GoldMine 2014.2 Hotfix 1 Release Notes[Uploaded File]

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    GoldMine 2014.2 Hotfix 1 Release Notes

    January 8, 2015
    GoldMine Premium 2014.2.0.812 / GoldMine Connect 2014.2.0.531

     


    Resolution

     

    GoldMine

     

    Version 2014.2 Hotfix 1

     

    GoldMine Premium 2014.2.0.812 / GoldMine Connect 2014.2.0.531

     

    Release Notes

     

    Updated January 8, 2015

     

    Note:  To upgrade GoldMine Connect, it is necessary to uninstall any existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2014.2.0.531 as a new installation.  It may also be necessary to clear device/browser cache. 

     

    What's New in GoldMine 2014.2 Hotfix 1

     

    Users of GoldMine Web can complete an unscheduled activity from the contact list or contact record.  A Create History (checkmark) icon is available with the Schedule and Forecast Sale icons.  This allows a user to add a completed Call, Action, or Event directly to History without first scheduling the activity. 

     

    What's New in GoldMine 2014.2

     

    Access GoldMine data in real time via a web browser with GoldMine Web.  GoldMine Web provides basic contact management functionality and a new user interface.  No local installation and no additional license are required for GoldMine Web.  A concurrent GoldMine Premium license is used by each active GoldMine Web session. 

     

    Contacts in GoldMine Web

    ·         View and order a list of contact records

    ·         Search for desired contacts by Contact or Company

    ·         Create new Contact records

    ·         Drill down on a selected Contact to view, add, or update:

    o    Basic primary field data

    o    Custom screens field data

    o    Additional Contacts

    o    Details

    o    Notes

     

    Activities in GoldMine Web

    ·         View and edit History activities from the Contact record

    ·         View, schedule, edit and complete Pending activities from the Contact record or the Activities page

    ·         View Pending Activities in a weekly list and graphical calendar

    o    View activities for yourself or a selected user

    o    Filter activities by type

    ·         Supported activity types:

    o    Calls

    o    Actions

    §  Actions scheduled in Web appear as Other Actions in GoldMine Premium

    §  Actions scheduled in GoldMine Premium as Next Actions retain this activity type if updated in GoldMine Web

    o    Events

    §  Events scheduled in GoldMine Web with All Day checked appear as Events in GoldMine Premium

    §  Events scheduled in GoldMine Web with a Start and End time appear as Appointments in GoldMine Premium

    §  Events and appointments scheduled in GoldMine Premium retain the appropriate activity type if updated in GoldMine Web

    o    Forecasted Sales

    ·         When viewing timed activities on the Contact Record Pending or History tab or on the Activities list or calendar, the time zone for the local browser is respected.  For All Day events or for dates in custom fields, the date from the server is respected.

    ·         The GoldMine Messaging Service can be configured to send activity notifications (alarms) that include a link to open the activity in GoldMine Web or Mobile.

     

    Email in GoldMine Web

    ·         View sent and filed linked History emails from a Contact record

    ·         View and fast file linked Pending emails from a Contact record

    ·         View and fast file linked and unlinked Pending emails from the Activities page

    ·         Select to reply, reply all, or forward an email viewed in GoldMine Web to open the designated email client with a limited amount of the original message available.

    ·         Clicking an email address link in GoldMine Web will open a new message in the user’s designated email client.

    ·         With minimal configuration, a user’s emails can be retrieved into the GoldMine database while the user is logged into GoldMine Web.

     

    What's Changed in GoldMine 2014.2

     

    When completing an activity scheduled for multiple users and selecting the option to complete the activity for ALL users in GoldMine Premium or when completing an activity scheduled for multiple users in GoldMine Mobile or Web, the originally scheduled users are retained in the resulting History items.

     

    A maximum of the previous 20 days of emails can be retrieved into the GoldMine database when logged into GoldMine Mobile or Web when the user’s email settings are configured for IMAP (recommended).  To retrieve Inbox emails for more than 20 days, the user can log into GoldMine Premium.  It is not possible to retrieve emails from the specified IMAP Sent mailbox in GoldMine Premium.

     

    What's Fixed in GoldMine 2014.2 Hotfix 1

    GoldMine Premium 2014.2.0.812 / GoldMine Connect 2014.2.0.531

     

                                                   
     

    Issue   Number

     
     

    Title

     
     

    153792

     
     

    Major performance issues running any report   that runs against conthist

     
     

    217631

     
     

    Message regarding Microsoft Office during   install updated

     
     

    218036

     
     

    security hole with exposing SQL password for   GoldMine database in Log files for GMME and Google Apps Sync

     
     

    218038

     
     

    security hole when enabling Log files and   APILogs for GMME  -  GoldMine user's password is exposed in   plain text

     
     

    221355

     
     

    when the original sender has an apostrophe in   the friendly name and the e-mail does have several recipients >> when   replying to all the CC recipients will be stripped out

     
     

    222353

     
     

    GoldMine mobile does not release the license   after you log out of GoldMine mobile

     
     

    223032

     
     

    Completing a multi-user appointment will   complete all appointments against the completing user, this is different to   how a single appointment completes and needs to be changed.

     
     

    223053

     
     

    Use "EDIT" in a  contact record with GoldMine Mobile and select   "DONE," GoldMine Mobile removes the values the fields: Key2, Key3,   Key4, and Key5

     
     

    223983

     
     

    Specific RECIDs of contact records cause GMWEB   not to open the Contact from a hyperlink e.f. from an activity in calendar to   the contact >> it opens either nothing or instead the contact list

     
     

    224093

     
     

    [GMWEB] When using forced valid input for the   state fields F2 Lookup entry that contains comments, the entry will not show   as valid input in

     
     

    224301

     
     

    GMWEB does not display all activities graphical   calendar or the Activities list when the user has more than 100 activities   scheduled for the displayed activity type

     

     

     

    What's Fixed in GoldMine 2014.2

    GoldMine Premium 2014.2.0.801 / GoldMine Connect 2014.2.0.520

     

                       
     

    Issue   Number

     
     

    Title

     
     

    120255

     
     

    Cannot unlink an activity from an opportunity,   can only change opportunity to which it is linked

     
     

    122505

     
     

    Maximum number of licensed users has been   reached.

     
     

    221676

     
     

    Have a user-defined date field on the top-half   of screen in GMPE but when we see it through GMME it looks like this:   /Date(1411189200000-500)

     
     

    222988

     
     

    Unable to open Outlook when the GoldMine   Outlook integration is active and there is no active SQL connection to the   GoldMine SQL database.

     

     

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