionality to GoldMine Link):
• Search for a contact, or create a new one, and link an email message to it.
• Link an email message to a suggested contact.
• Unlink an email message from a contact.
• Relink an email message to a contact.
• Move an email address from one contact and associate it with another contact.

GoldMine Link for Microsoft Outlook

Link draft email messages to GoldMine contacts

• New ability to link emails while composing them in the Outlook draft folder.

GoldMine templates for emails

• New ability to use GoldMine PE-defined document templates within Outlook as part of the message or as an attachment.

Search for a contact via email address

• The Search Contact field is now auto-populated with a contact’s email information.

Miscellaneous enhancements

• New ability to view a contact in GoldMine before linking (suggested contact and search results).

Goldmine Premium Edition

Overall visual updates, applied to as many areas of PE as possible

In the Tools > Options > System tab, new ability for the administrator to:
• Change background color scheme of the PE user interface.
• Change font face/size used in the PE user interface.

Constant Contact integration upgrades

• New ability to upload a group from PE and associate it to a new or existing Constant Contact email list:
• Contacts must have an associated email address to be uploaded.
• This functionality exists in two places—the Group Configuration screen and Constant Contact Campaigns screen.
• New ability to display details of a Constant Contact campaign:
• In the Constant Contact Screen of PE, double-click a specific campaign to view details such as email and click-through statistics.
• New ability to view hyperlinks that a contact has clicked in a campaign:
• In the History tab of a contact, select a click action. In the Preview pane, view hyperlink(s) the contact has clicked.

What’s Fixed in GoldMine 2018.1

GoldMine Premium 2018.1.0.261 / GoldMine Connect 2018.1.0.184
Includes issues that were addressed after GoldMine 2017.1 and issues fixed in the 2017.1 Hot Fixes.

  • When setting up email rules, a warning message states that it’s possible to carbon copy as a rule, but there is no CC or BCC rule possible.
  • GM Web graphical calendar day/dates not responsive enough on small devices; they are partly overlapping each other.
  • WebImport does not update Contact2 records when a LOOKUP.INI is in place and one of the WebImport fields is numeric (XML format).
  • Outlook Link – Being able to manually link an email when writing and then send it – like in Outlook Integration Plus via the GoldMine pane when creating an email.
  • Emails are duplicated when using retrieving emails. The middle part of the Mail ID changes itself; therefore, GoldMine cannot identify that the email is already in.
  • Only the 50 most recent campaigns at time of retrieval into GoldMine are available on the Constant Contact tab.
  • Renaming a GM+ View template strips the HTML code from the template, causing the View to stop working.
  • HTML-formatted emails created and sent from Constant Contact are not displaying formatting properly when downloaded to GoldMine.
  • Ability to view which hyperlinks have been clicked when using the Constant Contact integration.
  • Create a new Constant Contact details window that displays the details related to the selected campaign. 253365
  • When saving an email with special characters as a draft or outbox for later editing and sending, the special characters are destroyed.
  • Using GM Outlook Link “View in GoldMine” resizes GoldMine to full screen.
  • When a username has a special character (e.g., in Danish or German) and emails are sent, the name’s special characters are destroyed.
  • Outlook Link – Having a hyperlink for View Contact only on the value and not complete row when searching for a contact record.
  • Outlook Link – Being able to search for email address when linking an email and searching for a contact.
  • Outlook Link – When Link Email offers all contact records in a list containing any of the related email addresses (this helps when the user is in a B2B communicating to end customers
  • Outlook Link Configuration – Having a default option set and saved for adding or not adding the email address when searching for a contact record within Outlook in PE.
  • When you select a contact on the screen, it would be nice if you could double-click to link. The Link button could also be the default button so when you press Enter, it would link the contact.
  • Outlook Link – Not recognizing email addresses that don’t have a contact’s name from the record (E-mail Addresses Window > Contact’s name) and therefore auto linking such emails fails and when manually linking getting message No Contact …
  • Server error – An error has occurred on the server please contact your system administrator – When clicking Refine in GoldMine Connect and selecting a custom screen and selecting the field comments >> Select (any operator) …
  • History tab filter exclusion breaking corrupting user.ini FILTERCONDITION= entry.
  • Grid filters in Pending/History tab (most likely everywhere grid filters can be set) do not work consistently when the filter value has an ‘ (apostrophe).
  • When manually copying an Outlook email to GoldMine from within E-Mail Center, the special characters are changed and corrupted.
  • When replying to an email, inline images do not show in the reply and the email is changed to content type: css/text.With IE 9-11, cursor not visible in Reference when scheduling activity.
  • Follow-up on RM 214724 – In certain cases, a customer is recognized only on replies; German characters are still destroyed.
  • When a contact name has an apostrophe and several e-mail addresses are linked to this contact record, trying to add the contact as a recipient to an email will automatically take all related email addresses instead of offering the selection dialog box.
  • GM Web – Revoked Opportunities, Activities, or Calendar rights will remove tabs in GoldMine Web (ACTIVITIES, OPPORTUNITIES, CASES) but the Home dashboard still shows My Activities, Recent Opportunities/Cases.
  • Duplicate screen tab names appear when you customize the screen tab names.
  • Unable to log into Constant Contact via GoldMine to set up or create new campaigns.
  • Even if the “Save attachments as linked documents” setting is unchecked, the new GoldMine Link for Outlook does NOT honor the setting in Tools > Options > E-Mail > More Options > Retrieval.
  • A newer version of Microsoft Outlook is needed for the plug-in to be installed. The GoldMine Link for Microsoft Outlook will not be installed.
  • Image attachments in emails sent from iOS devices add what appears to be header information to the attachment extension when downloaded into GoldMine.
  • API assistance request – customer getting an error – object reference not set to an instance of an object on inserting data and retrieving data via API.
  • Setting custom filters on any grids (e.g., History and Pending tabs, and most likely other grids as well) for blank values will result in inconsistent and wrong results.
  • After setting the encoding for sending an email in GoldMine, Exchange shows the proper name of the retrieved email as =?iso 8859-1?B?MQ==?=.
  • Error editing or viewing activities in GM Web – “Server error: error in activity controller action: get activity F2 metadata”
  • After creating custom tabs and then moving their position, the tab list duplicates the custom tabs created.
  • When the message ID contains an apostrophe, the email will be downloaded repeatedly.
  • Setting a filter on a tab with a lot of records (e.g., History by Contact), then sorting the results by date, will result in a blank window as no records ‘match’ the criteria.
  • Privilege errors when Outlook Link is installed, although both applications are started as the same user with the new Outlook Link.
  • Since upgrading to HF1 of the GM Link, an exception is thrown when new emails are auto-linked where this is a Link Exclusion set.
  • Expanded notes windows appear when the activity-related fields (for example CAL>REF or CONTHIST>RESULTCODE) have a context-dependent F2 Lookup, and you try and open the specific field from an activity.
  • Setting a filter (not grid filter but via Options) on a tab with a lot of records (e.g., with a certain reference) and scrolling down to get more results, the existing results will be visually duplicated repeatedly, and no real further results if a
  • GM Web – An error has occurred on the server. Please contact your system administrator when clicking the Refine button for an advanced search.
  • Provide better logging or information about possible HRESULT exception meanings, as they cannot be identified via Google.
  • The Save as Group feature within the Contact Search Center allows curtained records to be added to a group.
  • Constant Contact campaigns occasionally display as duplicated in the Campaigns grid. This can happen when 2 different users are logging into the same Constant Contact account but also in other instances.
  • Replying to email with an apostrophe and a comma in the alias will cause an error stating that the email address is not linked.
  • Build a Group contains unexpectedly curtained contact records – group building does not respect record ownership and curtaining.
  • Unable to open email attachments from Pending Email (email in the GoldMine Inbox).
  • GM Web – An error has occurred on the server. Please contact your system administrator when clicking the Refine button for an advanced search.
  • Unable to set the GMGoogleSync configuration, error when trying to access http://localhost/goldmine/configuration – Server error in ‘Goldmine/Configuration’ application.
  • If a non-master user has the Add New option unchecked under the Access Tab of Tools > User Settings > Properties, they can’t edit a contact record in GM Web, even if they are the owner of the contact record.
  • Outlook Link – When searching for contacts, clicking the found name immediately opens GoldMine. This is inconvenient and should require a double-click.
  • Clone a primary field view in Record Types Admin. Whatever name is chosen brings up a “This name is already in use” error.
  • Special characters (e.g., French) are destroyed when saving an email template and when sending such an email to a contact.
  • Change default action when linking an email to a different contact. Currently, the default option is “YES,” but the preferred and least destructive default should be “NO.”
  • GM Web hangs on the landing page and when opening a contact record for an extended period before showing results.