GoldMine 2017.1 Release Highlights

September 29, 2017

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



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.


  • 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

Please reload

Featured Posts

Salesforce Spring '20 Release - Rose's Top Five Features, Mobile Notice and a Critical Update

February 7, 2020

Please reload

Recent Posts

October 22, 2019

Please reload

Please reload

Search By Tags