New customization controls for the User > Settings > Contact Details area:
Hide/show /change order of sections:
Pending emails and email history:One must always be visible.
Other information: Details, additional contacts, opportunities, cases, links, and notes.
Changes are automatically saved for viewing on iOS devices as well.
Contact detail settings are configured per user and are saved in the LocalStorage of supported browsers (use_CustomConfig) and the database ENVIRONMENT table (new record type ”W”).
Link Email Messages to GoldMine Contacts
New ability to link email messages to a contact (similar in functionality to GoldMine Link):
Search for a contact, or create a new one, and link an email message to it.
Link an email message to a suggested contact.
Unlink an email message from a contact.
Relink an email message to a contact.
Move an email address from one contact and associate it with another contact.
GoldMine Link for Microsoft Outlook Link draft email messages to GoldMine contacts.
GoldMine Link for Microsoft Outlook
Ability to link draft email messages to GoldMine contacts
New ability to link emails while composing them in the Outlook draft folder.
GoldMine templates for emails
New ability to use GoldMine PE – defined document templates within Outlook as part of the message or as an attachment.
Search for a contact via email address
The Search Contact field is now auto-populated with a contact’s email information.
New ability to view a contact in GoldMine before linking (suggest contact and search results).
GoldMine Premium Edition
Overall visual updates, applied to as many areas of PE as possible
In the Tools > Options > System tab, new ability for the administrator to:
Change background color scheme of the PE user interface
Change font face/size used in the PE user interface.
Constant Contact Integration Upgrades
New ability to upload a group from PE and associate it to a new or existing Constant Contact email list:
Contacts must have an associated email address to be uploaded.
This functionality exists in two places-the Group Configuration screen and Constant Contact Campaigns screen.
New ability to display details of a Constant Contact campaign:
In the Constant Contact Screen of PE, double-click a specific campaign to view details such as email and click-through statisitcs.
New ability to view hyperlinks that a contact has clicked in a campaign:
In the History tab of a contact, select a click action. In the Preview pane, view hyperlink(s) the contact has clicked.
What’s New in GoldMine 2018.1HF1
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.
The following charsets are fully supported in the current version:
Full support of UTF-8 in the body of the emails. Although in previous versions we could set the utf-8 as a charset we could not compose emails is some foreign languages (e.g. Arabic), but we could receive them. This issue was fixed in the current version.
Enabling the Dynamic Update Exchange protocol (DDE)