GoldMine 2017.1 Release Highlights

GoldMine Premium

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.

• 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.

• Synchronization

• 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 Setting

• A new flag for enabling the use of charset “UTF-8” when sending emails through the Email Center.

• The TLog query for synchronization has been refactored and optimized for performance improvements.

GoldMine Web

Home

A new default landing page after logging in with the following sections:

• My Activities

• My Pending Emails

• Recent Contacts

• Recent Opportunities

• Recent Cases

My Pending Emails – A new page containing a tabular view of pending emails for the logged in user.

Links – From the detailed view of a Contact record, user 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 shard drive.

Miscellaneous

• Schedule a follow-up activity when completing an activity.

• User-specific settings that are 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 the Contact record.

Click here to download a complete copy of the Release Notes.

For more information regarding CRM consulting email crm@bigdogcomputing.com.