GoldMine Corporate Edition



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GoldMine Corporate Edition



Version 7.5
Release Notes

Updated May 21, 2008



WHAT'S ENHANCED IN GOLDMINE CORPORATE EDITION 7.5

Support for Microsoft Office 2003 and 2007 enables integration with the latest versions of Microsoft Word, Excel, and Outlook. Also, the Word and Excel links now are optional components of the main GoldMine installation, rather than being installed separately.
Support for Windows Vista as an end-user operating system.
Support for Microsoft SQL Server 2005 Service Pack 2 (SP2).
Support for Windows Server 2003 R2, Service Pack 2 (SP2).
Secure SSL connections now are supported in the E-mail Center. To configure an SSL connection, go to Edit > Preferences > E-mail.
The IMAP protocol now is supported in the E-mail Center, providing more security and better interoperability with other e-mail clients. To configure an IMAP e-mail account, go to Edit > Preferences > E-mail.
The E-mail Center now supports integrated Windows authentication using NTLM. With this feature, e-mail access can be set up without entering or updating the password in GoldMine. To configure this option, go to Edit > Preferences > E-Mail.
E-mail Center performance can be configured with the following settings:
1. (New) When messages are deleted in the E-mail Center, they are not immediately deleted from the server until the connection is closed. This behavior provides the fastest performance but can cause deleted messages to reappear as duplicates in some scenarios. If this problem appears, the following .INI setting can be used:
[Internet]

PopImmediateDelete=1 (closes server connection after each message is deleted)

The default value for this setting is 0, which keeps the connection open after deleting a message.

2. (New) GoldMine automatically sends periodic messages (“no-ops”) to the e-mail server to keep the connection open for fast response time. By default these messages occur every 10 seconds. Some e-mail servers require more frequent messages to maintain the connection. To change the frequency of these messages, use the following .INI setting:


[Internet]

PopNoopTimer=nnnn (where nnnn is the number of seconds between messages)


3. GoldMine automatically disconnects from the e-mail server if it has no related activity for 10 minutes, by default. This is useful, for example, when using both the Online and Auto-retrieve options with an e-mail server that permits only one connection. To change the time delay before automatically disconnecting, use the following .INI setting:


[Internet]

PopIdle= nnnn (where nnnn is the number of minutes until disconnect)



Synchronization and database rehosting performance has been enhanced, especially when using the Firebird database.
The 2 GB size limit has been removed for synchronization transfer sets and installation files for one-button synchronization.
Concurrent GoldSync connections are queued to improve reliability. As users connect to a GoldSync server, they automatically are placed in a queue, up to the number of users established in the Number of Connections screen within GoldSync configuration. If simultaneous processing of concurrent connections is required instead of queuing, please contact your Solutions Partner or FrontRange Support Services for recommendations and instructions.
An updated ZIP code database for the United States is available though the QuickStart Wizard.

WHAT'S FIXED IN GOLDMINE CORPORATE EDITION 7.5



ID #

Issue Description

73324

Branch To Event dropdown is empty during creation process if AP track contains Preemptive Event

71735

Error when creating installation file for one-button synchronization using database with large MAILBOX table

71700

Out of memory error while installing file for one-button synchronization

71205

Automated process elapsed time trigger is ignored

66849

All groups displayed when selecting (public) while adding to a contact group from search center

65700

Sales script question numbers are corrupted when adding a number above 99

65341

Message encoding failed when using e-mail template with attachments

64641

TRIM expression evaluates as True if there is no data

64547

Attachments are stored but not displayed on some e-mail messages

64364

Line breaks are removed when spell checker corrects first word in paragraph

63977

Influencer will appear twice following sync if added at server and at remote

63668

Merge / Purge shows the wrong records when using prompt before merging

63635

Long history notes truncated on Contact Profile (Detailed) and History & Pending Report

63241

New Contact Alert and New Contact AP not working in Web Import

63238

Error when inserting accented characters using XML API Writedetail call

62945

Incorrect ratio shown in Leads Analysis total line

62587

Forecast Quotas are wrong if more than 8 digits needed

62522

Linking e-mail to additional contact creates duplicate e-mail address and overwrites previous e-mail address

62256

Pending and e-mail are retrieved only if contact set open during sync

62241

Crash when trying to print report with another minimized print window open

62239

Crash when clicking the Complete button without selecting an activity

62066

GoldSync service generates multiple messages in Windows Event Log

62063

Expressions in the calendar do not show Contact1 data if there is an unlinked calendar item present

62060

FILTERS field updates are added to TLog without field changes

62059

REPORT32 field updates are added to TLog without field changes

61879

Details tab not updated correctly after starting GoldSync processes

61822

Special characters not displayed correctly in e-mails from Lotus Notes

61815

Days are not displayed in quota analysis date range

61731

Cancel operation does not work when a draft e-mail is open and user switches database

61653

Deleting contact deletes Mailbox and linked CAL/HIST record at remote

61651

E-mail message records retained after contact deletion do not sync

61634

E-mail address and E-mail merge code data issue with secondary contacts when duplicate e-mail addresses are enabled

61554

Send Request with to: option when scheduling an activity does not work

61518

Lookup.ini erroneously populates date field with today’s date

61515

Cannot add new detail on custom tab if detail name exceeds 20 characters

61364

Contact Search Center does not return all records for non-master user belonging to a user group with a single quote in the name

61357

Calendar Report does not print phone numbers for scheduled calls

61182

Cannot scroll down through days in month control in day view

61151

dBASE expressions cannot be used to clear a date field

61055

Invalid SQL query causes loss of database connection

60827

Russian characters aren't displayed after upgrade from GM 6.5

60755

Opportunities do not sync if GoldSync as service was configured using a contact set code other than the contact set code the remote is using

60287

Non-Master user is unable to delete multi-user scheduled activities if they do not have delete rights

60270

Contact Record Statistics shows inaccurate sales data

60265

Filters containing “not equal to" criteria do match null values

60097

Impossible to login to GM using Firebird and shortcut install

59991

Notes field will not accept an import of greater than 50 characters

59819

'Database Operation error' occurs while generating Graphical Analysis report

59754

Sort by Date on Details tab sorts by User Name

59629

Forced logout UI is unclear

59541

GoldMine GPFs when user without Schedule menu access tries to schedule from the Contact Search Centre

58810

Crash during Global Replace on Notes using a filter

58511

Notes are not synchronizing

58385

Completed Calls SQL Query returns 0 results

58371

Global replace on a user-defined date field generates incorrect values

58123

E-mail merge performance degradation

58014

Importing notes with more than 75 characters gets truncated

58013

Cannot use phone number for duplicate checking in new record type

58012

When multiple linked activities are edited, the Updated time is not changed

57758

Contact -> Write -> Letter doesn’t create a history entry

57589

E-mail merging/queuing speed degradation compared to 6.7

57567

E-mail are not retrieved correctly unless Windows-1251 encoding was used

57563

Group based on History Items against all Users returns no records

57401

When running a crystal report from GoldMine the parameter values are ignored if run against the current contact record

57230

Merging visible records drops notes from the non-surviving record

57222

Field security not applied when users tab from field to field

57218

Export wizard does not use the sort order defined in filter

57188

Open Org Chart causes performance issues when searching contacts

57172

Opportunity Title over 33 characters is truncated after saving

57170

Create Duplicate Record does not copy Web Site

57157

Clicking "Delegate to User(s)" causes characters to be deleted from the selected users list

57156

Account roll-up does not work for Opportunities and Projects

57155

Field mappings not saved in Outlook Sync profiles

57118

Printer name of 53 characters generates error message about 59 character limit

56829

Euro sign in e-mail not recognized

56645

Cannot update time on activity scheduled for multiple users and multiple contacts

56621

No Scheduling Conflict error when activity conflicts with recurring item

56574

E-mails for secondary contact not populating the To: field when selected

56403

Forced logout UI is unclear

55889

AP Update Field action uses wrong field

55886

Some applications can't be started from Lookup.ini

55817

To-Do marked as Private can be opened by other users

55738

GoldSync process can be uninstalled before it has been stopped

55705

SQL query truncated

55697

Occasions are not showing up

55237

Undocked users in License Manager are not sorted by Username

55121

There is no way to restart GoldSync process

54848

Completing an e-mail from the Complete Menu can cause the “Cal record is missing or corrupt" error message

54835

No members are added when selecting All Users option in creating a group

54697

GoldMine can be launched twice simultaneously

54620

Opportunity Wizard allows Start Date to exceed Close Date

54396

Run instruction breaks XML type WebImport

54118

Crystal Reports use wrong data source

54074

Retrieval of WebImport e-mail containing duplicate e-mail address hangs system

53909

Log Changes in History setting is not respected when change is made to a NULL or empty field

53882

Sync service ignores Send Filter when &RecordType macro is used

53844

Report Sorts settings are ignored running Crystal report

53833

Runtime error accessing report sort properties

53788

Search by details in Build SQL Query does not work with long details

53684

Unnecessary TLogs remain in database, although corresponding source record already was removed

53683

Scheduled activity time is incorrect when alarms are on by default

53590

Sales Scripts are corrupted after editing the question numbers

53438

Document is merged to the current GoldMine contact instead of the one specified in literature request

53434

AP set to 1000 days goes to incorrect date

53427

Unlinked e-mail that is linked when replying causes endless loop

53425

Activities notes are duplicated under pending tab

53423

Digital signed e-mails not decoded

53417

Queries on history built by Query builder, not returning correct data on unscheduled calls

53378

Cannot activate a Group and a Filter at the same time

53308

Performance issues during synchronization with Firebird demo db

52708

Execute immediately ignored when added from another process

52696

Opportunity record not updated with sale date change

52648

Custom Field view unavailable until restart

52647

Customizations missing with One Button Sync install

52115

XML type WebImport record created with inserted note

52113

CREATEON/CREATEAT fields unpopulated with XML WebImport

51633

Screen Design mode retained between user sessions

51496

Leads analysis does not show any completed sales information

51456

Time and resource usage increase rehosting data to MSSQL

51365

Opportunity Manager custom Field are limited to 60 characters via the UI

51043

Impossible to save any word documents if template folder is indicated incorrectly in gm.ini

50314

The SQL query builder truncates the value to 20 characters

50089

The list of Reports of the Contact Report Category (in Print Report dialog box) is not visible

49768

When e-mail contains a period preceded and followed by a space, message is truncated

49640

Cannot rehost selected tables

49482

Building a group based on scheduled activities does not add members

49445

History tab does not show the most recent history, if the display limit is active

49102

E-mail inaccessible after delete

47200

Queued doc deletions do not sync

46975

No warning for blank username in initial setup

46380

Plain text signature file loses carriage returns when using HTML e-mail

46377

InfoCenter export to RTF does not convert HTML tags

46325

"Contacts with calendar activities from:" option does not sync any data to Outlook from GoldMine

46281

Unable to open lead table error on Firebird database

46246

API: DB_QuickSeek function does not work in XML API

46244

API: DB_Search function does not work in XML API

46234

API: DB_Range function does not work

45959

Predial.ini strips area code from non-local number and breaks TAPI dial

45919

Forecasted sale for decimal amounts are not reflected in Sales Analysis

45918

Negative number corrupts formula to calculate Forecast (Potn) and Forecast Diff. amount and Forecast Diff. percentage

45796

Application error occurs when entering data into required fields using F2 lookup

45760

Industry template installer does not delete F2 Lookups

45654

API: Seek function always returns '2'

45579

API: ReadSchedulePrefs function does not work

45470

API: WriteCalendarPrefs does not update some parameters

45467

Subset of accessible records NOT returned with Search

45262

GM+View template updates do not synchronize if user’s calendar not included in transfer set

44718

One Button synchronization updates the currently open database

44575

Printing filtered records failed

44473

File NOT found error when selecting Maximizer Import

44403

Project and Opportunity non-forecast activities are not completed in wrap up

44198

Impossible to delete opportunity without deleting the related contact

44197

Incorrect calculation of resulted stats of opportunity after closing all its forecasts

44097

Extended sync times retrieving large transfer sets

43994

Key Field Label Name assignments in QuickStart Wizard do not stick

43974

Inactive alias displayed as blank lines

43431

Changing an alias name is losing DB connection info

42783

Word closes without prompt to save document

42478

Update wording in Database Alias Manager for new functionality

42445

Saving draft emails in Outlook prompts for a save location when the Word link is installed and Word is the default e-mail editor

42349

Closed tab is empty by default in Activity list

41686

Launching GM over network on Vista prompts security warning

41614

SQL login user properties do not work

41470

E-mails containing UTF-8 characters are not rendered correctly

40191

Sort order on the pending tab is incorrect

40188

Change of forecasted sale on the opportunity tab does not change corresponding sale on pending tab

40175

If a user has no e-mail templates in the Document Management center, Mailbox contents will display

39506

Import process leaves temporary tables

39192

E-mail record attached to wrong contact record

39191

E-mail record attached to wrong contact record

38895

DBF import aborts if Date fields are included

38687

Cannot export a SQL query from cal that has HTML notes

38264

APP Identifiers in document management center work wrong

37590

Groups not displayed correctly when adding contact to group in Members tab

37554

DBF import skips remaining records if there is no data in company, contact or row

37231

Sync ignores CONTHIST record change

36766

Cannot click into a user-defined field that is under a user-defined expression field in the fields tab

36651

HTML Signature file shows tags

35604

GM is incompatible with MSXML 6.0

35356

Reference unchanged with Contact Groups creation

35353

Error navigating to merged contact

35256

No Contact data with non-defined FILECODE

35054

Cannot delete custom opportunity fields after editing them

34777

Org charts only show titles for the first member that was added to the org chart

34720

Adding Attachments to InfoCenter Documents doesn't work properly

34521

Customized field data not retrieved

34520

Retrieved custom fields show 'n/a'

34271

Wrap-up information not displayed in Opportunity Manager

34265

“Reference contains” calendar publishing option doesn't work

32828

“Skip read mail” option doesn’t work with Microsoft Exchange

32208

No indication of which Groups and Filters are activated and which are released

31833

GoldMine not recognized by Internet Explorer as default mail client

31255

Carriage returns are omitted when pasting text into e-mail message

31020

When an activity scheduled with a secondary contact is completed the name disappears from the completed activity on the calendar

30421

GoldMine's ZIP files can only create a 2GB max size transfer set file

28044

Sync Contact associates Opportunity sale to added influencer

27370

GM+Browser does not open web page when enter key is pressed

26262

Lookup By preference not respected when creating e-mail

25647

Add paste functionality for entering serial numbers

25270

Copy/Move Records wizard does not transfer links created by e-mail attachments

24711

Clicking “X” button in InfoCenter does not prompt to save modified text

22849

Contact Search Center text box does not allow focus change from another window

22345

dBase import of records truncates e-mail and web fields

21699

Forced out idle time not obeyed

17265

Carriage returns are omitted when pasting text into activity notes

16555

Age of closed Opportunity is incorrect in Opportunity Mgr

16363

Cal record remains on remote after deletion

15750

Reports dialog doesn't remember previous selection

9325

ITS 18028: GoldSync Max Retries setting is not honored

9286

ITS 17411: Scheduled resources are not included in transfer set when a send filter is used

9237

ITS 6567: Queued e-mails are sent even if the option is unchecked

9170

ITS 32169: Not all records returned in CSC based on MSSQLMaxBrowseRecs setting

9023

ITS 23364: Site can get processed by 2 or more different connections

8957

ITS 20603: Contact History Report with Notes with large history record only shows 'Notes' information on first page

8880

ITS 38175: Incorrect text on New Opportunity dialog

8855

ITS 34198: Click on title bar of a background e-mail window causes it to maximize

8512

ITS 33287: Incorrect Detail if the Lookup entry of the Detail custom tab is deleted

8317

ITS 28928: "Include a Text File" option in HTML e-mail template strips carriage returns

8263

ITS 20110: Request a Return Receipt does not stay checked on an E-mail template

7919

ITS 28829: Cursor focus stays in Subject line when replying to an e-mail

7815

ITS 15082: Industry templates change key fields incorrectly

6968

ITS 25114: Zoom should be an available local menu item in the Calendar Month view

6698

ITS 29074: Propose new time by GM recipient is corrupted

6653

ITS 25878: Importing a contact record disables existing alerts

6527

ITS 22491: Recurring Activities do not activate Conflict message

6356

ITS 29867: ZERO length field label and value is irretrievable

5894

ITS 37464: Cannot import exactly one contact from an ASCII file

5893

ITS 37454: Value in selected Update Field is not transferred to surviving record in merge/purge process

5786

ITS 34523: Contact2 data in AP Run An Application action, not processed

Copyright 2007 FrontRange Solutions USA Inc. All Rights Reserved. GoldMine, HEAT and other FrontRange Solutions products, brands and trademarks are property of FrontRange Solutions USA Inc. and/or its affiliates in the United States and/or other countries. Other products, brands and trademarks are property of their respective owners/companies. 


THE INFORMATION CONTAINED IN THIS DOCUMENT (I) IS INTENDED FOR INFORMATION PURPOSES ONLY; (II) DOES NOT CONSTITUTE A WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND, OR EXTEND THE TERMS OF ANY EXISTING WARRANTY; AND (III) DOES NOT ALTER OR AMEND THE TERMS AND CONDITIONS OF THE END-USER LICENSE AGREEMENTS UNDER WHICH FRONTRANGE SOLUTIONS SOFTWARE PRODUCTS ARE LICENSED.


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