GENERAL
New: QuickStart Wizard with step-by-step guides for basic system implementation and setup by Master-Rights users. QuickStart Wizard includes support for the following procedures:

• Associate personal details with Users, such as title, department and phone details (accessbile by all users)
• Create new GoldMine Users
• Select from available Industry Solutions (including templates and add-ons)
• Customize Key Fields in GoldMine
• Import Data to GoldMine
• Set up E-mail (Internet) Access for GoldMine (accessbile by all users)
• Install Document Management links for GoldMine (Word/Adobe) (accessbile by all users)

New: HTML-based, online Help with improved searching/navigation and "See Also" capabilities. Access via Help>>Help Topics, or by pressing F1.

NOTE: How Do I… files and QuickStart Lessons from Referentia are no longer available.

New: Database Back-up Wizard offers Master-rights and undocked users the ability to back up all/selected files by creating back-ups with .gmb extensions, with options to force logged users out, create a profile, and specify a directory and filename. Access via File>>Back-up Databases, or by clicking on the corresponding, Taskbar icon.

New: Database Restore Wizard offers Master-Rights and undocked users the ability to restore all/selected .gmb file back-ups, with options to force logged users out and validate for username and password. Access via File>>Restore Databases, or via the GoldMine Taskbar.

New: Support for multiple, user-selected columns in the Contact Search Center (previously the Contact Listing, refer to Changed items listing below for more details) with the ability to sort browse window entries in ascending/descending order by indexed fields' column headings. Access via Main Menu's Lookup command or by double-clicking on any indexed field and clicking the Columns button on the new Contact Search Center Toolbar.

NOTE: Users may display any Contact1/Contact2 fields in the Contact Search Center, but column sorting is supported only for indexed fields.

New: Contact Search Center (previously the Contact Listing, refer to Changed items listing below for more details) Toolbar with new buttons for Power Search, View Saved, Preferences, and Columns, as well as buttons for prior/current local menu functions such as Output to, Sync Contact and Shrink window. Access via Main Menu's Lookup command or by double-clicking on any indexed field.

New: Contact Search Center (previously the Contact Listing, refer to Changed items listing below for more details) Power Search functions for working with filters including Save, Insert Condition, And, Or, (, ), Undo, Clear, Find, Activate, and Release, as well as radio options for displaying Power Search expressions in English, SQL or xBase. Access via Main Menu's Lookup command or by double-clicking on any indexed field and clicking on Power Search>>Search Using Filters.

New: Contact Search Center (previously the Contact Listing, refer to Changed items listing below for more details) expandable tree-view with user-based sub-folder storage for saved filters, groups and SQL queries. Access via Main Menu's Lookup command or by double-clicking on any indexed field and clicking onscreen "gripper" indicator to enable splitter bar on the Contact Search Center's left-hand border.

New: Contact Search Center (previously the Contact Listing, refer to Changed items listing below for more details) support for searching E-mail addresses.

New: My GoldMine capability for users to create personal, custom "Home Pages" or Portal desktops within the GoldMine work area that provide headline- and summary-style links to information both internal and external to GoldMine for instant access to key data users need to manage their day, with options to hide/show content sections as needed. Access via View>>My GoldMine.

NOTE: Display of external content may require Internet or network connection, depending on content's source/location.

New: My GoldMine window offers users options to Personalize Content, such as control column display (Schemes and Formats), column content and content ordering, layout (Page Style), and refresh rates, as well as ability to Close, Minimize, or Maximize desktop with sticky-settings for reuse. Access via View>>My GoldMine>>Personalize Content.

New: My GoldMine provides users with a number of default RSS (Rich Site Summary) content feeds, but also gives users options to add their own sources for information and specify optional parameters to send data from GoldMine to the source. Access via View>>My GoldMine>>Add Content to Column.

New: My GoldMine includes setting to control how many days back to examine for changed or added contact records. Access via .INI setting: [MyGM] Contacts_days_back=nnn (where nnn represents the number of days to go back)

New: GM+View tab offers Master-rights users the ability to create an unlimited number of user-defined HTML views/screens, with the ability to embed GoldMine fields, text, graphical images, and other rich content, for 'read-only' access by users. To configure, access via File>>Configure>>GM+View Tab. For viewing, access via the Contact record's GM+View tab folder.

New: GM+View tab offers Master-rights users option to set a 'Default' screen for all Contact records/users. Access via File>>Configure>>GM+View Tab.

New: GM+View tab offers Master-rights users options to define Rules for displaying screens based on conditions, including a Contact record criteria that evaluates a field's value, data criteria that evaluates a dBase expression, or manual user selection (as is currently available with the Fields tab). Access via File>>Configure>>GM+View Tab>>Rules.

New: GM+View tab offers Linked Image and Linked Document File name field tags to embed files stored in the Contact records Links tab. Access via File>>Configure>>GM+View Tab>>New/Edit, under the Insert Field button of the GM+View's template Toolbar.

NOTE: Microsoft Internet Explorer's editor, which is embedded in GoldMine 6.0 GM+View template editor, does not provide support for the use of the FRAMESET HTML tag.

New: Field Label and Field Value custom expressions offers Master-Rights users support for 'Record Typing'. Options include ability to have GoldMine automatically determine and display the Label/Value of a field by evaluating an xBase expression or based on the value of a field, as well as the ability to assign a generic 'Field Use' name/title for a field that may have different Labels/Values. Custom expressions are applied system-wide, or per Contact Set if multiple exist. To configure, access by hovering over any Contact1/Contact2 field label, pressing CTRL and double-clicking, then double-click again for the Type tab of the Field Properties window.

New: Field Label and Field Value custom colors offers Master-Rights users ability to specify colors manually, or to have GoldMine automatically determine and display the color of a field label/value by evaluating an xBase expression or based on the value of a field. Custom colors are applied Globally, i.e., system-wide (not Contact Set dependant). To configure, access by hovering over any Contact1/Contact2 field label, pressing CTRL and double-clicking, then double-click again for the Color tab of the Field Properties window.

New: Field Label and Field Value custom colors support offers Master-Rights users ability to 'hide' field labels/values by specifying the field color as -2. To configure, access by highlighting any Contact1/Contact2 field, pressing CTRL and double-clicking for the Color tab of the Field Properties window.

NOTE: GoldMine 6.0 no longer allows label names to remain blank. Users must enter -2 as the color definition in the label's color expression to 'hide' the field. Following are two sample color-based expression (-1 always equals the default label color):

iIf(Empty(CONTACT1->Company), "COMPANY:", "Company:")
label Color :
iIf(Empty(CONTACT1->company), 255, -1)

If the Company field is blank, then this expression tells GoldMine to put the Field label into UPPER case and Red. Once the Company field is updated, GoldMine will apply its defaults.

iIf(CONTACT1->key1="EU Prospect", -2, -1)
Field color:
iIf(CONTACT1->key1="EU Prospect", -2, -1)

If Key1 has the EU Prospect value in it, then this expression tells GoldMine to hide the Field label and Field data. Once the Key1 field is blank, or contains any other value, GoldMine will apply its defaults.

New: Option to block all data below the tab folders on a Contact record from view/editing by user/usergroup. Access via Edit>>Record Properties>>Ownership and under File>>Configure>>User's Settings>>Properties.

New: HTML support for Topic Pages in GoldMine's InfoCenter when creating, editing or viewing entries. Access via View>>InfoCenter.

New: HTML support for Topic Pages includes Toolbar with options for users to save, print, cut, copy, past, set bold, italics, underline, font selection/size, highlighting, font color, paragraph alignment, spell checking and HTML source file editing, as well as local menu options for deleting, selecting all, inserting hyperlinks, and saving as a file.

New: Enhanced Spell Check engine for all HTML-enabled Notes, E-mail Editors and InfoCenter Topic Pages with options for creating personal dictionaries, ignoring ALL Caps, words with numbers and domain names, and importing predefined dictionaries. To configure access via Edit>>Preferences>>Speller.

New: Spell Check engine supports dictionaries for English (UK/US), French (Canada/France), German, Spanish, Portuguese (Iberian), Swedish, Norwegian, Danish, and Dutch terms, as well as Legal and Medical professionals (UK/US only). Existing GoldMine dictionaries are converted, not overwritten during upgrade.

New: Ability to link activities to multiple contacts to support 'ad-hoc' multi-contact record selection (eliminating need to build groups/filters/tagged records in advance). Access via Main Menu's Schedule command via the Lookup icon to the left of the Contact field on the Detail tab.

New: Ability to create a new Contact record 'on-the-fly' when scheduling (eliminating the need to create records in advance of linking activities). Access via Main Menu's Schedule command via the Lookup icon to the left of the Contact field on the Detail tab.

New: Support for completing or deleting selected scheduled activities en masse, with option to apply a generic Result Code. Under the Pending tab, users can apply a Filter before using this function to further limit the activities that will be updated. Access via Options>>Auto-Update option on the Pending tab and Activity List local menus.

Note: GoldMine Messages and Queued/Drafted E-mails are not affected by the Auto-Update.

New: Support for recurring forecasted sales with options including daily, weekly, bi-weekly, monthly, quarterly and yearly with specific day/date handling, start/end dates, skip weekends and end after X occurrences. Access via Schedule>>Forecasted Sales under the new Recurring tab.

New: Support for recurring quotas with options including every X days, daily, weekly, bi-weekly, monthly, quarterly and yearly with specific start/end dates, skip weekends and percentage increases. Access via View>>Analysis>>Quota Analysis>>New under the new Recurring tab.

New: Capability to create and track Contact-specific Occasions to track Anniversary, Birthday, Festival, Reunion, Retreat and Other special events. Access via Edit>>Record Properties>>Occasions.

New: Support to view Occasions in the Calendar's Day and Week tab views (with color highlights in the Month view), and in the Activity List's new Occasions tab.

NOTE: Linked Occasions are not displayed in the corresponding Contact record's Pending tab until an activity has been scheduled against the Occasion or Occasion Alarm the Activity List will show Occasions based on their creation dates, not the Occasion date itself.

New: Occasions capability offers options for setting date span criteria such as specific dates, recurrence intervals, and alarms (enable via the Date Span tab of the Edit an Occasion window), as well as ability to create 'unlinked' or personal Occasions (enable via Link to Contact check option on the Details tab of the Edit an Occasion window).

New: Ability to publish a user's schedule to HTML. Access via Day and Week view of Calendar, by right-clicking for the local menu's Output to>>HTML File command.

New: Ability to publish a user's schedule to an iCal file. Access via Day, Week, Month, Year, Planner views of Calendar, the Activity List and the Contact's Pending tab folder, by right-clicking for the local menu's Output to>>iCal File command.

New: Capability to format system dates based on Windows settings. Access via Edit>>Preferences>>Misc under new Show dates based on local settings check option.

New: Capability to format user-defined field with date formats based on numeric or word formats. Access via Edit>>Preferences>>Records under new Use a word format for user-defined dates check option.

New: HTML support for Notes windows in GoldMine's Calendar records. Access via Main Menu's Schedule command for any activity type, when editing from the Calendar, Activity List or Pending folder, or when viewing/previewing/Zooming Alarms and activities.

New: HTML support for Calendar Notes includes memo field Toolbar with options for users to set bold, italics, underline, highlighting, font color, font selection, spell checking, and memo field local menu options for cut, copy, paste, select all, font size, paragraph alignment, styles, hyperlinks and HTML source file editing.

NOTE: GoldMine 6.0 automatically strips out any HTML-formatting when synchronizing Calendar records with Outlook and PDAs, as they do not support this capability. Further, if the Calendar records' notes are synchronized from the Outlook and PDA back to GoldMine, the HTML-formatting in GoldMine will be stripped out as well.

New: HTML support for Notes windows in GoldMine's History records. Access via Main Menu's Complete command for any activity type, or when editing from the Calendar, Activity List or History folder, or when viewing/previewing/Zooming Alarms and activities.

New: HTML support for History Notes includes memo field Toolbar with options for users to set bold, italics, underline, highlighting, font color, font selection, spell checking, and memo field local menu options for cut, copy, paste, select all, font size, paragraph alignment, styles, hyperlinks and HTML source file editing.

New: GoldMine Alerts to support interactive messaging. Alerts are embedded throughout the application and support Cautionary Notifications, Process Status Updates and Suggested Actions to inform users of necessary or recommended actions.

New: Local menu Lookup commands for E-mail Address and Website fields on primary Contact record screen. Access by right-clicking on the E-mail Address/Website field labels.

New: Unlimited levels of custom subfolders for template organization in the Document Management Center (refer to Changed items listing below for more details on the template Sort Order field) with drag and drop support. Access via View>>Document Management Center or Edit>>Custom Templates or Contact>>Create E-mail/Write>>Customize Templates.

Changed: Option to display GoldMine username, followed by user's full name in all system listings of username information (such as History/Pending tabs, etc.).

NOTE: By default, new installations of GoldMine will show this information. To change the display order, access via GM.INI setting:

[GoldMine]
UserNameFormat=1 (0 is the default)

Changed: Contact Listing has been updated to the Contact Search Center and now uses more of a 'natural language-style' query for simple (Lookup>>Company) searches.

Changed: Contact Listing has been updated to the Contact Search Center and now unifies access of all primary searching including Lookups, Filters, Groups and SQL Queries. Access via Main Menu's Lookup command or by double-clicking on any indexed field.

NOTE: Existing View>>Contact Groups and Lookup>>Filters/SQL Queries access remains available.

Changed: Contact Search Center updated to include Toolbar for access to current/prior functions from the Contact Groups, Filters and SQL Queries commands.

Changed: Contact Listing has been updated to the Contact Search Center and now displays Primary and Additional Contacts as options in the Lookup fields drop-down listing for use with simple searches and Filters.

Changed: Updated Calendar includes Toolbar to supplement current/prior local menu function access and Tabs to select different views on graphical calendar are now displayed along the bottom of the window.

Changed: Updated Holidays settings and displays with support for multiple Holiday categories by country and religious affiliations, by user. Access via Edit>>Preferences>>Calendar under the Holidays button.

Changed: Updated Holidays now support predefined dates for Australia, Canada, France, Germany, Italy, Mexico, South Africa, United Kingdom, United Sates, Christian, Christian Orthodox, Jewish, Islamic, and user-definable categories.

Changed: Updated Holidays now support iCalendar file imports for additional user-definable dates.

Changed: Updated Holidays are now displayed in the new area of the Calendar's Day and Week tab views, as well as with updated color coding on the Month tab view; Holidays are also displayed in the Activity List's new Holidays tab.

Changed: Scheduling recurrence patterns have now been expanded to support more options for hourly, daily, weekly, bi-weekly, monthly, quarterly and yearly with specific day/date handling, start/end dates (and times for hourly patterns), skip weekends and end after X occurrences. Access via Main Menu's Schedule command for any activity, under More button on the Recurring tab of the Schedule <> window.

Changed: Updated Users tab now mirrors same look and feel as Resources tab. Access via Main Menu's Schedule command.

Changed: Sort Order fields in Document and E-mail templates have been replaced with Subfolders support in the Document Management Center. Access via View>>Document Management Center or Edit>>Custom Templates or Contact>>Create E-mail/Write>>Customize Templates.

NOTE: During upgrade, existing templates will be converted to new subfolders.

Changed: E-mail Address and Website fields on primary Contact record screen now display as hypertext/link fields with blue and underline.

Changed: All field drop-down or list boxes now display Field names sorted ascending, alphanumeric order (e.g., under Lookup field in Contact Search Center).

Changed: All field drop-down or list boxes now display fields that have a label as "Label (fieldname)".

Changed: color combinations for improved, at-a-glance troubleshooting now code Process Monitor messages. Following are the new status color options:

• Normal - Windows default text color (Black) on default Window's background color
Success - Green text color on default Window's background color
• Notice - Blue text on default Window's background color
• Warning - Black text color on Yellow background color
Error - White text color on Red background color

Changed: Reference text in the Links tab for E-mail attachments has now been shortened to "E-mailed" (vs. prior "E-mailed re:") and is now appended to the file attachment (vs. being inserted at the beginning of the name).

NOTE: No changes are made to existing Links tab files during upgrades.

E-MAIL
New: Embedded Internet Explorer (IE) HTML editor for E-mail message creation, reading and handling with Toolbar options for setting fonts, font size, bold, italics, underline, highlight, color, paragraph alignment, images, and hyperlinks, as well as local menu options for cut, copy, paste, delete, select all, and HTML source editing. Enable IE as E-mail editor via Edit>>Preferences>>Internet>>More Options>>Advanced tab under the Use HTML when creating new E-mail check option.

NOTE: HTML formatting will not be retained with quoted replies; formatting is retained during forwarding and re-directing.

New: Support for unlimited levels of custom (user-defined) E-mail Center folders. Access via View>>E-mail Center by right-clicking for the local menu's New Subfolder command in the left-hand side, tree-view listing.

NOTE: Does not apply to Inbox.

New: Auto-Filed/Sent folder settings with options to sort system (auto-filed/sent) E-mail Center folders by Year and then by Month. Access via Edit>>Preferences>>Internet>>More Options>>E-mail Center tab under the More Auto-filed Folders' Options button.

New: iCAL support to allow users to send to Meeting Requests, for any appointment or event, to multiple contacts. Access via Schedule menu and the Detail tab of any Schedule window by enabling the Send a request with the <> to: check option.

New: iCAL support to allow users to send to Meeting Requests, for any appointment or event, to one or more internal GoldMine users. Access via Schedule menu and the Detail tab of any Schedule window by enabling the Send a request with the <> to: check option.

New: iCAL support to allow users to send Meeting Requests to multiple recipient types now supports expanded recurrence patters. Access via Schedule menu and the Recurring tab of any Schedule window by enabling the options under the More button.

New: Option to specify the maximum size of the E-mail message body to control the amount of data GoldMine will read/display. Access via <> setting:

[Internet]
BodySizeLimitKB= (GoldMine 6.0 defaults to 63 to keep backward compatibility during upgrades)

NOTE: Setting this value to a high number may slow message reads/displays in cases where the message body is over 300K in size (however this is dependant on computer memory and speed).

Changed: E-mail Center's Auto-Filed/Sent folders are now at the top of the non-system (user-defined) folders.

Changed: E-mail Center's user-defined folders are now in ascending, alphanumerical order.

REPORTS
N/A

AUTOMATED PROCESSES
New: Option to specify sender's E-mail Address with drop-down options for processing user, attaching user and assigned user. Access via Tools>>Automated Processes>>Automated Processes Center under the Action type of E-mail Message using the Options button.

New: Option to attach an Automated Process to all of the contacts (Influencers) linked to an Opportunity/Project. Access via View>>Projects or View>>Sales Tools>>Opportunity Manager and under the Contacts/Influencers tabs by right-clicking for the local menus' new Attach a Process commands.

OPPORTUNITY MANAGEMENT/PROJECT MANAGEMENT
New: Opportunity Wizard offers users step-by-step guided screens for completion of all summary and Tab information for a new opportunity. Access via View>>Sales Tools>> Opportunities under the New command on the local menu or Toolbar.

New: Prompt upon creation of new Opportunity to use the Opportunity Wizard.

New: Prompt prior to adding an Opportunity to the Opportunity Manager that requires user to confirm that all information entered is correct when creating Opportunity via Opportunity Wizard.

New: Opportunity Manager 'center-style' window with context-sensitive Toolbar and expandable tree-view with subfolders for selected opportunities. Access via View>>Sales Tools>> Opportunities.

New: Filter Toolbar command in the Opportunity Manager that offers users ability to drill-down and display a tree-list view of "filtered" opportunities in an expandable left-hand side window. Filter options can be set based on Opportunity name, stage, code, start/end date, and probability, with automatic grouping by user/usergroup. Access via View>>Sales Tools>> Opportunities by clicking the Filter button on the Toolbar.

New: Support to publish the Opportunity Pipeline graphic as an HTML file. Access via View>>Sales Tools>> Opportunities by clicking the Pipeline button, and then right-click for the Output to HTML local menu command.

New: Opportunity Manager business logic includes workflow options to close an Opportunity as either 'Won' or 'Lost' and to enter reason text for future analysis. Access via View>>Sales Tools>> Opportunities under the New command on the local menu or Toolbar.

New: Opportunity Manager business logic supports the automatic roll-up of linked forecasts when closing an opportunity as 'Won' or 'Lost', as well as the presentation of a detailed sales history of the outcome of an opportunity vs. the beginning of the opportunity. Access via View>>Sales Tools>> Opportunities under the Win/Lose commands on the local menu or Toolbar.

New: Opportunity Manager business logic perform a wrap up to collect summary information and to allow users to complete linked open activities and tasks en masse before closing. Access via View>>Sales Tools>> Opportunities under the Win/Lose commands on the local menu or Toolbar.

New: Opportunity Manager now includes ability to define and then reuse competitor information for multiple opportunities. Access via View>>Sales Tools>> Opportunities under the New command on the local menu or Toolbar.

New: Project Wizard offers users step-by-step guided screens for completion of all summary and Tab information for a new opportunity. Access via View>>Projects under the New command on the local menu or Toolbar.

New: Prompt upon creation of new Project to use the Project Wizard.

New: Prompt prior to adding a Project to the Project Manager that requires user to confirm that all information entered is correct.

Changed: Opportunity Manager redesigned to include Toolbar for access to current/prior functions from the Opportunity Manager local menu, as well as re-organized and re-titled tab folders (Notes is now a tab folder, rather than being part of Opportunity Properties window, Details/Links replaces Details, and Products replaces Forecast), re-organized browse list columns, and a modified local menu. Access via View>>Sales Tools>>Opportunities.

Changed: Opportunity Manager redesigned to replace the prior View drop-down drop-downs and for Project or Opportunity selection and the Template drop-down with Toolbar buttons. Access via View>>Sales Tools>>Opportunities.

Changed: Opportunity Manager redesigned to replace the prior Stage drop-down with the Status drop-down, which contains pre-defined values of All, Open or Closed. The Stage value is user-defined and available via the Opportunity Properties or Opportunity Wizard. Access via View>>Sales Tools>>Opportunities.

Changed: Opportunity Pipeline graphic is displayed in a separate Pipeline window (expandable tree-view of "filtered" Opportunities has replaced the prior graphical funnel).

Changed: Opportunity Manager Forecast tab renamed to Prods/Svcs.

Changed: Opportunity Properties window Notes tab moved to main bank of Opportunity Manager tabs for quicker access.

Changed: Opportunity Manager no longer permits scheduling of forecasted sales to the user group (public).

Changed: Project Manager redesigned to include Toolbar for access to current/prior functions from the Opportunity Manager local menu, as well as re-organized and re-titled tab folders (Notes is now a tab folder, rather than being part of Project Properties window, and Details/Links tab replaces prior Details tab), re-organized browse list columns, and a modified local menu. Access via View>>Project Manager.

Changed: Project Manager redesigned to replace the prior View drop-down drop-downs and for Project or Opportunity selection and the Template drop-down with Toolbar buttons. Access via View>>Project Manager.

Changed: Project Manager redesigned to replace the prior Stage drop-down with the Status drop-down, which contains pre-defined values of All, Open or Closed. The Stage value is user-defined and available via the Project Properties or Project Wizard. Access via View>>Project Manager.

SYNCHRONIZATION
New: Option to send GoldSync error messages to a designated GoldSync administrator via SMTP E-mail. Access via File>>Configure>>Synchronization Settings window under the GoldSync tab.

Changed: Modem and Network connection methods are no longer available. Network based synchronization sessions now use the Internet (Direct) method.

Changed: All data linked to a Contact record (such as history, calendar and detail information), whose last change makes it meet the criteria of an existing Send filter, is now included in the first transfer set sent to the corresponding site to support automatic lead reassignments via synchronization.

Changed: Sync Stamp to Date Conversion utility is now enabled by default. Access via File>>Synchronize>>GoldSync Administration Center and right-click for the local menu's Date/Time Stamp Conversion… command (requires G license type installed with GoldMine).

Changed: Prior Sync tab settings removed from Edit>>Preferences, reorganized for clarification and now accessible via File>>Configure>>Synchronization Settings under the Linked Documents and Timeouts tabs, and from within the GoldSync Administration Center.

Changed: File Code settings are now required for all Contact Sets prior to GoldMine synchronization.

Fixed: Specific linked files issue where E-mail attachments for incoming and outgoing Internet and GoldMine e-mail messages were not being synchronized.

PALM/VISOR/POCKET PC AND OUTLOOK
New: Option to send Contact- or Calendar-data only for all methods of Outlook and PDA sync. Access via File>> Synchronize>>Synchronize with Outlook, Palm/Visor, or Pocket PC.

CLIENT/SERVER
N/A

ADVANCED
New: XML Export support offers a user step-by-step guided screens to export of ALL contact-related data types from GoldMine, including options for Contact1/Contact2, Contsupp (Additional Contacts, Details, Linked Documents) Mailbox, Calendar, and History and whether to evaluate data selection based on user or contact criteria. Access via from Tools>>Import/Export Wizard>> Export GoldMine Data to an XML file.

New: XML Export offers settings to include file path or BASE64 encoding selections for exporting data external to GoldMine, such as e-mail attachments or linked documents.

New: XML Export includes options to create a new Export profile, or to create and save an Export profile for re-use, as well as support to specify drive, directory, name for the exported *.xml file, and the ability to associate an XML schema with the file.

New: XML Import support offers a user step-by-step guided screens to import ALL contact-related data types to GoldMine, including options for Contact1/Contact2, Contsupp (Additional Contacts, Details, Linked Documents) Mailbox, Calendar, and History. Access via from Tools>>Import/Export Wizard>>Import GoldMine Data from an XML file.

New: XML Import includes options to create a new Import profile, or to create and save an Import profile for re-use, as well as support to specify drive, directory, and name for the imported *.xml file.

New: WebImport now supports field updates (i.e., data overwrites based on matched, duplicate records) with instructions for which fields to update spanning multiple lines (up to 999). Access via GM.ini setting using the following entries:

[WebImportOverwrite]
IAgree=I Want To Allow Fields To Be Updated By WebImport
Fields=(enter list of fields from Contact1/Contact2 that GoldMine can update, using commas as delimiter)

NOTE: The "IAgree=" entry must be entered EXACTLY as shown here to support overwrite capability. GoldMine will update ONLY the fields listed; it will discard all other field data imported. In addition, each entry after the first instruction entry will have a number appended to fields. Numbers must be consecutive, access via GM.ini setting using the following example entries:

[WebImportOverwrite]
Fields=contact,company,last
Fields1=address1,city,state,country,zip
Fields2=key1,key2,key3

New: WebImport field updates support the Notes and E-mail fields.

NOTE: GoldMine will insert new Notes above any existing Notes, so that the WebImport entry becomes the topmost log. Further, GoldMine will not update/modify that address if a duplicate E-mail address exists -- if a duplicate E-mail doesn't exist, GoldMine will add a new primary E-mail address, but retain the existing E-mail address as a non-Primary address.

New: WebImport now supports GoldMine E-mail Messages (these instructions are similar to the existing options, but instruct GoldMine to send actual GoldMine E-mails with mailbox.dbf records, in addition to cal.dbf records). Access via via GM.ini setting using the following entries:

[Instructions]
OnDupSendGMEmail
OnNewSendGMEmail

New: WebImport multiple line support in ContSupp Notes (as in Primary Contact Notes area)

NOTE: ContSupp entries cannot be duplicated

New: WebImport now automatically moves focus to the new and/or duplicate contact record after manual processing.

New: iCAL import capabilities that allow users to bring selected or all events from an .ics (iCalendar) file into GoldMine. iCal import options include settings for specify drive, directory and .ics filename, as well as the ability to respond to individual events using the standard iCal Accept, Decline, and Tentative actions. Access via Tools>>Import/Export Wizard>>Import from an iCalendar File.

New: iCAL export capabilities that allow users to publish selected or all GoldMine events to an .ics (iCalendar) file. iCal export options include settings for date ranges, activity types, and contact- or user-based criteria, as well as specifications for drive, directory and .ics filename. Access via Tools>>Import/Export Wizard>>Import from an iCalendar File and from the Calendar, Activity List, and Pending tab folder local menus via the Output to>>iCal File command.

New: Ability to export additional Contacts with options to specify Primary and/or Additional Contacts, as well as Merge Codes. Access via Tools>>Import/Export Wizard>>Export Contact Records.

NOTE: Additional Contact data exporting obeys the selected mapping of the Primary contact.

New: Ability to insert a custom login screen logo. Access via GM.INI setting:

[GoldMine]
UserLogo=

NOTE: The custom logo must be a Windows BMP format graphic and may not exceed 150 pixels Wide x 250 pixels High, or 150 pixels Wide x177 pixels High when using a D-license with G-license.

New: Return NV pair to the API function NonCurtainedFields: SemiPartNonCurtainedList, which returns the list of fields (\n delimited) viewable for semi-partially curtained records

New: Two NV pairs added to the API QueueMail function: AttachmentType specifies the type of MIME to use and AttachmentCID enables the ability to embed images in HTML messages.

New: NV pair-based function called: GetContactViews, which returns the properties for all the custom views and the fields, with each of their properties, on each of the views; refer to API Readme for details

New: NV pair-based function to the API called: WriteContactView, which allows you to create/update field views including the main and summary one, and all related fields; refer to API Readme for details

New: NV pair-based function to the API called: DeleteContactView; refer to API Readme for details

New: NV pair-based function to the API called: ReadCustomFields, which returns a list of all the user-defined fields with their properties; refer to API Readme for details

New: NV pair-based function to the API called: EditCustomField, which allows you to edit custom fields (NOTE: The API will NOT rebuild your database); refer to API Readme for details

New: GetEmailPrefs and SetEmailPrefs functions now work for other users with the UserName NV pair. Only Master Rights users logged into the API may execute these functions.

New: ReadGMUser function receives the UserName NV pair, and returns the same information used in WriteGMUser. Only Master Rights users logged into the API may execute these functions.

New: NV pairs added to the API WriteSchedule function for recurring activities: RecurType, RecurFormat, RecurCount, RecurInterval, RecurToDate, RecurToTime, RecurOnDay, RecurMonthDay, RecurPos, RecurMonth, RecurSkipWeekend, RecurSkipNonWorkdayHours ; refer to the API readme for details.

New: xBase Parser function: USER2FULL(string user), which transforms the passed in username (login name) into the full name as displayed now in GoldMine

New: xBase Parser function: FULL2USER(string full), which transforms the passed Full Name - as it is now displayed in GoldMine, to the username (login name)

New: xBase Parser function: USERINGRP(int grpNo), which returns TRUE if the currently logged user is in the passed user group number

New: xBase Parser function: USERINGRP(string group), which returns TRUE if the currently logged user is in the passed group name

Changed: GoldMine API filename has changed from gm5s32.dll to gm6s32.dll

Changed: COM API now supports GoldMine 6.0.

Changed: GoldMine now sets the BDE sharedmemlocation to 7000 at startup if it's empty (i.e., has not been set yet) unless, under the GM.ini's [GoldMine] section, there's a

NoSharedMemChange=1 entry.