Version 5.70.20222 for Windows 98/2000/XP/NT 4.0 Release Notes
GENERAL
New: QuickStart Lessons from Referentia Learning Systems with updated Tutorials for self-paced, interactive multi-media lessons. Access via Help|QuickStart Lessons.
New: Outlook-style, GoldMine Taskbar with up to 40 custom Taskbar groups per system (up to 20 per individual user or up to 20 for Global usage). Each Taskbar group can contain up to 50 items. Taskbar functions include the ability to do the following:
Add, Remove and Edit Items (icons) in Taskbar Group(s)
Move Item up/Move Item down for icon ordering within Taskbar Group(s)
Specify Small Icon/Large Icon displays for the items in the Taskbar Group(s)
Add, Remove and Rename Taskbar Groups
Move Group up/Move Group down for Taskbar Group ordering
Access via Window|Taskbar to enable/disable theTaskbar. Right-click in the Taskbar for local menu commands.
New: Taskbar support for buttons to any Main Menu command. Access via right-clicking for the Taskbar local menu and choosing the Add New Item command to select the "Main Menu Action" entry from the Taskbar Group Item Selection window's Item Type drop-down listing.
New: Taskbar support for custom buttons for any user-defined, GoldMine/GoldMine Sales & Marketing Macro commands. Access via right-clicking for the Taskbar local menu and choosing the Add New Item command to select the "GoldMine Users' Macro" entry from the Taskbar Group Item Selection window's Item Type drop-down listing.
New: Taskbar support for buttons to launch external applications. Access via right-clicking for the Taskbar local menu and choosing the Add New Item command to select the "External Application" entry from the Taskbar Group Item Selection window's Item Type drop-down listing.
New: Taskbar support for buttons to any document on the user's hard drive or network. Access via right-clicking for the Taskbar local menu and choosing the Add New Item command to select the "Document Link" entry from the Taskbar Group Item Selection window's Item Type drop-down listing.
New: Taskbar support for buttons to launch frequently used or favorite web pages with support for GoldMine parameters (such as with the Internet Search tool). Access via right-clicking for the Taskbar local menu and choosing the Add New Item command to select the "Website" entry from the Taskbar Group Item Selection window's Item Type drop-down listing.
New: Option to define and deploy default, Global Taskbar groups for a GoldMine/GoldMine Sales & Marketing system (global taskbar groups are differentiated from personal taskbar groups by the bold taskbar group name). Access via right-clicking for the Taskbar local menu and choosing the Add New Group command and activating the Global Group check option, which is available to Master-Rights users only.
New: Background customization support for individual users or for Global (available to Master-Rights users only) for a GoldMine/GoldMine Sales & Marketing system, which enables customers to specify images (bitmaps), logos (bitmaps) and text to be displayed in the main work area of GoldMine/GoldMine Sales & Marketing. Access via Edit|Custom Background….
New: Optimize GoldMine for Org Chart Access functionality to rebuild tables for improved searching and entry creation in the Org Chart.
NOTE: This functionality requires Microsoft SQL Server and is only available to GoldMine Sales & Marketing Master-Rights users. Access via ToolslOptimize GoldMine for Org Chart Access….
New: Options to create different types of contacts when creating a new Contact Record. Access via the File|New Record… command.
New: Ability to create a new contact and add it to an existing company's Contact Record. Access via the new File|New Record…|Add a New Contact to an Existing Company… command, which launches the Contact Listing for a Company search before adding the contact information to the Contacts tab folder.
New: Ability to create a new contact and create a new Org Chart against which to link the Contact Record. Access via the new File|New Record…|New Org Chart, Company and Contact… command or via New ContactICreate a new contact and link in the Org Chart local menu.
New: Ability to create a new contact and add it to an existing Org Chart. Access via the new File|New Record…|Add a New Contact to an Existing Org Chart… command, which launches the Find an Org Chart window for an Org Chart search before adding the Org Chart and new contact information.
NOTE: This functionality requires Microsoft SQL Server and is only available with GoldMine Sales & Marketing. To perform lookups against Org Charts, a Master-Rights user must first run ToolslOptimize GoldMine for Org Chart Access….
New: Ability to create a new contact and specify a corresponding Org Chart section when adding the contact to an existing Org Chart. Access via the new Add a New Contact to an Existing Org Chart window.
NOTE: This functionality requires Microsoft SQL Server and is only available with GoldMine Sales & Marketing. To perform lookups against Org Charts, a Master-Rights user must first run ToolslOptimize GoldMine for Org Chart Access….
New: Ability to perform a duplicate check on existing Org Charts before creating a new Org Chart and adding its new contact to it. Access via the New Org Chart, Company and Contact window
NOTE: This functionality requires Microsoft SQL Server and is only available with GoldMine Sales & Marketing. To perform lookups or duplicate checking, a Master-Rights user must first run ToolslOptimize GoldMine for Org Chart Access….
New: Onscreen "gripper" indicator for access to the Org Chart. View as a "hyperlink hand" to enable a splitter bar on the left-hand border of the Contact Record window.
New: Local toolbar for the Org Chart window. Access via keyboard by pressing Ctrl-Q, clicking the Organization Chart button from Record toolbar, or by clicking the new "gripper" handle on the left-hand border of the Contact Record window.
New: Properties… command in the Org Chart to specify entry-level access rights for Read and Write (Update) security based on users and user groups. Audit information on the creation and last modification user and date for an entry is also available. Access via highlighting specific Org Chart, Section or Entry and then right-clicking in the Org Chart window for the Properties… command.
New: Output to… command in the Org Chart to copy/paste Org Chart, Section and Contact information directly to Word, Excel, or the Windows Clipboard. Access via right-click in the Org Chart window.
New: Capability to select a contact to which to link to an upcoming activity, after selecting the Schedule command. Access via any of the Schedule windows, such as Schedule a Call, by selecting the right-facing arrow next to the Contact field, which launches the Contact Listing for a Contact lookup before adding the contact information to the activity.
New: Capability to select a contact to which to link to a completed activity, after selecting the Complete command. Access via any of the Complete windows, such as Complete a Call, by selecting the right-facing arrow next to the Contact field, which launches the Contact Listing for a Contact lookup before adding the contact information to the history.
New: Ability to specify number of Calendar records displayed on Pending tab and Activity List. Access via <GMUserName>.INI setting:
[GoldMine]
PendingSQLMaxRows=nnn (where nnn represents the number of Calendar records)
Changed: All new records are now created as Complete/Full Records by default. Use the following GM.INI setting to create Partial records by default instead:
[GoldMine]
NewComplete=0
Changed: Updated Toolbar icon images to support families of related functions/actions and improved user interface consistency.
Changed: Updated references on Login, HelpIAbout, setup,
resources and undocked license setup screens from GoldMine Software Corp. to
FrontRange Solutions Inc.
Changed: Re-organization of local menu options for the Org Chart where the New Link command has changed to the New Contact submenu with options to either Look up an existing Contact and add it to the organization…, Create a new contact and link and Link all Group/Filter Contacts to the organization.
Changed: Re-organization of local menu options for the Org Chart where the Delete command has changed to the Remove… command.
Changed: Re-organization of local menu options for the Org Chart where the Properties command now controls Org Chart security access rights and tracks changes for auditing control.
Changed: GoldMine Taskbar main menu action item text changed from Set Up Print Reports to Set Up and Print Reports.
Changed: Contacts tab local menu option text changed from Goto Record to Go to Contact.
Changed: UILang= setting in GM.INI now overrides /i: command line parameter.
Fixed: Obscure IPF when cloning templates in the Document Management Center if GoldMine was installed under the Program Files folder.
Fixed: Rare IPF when logging in as another user via File|Log in Another User.
Fixed: System IPF when more than 40 custom tabs (for either Custom Screens or Expanded Details) were created.
Fixed: System IPF when creating a new contact record if two or more expression fields had been defined within the upper 4 quadrants of the contact record window.
Fixed: InfoCenter IPF when deleting a newly created Book before changing focus or naming the Book entry.
Fixed: InfoCenter issue where a Book entry sporadically disappeared when creating a Topic Page if the text added to the "parent" entry was not saved (using the Save button) prior to creating the Topic Page.
Fixed: InfoCenter issue where creating a Topic Page entry only in the Personal Base was not saved after exiting and then logging back into GoldMine/GoldMine Sales & Marketing.
Fixed: Scheduling problem where using Group Schedule to schedule an activity to more than 9,999 contact records caused a BDE error. New limit is 1,679,615 contact records.
Fixed: Calendar locking problem when clicking on the VCR controls in the Day view tab and then immediately clicking into the timeless Task list area.
Fixed: Calendar display problem where advancing the Week view to a future date and scheduling an activity to multiple users would revert the Week view to the current system date.
Fixed: Calendar display problem where scheduling an activity for a future date caused the calendar view to advance to activity date.
Fixed: Literature Fulfillment Center printing error where Literature Requests were fulfilled against a Primary contact even if an additional/other contact was selected from the Contact drop-down list when originally scheduled.
Fixed: Links tab problem where linked documents in long file name directories were not correctly launched (applied to Windows 2000 OS only).
Fixed: Org Chart issue where selecting New|New Contact on new Org Chart toolbar did not allow the creation of a new contact record.
Fixed: Security inconsistency that allowed a user to delete a contact using the [Del] key even when no delete rights are available.
Fixed: Security inconsistency that allowed a user to delete an E-mail or Web Site address from the E-mail or Web Site address edit window even if the user did not have Master Rights.
Fixed: Security inconsistency that allowed a user to delete a contact using the Tools|Merge/Purge Records|Merge Visible Records…, even when the user is not the contact's owner.
Fixed: Security inconsistency that allowed non Master-Rights users to delete scheduled activities, linked to contact records they did not own, from the Activity List.
Fixed: Security inconsistency where a user could update fields using the Tools|Territory Realignment…, even when the user did not have Write access.
Fixed: Security inconsistency under Filter and Groups, where the Preview tab showed Company and Contact information even when the user did not record ownership access.
Fixed: Security inconsistency where the Lookup|Text Search command returned values from fields even when the Read Access was disabled for a non Master-Rights user performing the search.
Fixed: Security inconsistency where the Output To option was still accessible in the Org Chart local menu even when the Access property ‘Output To’ menu was disabled for non Master-Rights users accessing the Org Chart.
Fixed: Security inconsistency that allowed the creation of a new contact record from the Org Chart by selecting New Contact when clicking the New icon on the toolbar even when the contact record Access property Add New was disabled for non Master-Rights users accessing the Org Chart.
Fixed: Security inconsistency that allowed the creation of a new contact record from the Org Chart local menu option New Contact|Create a new contact and link even when the contact record Access property Add New was disabled for non Master-Rights users accessing the Org Chart.
Fixed: Security inconsistency that allowed the viewing of the Org Chart section name and contact name on the contact record title bar even if Read Access was removed for non Master-rights users activating the Org Chart section.
Fixed: Security inconsistency where a field's local menu Lookup command was still accessible even when the user's Menu Properties had disabled access to the specific main menu Lookup for that field.
Fixed: Security inconsistency that allowed a user to schedule a follow-up activity from the Complete… dialog when access rights to the activity type had been disabled.
Fixed: Security inconsistency that allowed a user to schedule a follow-up activity when using the File it… command for E-mails when access rights to the activity type had been disabled.
Fixed: Security inconsistency that prevented a user from viewing Opportunities when their settings for Access to Others Forecast was set to a user group, even when they were a member of that user group.
Fixed: Security inconsistency that allowed a user to view Forecasted Sales of users not in their user group(s) via View|Analysis|Graphical Analysis.
Fixed: Literature Request group scheduling issue where edits made to one Literature Request activity did not prompt user to replicate change across all the associated, grouped Literature Request activities.
Fixed: Minor record auditing problem where scheduling a phone message for another GoldMine user, generates history record that shows the assigned user's name instead of scheduling user's name.
Fixed: Contact record window focus issue where editing a field and then using a "wheel" mouse to the scroll down caused the changes to move to the next Contact record's field.
Fixed: Contact record window focus issue when exiting a field by clicking on a title bar of another GoldMine window left the Contact record's field edit mode in the background.
Fixed: Invalid Field Name error when users double-clicked the ZIP code field while Contact Listing window was open
Fixed: Leads Analysis system IPF when editing the Cost for an empty Leads Analysis window.
Fixed: Leads Analysis system IPF when selecting Analyze if the associated leads analysis file was not available.
New: iCAL support to allow users to initiate and send Meeting Requests directly from within GoldMine/GoldMine Sales & Marketing to any Primary or additional contact (with an e-mail address) and automatically schedule the corresponding appointments or events to their personal GoldMine/GoldMine Sales & Marketing calendars. Access via Schedule command and then choose the Send a Meeting Request to the contact check option after completing the standard information for the Schedule window.
New: iCAL support to allow users to respond to Meeting Requests directly from within GoldMine/GoldMine Sales & Marketing and Accept, treat as Tentative, Decline or Propose New Time for any appointment or event. Access by reading an incoming Meeting Request E-mail via the E-mail Center, Calendar, Activity List or Pending tab of a Contact record.
New: iCAL support when responding with an Accept, Tentative, Decline or Propose New Time to a Meeting Request E-mail to Send reply (without editing), Edit reply before sending or Don't send reply at all.
New: iCAL support when responding with an Accept, Tentative, Decline or Propose New Time to a Meeting Request E-mail to review the summary of the reply in the message header.
New: iCAL support to allow users to check for availability when replying to an incoming Meeting Request E-mail. Access via the View Calendar option.
New: iCAL support to allow users that are meeting organizers to send Update, Cancel and Counter Proposal Decline messages.
New: iCAL support recognizes organizer activity drag-and-drop rescheduling and deletions from the Calendar as meeting Update or Cancel actions.
New: iCAL support recognizes organizer activity deletions from the Activity List, Contact's and Opportunity/Project's Pending folders as meeting Update or Cancel actions.
New: iCAL support automatically generates Update and Decline messages when a meeting organizer accepts or declines Counter Proposals.
New: iCAL support to allow users that are meeting attendees to respond to Meeting Requests with a Counter Proposal by modifying the Date, Time or Duration fields.
New: iCAL support to allow users that are meeting attendees to send Cancel messages (by replying with a Decline).
New: iCAL support to allow users that are meeting attendees to send receive Update messages.
New: iCAL support to allow users to view attendee responses to Meeting Requests sent from GoldMine/GoldMine Sales & Marketing.
New: iCAL support to provide displays and warnings when rescheduling the calendar activity based on a Meeting Request response or update.
New: iCAL support to provide displays and warnings when opening a Meeting Request to which a user has already responded.
New: iCAL support recognizes private activities in GoldMine/GoldMine Sales & Marketing and marks outgoing messages as private.
New: iCAL support to for user to select themselves from the Meeting Request's Attendee List if their current reply from E-mail Address is not found on the Attendee list.
New: Ability to specify a folder into which to file a message, without requiring user to "Complete" an e-mail message. Access via the new File to command from the local menus of the E-mail Center's Online and Inbox browse listings.
New: Option to file a message while viewing it on-line, before having to retrieve it from the mail server. Access via the new Fast file and File-it commands from the local menu the E-mail Center's Online browse listing.
New: MSN authentication support for both the SMTP and POP3 E-mail account settings. Access via Edit|Preferences|Internet|Accounts on the E-mail Account Properties screen under the Authentication section.
New: Ability to edit any Inbox sub-folders via new Rename Folder local menu command.
New: E-mail Rules conditions for "is Calendar message" and "is not Calendar message" to support iCAL message handling.
Changed: Access to a user's Internet Preferences is no longer available when a user is online to prevent potential problems with their Mail Accounts.
Changed: Access to the E-mail Center's settings (such as a user's E-mail Rules, E-mail Templates, Distribution Lists and Internet Preferences), has now been consolidated under a single sub menu. Access via the new Setup command from any of the E-mail Center's local menus.
Changed: GoldMine no longer allows users to leave the Attachments directory: setting under Edit|Preferences|Internet||More Options|Retrieval blank or invalid directory. By default, GoldMine/GoldMine Sales & Marketing will use the c:\program files\goldmine\mailbox\attach directory for E-mail attachment storage.
Changed: Previous and Next buttons direction on the E-mail re: reader window's Toolbar when navigating in the History tab of a Contact record.
Changed: Outgoing E-mail that is set to play a sound now plays the sound only after sending is confirmed.
Changed: E-mail Merge templates now support long file names and directories (80 characters)
Changed: E-mail retrieval sessions can now omit the TOP command, required by some e-mail servers. Access via Edit|Preferences|Internet|Accounts on the E-mail Account Properties screen click the Advanced Options button.
Changed: E-mail background retrieval now deletes message after retrieval of the message instead of when the retrieval of all messages is finished.
Changed: E-mail background retrieval now logs every retrieve, delete or fail action on lower portion of Process Monitor window
Changed: iCAL issue where accessing the properties of an activity linked to the organizer’s contact record no longer prompts user with Are you sure you want to send a meeting request to yourself? dialog.
Fixed: iCAL display issue where text on dialog to add E-mail address to contact record contained extraneous spaces.
Fixed: iCAL issue where accepting recurring activity Meeting Request originally created in Outlook generated an IPF.
Fixed: iCAL issue where the Reference field of the accepted scheduled activity was blank if it contained commas when the Meeting Request was sent.
Fixed: iCAL issue where the Notes field of recurring scheduled activities displayed the carriage return character if multi-line text was pasted into the field.
Fixed: iCAL issue where Update Meeting Requests for recurring activities did not update the alarm time on recipient system.
Fixed: iCAL 503 mail server error where Reply Meeting Requests for recurring activities did not send a reply to the organizer.
Fixed: iCAL issue where the option Send a meeting request update to the contact is not checked when editing a recurring activity, except on the first of the recurring activities.
Fixed: iCAL issue where counter proposals were re-sent after clicking OK on the edit window of the scheduled activity, even though no changes had been made.
Fixed: iCAL issue where changes to a previously accepted Meeting Request on the recipient system generated the message The meeting request was updated after the attendee sent this proposal. You cannot respond to this outdated counter proposal upon retrieval on organizer system.
Fixed: iCAL issue where accepted activities that were not replied to generated the message There are no attendees in this iCalendar message. when clicking OK on the edit window of the scheduled activity.
Fixed: iCAL scheduling problem where the alarm did not revert to previous setting if a counter proposal was declined.
Fixed: iCAL scheduling problem where recurring activities did not revert to previous time if a counter proposal was declined.
Fixed: iCAL scheduling problem where accepting recurring activities did not perform a conflict check with other existing activities.
Fixed: iCAL issue where deleting recurring activities did not send cancellation messages.
Fixed: iCAL issue where updates to the Code field of an activity were not sent to attendees.
Fixed: iCAL issue where viewing the properties of a recurring activity sent an Update Meeting Request although no changes had been made.
Fixed: iCAL issue where the current status of an updated Meeting Request was changed from Respond Pending to Accepted after viewing another Meeting Request message with a current status of Accepted in the History tab.
Fixed: iCAL issue where the attendee’s status continued to display Response Pending even if the Meeting Request had already been accepted.
Fixed: E-mail message printer IPF when using printers with long names, i.e., exceeding 79 characters (applied to Windows 2000 and Windows XP OS only).
Fixed: E-mail merge failure when multiple Merge Codes were separated by comma instead of space.
Fixed: Message decoding failure for specific Base64-encoded mail messages where the E-mail body was very large.
Fixed: E-mail background retrieval issues when TOP command support is disabled and retrieving from an Exchange 2000 mail server.
Fixed: Encryption and HTML conflict where messages with both options were not viewable when retrieved (applies to GoldMine/GoldMine Sale and Marketing 5.50.10424 only).
Fixed: Mailto: URL function mis-handling within the Subject and/or Body of an E-mail when it was read in GoldMine/GoldMine Sales & Marketing.
Fixed: .MHT and .EML file handling problem where these attachments were not retrieved to the Inbox.
Fixed: HTML formatting issue where the inserted image would disappear when attempting to send a message based on an E-mail template, which contained an inserted image, to an "unlinked" E-mail Address (e.g., a Manual Recipient address type).
Fixed: Display problem where HTML message body text no longer has line wrapping applied.
Fixed: Display problem where outgoing e-mail messages with attachments did not display the paper clip icon when viewed in the Outbox, Drafts or Sent sections of the E-mail Center (applies to new outgoing e-mail messages with attachments only).
Fixed: Display problem where re-queuing an E-mail previously sent to a Distribution List did not show the Distribution List name in the new queued E-mail's To: line.
Fixed: Sporadic display anomaly where double-clicking on the E-mail re: window's toolbar sometimes launched a browser window of the open E-mail message.
Fixed: Display refresh problem when using the Move command, while the Show full path name local menu option was enabled, for attachments in the E-mail re: reader window.
Fixed: Rare problem where headers were encoded with empty character sets.
REPORTS
Changed: Printers with long file names (60 characters and over) are no longer supported.
NOTE: Existing reports that have been configured for a printer with a long file name must be updated; users will be prompted when attempting to print (applied to Windows 2000 OS only).
Fixed: IPF when editing Report files stored in directories with long file names or folders (applied to Windows 2000 OS only).
Fixed: IPF when editing Report files stored in directories with long file names or folders (applied to Windows 2000 OS only).
Fixed: Reports loading problem when opening Report files stored in directories with long filenames (applied to Windows 2000 OS only).
Fixed: IPF when saving report output result to long file names or folders.
Fixed: IPF when closing GoldMine after printing a Crystal Report via File|Print Reports.
Fixed: IPF when loading report output file (RFC files) from long file names or folders.
AUTOMATED PROCESSES
Changed: Automated Processes Center now allows access to Tracks assigned to a specific user or a user group.
Fixed: Literature Request action type anomaly where the Date option selected by the user was not being respected (NOTE: Before running an existing AP with this action again, users need to update the event in the track, specifically the date specified in the Details of Literature Request).
Fixed: Setting override conflict where an Automated Processes Event sent E-mail templates as HTML messages even if the Rich Text (HTML) check option for the contact's (recipient's) E-mail address was not activated.
OPPORTUNITY MANAGEMENT/PROJECT MANAGEMENT
New: Onscreen indicator for access to the funnel/pipeline chart in the Opportunity/Project Manager. View as a "drag-handle" with arrows to enable a splitter bar on the left-hand border of the Opportunity/Project Manager windows.
Changed: Optimization modifications to improve performance when opening the Opportunity/Project Manager.
Fixed: BLOB error when a specific sequence of scheduling calls, creating an Opportunity, completing a linked sale, completing the Opportunity and completing a call were followed.
Fixed: Security inconsistency that allowed a user to delete a contact through the Opportunity Contacts tab, even when no delete rights are available.
Fixed: Security inconsistency that allowed a user to delete a contact by deleting the Opportunity itself and choosing the Delete Opportunity's contact record radio option, even when no delete rights are available.
Fixed: Security inconsistency that disabled Go to Opportunity local menu command on Opptys tab when user access rights to other users forecast was removed.
Fixed: Details and Reference F2 Lookups content inconsistency when creating a new Project and editing the same Project.
Fixed: RECID recognition problem where manually creating a 14-character RECID was not evaluated as valid when creating a new Opportunity or Project.
Fixed: RECID evaluation problem when editing the linked Forecasted Sale from a Contact record's Pending Tab caused the value to turn to "0.00" if the user's RECID was 14 characters.
SYNCHRONIZATION
New: Ability to define a "One-button Sync Profile" for a remote user's undocked site, which allows GoldSync administrators to configure remote GoldMine/GoldMine Sales & Marketing users to synchronize with Goldsync without going through the Synchronization Wizard. Once configured, remote users can access File|Synchronize|One-button Sync with GoldSync Server to synchronize.
New: Ability to define a "One-button Sync Profile" for a remote user's undocked site, with the option of removing the remote user's menu access to the Synchronization Wizard. Once configured, remote users can access File|Synchronize|One-button Sync with GoldSync Server to synchronize.
New: GoldSync One-button Synchronization Profile Wizard for setting up a remote user's GoldMine/GoldMine Sales & Marketing system for a customized, undocked site installation package and synchronization profile. Access via the GoldSync Administration Center toolbar, or its local menu, by choosing the New One-button Sync Profile… button or command.
New: Prompt to set up a "One-button Sync Profile" for a remote user's undocked site whenever a GoldSync Site Group and Site Member profile has been configured and added to GoldSync.
New: Ability to send via E-mail a remote user's "One-button Sync Profile”, allowing GoldSync administrators to automate the implementation of GoldMine/GoldMine Sales & Marketing for multiple, synchronizing remote users. Access via the GoldSync Administration Center toolbar, or its local menu, by choosing the E-mail One-button Sync Profile to Remote… button or command.
New: Ability to distribute updated/modified "One-button Sync Profile” to remote undocked sites via E-mail. Retrieval of E-mail on remote undocked site will automatically prompt user to import new profile settings to local system. Access via the GoldSync Administration Center toolbar, or its local menu, by choosing the E-mail One-button Sync Profile to Remote… button or command.
New: Ability to set up an "Installation File" for a remote user's undocked site, which allows GoldSync administrators to configure and package a complete GoldMine/GoldMine Sales & Marketing installer to automate the implementation of multiple, synchronizing remote users. Installation file can be manually distributed via CD or attachment to an E-mail message, giving a remote user a complete Installation package for their undocked site. Access via the GoldSync Administration Center toolbar, or its local menu, by choosing the Create Installation File for One-button Sync… button or command (NOTE: up to 5 sites may be set up at a time).
New: Ability for a remote user to retrieve and run the complete Installation package by double-clicking on the username.exe. The installation package is extracted in the remote system's TEMP location and then automatically runs the GoldMine Setup wizard, which prompts for the specific drive/directory to which to install the undocked license system of GoldMine/GoldMine Sales & Marketing. The GoldMine Setup will then retrieve all of the remote site's settings, the included transfer set and the required serial number without user intervention.
New: Synchronization Retrieval Logs local menu option to Sync Contact in the background when highlighting log entries in the browse listing.
New: Ability to include or exclude Contact Group membership when copying/moving
data between contact sets using the File|Synchronize|Copy/Move Records…
option. Access via GoldSync.INI setting:
[CopyMove]
DoContGrps=1 (default setting and will include, use DoContGrps=0 to exclude)
Changed: Ability for remote users to switch between multiple synchronization profiles without invalidating the Verification Code.
Changed: Synchronization Wizard Finish button is disabled until new Verification Code has been entered.
Changed: Other License GoldSync sites cannot be added in the GoldSync Administration Center if they do not match the current GoldMine system’s license type.
Changed: System Logs now displays Create Install File process monitor information.
Changed: Undocked Installer File now includes GMLinkInstaller.exe.
Fixed: Queue-Processing issue that prevented site group members from being processed until the next sync time if the synchronization process first examined a site group member that did not need to be processed.
Fixed: Transfer set sending problem where not all transfer sets in the OUT folder were sent when switching the processing method from create transfer sets ‘in advance’ to generate transfer sets ‘while online’.
Fixed: Send/Retrieve users' calendar bug where if a user was a member two or more user groups, deselecting one of the user groups from the Send/Retrieve listing would cause GoldMine to remove that specific user (and their other user groups) entirely from sending/retrieving list.
Fixed: Transfer set retrieval problem with "Uncompression error on Tsaaxxxxx 3 -Invalid zip file structure" message when a transfer set was not downloaded successfully by a site from a previous sync session due to connection problems (such as a disconnect from the ISP, or a network/system crash).
Fixed: Transfer set retrieval problem where the LOOKUP.INI file was retrieved to the GoldDir folder instead of the SysDir folder when installing via the Undocked Installer.
Fixed: Transfer set creation failure where linked documents were not included in a transfer set if a previous synchronization included the linked document record, but not the attachment, due to the un-checking of the “Allow File to Synchronize” option on the linked document record properties window.
Fixed: Transfer set creation failure where unlinked Org Tree entries (and related updates to those entries) were not included when a Send Filter was applied.
Fixed: Transfer set creation failure where the file attachment of a 'Details' record for an Opportunity/Project created based on a Template was not included if the last modified date/time of the file attachment falls outside the specified synchronization cut-off date.
Fixed: Transfer set creation failure where the 'Details' record for an Opportunity/Project created based on a Template was not included if a send filter was used during transfer set creation.
Fixed: Transfer set retrieval failure where the path of the 'Details' record retrieved, for an Opportunity/Project created based on a Template, was not updated to the same path as specified in the Edit|Preferences|Sync settings of the remote site.
Fixed: Transfer set creation issue where the Reset Territory Realignment option did not prevent previously filtered, synchronized records from being resent (applied to the Synchronization Wizard only).
Fixed: Transfer set creation issue where a new Contact2 record gets created for a deleted contact record when using a Send Filter, if a reference to the deleted contact record continues to exist in the GSFILTER table.
Fixed: Minor Synchronization Wizard ‘Log Options’ text inaccuracy.
Fixed: Records not matching criteria of specified Filter were copied to target Contact Set via File|Synchronize|Copy/Move Records… if a File Code exists for the source Contact Set and the target contact set is in dBASE.
Fixed: Copy/Move Records… issue where contacts matching the criteria of a previously applied filter were copied/moved to target Contact Set in addition to those matching the criteria of the currently active filter.
PALM/VISOR/POCKET PC AND OUTLOOK
Changed: Text references on File|Synchronize sub-menus and the Synchronization Wizards to Outlook, Palm/Visor and Pocket PC.
Changed: Pocket PC/Windows CE Notes field mapping is now disabled (NOTE: Change made due to lack of supported functionality in device).
Changed: Pocket PC/Windows CE Address Fields to Category Field mapping is now disabled (NOTE: Change made due to lack of supported functionality in device).
Changed: Outlook 98/2000 deletions are now synchronized based on user's Contact Record access and record ownership security rights.
Fixed: Calendar retrieval bug where GoldMine/GoldMine Sales & Marketing ignored the specified end date for a range of dates.
Fixed: Pocket PC/Windows CE 3.x OS calendar synchronization failure.
Fixed: Outlook 98/2000 1,000 contact record synchronization limitation.
Fixed: Sporadic Outlook 98/200 calendar item duplication problem (NOTE: resolution is that GoldMine/GoldMine Sales & Marketing automatically searches a larger set of calendar items - 1 year prior and 1 year after - the specified date range for duplicates).
Fixed: Outlook 98/2000 deletion failure when synchronizing from non-Default Outlook PST Folders (NOTE: resolution identifies the folder to synchronize with by tracing up the Outlook parent list of folders and looking for the “deleted items” folder. If GoldMine cannot find a “deleted items” folder, it will use the default “deleted items” folder supplied by Outlook).
Fixed: Outlook 2002 Address1 field editing issue that prevented GoldMine/GoldMine Sales & Marketing from properly retrieving changes.
Fixed: Pocket PC/Windows CE deletion failure when synchronizing deleted contacts from GoldMine/GoldMine Sales & Marketing.
Fixed: Pocket PC/Windows CE sorting problem where contacts synchronized from GoldMine/GoldMine Sales & Marketing were not sorted Last Name, First in device.
Fixed: Palm/Visor OS 3.5 and 4.x sort anomaly where the Company, Last Name order was lost when the /L linking was disabled.
CLIENT/SERVER
Fixed: Specific problem with building Groups based on Filters where the English Expression for Field Name: "Company, Operator: "Contains", and Value: "I" was not properly converted.
Fixed: Export problem where particular user-defined field values for the first contact were not exported if a filter for a field other than the user-defined values mapped was applied.
Fixed: DBF export problem where only decimal places were not being handled for number values. Default is now set to 3 decimals. Decimal places supported may be modified via the <User>.INI file under the [Export] section by entering SQLDecimals = 3
Fixed: IPF when exporting to MS-SQL database using ODBC.
ADVANCED
New: API named pair when adding a new contact to indicated if the corresponding E-mail Address is a duplicate: Name - EmailInUse with default value of 1.
Changed: API now permits the creation of contact groups via a named pair value based on CreateGroup. Additionally, it now allows control of the Synchronize Group flag.
NV Values are:
GroupCode - The group code
UserName - Ther group owner. Empty value uses logged in user.
SyncGroup - Sync flag, 0 – No, 1 – Yes (default).
Possible return values:
0 - General error
1 - Success
-1 - Missing group name
-2 - Unable to create group
Changed: API now allows the adding of contact group members via a named pair value based on AddContactGrpMembers.
NV Values are:
Members A multi-value container including the following NV Values:
MemberNo The Recno/RecID of the member record, set for each member that is added.
Returns the following:
0 General Error
1 Success
-1 Missing Group Number
-2 Cannot Find Group
-3 Cannot Add Member
-4 No Members Added
NOTE: On the first error encountered when adding members, the function will stop and will not add additional members.
Changed: Contact Sets can no longer be created in long file name directories; users will be prompted when attempting to create the database.
Changed: Data can no longer be exported to .DBF in long file name directories; users will be prompted when attempting to save the export file.
Changed: API GetActiveOppty DDE function now allows RECID value of the current Opportunity to be retrieved.
Changed: API GetLoginCredentials DDE function now allows a login session to API using the currently logged in user information. Session is good for 30 seconds only.
Changed: API WriteSchedule now allows scheduling to partially curtained records.
Changed: API WriteLinkedDoc now allows updating of existing linked document records.
Changed: API GMW_LoadBDE now allows checks on database access limits for a user.
Possible return values:
1 – Success
-1 – BDE Failed to load
-2 – Cannot find license file
-3 – Cannot load license file
-4 – Failed to validate password
-5 – Invalid GoldDir
-6 – Invalid CommonDir
-7 – Failed to allocate the needed TLS slot
-8 – General failure
-9 – User doesn’t have access to files
Changed: API GMW_LoadBDE and GMW_Login functions permit the usage of user credentials returned by new GetLoginCredentials DDE function.
Changed: API GMW_Login now validates user name against database access rules. Returns –1 if validation fails.
Changed: API GMW_MULogin now validates user name against database access rules. Returns –5 if validation fails.
Changed: API CreateGroup function now named CreateContactGroup.
Changed: TempDir and DLLTempDir is now included in the GM.ini to redirect temp files that are generated by BDE under Windows XP.
Changed: Database files are no longer installed in same folder as the executable files under Windows XP.
Changed: Territory Realignment now permits the reassignment of scheduled Literature Requests.
Fixed: ASCII export IPF Error when modifying any of the Field Names from 0001 to another name.
Fixed: ASCII export failure to include E-mail address value.
Fixed: Database error and export failure when attempting to export from an SQL Contact Set.
Fixed: DBF export IPF when a filename but file path was not specified (a file path is now required for exporting).
Fixed: Isolated export IPFs for non-DBF files related to long file names (applied to Windows 2000 only).
Fixed: Date setting bug where importing records from ACT! using the existing import profile for 'ACT! for Windows 2.0 and 3.0' under systems with 'English(British)' Regional Settings caused imported scheduled activity dates to show as '1st Jan 2000'.
Fixed: Web-Importing formatting problem where phone numbers were stored using the USA phone format if the status field under the [data] section of the Webimport instruction file was set to I.
Fixed: dBase expression evaluation problem with HTML E-mail templates that contained literal text strings inside the message templates.
Fixed: Copy/Move anomaly where filtered records from a previous Copy/Move were re-sent during the next Copy/Move operation.
Fixed: Convert an additional contact to a primary issue where attempting to convert an additional contact a second time by using the Options|Convert to Record option on the Contacts tab local menu would not work, although the previously converted instance of the contact had been deleted.
Fixed: Issue where deleting a contact record created via the Options|Convert to Record option on the Contacts tab local menu would not disable Options|Goto Record for the original additional contact.
Fixed: Issue where there was one instance of the Language DLL not loading the resource, but rather using the English Language default.
Fixed: Obscure issue where Non-Master Rights users could not perform an E-mail Merge if the Net-Update Connections check option was not selected under File|Configure Users' Settings|Properties|Access.
Fixed: Modifications to registration data are saved even if NetUpdate is not executed.
Fixed: API bug that prevented E-mail from being sent to certain users based on the total number of users or user groups.
Fixed: API WriteContact creation problem where the wrong contact was updated when a duplicate E-mail Address was passed.
Fixed: API UpdateEmailAddress marking problem related to Primary E-mail Address designation.
Fixed: API QueueMail date field initialization failure.