GoldMine 2017.1 Hotfix 1a Release Notes

Version 2



    GoldMine 2017.1 Hot Fix 1a Release Notes
    GoldMine Premium 2017.1.0.384 / GoldMine Connect 2017.1.0.484
    Updated June 28, 2017




    Version 2017.1 Hot Fix 1a - Release Notes
    GoldMine Premium 2017.1.0.384 / GoldMine Connect 2017.1.0.484
    Updated June 28, 2017
    Please Note
    Run the GoldMine Premium 2017.1 installer for a new installation or to upgrade GoldMine Premium Edition 9.0.0 or newer.
          If you are upgrading from a version of GoldMine prior to 9.0.0, you must first upgrade to version 9.0.0 before upgrading to this version.
    Run the GoldMine Connect 2017.1 installer for a new installation or to upgrade GoldMine Connect 2015.1 or newer.
          If you are upgrading from a version of GoldMine Connect prior to 2015.1, it is necessary to uninstall the existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2017.1 as a new installation.
    It is recommended to clear device/browser cache and restart IIS after an installation/re-installation or upgrade of GoldMine Connect.

    What’s Fixed in GoldMine 2017.1 HF1a
    GoldMine Premium 2017.1.0.384 / GoldMine Connect 2017.1.0.484
    Issue Title
    Privilege errors when the 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.

    What’s New in GoldMine 2017.1 HF1
    GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483
    GoldMine Premium Edition
           If the “Encode E-mails using character set” value is empty in a user’s E-mail Options, GoldMine will use “utf-8” as the default character set.
    GoldMine Link for Microsoft Outlook
           When a contact has been suggested, you can select/click on the contact name or company name (or additional contact name) to open and view the contact record in GoldMine.
           When searching for a contact, you can select/click on the name of the contact, company or additional contact to open GoldMine and view the contact record.
           When an email message has been linked to an additional contact, selecting/clicking the “View in GoldMine” button will open the contact record in GoldMine and the “Additional Contacts” tab will be in focus, with the additional contact row selected.

    What’s Changed in GoldMine 2017.1 HF1
    GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483
    GoldMine Web
          The Custom Screens section within a contact record detail will now display all fields for the selected Custom Screen. The “show more” and “show less” links have been removed.
          Selecting/Clicking any area within the graphical calendar in the ACTIVITIES page will open the schedule activity view with “Appointment” as the default activity type instead of “Call”.
          Untimed activities in the “My Activities” section within the HOME page will now display the placeholder “no time”.
          A white spacer has been included between the “Recent Opportunities” and “Recent Cases” sections within the HOME page when either or both of these sections are expanded.

    What’s Fixed in GoldMine 2017.1 HF1
    GoldMine Premium 2017.1.0.377 / GoldMine Connect 2017.1.0.483
    Issue Title
    Duplicate screen tab names appear when   you customize the screen tab names
    Cursor not visible in Reference when   scheduling activity with IE 9-11 installed
    After creating custom tabs, then moving   the position of the custom tab, the tab list then duplicates the custom tabs   created
    When replying to an email, inline   images do not show in the reply, the email is changed to content type:   css/text
    After setting the encoding for sending   mail in GoldMine, Exchange shows the proper name of the retrieved email as   =?iso 8859-1?B?MQ==?=
    Set filter on a tab with a lot of   records (e.g. History by Contact), then sort the results by Date will result   in a blank window as no record 'match' the criteria
    When a contact name has an apostrophe   and several e-mail addresses are linked to this contact record trying to add   the contact as further recipient to an email will automatically take all   related email addresses instead of offering the selection dialog box
    Setting custom filters on any grids for   example History tab and Pending tab (most likely for many other grids too)   for blank values will result in inconsistent and wrong results
    Grid filters in Pending/History tab   (most likely every where grid filters can be set) will not work consistently   when the filter value has an ' (apostrophe)
    Image attachments in emails sent from   iOS devices adds what appears to be header information to the attachment   extension when downloaded into GoldMine
    When the message ID contains an   apostrophe the email will be downloaded over and over again (Fixed   apostrophe, but some other characters might cause the issue
    When manually copying an Outlook email   to GoldMine from within E-Mail Center, the special characters are changed and   corrupted
    API Assistance request - customer   getting error - Object reference not set to an instance of an object on   inserting data and retrieving data via API
    Follow-up on RM 214724 - In certain   cases - customer recognized only on replies - German characters are still   destroyed
    Unable to login to Constant Contact via   GoldMine to setup or create new Campaigns
    Error editing or viewing activities in   GM WEB: "server error: error in activity controller action: get activity   F2 metadata"
    GMWEB - Revoked Opportunities,   Activities or Calendar rights will remove tabs in GoldMine Web (ACTIVITIES,   OPPORTUNITIES, CASES) but the Home Dashboard shows still My Activities,   Recent Opportunities/Cases
    Even if the "Save attachments as   linked documents" setting is unchecked, the new GoldMine Link for   Outlook NOT honoring 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"

    What’s New in GoldMine 2017.1
    GoldMine Premium 2017.1.0.326 / GoldMine Connect 2017.1.0.458
    All functionalities that have been added after GoldMine 2016.1, including any added in all 2016.1 Hot Fixes.
    GoldMine Web
    A new default landing page after logging in with the following sections:
    My Activities
          Displays a snapshot of upcoming timed activities, starting from the time at which the user is logged into web.
          Select the "Go to Activities" to view more activities on the existing Activities page.
    My Pending Emails
          Displays a snapshot of pending emails.
          Select the "View More" to view more emails in a new My Pending Emails page.
    Recent Contacts
          Displays a snapshot of recently viewed contacts.
    Recent Opportunities
          Displays a snapshot of recently viewed opportunities.
    Recent Cases
          Displays a snapshot of recently viewed cases.
    My Pending Emails
    A new page containing a tabular view of pending emails for the logged in user.
          Accessed from either the “My Pending Emails” section in the Home page or through the global menu at the top right of the browser, next to the GoldMine User ID.
          The Pending and History activities associated with a case are accessible from the detailed view of a Case.
          View and create Notes - both “Case Notes” and “Resolution Notes” (PE equivalent of the notes in the “Notes” and “Resolution” tabs).
          From the detailed view of a Contact record, users can now add a linked document stored in a cloud drive (eg. One Drive, Dropbox or Box etc) or shared network path to a contact by including a valid URL or UNC path to a shared drive.
          Schedule a follow-up activity when completing an activity. Notes and other information are carried over to the follow up activity.
          User-specific settings that are applicable to GoldMine Web within the “Access” and “Menu” tabs in PE’s Tools → Users’ Settings… → <USER> are now reflected on web.
          Contact record curtaining and ownership specified in PE are observed on web.
          F2 look-up validation settings in PE are observed for Pending and History activities on web.
          "Back to results" link added to the Opportunity details and Case details pages.
          A “View All” link has been added to the Opportunities section in the detailed view of a Contact record.
    GoldMine Link for Microsoft Outlook
    A new Outlook add-in for linking email messages to GoldMine contacts.
    Link Email / Unlink Email
          The “Link Email” button in the toolbar enables the user to link email messages, search a contact, or create a contact.
           If the email address matches a GoldMine contact, it will be suggested.
           Use “Search GoldMine” to search for a contact in GoldMine to link email messages.
           Use “Create Contact” to create a new contact in GoldMine and link the email messages.
          When an email message is linked, it will be filed to the contact’s History tab.
          The “Unlink Email” toolbar button enables the user to unlink email messages.
    View Contact in GoldMine
          The “View in GoldMine” button in the toolbar enables viewing the contact in GoldMine.
          The “Settings” toolbar button enables the user to set up or update GoldMine Link, enable/disable automatic linking, configure Outlook folders, specify linking exclusions and set up Outlook synchronization.
          Settings for each user may also be configured from PE by a master user by going to Tools → Configure → GoldMine Link Outlook Settings…
          Select the “Start/Stop Sync” button in the toolbar to start or stop Outlook synchronization with GoldMine.
    Address Book
          The GoldMine address book is added to the list of “Other Address Book Types” in Outlook upon installation of GoldMine Link.
    Environment Table Settings
           A new flag - “forceUTF8ForOutgoingEmail” - for enabling the use the charset “UTF-8” when sending emails through the Email Center. This flag takes a value of “0” or “1”.  When set to “1”, the charset used for sending emails will be “UTF-8”. It does not matter what charset is specified in PE.
           The TLog query for synchronization has been refactored and optimized for performance improvements in release 2017.1. A new flag - “UseOptimizedCalDefTLogsQuery” - is introduced to enable GoldMine administrators to turn off this optimization, if needed. This flag can be set to “0” to turn off the TLog query optimization.

    What’s Changed in GoldMine 2017.1
    GoldMine Premium 2017.1.0.326 / GoldMine Connect 2017.1.0.458
    Changes made after GoldMine 2016.1, including the changes from all 2016.1 Hot Fixes.
    GoldMine Web
          The Contacts, Opportunities and Cases lists for mid- to small- sized screens are mobile responsive. These lists are now displayed in a card format rather than tabular format for these screens.
          The “Activities” page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.             
          The “Activities” page Tasks and To-Dos are collapsed by default for all screen sizes.         
          When searching for Cases or Opportunities, the default result of the search is Status: All and Owner: All.
          The Contact record “Cases” section displays all Cases for the selected Contact.
          All links to GoldMine Mobile will now be redirected to GoldMine Web.
    GoldMine Premium Edition
           "Include items from the local windows index” and “Include items from remote Windows index” in Universal Search’s “Documents” tab are now disabled by default.

    What’s Fixed in GoldMine 2017.1
    GoldMine Premium 2017.1.0.326 / GoldMine Connect 2017.1.0.458
    Issues that were addressed after GoldMine 2016.1. Issues fixed in all 2016.1 Hot Fixes are also included.
    Create email on GoldMine internal user   on Project's team tab does not create internal email to User but instead   creates email to Project's primary contact.
    French, German and also Danish   characters corrupt in the email header when downloaded into the GoldMine   inbox - displays fine online.
    Zoom or any interactivity with GM+View   Google Maps or Google Directions does not work on IE 10 or IE 11 but works in   IE 9 or IE 8.
    Google Maps and Google Directions   GM+View appear always with message at the top 'It looks like you have enabled   Internet Explorer Compatibility View. Google Maps will not work correctly   unless this is turned off. Learn how to do this'.
    Body of e-mail flickers when replying   to an e-mail with certain content - When replying to a HTML formatted email   that contains external images, the cursor repeatedly flashes, alternating   between the hour glass and pointer.
    LinkedIn GM+ View displays incorrectly   formatted as the first search result is obscured by the menu items on the   webpage.
    When creating a recurring activity and   editing the start date after creating the recurring series, if not clicking   the recurring tab the last date of the recurring series drops off.
    GoldMine - Outlook Synchronization will   lose/destroy after several changes and synchronizations back and forth German   special characters.
    (GMWEB) Removing Edit Tab Folders right   for a user, makes the user unable to complete activities in GoldMine Web   >> Contact's Pending area while this is possible in GMPE on the   Contact's Pending tab.
    When using Google Maps and Google   Directions GM+View a message appears  -   You seem to be using an unsupported browser. This even re-appears when   setting Google Maps to full instead of lite mode.
    GMWEB -    Calendar date display is not available when first make browser windows   smaller and then maximize view again.
    [GMWEB] Feature request - Add the   schedule a Follow-up option to GoldMine Web.
    [GMWEB] Calendar loading with spinning   wheel when the user has a lot of pending activities for the specific time   frame scheduled >> this makes the activity list on the ACTIVITIES page   not responsive, scroll may or may not work appears to hang in the list.
    GM+Views for LinkedIn templates are   distorted, scrambled, fields are overlapping and there is a lot of white   space on the left and right, maybe even message, looks like you're using a   browser that's not supported although IE 11 is installed and used.
    Cross validated/context depending F2   lookups on OPMGR table: F2 values different in Opportunity's/Project's detail   vs. Opportunity's/Project's properties view. Properties view shows no values   as it looks for ' ' instead of set values.
    Emails (either with certain encoding or   from certain mailserver, mailclients) will destroy Special characters (for   example GERMAN or FRENCH) within the body - initially reported for PLAIN but   also for HTML.
    Query times out or sync takes ages when   a lot of users are in a GoldMine database, and / or filtered sync settings   are used - offending query part seems to be C.USERID IN   ('BARBIE','BT','DD','DERY','....,KAREN','KATIE'…).
    [GMWEB] When using forced valid input   for the STATE F2 Lookup entry that contains comments in format value //   comment the entry will not show as valid input in.
    (GMWEB) - Discrepancy between security   settings in GoldMine Premium Edition and GoldMine Web - e.g. Menu   restrictions - Schedule and Complete is not respected in GMWEB, Access   restriction Edit Tab folders is only partly respected - GMPE disallows to change.
    Google Apps Sync Configuration   documentation is outdated and Google Apps has changed many areas and topics -   even when trying to document never connects successfully.
    (GMWEB) - Responsiveness of Contact   list - users on devices may need to know that they can scroll to the right in   order to see Phone number - Request for making the list responsive too.
    GoldMine column in Outlook no longer   shows any box or check mark after upgrading to GMPE 2016.1.
    When a different user completes a recurring   single user Activity scheduled for a different user, the completing user is   taken over even with the variable added to the Environment table.
    Change Request -  Change of the Pop-Up message “Are you sure   you want to delete all selected alarms?” as this deletes the related   activities and not only alarms as the message lets assume.
    (GMWEB) Unable to set a date older than   today when Adding a history item in GoldMine Web after upgrading to GMPE/GM   Connect 2016.1 GA release.
    The operation cannot be performed   because the message has been changed when manually linking while creating an   email in Outlook and then try to send.
    Sent Email won't link from Outlook to   GoldMine when using the option "Link To: Additional Contact".
    Randomly on new contacts created by web   import, the AP creates the activity and or history item but does not link it   to the new contact.
    GMWEB - The Total and Forecast Column   in OPPORTUNITIES list is to small and needs be extended.
    API Assistance request - customer   getting error - Object reference not set to an instance of an object on   inserting data and retrieving data via API
    Emails sent via GMPE do not include   charset in heading if nothing is specified in Tools > Options > Email   > More Options > Composing causing decoding to fail.
    GMWEB - Email address on partially   curtained records visible in the Contact list or Search list in GMWEB.
    GMWEB - JSON error when opening   ACTIVITIES page - Server Error Cannot deserialize JSON request input   parameters.
    Google changed the name of Google Apps   to G Suite - references in the application should be changed as this is an   official product name.
    Compatibility Testing with Microsoft   Windows Server 2016.
    Error: Unable to create PDA transfer   set when using Outlook Sync with any kind of filter set - Outlook Sync is not   possible at all.
    Special characters destroyed when   downloading emails (similar to RM 235847 and/or 246998)
    [GMWEB] Forced valid input for   Reference field is not forced when Scheduling or Completing activities.
    Ability to have by default the setting   "Include items from the local windows index” under Universal Search >   Options > Documents tab" disabled by default.
    Creation transfer sets when selecting   no users (or only specific) and a sync filter is set -  An error occurred while creating the   transfer set. for gathering TLOGS for CALDEF.
    Wrong / outdated link on Record Type   HTML Information screen - Welcome to GoldMine's Record Types Administration   Center! - Partner locator points to web site and is not   correctly redirected - The requested page cannot be found.