Goldmine

The following is a general overview of current compatibility between GoldMine products. Information for unreleased products is subject to change. Contact FrontRange Support Services for additional details.

Contents

Contents *

Key *

Products *

Synchronization *

Server Operating Systems *

Service Packs *

Workstation Operating Systems *

Database Management Systems *

Reporting *

E-mail *

Knowledge Management *

PDA Devices *

Network Protocols *

Languages *

Key
C Has been fully tested and indicates Compatibility
I Has been fully tested and indicates that it can be Integrated with GoldMine/GoldMine FrontOffice
W Has not been fully tested for compatibility, but Works or can through an ISV (Third Party)
N Has been tested for compatibility and/or integration, but is NOT supported due to test results.
- Not applicable/Not Available
T Has not been tested; contact FrontRange FRS Support Services Team

Products

 

GM 4.0 Ent.

GM 5.0

GMSM 5.0

GMSM 5.5

GMSS 5.0

GMSS 5.5

GMEv 1.0.0.1

GMEv 1.0.1.1
GoldMine 4.0 Ent

-

-

-

-

N

N

-

-
GoldMine 5.0

-

-

N

N

-

-

-

-

GMSM 5.0

-

N

-

-

I

C

I

I
GMSM 5.5

-

N

-

-

C

I

I

I
GMSS 5.0

N

-

I

C

-

-

-

-

GMSS 5.5

N

-

C

I

-

-

-

I

Synchronization
GoldMine 4.0 Enterprise

C

-

-

-

-

-

-

-
GoldMine 5.0

-

C

-

-

-

-

-

-

GMSM 5.0

-

-

C

N

-

-

-

-
GMSM 5.5

-

-

N

C

-

I

-

-

GMSS 5.0

-

-

-

-

-

-

-

-

GMSS 5.5

-

-

-

I

-

-

-

-

Server Operating Systems
NetWare

W

W

W

W

W

W

-

-
Windows NT 4.0

C

C

C

C

C

C

N

N
Windows 2000

W

C

C

C

N

C

I

I

Service Packs
MS NT SP5

W

C

C

C

C

C

-

-
MS NT SP6

W

C

C

C

C

C

-

-
2000 SP1

W

C

C

C

N

C

N

I

 

 

Workstation Operating Systems
Windows 95 (requires IE 4.x)

C

C

C

C

C

N

C

C
Windows 98

C

C

C

C

C

C

C

C
Windows NT 4.0

W

C

C

C

C

C

C

C
Windows ME

W

W

W

C

T

C

C

C
Windows 2000

N

W

W

W

N

W

W

W
Mac OS 9.x

-

-

-

-

-

-

W

W

Database Management Systems
Interbase 4.2

C

-

-

-

-

-

-

-
MS SQL 6.5

C

-

-

-

-

-

-

-
MS SQL 7.0

C

C

C

C

C

C

-

-
MS SQL 2000

W

-

W

-

W

W

-

-
Oracle 7.3.x

C

-

-

-

-

-

-

-
Oracle 8.04

-

-

-

-

-

-

-

-
Oracle 8.05

-

-

-

-

-

-

-

-
Sybase 7.0

-

-

-

-

-

-

-

-
Sybase 11.51

-

-

-

-

-

-

-

-

Reporting

Crystal Reports 7

-

C

C

C

I

I

-

-
Crystal Reports 8

N

N

N

N

N

N

-

-

E-mail
Ms Outlook 97

-

-

-

-

C

C

-

-
MS Outlook 98

I

I

I

I

C

C

-

-
MS Outlook 2000

I

I

I

I

C

C

-

-
MS Exchange 5.5

W

W

W

W

C

C

-

-
Lotus Notes 5.02

-

-

-

-

C

C

-

-
cc:Mail 8.51

-

-

-

-

C

C

-

-
GroupWise 5.5

-

-

-

-

C

C

-

-

Knowledge Management
Knowlix Frontline

-

-

-

-

I

I

-

-
ServiceWare

-

-

-

-

I

I

-

-
Support On Site

-

-

-

-

I

I

-

-
Micro House Tech

-

-

-

-

I

I

-

-
MS TechNet

-

-

-

-

I

I

-

-

PDA Devices
PalmOS 3.0

C

C

C

C

-

-

I

I
PalmOS 3.5

T

T

N

C

-

-

I

I
WinCE 2.0

C

C

C

C

-

-

-

-
WinCE 3.0 PocketPC

N

N

N

N

-

-

-

-

Network Protocols
TCP/IP

C

C

C

C

C

C

C

C

IPX

W

W

W

W

W

W

-

-

NetBios

W

W

W

W

W

W

-

-

Languages
English

C

C

C

C

C

C

C

C
English (UK)

C

C

C

I

C

C

C

C
French (requires translated version)

C

C

C

-

C

-

C

C
German (requires translated version)

C

C

C

-

C

-

C

C
Spanish

-

-

-

-

-

-

-
Italian

-

-

-

-

-

-

-

 

 

FOR THE CD/VEK

 

 

FOR WEBSITE DOWNLOAD

 

FOR THE CD/VEK

FOR WEBSITE DOWNLOAD

The following is a general overview of current compatibility between GoldMine products.  Information for unreleased products is subject to change. Contact FrontRange Support Services for additional details.

Contents

Contents...... 1

Key............... 1

Products....... 1

Synchronization.................... 2

Server Operating Systems........ 2

Service Packs 2

Workstation Operating Systems........ 4

Database Management Systems........ 4

Reporting..... 5

E-mail............ 5

Knowledge Management 5

PDA Devices 5

Network Protocols...... 7

Languages... 7

Key

C

Has been fully tested and indicates Compatibility

I

Has been fully tested and indicates that it can be Integrated with GoldMine/GoldMine FrontOffice

W

Has not been fully tested for compatibility, but Works or can through an ISV (Third Party)

N

Has been tested for compatibility and/or integration, but is NOT supported due to test results.

-

Not applicable/Not Available

T

Has not been tested; contact FrontRange FRS Support Services Team

Products

 

GM 4.0 Ent.

GM 5.0

GMSM 5.0

GMSM 5.5

GMSS 5.0

GMSS 5.5

GMEv 1.0.0.1

GMEv 1.0.1.1

GoldMine 4.0 Ent

-

-

-

-

N

N

-

-

GoldMine 5.0

-

-

N

N

-

-

-

-

GMSM 5.0

-

N

-

-

I

C

I

I

GMSM 5.5

-

N

-

-

C

I

I

I

GMSS 5.0

N

-

I

C

-

-

-

-

GMSS 5.5

N

-

C

I

-

-

-

I[1]

Synchronization

GoldMine 4.0 Enterprise

C

-

-

-

-

-

-

-

GoldMine 5.0

-

C

-

-

-

-

-

-

GMSM 5.0

-

-

C

N[2]

-

-

-

-

GMSM 5.5

-

-

N[3]

C

-

I[4]

-

-

GMSS 5.0

-

-

-

-

-

-

-

-

GMSS 5.5

-

-

-

I[5]

-

-

-

-

Server Operating Systems

NetWare[6] 

W

W

W

W

W

W

-

-

Windows NT 4.0

C

C

C

C

C

C

N

N

Windows 2000

W

C

C

C

N

C

I

I

Service Packs

MS NT SP5

W

C

C

C

C

C

-

-

MS NT SP6

W

C

C

C

C

C

-

-

2000 SP1

W

C

C

C

N

C

N

I

 


Workstation Operating Systems

Windows 95 (requires IE 4.x)

C

C

C

C

C

N[7]

 

C[8]

C[9]

Windows 98

C

C

C

C

C

C

C[10]

C[11]

Windows NT 4.0

W

C

C

C

C

C

C[12]

C[13]

Windows ME

W

W

W

C

T

C

C

C

Windows 2000[14]

N[15]

W

W

W

N

W

W

W

Mac OS 9.x [16]

-

-

-

-

-

-

W[17]

W[18]

Database Management Systems

Interbase 4.2

C

-

-

-

-

-

-

-

MS SQL 6.5

C

-

-

-

-

-

-

-

MS SQL 7.0

C

C

C

C

C

C

-

-

MS SQL 2000

W

  -

   W

  -

  W

W[19]

-

-

Oracle 7.3.x

C

-

-

-

-

-

-

-

Oracle 8.04

-

-

-

-

-

-

-

-

Oracle 8.05

-

-

-

-

-

-

-

-

Sybase 7.0

-

-

-

-

-

-

-

-

Sybase 11.51

-

-

-

-

-

-

-

-

Reporting

Crystal Reports 7

-

C

C

C

I

I

-

-

Crystal Reports 8[20]

N

N

N

N

N

N

-

-

E-mail

Ms Outlook 97

-

-

-

-

C

C

-

-

MS Outlook 98

I

I

I

I

C

C

-

-

MS Outlook 2000

I

I

I

I

C

C

-

-

MS Exchange 5.5

W

W

W

W

C

C

-

-

Lotus Notes 5.02

-

-

-

-

C

C

-

-

cc:Mail 8.51[21]

-

-

-

-

C

C

-

-
GroupWise 5.5

-

-

-

-

C

C

-

-

Knowledge Management

Knowlix Frontline

-

-

-

-

I

I

-

-

ServiceWare

-

-

-

-

I

I

-

-

Support On Site

-

-

-

-

I

I

-

-

Micro House Tech

-

-

-

-

I

I

-

-

MS TechNet

-

-

-

-

I

I

-

-

PDA Devices

PalmOS 3.0

C

C

C

C

-

-

I

I

PalmOS 3.5

T

T

N

C

-

-

I

I

WinCE 2.0

C

C

C

C

-

-

-

-

WinCE 3.0 PocketPC

N

N

N[22]

N[23]

-

-

-

-

Network Protocols

TCP/IP

C

C

C

C

C

C

C

C

IPX

W

W

W

W

W

W

-

-

NetBios

W

W

W

W

W

W

-

-

Languages[24]

English

C

C

C

C

C

C

C

C

English (UK)

C

C

C

I

C

C

C

C

French (requires translated version)

C

C

C

-

C

-

C

C

German (requires translated version)

C

C

C

-

C

-

C

C

Spanish

-

[i]

-

-

-

-

-

-

Italian

-

[ii]

-

-

-

-

-

-

 


[1] Only the Ticket view is supported.

[2] While it is possible to synchronize GoldMine 5.5 with GoldMine 5.0, FrontRange Solutions recommends that both the server and the remote systems run the same version and build to reduce the occurrence of compression and encryption related errors.

[3] While it is possible to synchronize GoldMine 5.5 with GoldMine 5.0, FrontRange Solutions recommends that both the server and the remote systems run the same version and build to reduce the occurrence of compression and encryption related errors.

[4] Data is replicated in Contsupp (not really synchronized) from GMSS 5.5 to GMSM 5.5 via the Ticket Transfer Service.

[5] Data is replicated in Contsupp (not really synchronized) from GMSS 5.5 to GMSM 5.5 via the Ticket Transfer Service.

[6] Novell Client32 Drivers are not supported by the FRS Support Services Team.  The Microsoft Client for Netware is required to receive support.  Please refer to Factsback #348 for more details ftp://ftp.goldmine.com/public/faxback/tech/348.zip

 

 

[7] Issues have been reported with the integration between GMSM and GMSS.

[8] Requires IE 5.x    

[9] Ibid.     

[10] Ibid.

[11] Ibid.    

[12] Ibid.    

[13] Ibid.    

[14] FrontRange is currently evaluating Microsoft Certification for Windows 2000, however, the products are compatible and supported.

[15] Issues have been reported with Internet E-mail retrieval and sending locks ups

[16] Requires Macintosh Runtime for Java 2.2.4 or greater.

[17] GoldMine Everywhere Java Client only, with Microsoft IE 4 or greater.

[18] Ibid.

[19] Please refer to Tech Insight 031601(MS SQL 2000).doc for details on BITS 2000 Call ID: 00008449, which relates to a SQL Error 207, which occurs on MS SQL Server 2000 during transfer set creation.

[20] If using Crystal 8 with the Answer Wizard (which is an unsupported environment by FrontRange), it is necessary to use Crystal 7 to modify Ticket.dc5 file (the Crystal Dictionary).

[21] Must use MS Outlook plug-in

[22] Synchronization of Contacts is supported but Calendar synchronization is not supported at this time.

[23] Ibid.

[24] Same version/builds of GoldMine/GoldMine Sales and Marketing can support multiple language settings for different systems on the same network installation. 

 

However, each machine accessing the network version of GoldMine/GoldMine Sales and Marketing must use the same BDE language driver. Any GoldMine Index/Pack and Rebuild process for systems that do not share the same BDE language driver will cause problems with the conversion of High ASCII characters. 

 

In addition, same version/builds of GoldMine/GoldMine Sales and Marketing can support synchronization between multiple language systems (i.e., a French undocked user of GoldMine 5.0 can synchronize with a German GoldMine 5.0 site).  Again however, each user's/site's system must use the same BDE language driver.


[i] Support planned, localization in progress.

[ii] Support planned, localization in progress.

Files that can be removed after
upgrading GoldMine 4.0 to 5.0 

Section: Tech Info -> GoldMine 5.0 -> Install/Upgrade -> General Info ->   
Creation Date:        May 11, 2000  
Last Modified Date:May 11, 2000  
Legacy Notes  

Removing leftover files after upgrade to 5.0
The following files (if present, depending upon what version was used prior to the upgrade) can be removed after upgrading to GoldMine 5.0:

  gm4news.rtf

  gm95news.txt

  gm95word.ini

  gm4w6.doc

  gm4w8.doc

  gm95inst.doc

  gm95w97.doc

  gmw4hlp.cnt

  gmw4hlp.GID

  gmw4hlp.hlp

  Howdoi4.cnt

  Howdoi4.GID

  Howdoi4.hlp

  gmw32.exe

  gmw.exe

 

GoldMine Version 5.50.10424 for Windows 95/98/2000/NT 4.0 Release Notes

 

 

GENERAL

 

Changed:         GoldMine loads even when the License.dbf file has been set up as "read-only", under NTFS security now.  NOTE: GoldMine users that will perform maintenance, updates or new\undocked licensing should have full NTFS control over the license.dbf file.

 

Changed:   Passwords in GoldMine are now fully secured and protected extraction/detection by external applications (i.e., Revelation).

 

Fixed:  Formatting problem when entering negative values in completed sales.

 

 

E-MAIL

 

New:  Paper-clip visual indicator on the message icon available from all of the E-mail Center's folders to show the presence of an attachment.

 

New:  Copy name to clipboard ability for E-mail file attachments to quickly reattach files when replying or drafting new messages.  Access by right clicking on the attachments browse listing of the E-mail re: read window.

 

New:  Show full path name setting for viewing E-mail file attachments.  Access by sticky user setting right clicking on the attachments browse listing of the E-mail re: read window.

 

New:  By default, GoldMine now uses the To: address of an original message as the address for the From: line in the reply message.  NOTE:  The From: address will be auto-filled when replying only if an Internet profile under Edit|Preferences|Internet|Accounts has been defined for that address.

 

New:  Moving incoming e-mail attachments now also update the related contact's Links tab File location when the Save attachments as linked documents check option is enabled under Edit|Preferences|Internet|More Options|Retrieval

 

New:  E-mail template macro to optionally determine whether to include a specified filename in the message body based on an xBase expression now parses the included file, which makes it possible to embed template fields within the included file.  Access by inserting <<file:expression?pathname\file-name>> into the body of any E-mail template where a <<file:pathname\filename>> macro already exists.

 

New:  Ability to specify character set encoding for message headers with High ASCII characters.  Access via Edit|Preferences|Internet|More Options|Misc by typing the appropriate value in the Encode E-mail using character set: field.  NOTE: If this field has no value, GoldMine doesn't send any character set headers. Each message recipient's client would then use the default character set for displaying.

 

New:  GoldMine now sends e-mail to CompuServe addressees only as non-HTML messages to ensure viewing by CompuServe, which does not support HTML.

 

Changed:  Create E-mail window's Rich Text (HTML) toolbar no longer offers a font highlight property.

 

Changed:   E-mail sent to a GoldMine Distribution List type recipient, is marked as unlinked by default.  Checking the Link option stores the message in the History tab of the currently active contact record.

 

Changed:         Attachments retrieved with encrypted e-mail messages are hidden from users now if the wrong value is keyed into the Enter Password window to provide additional security.

Changed:  E-mail templates now contain complete header information when performing mass merges.

 

Changed:  If the result of a merged e-mail template appears to be HTML-based (including any attached files for that e-mail template), the resulting e-mail is now marked as an HTML message to enable all clients to properly view the message.

 

Changed:   A "blank" value is no longer accepted for the Attachments directory: setting under Edit|Preferences|Internet|More Options|Retrieval.

 

Changed:   E-mail Center Empty Trash Can local menu option is no longer active unless the Deleted folder is in focus.

 

Changed:   Web Imports retrieved via E-mail now display messages to indicate whether the import succeeded, failed or generated a duplicate.

 

Changed:         Selecting the Enable IE as E-mail viewer check option under Edit|Preferences|Internet|More Options|Advanced now automatically disables the Extract embedded HTML as attachment check option.

 

Fixed:  Access violation error when attempting to print a message from the Create E-mail window, which contained two redirectors within the message body (e.g., having both mailto:sales@frontrange.com and www.frontrange.com appear in the same message).

 

Fixed:  E-mail templates usage problem where non-Master Rights users that did not have the Templates option enabled under their Access to Others user properties could not access their own e-mail templates.

 

Fixed:  E-mail templates usage problem where non-Master Rights users did not have the Merge option enabled in Document Management Center local menu if the Net-Update Connections check option for their user properties was not enabled.

 

Fixed:  E-mail templates bug where HTML e-mail templates could not be sent.  This issue occurred only if the Extract embedded HTML as attachment option was enabled under Edit|Preferences|Internet|More Options|Advanced.

 

Fixed:  E-mail templates bug where merged HTML e-mail messages were viewable only as HTML attachments by non-GoldMine users.

 

Fixed:  Mailto: function problem where the user's Default template for new outgoing E-mail messages was not used when the Use GoldMine as Explorer's e-mail client check option was enabled.

 

Fixed:  Vcard import failure whenever a password was set for the [WebImport] section of the GM.ini.

 

Fixed:  Rare IPF when retrieving very large e-mail messages by double-clicking while Online.

 

Fixed:  Obscure message retrieval header decoding problem when message headers contain mixed encoded/non-encoded parts.

 

Fixed:  Message retrieval header problem for non-HTML e-mails where International characters were sometimes being stripped.

 

Fixed:  Potential scenario where the E-mail Center was being launched twice.

 

Fixed:  Message display problem where multi-part mail sent from Lotus Notes was not viewable after Online retrieval if the message's Show Header option was set to Summary or Complete.

Fixed:  E-mail Rules display failure where the E-mail Rule: Condition was not viewable if the Use Large Font check option was enabled under Edit|Preferences|Record.

 

Fixed:  Minor display problem where the View in Browser icon on the read e-mail window was not visible for certain types of non-standard e-mails.

 

 

OUTLOOK/PDA/CE

 

Changed:  When setting Pilot Synchronization: Record Selections options, linked activities in  GoldMine that fall outside the specified start/end date range of the Contacts with calendar activities from: check box are no longer synchronized to the Palm.

 

Fixed:  Functional failure under the Palm 3.5 OS where linked (/L) contacts were synchronized as unlinked from the Palm to GoldMine.

 

Fixed: Data loss issue when creating a new mapping, or changing the Default Mapping, accessed via File|Synchronize|Synchronize with Pilot under the Advanced|Field Mapping page.

 

Fixed: Palm Fatal Error when synchronizing un-timed or un-prioritized activities from GoldMine, which forced users to Reset the Palm.

 

Fixed:  Selection problem when setting the Pilot Synchronization: User's Calendar Selections option for My Calendar where GoldMine sent ALL the users' calendars instead of the user's calendar only.

 

Fixed: Obscure selection problem when setting the Pilot Synchronization: User's Calendar Selections option for Others' Calendar where GoldMine sent ALL the users' calendars instead of the specified user(s) only.  This problem occurred only under GoldMine Sales and Marketing and if the Pilot Synchronization: Record Selections option for Contacts with calendar activities from: was checked.

 

Fixed: Synchronization failure whenever GoldMine encountered Distribution Lists in Outlook 2000's PST files while processing Outlook's contacts.     

 

Fixed: Data corruption when synchronizing GoldMine contact records with data in Address1, Address2 and Address3 fields to the Palm. NOTE: Data in the Address3 field was being appended to the Address2 field in GoldMine.

 

Fixed: Notes created on the Palm created duplicate Notes on the GoldMine contact record resulting in HotSync conflict warnings.

 

Fixed:  Alarm date ' n Hours' problem on the Palm after synchronizing from GoldMine where the date was incorrectly set.  NOTE: This issue occurred only when synchronizing Appointments with alarms set for one or more days before the scheduled Appointment.

 

Fixed: Default Mapping restoration failure where GoldMine did not re-apply the Default Mappings they were re-selected after a new field map had been created and used by selecting Advanced OptionsIField Mapping with the Synchronization Profiles for Windows CE and Outlook.

 

 

SYNCHRONIZATION

 

Changed: New Reports are always retrieved into the “Reports” folder now, instead of being retrieved into the Document's original path or Default path directory.

 

Changed:  Linked documents attached to Opportunities/Projects, which are linked to contact records that do not meet a given site's specified 'Send Filter' are no longer included in that site's transfer sets for retrieval.

 

Fixed:  Contact records are not retrieved during Synchronization when either Customizations or Deletions of Custom Fields have not been checked under the Retrieve Record Types.

 

Fixed: Rare Linked documents retrieval failure on GoldSync/GoldMine systems using different time zones.

 

Fixed: Transfer set retrieval issue where security settings from GoldSync did not always overwrite the security settings of the Undocked user site when retrieved.

 

Fixed: Obscure Linked documents retrieval issue where files attached to an Opportunity/Project were NOT retrieved into the specified Default Path, or the Linked document paths were NOT updated.  This issue occurred only if the Opportunity/Project record being retrieved had a 'zsNew' entry with an updated Tlog.

 

Fixed: Transfer set retrieval discrepancy where OPMGR records linked to contact records that met a given site's specified Deletion-Filter were not deleted on the remote sites.

 

Fixed:  Transfer set creation flaw where Linked documents were resent and re-retrieved (even if there had been no changes to the documents) when the same cutoff date was set during the next synchronization process.

 

Fixed:  Transfer set creation BDE Error Message: "Missing right quote" when the Accountno of a contact contained a single quote (apostrophe) symbol.

 

Fixed: Transfer set retrieval refresh issue where new customizations (i.e., Custom Screens, Custom Tabs) did not appear onscreen until the remote site closed and then re-opened the target Contact Set.

 

 

CLIENT/SERVER

 

Fixed:  BDE error 207 when creating transfer sets under MS SQL 2000.  Note:  This issue typically occurred when synchronizing 10 or more sites at the same time, a procedure which is not recommended/supported by FrontRange Solutions.

 

 

ADVANCED

 

New:  GetNewContactAP NV function that returns a named value pair called NewContactAP, which contains the Automated Process (Track) that has the Attach this process to all new contact records check option enabled.  The function returns either a 1 (indicating success) or a 0 (indicating failure).  NOTE:  The GM.ini must be moved or copied to the GoldMine Sysdir to enable this functionality.

 

New:  ReadMail now includes a new NV function to support password decryption.

 

New:         OnlineList, RetrieveMessages and DeleteMessages API functions now include crash protection.

 

Changed:   WriteContact now reads the original status from a record and uses that status if no value was passed to the function.

 

Fixed:  Default e-mail attachments directory problem for fresh installations where attachments were being stored in the \windows\temp\ directory, even though a different location had been specified under Edit|Preferences|Internet|More Options|Retrieval tab.

 

Fixed:         WebImport bug where the phone formatting defaulted to a US phone format even if the setting of the status field under the [Data] section of the GM.ini for WebImport specified a 1.

 

Fixed:  Potential IPF in GMComAPI.dll when the value string was too large.

 

Fixed:  Sporadic IPF affecting OnlineList, RetrieveMessages and DeleteMessages API functions.

 

Fixed:  Temp file resource leak affecting OnlineList, RetrieveMessages and DeleteMessages API functions.

 

Fixed:  Timeout problem with the retrieval of big attachments in the RetrieveMessages function.

 

Fixed:  Resource leak in the QueueMail NV function, which now returns an error code of -1 (indicating a general exception).

 

Fixed:  Resource leak in the ReadMail NV function, which returns either the error code of -2 (indicating the message cannot be loaded) or -3 (indicating a general exception).

 

Fixed:  Resource leak in the PrepareNewMail/PrepareReplyMail/PrepareFWDMail NV functions, which now returns an error code of -2 (indicating a general exception).

 

Fixed:  Resource leak in the UpdateMail NV function, which now returns an error code of -4 (indicating a general exception).

Fixed:  Resource leak in the FileMail NV function, which now returns an error code of -4 (indicating a general exception).

 

Fixed:  Resource leak in the SaveMail NV function, which now returns an error code of -5 (indicating a general exception).

 

Fixed:         UpdateEmailAddress function problem when modifying an e-mail address based on the record's Accountno.

 

Fixed: Minor Reference/Subject line display issue related to missing strings when linking attachments from retrieved e-mails through the RetrieveMessages function.

 

Fixed:  FileMail bug where invalid mailbox records were being created when the linked Cal record being completed was invalid.

 

 

------------------------------------------------------------

NOTE: Effective 12/99, GoldMine no longer offers any sales or technical support for GoldMine for DOS, GoldMine 2.5x, 3.x and GoldSync 1.x for Windows.

 

GoldMine® 5.5 and GoldMine® Sales and Marketing™ are NOT compatible with any other version of GoldMine (including 4.x, 3.x, and 2.5x)

 

Copyright (c) 2001 FrontRange Solutions, Inc. All rights Reserved.

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Goldmine-DC.com

5.00.041 Release Notes

Product:Goldmine

Version(s):5.00.041

Creation Date:09/28/2000 08:12:51

Last Modified Date:09/28/2000 08:12:51

Reference Category

Release Notes

Reference

GoldMine 5.00.041 for Windows 98/NT 4.0 Release Notes

GENERAL

New:Document Management Center that includes an easy-to-use toolbar and tree-view that lists Document and E-mail templates with categories for Letter/Memos/Faxes, Spreadsheets, Envelopes and Labels. Offers "default" templates for everyday correspondence, displays e-mail and rtf template previews and step-by-step guides for mass faxing, printing and messaging. Access via Edit|Custom Templates, Contact|Write|Customize Templates or Contact|Create E-mail|Customize Templates.

New:Literature Fulfillment Center that includes an easy-to-use toolbar and tree-view that includes a Literature List, and sections for Literature Requests, Queued Documents and Printed Documents to maintain marketing and sales collateral, and to handle Automated Processes printing, batch printing and label/envelope processing with ZIP/Postal Code sorting. Access via View|Literature Fulfillment.

New:Ability to schedule a Literature Request to send marketing and sales collateral. Access via Schedule|Literature Request.

New:Referentia for GoldMine multimedia, interactive tutorial. Access via Help|Referentia Tutorial.

New:Server Agents Administrator that includes server agents to manage background printing/faxing, Automated Processes, E-mail sending/retrieval, Outlook Sync and GoldSync operations. Access via Tools|Server Agents|Agents Administrator.

New:Ability to redesign the top half of the contact screen. Access from the Fields tab by right-clicking and choosing Screen Design from the local menu (Master Rights required).

New:Option to remove/rearrange tab folders on the main contact screen. Access via Tabs button under Edit|Preferences|Record.

New:Third Address line, Merge (to track primary contact's mail merge codes), E-mail and Web Site fields added to the information on the main contact screen.

New:Addition of Web Site field on the Add a New Record window.

New:Option when creating a new record to check for duplicate records by searching Contact name, E-mail address and Company name. Access via File|New Record.

New:Last(name) field auto-updating to reflect changes to the Name (Contact) field.

New:"Field Local Menus" that offer pop-up navigation for modifying, looking up and sorting by fields. Access by right-clicking on any field label on the main contact screen or Fields tab.

New:Indexed searching for the State and Country fields on the main contact screen. Access via Lookup|Indexed Fields|State and Lookup|Indexed Fields|Country or by double-clicking on the field label.

New:GoldMine 5.0 main menu with new Lookup and Contact menus (to use your existing GoldMine 4.0 menus, access Edit|Preferences|Misc). Refer to Quick Reference Card for a complete listing.

New:Hotkey support for most commonly accessed commands. Refer to Quick Reference Card for a complete listing.

New:"Output to" local menu command for copying to Word, Excel, Windows Clipboard and one-click reporting (supports browse windows including all tab folders on the main contact screen and the Activity List, any F2 Lookup window, the Contact Listing, and most other 'list' views). Access via any browse window's local menu by right-clicking and choosing Output to.

New:"Find" local menu command for searching on a particular string (supports browse windows including all tab folders on the main contact screen and the Activity List, any F2 Lookup window, the Contact Listing, and most other 'list' views). Access via any browse window's local menu by right-clicking and choosing Find or by pressing F3.

New:Option to filter pending/history activity information based on user, activity type and date range. Access by right-clicking and choosing Options|Filter from either the Pending or History tab on the main contact screen, or any Activity List tab.

New:Shift-click support for selecting multiple records in a browse window.

New:Ability to clone F2 lookups from one field to another. Access by choosing Setup from the target Lookup window and selecting Import Lookup entries from another field to specify the source Lookup in the F2 Fields Setup window.

New:Pull down F2 lookup lists. Access by clicking on the right-facing arrows next to any field label.

New:Option to use auto-fill (type ahead ) functionality in all F2 lookups. Access via the F2 Fields Setup window by selecting Auto Fill.

New:Option to automatically capitalize the first letter of each word in any field. Access via the F2 Fields Setup window by selecting Capitalize First Letter.

New:Edit "undo" functionality for edits to the main contact screen, summary and Fields tabs. Access via Ctrl-Z.

New:"Copy Contact Details" option to copy various information from the main contact screen. Access via Edit|Copy Contact Details.

New:Record Alerts option to set pop-up alarms for selected contacts. Access via Edit|Record Properties|Alerts.

New:Ability to view all pending alarms. Access via View|Activity List|Alarmed.

New:Addition of folders for scheduled Events and Other Actions to the Activity List. Access via View|Activity List|Events and Others.

New:Onscreen indicator of selected user and date range in the Activity List.

New:Onscreen indicator of "offscreen" calendar activities. Access via View|Calendar under the Day and Week views.

New:Support for color indicators to display multiple users on the calendar. Access via View|Calendar under the Day, Week and Planner views.

New:Option to use 24 hour time format. Access via Edit|Preferences|Misc.

New:Scheduled group and recurring activities now support mass editing (in addition to the existing mass deletion capability).

New:Addition of "Fourth" option for scheduling recurring, monthly activities. Access from the Recurring tab on the Schedule window.

New:Ability to schedule from the contact's Pending tab. Access by right-clicking in the Pending tab and choosing Schedule from the local menu.

New:Option to set security access to others information by User Groups (as well as by User). Access via File|Configure|Users' Settings|Properties under the Access tab.

New:Ability to resume NetUpdates from the point of download failure (partially downloaded gm5setup file must be larger than 64K).

New:InfoCenter Toolbar.

New:Ability to convert Personal Base entries to sharable, KnowledgeBase entries. Access from any Personal Base entry by right-clicking and choosing Options|Move to KnowledgeBase from the local menu.

New:Ability to automatically-generate "contents" information, which lists in alpha-numeric order the Topic names of the underlying entries, for any book or sub-folder node. Access from any KnowledgeBase/Personal Base entry (excluding Topic Pages) by right-clicking and choosing Options|Create Table of Contents.

New:Searching now highlights the returned results within the topic text.

New:Ability to "unlinked" any contact previously linked to an InfoCenter Topic Page.

New:Warning messaging when dragging topic pages and folders in the InfoCenter.

New: Ability to copy the results of the dBase expression tester (accessed via ctrl-shift-D by users with master rights) to the clipboard via the new Copy button.

New: Ability to access local menus via the right-facing arrow in the upper right-hand corner of browse windows.

New: Size and position of primary windows is remembered for each user.

Changed: InfoCenter Book, Folder and Topic page creation method.

Changed: Option to force valid data entry. Access via the F2 Fields Setup window by selecting Force Valid Input.

Changed: Activity List tab folder local menus include additions and reorganizations.

Changed: Maximum number of user groups increased from 70 to 1,000,000.

Changed: Contact tab folder local menus include additions and reorganizations.

Changed: Counting and previewing filters, when using MS SQL 7.0 databases, utilizes the filter's SQL where clause (when available).

Changed: Ctrl-W resizes the contact record, instead of Ctrl-Z.

Changed: Ability to update units and price information when completing a new or forecasted sale. Access via Complete|Sale.

 

E-MAIL

New:Outlook mail, calendar, contacts and task integration. Access via View|E-mail Center (requires users to have Outlook 98/2000 on their workstation).

New:E-mail Rules to filter incoming messages, which are useful for sorting incoming messages to appropriate custom folders, eliminating junk mail and more. Supports multiple rule sets for "out of office" auto replies, message privatization and encryption. Access via View|E-mail Center and click the Edit E-mail rules button on the E-mail Center toolbar.

New:E-mail Message Search to find messages with criteria such as date ranges and selected text. Access via the Find Messages button on the E-mail Center toolbar.

New:Support for e-mail merge codes (in addition to traditional mail merge codes) for targeted, one-to-one messaging. Access via the contact record's E-mail field and the Create E-mail window's Merge tab (Contact|Create E-mail|Message to contact) or Contact|Create E-mail|E-mail Merge.

New: Option to mark all incoming e-mail as private. Access via Edit|Preferences|Internet|More Options|Retrieval.

New:Option to send a bcc: to yourself for all outgoing e-mail. Access via Edit|Preferences|Internet|More Options|Composing.

New:E-mail Folder properties to provide additional security via encryption and filing for messages and attachments. Includes options to apply settings to existing folders. Access via View|E-mail Center by right-clicking on any folder and choosing Properties from the local menu.

New:Support for multiple Inboxes in the E-mail Center.

New:Support for sticky settings in the E-mail Center including column heading sorts, column arrangements and column widths.

New:Ability to select the date formatting in the E-mail Center. Access via Edit|Preferences|Internet|More Options|E-mail Center.

New:Edit E-mail templates button on the E-mail Center toolbar, which launches the Document Management Center with E-mail Templates highlighted.

New:Tab/Shift-tab keyboard in the E-mail Center.

New:Support for (ALL) contacts when merging an e-mail message.

New:Ability to queue internal GoldMine e-mail. Access via Contact|Create E-mail|Message to contact on the Options tab under the Queue, Calendar and History options button.

New:Ability to send internal GoldMine e-mail to a fixed user group, or individual members of a user group (in case user group membership changes or if individual members need to be removed from the routing list ad hoc). Access via the To: and cc: button local menus on the E-mail editor.

New:E-mail editor attachments preview window with optional Large Icon, Small Icon and List viewing, Open/Copy/Move/Properties commands and content-type sensitive Synchronize and Import commands.

New:Option to delete attachments when deleting e-mails. Access via Edit|Preferences|Internet|More Options|Advanced.

New:Option to save attachments as linked documents. Access via Edit|Preferences|Internet|More Options|Retrieval.

New:Ability to send a copy of an attachment when sending a GoldMine internal e-mail. Access via Edit|Preferences|Internet|More Options|Composing

New:Ability to open saved GoldMine reports sent/received as attachments.

New:vCard attachments can now be opened, without being imported.

New:Content-sensitive WebImport button on the E-mail reader.

New:Keyboard support for sending e-mail using Ctrl-S or Ctrl-<enter> .

New:Keyboard support for accessing the local menu anywhere in the E-mail Center using the Windows key.

New:Local menu support for any Create E-mail/Read E-mail window. Access via right-click or Windows key.

New:Option for unlinked incoming mail (and for relinking existing mail) which searches for an existing (primary) contact and creates a new additional contact and associated e-mail address.

New:Save as draft -- continue editing button on the Create E-mail window toolbar.

New:E-mail document command under the Links tab.

Changed: Internet and internal GoldMine e-mail is now integrated to allow cc/bcc routing to both contacts and users.

Changed: E-mail notifications for activities are now also displayed in the E-mail Center.

Changed: RSVP messages for activities are now also displayed in the E-mail Center.

Changed: Consolidated E-mail editor for reading/creating internal and Internet messages. Access via Contact|Create E-mail|Message to contact.

Changed: When scheduling a GoldMine E-mail, the "To:" field receives focus to allow easier recipient selection.

Changed: E-mail Template editor now includes toolbar with standard GoldMine merge code options. Access via Edit|Custom Templates|E-mail Templates or Create E-mail|Customize Templates.

Changed: Deleted mail can now be dragged back to the Inbox.

Changed: Downloading using View|E-mail Waiting Online or clicking on the online account in the E-mail Center can be stopped now (access via black X button on the E-mail Center toolbar).

Changed: Rechecking the same POP account while online is now supported.

Changed: E-mail history now stores primary and additional contact information.

Changed: All additional contact information is now referenced when replying or creating e-mails not associated with the primary contact.

Changed: Private settings on read messages are carried over when replying to the messages.

Changed: The last action for handling unlinked messages is now saved by default.

Changed: When relinking an address to the current contact, the default is now to prevent accidental address mapping.

Changed: Manual Recipients window has been simplified.

Changed: Option to Delete retrieved mail from server has been moved to the Accounts tab and appears as Auto-delete.

SYNCHRONIZATION

New:GoldSync Administration Center that includes an easy-to-use toolbar and tree-view for creating, modifying, and deleting different Site Groups, Site Group Members, GoldSync Servers, and Processess. Access via File|Synchronize|GoldSync Administration Center.

New:Site Group, Site Group Member, GoldSync Server, and Process summary window for previewing detailed setting/configuration information. Access via File|Synchronize|GoldSync Administration Center.

New:Site-specific Sync Session Logs with column sorting, copy to clipboard and full synchronization details. Access by highlighting the specific Site Group Member in the GoldSync Administration Center to display the lower right-hand sync log preview window.

New:GoldSync "Active" icons with fly-out text descriptions to diagnose site configuration overrides, filters and potential conflicts, or to alert administrators of connection failures/errors.

New:GoldSync Administration Wizards including Site Group, Site Group Member, GoldSync Server, and Process for step-by-step walkthroughs for GoldSync setup and configuration. Access via File|Synchronize|GoldSync Administration Center.

New:Drag-and-drop support for managing Site Group Members.

New: Ability to clone the settings from Site Group Member settings when creating a new Site Group Member. Access by highlighting the specific Site Group Member, then right-clicking and choosing Clone.

New:Support for Site Group Members to automatically inherit any default, Site Group settings.

New:Option to control if a site's machine is authorized to connect GoldSync using a Verification Code. Access by highlighting the specific Site Group Member, then right-clicking and choosing Generate Verification Code.

New: Option to enable/disable a Site Group Member from being processed. Access by highlighting the specific Site Group Member, then right-clicking and choosing Enable or Disable.

New: Support to synchronize users' security and passwords to Undocked Users and Sub-Licenses.

New:Support to synchronize lookup.ini. Access via the Send Options/Retrieval Options browse windows under the Customization branch.

New:Option for All filtered records and user-scheduled activities' records transfer set creation method, which now allows users to send/retrieve both filtered records and those linked to the user's schedule (even if they do not satisfy the filter) as specified in the Send users' calendar browse window.

New:Ability to set transfer set creation methods as either All changed contact records, Contact records linked to the 'Send users' calender' list or All filtered records and user-scheduled activities' records, through the Synchronization wizard. Access via File|Synchronization|Synchronization Wizard.

New:Ability to create Undocked users and Sub-Licenses during the Site Group Member setup/configuration process (previously, all Undocked users and Sub-Licenses had to be created beforehand in the License Manager).

New:Option to clean up zzNew and zsNew TLOGs for the same RECID a transfer set in SQL, to compensate for records that have been copied from one system to another, instead of being synchronized from one system to another. Access via setting in GoldSync.ini

[GoldSync]

ValidateZZNew=0/1 (off by default)

Changed: Sync Logs have now been replaced with Sync Wizard Profile Logs and GoldSync Logs. Access via View|GoldMine Logs.

Changed: Transfer set creation is now incremental (previously, GoldSync created large transfer sets whenever a remote did not pick up as scheduled since all changes from the cutoff date to the date of the pick up were added to a single transfer set), which lessens transfer set creation times.

Changed: GoldSync generated transfer sets and all Synchronization wizard generated transfer sets, except when generated by the No connection with remote: Create a transfer set option under the Synchronization Wizard, are now sequentially named tsxxxxxx.gts (previously, all transfer sets had the same filename).

Changed: GoldSync no longer creates all possible processes for any machine that accesses the GoldSync Administration Center (previously, GoldSync created excess, dormant processes).

Changed: Filters must now be created and previewed in GoldMine before they can be used in GoldSync to ensure proper validation.

Changed: Send Options and Retrieve Options have been reorganized for consistency and easier selection.

Changed: GoldSync Processes have been reorganized according to the connection method.

Changed: Delete filters can now be active continuously for a Site Group Member. Access via the site group member wizard.

Changed: Retrieval request options are no longer available in the Synchronization Wizard to prevent users configuring settings that might conflict with GoldSync. Access via File|Synchronization|Synchronization Wizard.

Changed: Access to the Date/Time Conversion Utility for SyncStamps, LogStamps, and first seven characters of the RECID, is available by placing the following entries in the GoldSync.ini:

[GoldSync]

StampConv=1

Changed: User lists are now stored in the users.dbf and can be synchronized between the host GoldSync Server and its Undocked Users/Sub-Licenses only. User lists cannot be synchronized between two different licenses for security reasons. If necessary, usernames on different licenses of GoldMine must be updated manually.

Changed: zzNew TLOG records on different systems are evaluated at the record level to compensate for records that have been copied from one system to another, instead of being synchronized from one system to another.

AUTOMATED PROCESSES

New:Ability to assign a code to any Track and assign a Track to a contact based on the Track's code (designed for macro use). Access via Tools|Automated Process|Set up Automated Processes|Properties and Contact|Assign a Process.

New:Option to assign track ownership based on usernames or user groups. Access via Tools|Automated Process|Set up Automated Processes|Properties.

New:Ability to set a "Printing Schedule" for the Print Form Action. Tools|Automated Process|Set up Automated Processes|Edit and choose the Options button for the Print Form Action.

New:Support to troubleshoot track processing in the Process Monitor window. Access via two available username.ini settings.

[GoldMine]

APDebugLog=1 Process Monitor logging without SysLog entries

APDebugLog=2 Process Monitor logging with SysLog entries

Opportunity Manager

New:Graphical Pipeline Funnel. Accessed via View|Sales Tools|Opportunities and dragging the left-hand border of the Opportunity Manager window.

New:Ability to convert an Opportunity to a Project. Access by right-clicking on the selected opportunity and choosing Convert to Opportunity/Project from the local menu.

New:Ability to create a template based on an Opportunity/Project. Access by right-clicking on the selected opportunity and choosing Clone into a Template from the local menu.

New:Option to select "ALL" users or user groups from the Manager drop down.

New:Support to clone an Opportunity/Project. Access by right-clicking on the selected opportunity and choosing Clone from the local menu.

New:Support to insert user, date and time stamp information into any Opportunity/Project Notes field. Access by pressing Ctrl-I.

New:Ability to schedule from the Opportunity/Project Pending tab. Access by right-clicking in the Pending tab and choosing Schedule from the local menu.

New:Option to show or suppress the prompt based on creating an Opportunity with no Forecast amount. Access via two username.ini settings:

[OpMgr]

AskEmptySale = 0/1 // default = 1 = prompts user to create a forecasted sale with a blank amount

AddEmptySale = 0/1 // default = 0 = does not create a forecasted sale with a blank amount

New:Support to track/launch Web sites in the Opportunity/Project Details tab.

New: Option to include additional contacts in the Team tab.

New:F2 lookup list to support unlinked competitors. Access via View|Sales Tools|Opportunities under the Competitor tab by right-clicking to choose New Unlinked Contact.

New:Ability to link to an Opportunity/Project when creating/retrieving a new e-mail message.

Changed: The probability and close date for a forecasted sale created from an Opportunity now defaults to the probability and close date of the opportunity.

Changed: Default addition of Opportunity/Project creator as the first member of the Team tab.

Changed: Support to display gantt bar with red outlines for Opportunity/Project Tasks whose end dates have passed.

------------------------------------------------------------

Initial GoldMine 5.0 for Windows 98/NT 4.0 retail release.

GoldMine 5.0 is NOT backward-compatible with any prior version of GoldMine (including 4.x, 3.x, and 2.5x)

========================================

Product:Goldmine

Version(s):5.00.061

Creation Date:09/28/2000 08:38:54

Last Modified Date:09/28/2000 08:38:54

Reference Category

Release notes

Reference

GoldMine 5.00.061 for Windows 98/NT 4.0 Release Notes

GENERAL

 

New:Ability to automatically-generate "contents" information, which lists in alpha-numeric order the Topic names of the underlying entries, for any book or sub-folder node. Access from any KnowledgeBase/Personal Base entry (excluding Topic Pages) by right-clicking and choosing Options|Create Table of Contents.

New:Searching now highlights the returned results within the topic text.

New:Ability to "unlinked" any contact previously linked to an InfoCenter Topic Page.

New:Warning messaging when dragging topic pages and folders in the InfoCenter.

New: Ability to copy the results of the dBase expression tester (accessed via ctrl-shift-D by users with master rights) to the clipboard via the new Copy button.

New: Ability to access local menus via the right-facing arrow in the upper right-hand corner of browse windows.

New: Size and position of primary windows is remembered for each user.

Changed: InfoCenter Book, Folder and Topic page creation method.

Changed: Option to force valid data entry. Access via the F2 Fields Setup window by selecting Force Valid Input.

Changed: Activity List tab folder local menus include additions and reorganizations.

Changed: Maximum number of user groups increased from 70 to 1,000,000.

Changed: Contact tab folder local menus include additions and reorganizations.

Changed: Counting and previewing filters, when using MS SQL 7.0 databases, utilizes the filter's SQL where clause (when available).

 

 

========================================

Version 5.00.402 for Windows 95/98/2000/NT 4.0 Release Notes

GENERAL

New:Setup assistance for new users if GoldMine detects that a modem is not installed. GoldMine now prompts users with a message to specify a modem under Edit|Preferences.

New:Mail merge helper for writing letters, faxes, memos etc. Access via Contact|Write|Mail Merge to specify the Template, Recipient and Output methods for a selected mailing.

New:Local menu support to merge to additional contacts. Access via Contacts tab using new Mail Merge and E-mail Merge local menu commands.

New:Ability to complete an unscheduled Literature Request from the Pending tab's local menu.

New:Literature Request icon for daily activity totals in Calendar month view. Access via the Calendar's Month tab local menu under Options|Show Totals.

New:Ability to open/view GoldMine reports attached to incoming/outgoing e-mails. Access by double-clicking on the report from the attachment window of the e-mail editor.

New:Support to place Web Site and E-mail fields on any Custom Screen. Access via the Fields tab's local menu New Field command, which brings up a listing of available fields.

New:Keyboard support to cycle through all the Activity List tabs that responded to a Ctrl+[keystroke] by repeated use of that hot key.

New:Keyboard shortcut support to exit all GoldMine users for database maintenance. Ctrl+F shortcut to Force all GoldMine Users to Exit in n Minutes when running Maintenance Wizard|Maintain Database

New:Keyboard shortcut for Send attachments as links for GM users. Access via Alt+G under Edit|Preferences|Internet|More Options|Composing tab.

New:Mouse wheel support to scroll (page up/page down) through contact records in GoldMine's database.

New:Profile names and settings are now saved/displayed in the Process Monitor to assist with troubleshooting background tasks such as synchronization, merge/purge and importing.

New:Ability to Copy/Paste text from any activity 'Zoom' or 'Edit' window.

New:GMART32.dll contains all of GoldMine's artwork, including bitmaps and icons.

Changed:GoldMine's installation no longer includes AmiPro and WordPerfect document templates.

Changed:Edit|Undo and Ctrl-Z are now consistent with one another.

Changed: "This activity is not linked to a contact…" message displayed incorrectly.

Changed:Completing an alarmed GoldMine e-mail, while its alarm window is open, now automatically closes the alarm window.

Changed:Scheduled GoldMine e-mail now appears in the Activity List, Pending tab and Calendar based on the future date specified under the Queue, Calendar and History Options of the e-mail.

Changed:The local menu for e-mail on the Calendar now matches local menu options of the Activity List.

Changed:Notes fields are no longer available for insertion under the Fields tab Screen Design.

Changed:Add a New Record window now limits the length of the E-mail Address field to match E-mail Adresses window.

Changed:At least one user name must be selected from the Select Users window of the Calendar.

Changed:Select button on the Schedule activity window's Resource tab now remains dimmed if no resources are selected.

Changed:Edit|Delete Contact menu is now dimmed if a non-Master Rights user does not have Delete access.

Changed:Ctrl+V is now the hot key to view the Events tab of the Activity list.

Changed:Document Management Center local menu option Reset Default hot key is now Alt+L.

Changed:Document Management Center's User drop-down list now defaults to the last selected username after selecting any mail merge operation.

Changed:Under the Mail Merge Properties' Recipient tab, choosing the All contacts linked to [ ] radio option now activates the Additional contacts check option by default.

Changed:Expand command, on the GoldMine Logs local menu, now remains dimmed if no sub-folders exist.

Changed: Document Management Center Clone Template, Edit Template and Merge and Edit Template buttons now remain dimmed if a template is not highlighted.

Changed:Merge/Purge criteria settings refresh upon deletion to allow new settings for the same field to be selected as in previous criteria.

Changed:Merge Tagged Records command is now dimmed if only one record is tagged.

Changed:Server Agents Administrator's Apply to other users/Select Users settings now apply on an individual basis for available background processes.

Changed:Complete an activity window now displays the total 40 characters in the Contact field.

Changed:Position lookup in the Field Properties window now displays a 3-digit length field.

Changed:Fields button on the Field Properties window is now dimmed if editing Contact1 fields.

Fixed: Intermittent preferences bug where modem specifications where not being saved if more than one modem was installed.

Fixed:F2 lookup problem where importing the Users list referenced the lookup table instead of users table.

Fixed:Server Agents bug that sometimes caused queued documents to be printed on the wrong dates.

Fixed:Merge code updating failure where additional contact merge Codes were not switched with primary merge codes when using either the Swap with Primary or Convert to Record options in the Contacts tab.

Fixed:Org Chart Replicate Data failure where Address3 field values were not propagated if the tree contained an additional contact that was converted to a record for inclusion in the tree.

Fixed:User-defined field anomaly where values from single-byte length fields could not be deleted/overwritten once entered.

Fixed:User-defined field IPF when rebuilding after adding a numeric field with a decimal for its field length.

Fixed:Screen Designer IPF when deleting the Country, Merge or Key5 fields.

Fixed:Screen Designer IPF following a "Table is Busy" BDE error when adding a single new field and then rebuilding.

Fixed:Field properties IPF when closing GoldMine after pressing Ctrl and double-clicking on the field's label.

Fixed:Fax field, phone format change problem when dragging the Fax to/from its original location.

Fixed:Screen display problem when clicking the Internet preferences tab for users without Toolbar Settings access.

Fixed:Rare Leads Analysis IPF when analyzing on Source with no Optional Field value selected if an analysis that included optional field had just been run.

Fixed:BDE error during rebuild caused by adding user-defined fields with a "#" characters in the field name.

Fixed:BDE importing BLOB error when dBase files without both company and contact information contained notes, which were mapped to GoldMine's notes field.

Fixed:Obscure IPF if closing GoldMine after clicking OK on the error dialog when pressing CTRL-Double-click and then deleting Phone1.

Fixed:Obscure IPF if an SQL query with a long name was saved too quickly.

Fixed:Rare IPF if upgrading from 4.0 to 5.0 and creating undocked user license before accessing the Synchronization menu.

Fixed:Sporadic IPF when attempting to open a different Contact set with Process Monitor running.

Fixed:Sporadic import problem where the match-field setting under the Import Profile Options was not respected when saving an Import profile.

Fixed:Security problem where non-Master Rights users could create and place new user-defined fields when using the toolbars.

Fixed: Security problem where non-Master Rights users could reset contact record ownership by setting specific options in the Territory Alignment Wizard, and then choosing Edit|Record Properties|Ownership.

Fixed:Security problem where non-Master Rights users could use the Org Chart to replicate and then view contact data for other user's partially curtained records.

Fixed:Security problem where users could add or delete group members from the Groups tab Members listing even if they had no rights to other users' groups under the User Properties Access tab.

Fixed:Security problem where users could use the toolbar's Delete this contact icon to delete records owned by other users.

Fixed:Security inconsistency where non-Master Rights users without menu access to Maintain Database could reindex GoldMine using a command line string (Run c:\Program Files\GoldMine\gmw5.exe /r:1, 2 /u:NOMASTER /p:).

Fixed:Security problem where a user could double-click from a contact record's Oppty or Proj tabs to view information even if they had no Menu access to Opportunities and Projects.

Fixed: Security inconsistency where non-Master Rights users without forecasted sales access could view/edit opportunities.

Fixed:Security inconsistency where users could delete Sources in the Leads Analysis file even if they had no Edit/Delete rights under the Source field F2 lookup.

Fixed:Security inconsistency where non-Master Rights users could access information on contact records owned by other users via the Edit|Copy Contact Details command.

Fixed:Security inconsistency where non-Master Rights users could delete Links, even if they had no rights to Links under the User Properties Access tab.

Fixed:Security inconsistency where non-Master Rights users could attach files to InfoCenter entries for which they did not have 'Update Access'.

Fixed:Security inconsistency where users could still access Templates, even if the Menu settings for their user Properties were disabled, by clicking on the Write toolbar icon.

Fixed:Rare security inconsistency where users could view other users' calendars after access rights were removed if their previous GoldMine session had a calendar set to view (ALL) users.

Fixed:Security conflict where non-Master Rights users could not open contact sets that were owned by a User Group in which they were members.

Fixed:Tabs settings issue where modifications made to another users Display Tabs under Edit|Preferences|Record were ignored.

Fixed:Regional settings problem where GoldMine did not honor the MMM-dd-yyyy date format for the months of March and May.

Fixed:Minor display issue in the Available Time tab where only single digit hours were shown under certain circumstances.

Fixed:Ini setting problem where the time/date values for alarms were blank if user specified OnByDefault=A under the [GMAlarm] section of their username.ini.

Fixed:Dimmed Open button in File|Open Database after trying to open the currently active database, then trying to open another database.

Fixed:GoldMine Maintenance Wizard setting problem where the check options for System Log Types could not be unchecked once they were selected.

Fixed:Contact Record Statistics issue in the History tab where decimal values were rounded to lowest dollar.

Fixed:Create duplicate record bug where duplicates were not created if the option was selected twice in a row for adding new records.

Fixed:Calendar preference issue where deleted countries were not removed from the Holidays Maintenance list.

Fixed:Activity updating issue where dragging a scheduled activity on the Calendar to a new time did not update the Alarm's AM/PM value.

Fixed:Summary tab updating issue where dragging a scheduled item on the Calendar to a new time did not change the corresponding Next Action/Call Back/Appointment/Forecast fields.

Fixed:Lost Calendar focus when choosing Go to Date on the Outline tab.

Fixed:Lost Calendar focus when double-clicking to zoom from the Planner tab to display the Day tab.

Fixed:Lost Calendar focus when completing an activity on the Day tab and then editing that same completed activity.

Fixed:Outline tab screen "blinking" issue while a Record Alert window was being displayed.

Fixed:Activity List display issue where "block" characters from RSVP messages were displayed in the lower, right-hand detail window.

Fixed:Scheduling problem where monthly, recurring activities for the 31st were not set for the correct date.

Fixed:Sporadic contact record title bar display issue where a Tagged Record filter would equal 0.

Fixed:Record Alert refresh issue where the Log this alert in history when user is alerted option became unchecked after selecting an alert from the Record Properties Alerts tab listing.

Fixed:Non-typed field name additions to templates are now marked as edited.

Fixed:Document Management Center bug where modifications to a (public) template were not creating a customized template for the logged user.

Fixed:Document Management Center refresh issue where changing the Document Type option for a template did not immediately move the template to the new section.

Fixed:Document Management Center refresh issue when accessing template Properties for one template provides access to all templates.

Fixed:Literature Fulfillment Center failure where the Purge All local menu option under the Printed Documents branch did not function.

Fixed:Literature Fulfillment Center refresh issue where successfully "fulfilled" (printed/faxed) WordPad documents were not removed from the Queued Documents listing.

Fixed:Rare display issue where the Delete Contact Record dialog appeared when deleting a user-defined field under certain circumstances.

Fixed:GoldMine System Logs display issue where the GoldSync Logs icon was missing.

E-MAIL

New: support for default templates when sending messages via Outlook. Access via Contact|Create E-mail|Outlook Message to contact.

New:Support for global E-mail rules. Access for Master-rights users only via View|E-mail Center and then click the Edit E-mail rules button on the E-mail Center toolbar. Global rules include two default rule sets, "Global prefix" - whose rules are evaluated before the user's personal rule set - and "Global suffix" - whose rules are evaluated after the user's personal rule-set. Global rules let site administrators apply rules to ALL GoldMine users.

For example, Global Rules can be defined to delete "spam" mail before it arrives at the user mailbox.

New:E-mail template macros for the primary recipient and primary recipient's e-mail address (<<RcptName>> and <<RcptEmail>> ).

New:E-mail template dBase expression macro to support short date format from Windows Regional Settings (WDATE). Passing a 4 uses the long date setting and passing a 5 uses the short date setting

New:E-mail Rules Center commands to save, load, append 'Append from file' - 'Save as Template' options.

New:E-mail Center 'Fast File' and 'File it' toolbar buttons.

New:E-mail Center local menu access for 'Preferences,' 'E-mail Rules' and 'Templates'.

New:Use 8 bit encoding option for International users to force 8 BIT encoding. Access via Edit|Preferences|Internet|More Options|Composing tab.

New:SPA (Challenge/Response) account authentication option, which allows GoldMine to authenticate against Exchange Server (without openly sending passwords). Access via Edit|Preferences|Internet|More Options|Accounts.

New:Detailed process monitor descriptions of why background E-mail retrieval skips one or more incoming messages.

New:Optimized retrieval and display of E-mail Center folders and folder contents.

New:Prompt to save edits to an e-mail or e-mail template warning user to save before closing.

New:Keyboard support for replying to e-mail. Access via Ctrl+R.

New:Keyboard support for linking attachments to e-mail. Access via Alt+A.

New:Keyboard support for Rich Edit controls in the e-mail editor. Access via Ctrl+B/U/I for character bolding, underlining, and italicizing.

New:Keyboard support to undo edits in the e-mail editor. Access via Ctrl-Z.

New:Keyboard support to navigate from the e-mail editor's body window to the top tabs. Access via Shift+Tab.

New:Keyboard hot key support for E-mail Center's Create Folder local menu command. Access via Ctrl-C.

New:Addition of a Cancel option on the e-mail editor's attachment tab local menu.

New:Audible warning that "beeps" when users try to open an e-mail from the Online branch of the E-mail Center while GoldMine is still downloading headers.

New:Prompt when unlinking an e-mail from a contact that confirms whether or not to unlink the e-mail address.

New:Prompt when copying/moving attachments, which overwrite existing attachments. A progress bar is also displayed for larger attachments.

New:Prompt when inserting fields to a template for user to save or ignore changes.

New:Prompt to save a user's POP3 account password when accessing an account with no password.

New:Support to include attachments with the default New/Reply/Forward e-mail templates.

Changed:Outlook folder branches no longer automatically expand when viewed from within the E-mail Center.

Changed:Outbox and Sent mail attachments are now 'removed' from e-mails instead of being physically deleted (local menu text now displays Remove command).

Changed:E-mail subject line now supports more than 20 characters when the message is filed in history.

Changed:Replies to unlinked e-mails now remain unlinked by default.

Changed: Replies to e-mails linked to an opportunity/project now remain linked to the opportunity/project by default.

Changed: Templates for unlinked e-mails now return empty values for all inserted GoldMine fields (instead of the last active contact's information).

Changed: Cursor placement for the "New Messages:" default template that includes the <<cursor>> macro now focuses initial input in the blank Subject field (tabbing to the body places focus at the <<cursor>> location).

Changed:File attachment handling action now matches the Existing attachment default action set under the Advanced tab of the Internet preferences.

Changed:Unnamed e-mail attachments that generated filexxx.dat records will now use file extension types that are recognized by GoldMine, so that Windows can properly handle the attachment (NOTE: there are still special dat files from certain Exchange/Outlook systems use a proprietary file format that cannot be recognized)

Changed:Clicking the 'Save to file' button while reading an e-mail now automatically appends an .rtf extension if left blank.

Changed: Updates to the signature file option no longer require logging out of GoldMine.

Changed:Focus when forwarding/redirecting e-mail to a GoldMine User is now placed on the To: field (instead of the subject field).

Changed:Drafts folder now appears bolded if draft e-mails are present within the E-mail Center.

Changed:Font for E-mail Rules Center text pane is now Arial.

Changed:OK button on the Manual Recipients Entry window now remains dimmed if no entry is selected or entered manually.

Changed:OK button on the Select an E-mail Address window now remains dimmed if no entry is selected or entered manually.

Changed: Cancel button on the Complete an E-mail window now automatically closes the underlying e-mail when user chooses File it for any e-mail message (instead of requiring a second <Esc> action).

Changed:OK button when encrypting an e-mail, now remains dimmed until a password has been entered.

Fixed:E-mail Center waiting for server time outs when using dial-up networking with more than one account.

Fixed:E-mail Center locking issue when sending large attachments and simultaneously checking online accounts under Windows 98.

Fixed:Rare E-mail Center IPF when switching/clicking between folders/Online rapidly and attempting to close.

Fixed:Recurring e-mail online problem when retrieving more than 10 e-mails where the Download old messages option under the Advanced tab of the Internet preferences was checked.

Fixed:E-mail Center memory leak caused by creating a contact from an unlinked e-mail.

Fixed:Show public E-mail templates under the composing tab of Internet preferences now allows display of E-mail templates of User (public).

Fixed:E-mail rules' Send E-mail action failure.

Fixed:E-mail rules problem where actions to send/reply/forward were not being linked correctly.

Fixed:System tray e-mail icon problem under Windows 2000 related to volume settings.

Fixed:Sporadic e-mail retrieval errors under Windows 2000.

Fixed:Template bug where new macros were not working for non-default templates.

Fixed: Template bug that did not save subsequent template edits, if the first set of changes were ignored.

Fixed:Create contact from e-mail anomaly where duplicate records and cross-linked were created if multiple e-mails from a single, unlinked e-mail address existed.

Fixed:E-mail editor's 'Recipient' tab, Link option failure when sending a message to a manual recipient.

Fixed: Save attachments as linked documents issue where settings were not saved under Internet preferences.

Fixed:vCard attachments importing failure where the Web Site field was not updated.

Fixed:UUencoded mail retrieval problem where .tmp files were not being deleted.

Fixed:Decryption problem where setting encryption while reading an e-mail and then choosing the File it button caused the encrypted message to be unreadable later.

Fixed:Sending e-mail to a GoldMine User Group failure when the group name was more than 18 characters long.

Fixed:Outlook Message to Contact bug where time sent value in contact's history showed 00:00:00.

Fixed:Outlook Message to Contact issue where the signature file specified in Outlook was not attached.

Fixed:Display problem where an e-mail's Subject line was overwritten if an alarm popped up while editing.

Fixed:Screen flashing problem when completing an e-mail, and choosing to both reply to the sender and schedule a follow up.

Fixed:Lost screen focus after selecting Cancel in Complete E-mail window.

Fixed:Lost screen focus after editing Internet preferences from the E-mail Center.

Fixed:E-mail Center refresh issue when selecting Internet tab of Edit Internet Preferences icon.

Fixed:E-mail Center refresh issue where toolbar buttons were not dimmed after sending all Outbox folder mail.

Fixed:E-mail Center Outbox refresh issue where messages sometimes appeared after they were already sent.

Fixed:E-mail Rules display issue where rule set text remained bolded when inactive.

Fixed:Display issue where 'Mark as unread' icon in the e-mail reader toolbar was not sticking.

Fixed:Display issue where backspacing/deleting a URL in an e-mail message deactivated the blue coloring.

Fixed:E-mail editor mail merge display issue where a dialog was displayed unnecessarily.

REPORTS

Changed:Dialog field using date format mm/dd/yyyy now defaults to a ten character field and respects GoldMine's EPOCH settings.

Changed:Options local menu command on Reports Menu window now remains dimmed when working with the 'Other Reports' category.

Fixed:Expression fields problem where edits were ignored unless the length of the string was modified.

Fixed:Keyboard hotkey failure in report layout mode.

AUTOMATED PROCESSES

Changed:Users can no longer attach an AP when they don't have the access right.

Fixed:Perform Action display issue where the Schedule Activity option's User from field drop-down menus appeared blank after modification (event was not affected by blank display).

Fixed:Event error message when editing an existing 'Print Report' action and selecting the Options button.

Fixed: 'Print Report' action issue where the settings under the Options button displayed the last accessed page of the Reports Menu rather than the assigned Report.

Fixed:Security inconsistency where non-Master Rights users could edit triggers.

Fixed:Merge Form action issue where field data from the contact attached to the track was not inserted.

Fixed:'E-mail message' action issue where user was prompted regarding file handling if sending an e-mail template with an attachment.

Fixed:'E-mail message' action IPF when there are more than 10 sequential events with immediate triggers.

Fixed:'E-mail message' action problem where temp (.tmp) files were not deleted after a process was executed.

Fixed:'Update Field' action issue where non-Master Rights users updating that saw a different field value than defined if they did not have access to those user-defined fields.

OPPORTUNITY/PROJECT MANAGEMENT

New:Prompt that notifies the user when attempting to complete an opportunity/project with pending activities.

Changed:Keyboard hot-key access for the View drop-down list is now "I" instead of "V".

Changed: Focus after deleting an opportunity is now placed on the next opportunity in the browse window (instead of on the View field).

Changed:Output to option now remains dimmed when no opportunities/projects are listed.

Changed: Zero amount opportunities with forecasted sales modified and completed separate from the opportunity itself now create a single sales history.

Fixed:IPF when adding a new contact/user to Team tab with no existing opportunities.

Fixed:IPF when adding scheduling a forecasted sale in the Pending tab with no existing opportunities.

Fixed:Opportunity completion bug where units of linked forecasted sales were lost.

Fixed:Go to Task command failure on the Tasks tab's local menu.

Fixed: Calendar display issue where completed Tasks were not shown.

Fixed:Display problem where opportunities/projects did not appear if the length of their F2 lookup value for the

Stage was longer than the length of the Stage drop down field.

Fixed:Display issue where the Units/Price fields of an opportunity created from an E-mail message remained dimmed.

Fixed:E-mail reader problem where the Previous/Next icons did not work when scrolling in Opportunity/Project Manager.

Fixed:Linking anomaly where activities could not be linked to opportunities/projects with a space as the first character of the opportunity/project name.

Fixed:Lost screen focus after creating a new Opportunity and Forecasted Sale with a zero value Amount.

Fixed:F2 lookup focus issue where the Probability value initially selected was not highlighted by default when using the right-facing arrow.

Fixed: Sporadic refresh issue where completed opportunity information appeared when Stage was set to '(Open)'.

Fixed:Refresh issue where adding a new opportunity/project when the value for the Manager drop-down list was set to '(All)' did not immediately display the newly added item.

OUTLOOK/PILOT/WINDOWS CE SYNCHRONIZATION

New:Keyboard shortcut support for Outlook synchronization options. Alt+O to Send only: To Outlook from GoldMine and Alt+R to Retrieve only: To GoldMine from Outlook. Access via File|Synchronize|Synchronize with Outlook

New:If a previously existing Synchronization to Windows CE PDA profile is found to be missing or deleted, the Windows CE sync wizard will activate upon receiving the message "The selected profile is not found or has been deleted".

New:The Pilot Sync wizard now has two new pages for mapping the Pilot category and custom fields without using the Advanced Mapping page.

New: User notification of the need to install a new conduit.

Changed:Finish button on the Ready to Synchronize window of the Outlook/Pilot/Windows CE PDA synchronization wizards now remains dimmed if no profile name specified.

Changed:Fully curtained contacts and their linked activities no longer synchronize to or from GoldMine.

Changed:Partially curtained contacts only synchronize from GoldMine to Outlook/Pilot/Windows CE PDA now, sending just Contact1, Web Site and E-mail fields.

Changed:Outlook/Pilot/Windows CE PDA synchronization wizards now save changed mappings after users press the Finish button on the Ready to Synchronize window.

Fixed:Outlook 'Public' folders expansion problem in the E-mail Center.

Fixed:Outlook bug where a 'read' messages dragged/copied from the Outlook In-box to a custom In-box in the E-mail Center was marked as 'filed' (completed).

Fixed:Outlook synchronization Translate Error for multi-day appointments transferred to GoldMine.

Fixed:Pilot deletion where GoldMine was ignoring the Sync deletions from GoldMine to Pilot under the Advanced button's Purge tab on the Pilot Synchronization Wizard.

Fixed:Wrong 'accountno' numbering problem when synchronizing a record created on the Pilot to GoldMine if the system date was set to 2000.

Fixed:Outlook synchronization failure where CREATEON and CREATEAT fields were not populated for contacts transferred to GoldMine.

Fixed:Screen flickering issue when working with the Field Mapping tab under the Advanced button.

SYNCHRONIZATION

New:Hash table now includes a 7 character time stamp to produce unique tables when creating transfer sets under multiple task processing.

Changed:Users' unlinked scheduled activities are included in transfer sets regardless of filter.

Changed:Exceeding the number of concurrent users, Sync via network gave no indication that the maximum number of concurrent users on the host or the remote had been exceeded.

Changed:Synchronization now flags only one, primary e-mail address for contacts that have two different primary e-mail addresses.

Changed:Send Record Types for opportunity/project-related records now automatically include all associated record types in the transfer set. I.e., checking 'Oppty/Project Manager' under the 'Sales/Marketing' section also checks the 'Oppty/Project Detail Records and Linked Details' under the 'Linked Documents' section.

Changed:TLogs with the oldest SYNCSTAMP value are now also deleted when the System Logs are purged.

Changed:Synchronization send option Linked Documents|Infocenter Links|Linked Attachments item setting is retained across multiple synchronization sessions.

Changed:Clicking "Stop" or "Stop All" from the process local menu now stops the process immediately, instead of finishing the transfer set in progress.

Changed:OK button on New Site Member window now remains dimmed until a complete GoldMine serial number is entered.

Changed:Finish button on the GoldMine Synchronization Wizard welcome screen now remains dimmed when first accessed after installation.

Changed:Next button on the opening GoldSync Server Wizard window now remains dimmed if the default GoldSync server PC name is deleted.

Changed: GoldSync Administration Center's New Site wizard includes a text correction.

Fixed:INMEM issue where transfer sets created using a filter and/or large transfer sets caused GoldSync to shut down without an error message.

Fixed:Blocking issue created when duplicate ACCOUNTNOs exist in the queue table before transfer set creation.

Fixed:Transfer set creation bug where MailBox folder trees/structures were not included if a filter was activated when using the "Contact records linked to the 'Send user's calendar' list" method.

Fixed:Transfer set creation problem where linked documents were not included with linked records if the sending system's TLogs for the linked documents were purged.

Fixed:Rare transfer set creation problem when a Transfer.gts file generated by the Synchronization Wizard is manually placed in the outbound directory GoldSync site, which has no other waiting transfer sets.

Fixed:Sporadic 'Modem' connection method unhandled error linegetid() -2147483624 where GoldSync was disconnecting incoming calls.

Fixed:'Internet (Direct)' connection method error 10061 on the next connection from any site when the number of maximum concurrent connections was already exceeded.

Fixed:'Network' connection problem where Sub-license sites with lower case names in GoldSync were ignored if their names were in upper case on the remote.

Fixed:Rare 'Queue processing via shared paths' BDE Record/Key deleted error when using one process for 10 or more sites.

Fixed:Transfer set retrieval IPF when TLogs for a database exist in the transfer set, but the database does not.

Fixed:Transfer set retrieval 'Invalid Fieldname' error when receiving a transfer set that contains TLogs for a database when the database is blank.

Fixed:Transfer set retrieval failure where Linked Documents were not included when synchronizing via e-mail.

Fixed:Transfer set retrieval problem where changes to linked documents were always considered more recent than any updates on the retrieving system causing large transfer set creation times.

Fixed:Contact2 transfer set retrieval duplicate Key insertion violation error when retrieving the same transfer set twice.

Fixed:Transfer set retrieval issue where TLog deletion orders were ignored if the send filter was greater than 256 characters.

Fixed:Retrieval check options display problem when opening a transfer set attachment in the E-mail Center.

Fixed:Text display anomaly in the new site wizard of the GoldSync Administration Center caused the bottom of the 'Other License' input box to disappear.

Fixed:Icon display issue in the GoldSync Administration Center where an error was displayed whenever a Modem: Accept incoming remote connections process was set.

Fixed:Synchronization wizard selection problem where selecting only the 'E-mail Center' branch from the Send Record Types listing did not activate the Send users' calendar listing options.

Fixed:Un-checking E-mail attachment Send option in Site Group Members wizard caused E-mail Center and Mailbox record settings to be removed after Save.

CLIENT/SERVER

Changed:Importing from an SQL table allowed invalid or empty table names to be entered resulting in a BDE error.

Changed:Folder bolding method in the E-mail Center to improve speed on SQL

Fixed:Rare Document Management Center IPF when it was maximized then closed by rapidly double-clicking the X button.

Fixed:Retrieval error message that returns an error indicating GoldMine cannot insert a duplicate key violation when the following conditions are met:

a.TLog exists in the retrieval database but the actual RECID in the database does not exist

b.zzNew and zsNew exist for the same RECID in the TLOGs of the retrieval system

ADVANCED

New: API now supports multi-user thread-safe transactions.

New:Command line parameters to launch both GoldSync and Automated Processes on the same machine. Access via /s:GoldSync and /m:

New: Command line parameter to specify the GoldMine system directory. Access via /y:<SysDir>.

New:Ability to set all or certain scheduled activities private by default. Access via username.ini setting under

[ActvObj]

PrivateActvity=AC (this sets appointments and calls private. Specify other CAL rectypes for other activities)

New:API support to add and update GoldMine usernames. Access via the following calls:

Function: WriteGMUser

UserName: The GoldMine 8 character user name

Password: The user's password

FullName: The user's full name

SQLUser: The user's SQL login name

SQLPassword: The user's SQL login password

MasterUser: TRUE indicates a master user

Return Values:

Result: 1= success, 0 = failure (failure usually indicates failure to open the USERS table)

Fixed:LinkDoc DDE function failure whenever two parameters were passed (<notes> and <nSync>).

Fixed:CallerID DDE function anomaly where the State field sort order was returned instead of Phone1 field when searching for a non-existent phone number.

Fixed:Lookup.ini problem where new records created via an import process did not respect the ownership user setting or the lookup.ini.

Fixed:ReadContact problem where the API sometimes passed incorrect 'accountno' information.

Fixed:WriteGMUser function problem where it returns a false 0 value for MasterUser NV pairs.

------------------------------------------------------------

NOTE: Effective 12/99, GoldMine no longer offers any sales or technical support for GoldMine for DOS, GoldMine 2.5x, 3.x and GoldSync 1.x for Windows.

GoldMine® 5.0 and GoldMine® Sales and Marketing™ are NOT compatible with any other version of GoldMine (including 4.x, 3.x, and 2.5x)

Copyright (c) 2000 GoldMine Software Corporation. All rights Reserved.

 

===============

Feature Summary

New: 163

Changed: 110

Fixed: 152

5.00.041 Release Notes 

 Product:Goldmine 

 Version(s):5.00.041 

 Creation Date:09/28/2000 08:12:51 

 Last Modified Date:09/28/2000 08:12:51 

 Reference Category 

 Release Notes 

 Reference 

 GoldMine 5.00.041 for Windows 98/NT 4.0 Release Notes

 

GENERAL

New:Document Management Center that includes an easy-to-use toolbar and tree-view that lists Document and E-mail templates with categories for Letter/Memos/Faxes, Spreadsheets, Envelopes and Labels. Offers "default" templates for everyday correspondence, displays e-mail and rtf template previews and step-by-step guides for mass faxing, printing and messaging.  Access via Edit|Custom Templates, Contact|Write|Customize Templates or Contact|Create E-mail|Customize Templates.

 

New:Literature Fulfillment Center that includes an easy-to-use toolbar and tree-view that includes a Literature List, and sections for Literature Requests, Queued Documents and Printed Documents to maintain marketing and sales collateral, and to handle Automated Processes printing, batch printing and label/envelope processing with ZIP/Postal Code sorting.  Access via View|Literature Fulfillment.

 

New:Ability to schedule a Literature Request to send marketing and sales collateral.  Access via Schedule|Literature Request.

 

New:Referentia for GoldMine multimedia, interactive tutorial.  Access via Help|Referentia Tutorial.

 

New:Server Agents Administrator that includes server agents to manage background printing/faxing, Automated Processes, E-mail sending/retrieval, Outlook Sync and GoldSync operations.  Access via Tools|Server Agents|Agents Administrator.

 

New:Ability to redesign the top half of the contact screen.  Access from the Fields tab by right-clicking and choosing Screen Design from the local menu (Master Rights required).

 

New:Option to remove/rearrange tab folders on the main contact screen.  Access via Tabs  button under Edit|Preferences|Record.

 

New:Third Address line, Merge (to track primary contact's mail merge codes), E-mail and Web Site fields added to the information on the main contact screen.

 

New:Addition of Web Site field on the Add a New Record window.

 

New:Option when creating a new record to check for duplicate records by searching Contact name, E-mail address and Company name.  Access via File|New Record.

 

New:Last(name) field auto-updating to reflect changes to the Name (Contact) field.

 

New:"Field Local Menus" that offer pop-up navigation for modifying, looking up and sorting by fields.  Access by right-clicking on any field label on the main contact screen or Fields tab.

 

New:Indexed searching for the State and Country fields on the main contact screen.  Access via Lookup|Indexed Fields|State and Lookup|Indexed Fields|Country or by double-clicking on the field label.

 

New:GoldMine 5.0 main menu with new Lookup and Contact menus (to use your existing GoldMine 4.0 menus, access Edit|Preferences|Misc).  Refer to Quick Reference Card for a complete listing.

 

New:Hotkey support for most commonly accessed commands. Refer to Quick Reference Card for a complete listing.

 

New:"Output to" local menu command for copying to Word, Excel, Windows Clipboard and one-click reporting (supports browse windows including all tab folders on the main contact screen and the Activity List, any F2 Lookup window, the Contact Listing, and most other 'list' views).  Access via any browse window's local menu by right-clicking and choosing Output to.

 

New:"Find" local menu command for searching on a particular string (supports browse windows including all tab folders on the main contact screen and the Activity List, any F2 Lookup window, the Contact Listing, and most other 'list' views).  Access via any browse window's local menu by right-clicking and choosing Find or by pressing F3.

 

New:Option to filter pending/history activity information based on user, activity type and date range.  Access by right-clicking and choosing Options|Filter from either the Pending or History tab on the main contact screen, or any Activity List tab.

 

New:Shift-click support for selecting multiple records in a browse window.

 

New:Ability to clone F2 lookups from one field to another.  Access by choosing Setup from the target Lookup window and selecting Import Lookup entries from another field to specify the source Lookup in the F2 Fields Setup window.

 

New:Pull down F2 lookup lists.  Access by clicking on the right-facing arrows next to any field label.

 

New:Option to use auto-fill (type ahead ) functionality in all F2 lookups.  Access via the F2 Fields Setup window by selecting Auto Fill.

 

New:Option to automatically capitalize the first letter of each word in any field. Access via the F2 Fields Setup window by selecting Capitalize First Letter.

 

New:Edit "undo" functionality for edits to the main contact screen, summary and Fields tabs.  Access via Ctrl-Z.

 

New:"Copy Contact Details" option to copy various information from the main contact screen.  Access via Edit|Copy Contact Details.

 

New:Record Alerts option to set pop-up alarms for selected contacts.  Access via Edit|Record Properties|Alerts.

 

New:Ability to view all pending alarms.  Access via View|Activity List|Alarmed.

 

New:Addition of folders for scheduled Events and Other Actions to the Activity List.  Access via View|Activity List|Events and Others.

 

New:Onscreen indicator of selected user and date range in the Activity List.

 

New:Onscreen indicator of "offscreen" calendar activities.  Access via View|Calendar under the Day and Week views.

 

New:Support for color indicators to display multiple users on the calendar. Access via View|Calendar under the Day, Week and Planner views.

 

New:Option to use 24 hour time format.  Access via Edit|Preferences|Misc.

 

New:Scheduled group and recurring activities now support mass editing (in addition to the existing mass deletion capability).

 

New:Addition of "Fourth" option for scheduling recurring, monthly activities.  Access from the Recurring tab on the Schedule window.

 

New:Ability to schedule from the contact's Pending tab.  Access by right-clicking in the Pending tab and choosing Schedule from the local menu.

 

New:Option to set security access to others information by User Groups (as well as by User).  Access via File|Configure|Users' Settings|Properties under the Access tab.

 

New:Ability to resume NetUpdates from the point of download failure (partially downloaded gm5setup file must be larger  than 64K).

 

New:InfoCenter Toolbar.

 

New:Ability to convert Personal Base entries to sharable, KnowledgeBase entries.  Access from any Personal Base entry by right-clicking and choosing Options|Move to KnowledgeBase from the local menu.

 

New:Ability to automatically-generate "contents" information, which lists in alpha-numeric order the Topic names of the underlying entries,  for any book or sub-folder node.  Access from any KnowledgeBase/Personal Base entry (excluding Topic Pages) by right-clicking and choosing Options|Create Table of Contents.

 

New:Searching now highlights the returned results within the topic text.

 

New:Ability to "unlinked" any contact previously linked to an InfoCenter Topic Page.

 

New:Warning messaging when dragging topic pages and folders in the InfoCenter.

 

New:     Ability to copy the results of the dBase expression  tester (accessed via ctrl-shift-D by users with master rights) to the clipboard via the new Copy button.

 

New:     Ability to access local menus via the right-facing arrow in the upper right-hand corner of browse windows.

 

New:     Size and position of primary windows is remembered for each user.

Changed:  InfoCenter Book, Folder and Topic page creation method.

 

Changed:  Option to force valid data entry.  Access via the F2 Fields Setup window by selecting Force Valid Input.

 

Changed:  Activity List tab folder local menus include additions and reorganizations.

 

Changed:  Maximum number of user groups increased from 70 to 1,000,000.

 

Changed:  Contact tab folder local menus include additions and reorganizations.

 

Changed:  Counting and previewing filters, when using MS SQL 7.0 databases, utilizes the filter's SQL where clause (when available).

 

Changed:  Ctrl-W resizes the contact record, instead of Ctrl-Z.

 

Changed:   Ability to update units and price information when completing a new or forecasted sale.  Access via Complete|Sale.

 

 

E-MAIL

New:Outlook mail, calendar, contacts and task integration.  Access via View|E-mail Center (requires users to have Outlook 98/2000 on their workstation).

 

New:E-mail Rules to filter incoming messages, which are useful for sorting incoming messages to appropriate custom folders, eliminating junk mail and more.  Supports multiple rule sets for "out of office" auto replies, message privatization and encryption.  Access via View|E-mail Center and click the Edit E-mail rules button on the E-mail Center toolbar.

 

New:E-mail Message Search to find messages with criteria such as date ranges and selected text.  Access via the Find Messages button on the E-mail Center toolbar.

 

New:Support for e-mail merge codes (in addition to traditional mail merge codes) for targeted, one-to-one messaging.  Access via the contact record's E-mail field and the Create E-mail window's Merge tab (Contact|Create E-mail|Message to contact) or Contact|Create E-mail|E-mail Merge.

 

New: Option to mark all incoming e-mail as private. Access via Edit|Preferences|Internet|More Options|Retrieval.

 

New:Option to send a bcc: to yourself for all outgoing e-mail.  Access via Edit|Preferences|Internet|More Options|Composing.

 

New:E-mail Folder properties to provide additional security via encryption and filing for messages and attachments.  Includes options to apply settings to existing folders.  Access via View|E-mail Center by right-clicking on any folder and choosing Properties from the local menu.

 

New:Support for multiple Inboxes in the E-mail Center.

 

New:Support for sticky settings in the E-mail Center including column heading sorts, column arrangements and column widths.

 

New:Ability to select the date formatting in the E-mail Center.  Access via Edit|Preferences|Internet|More Options|E-mail Center.

 

New:Edit E-mail templates button on the E-mail Center toolbar, which launches the Document Management Center with E-mail Templates highlighted.

 

New:Tab/Shift-tab keyboard in the E-mail Center.

 

New:Support for (ALL) contacts when merging an e-mail message.

 

New:Ability to queue internal GoldMine e-mail.  Access via Contact|Create E-mail|Message to contact on the Options tab under the Queue, Calendar and History options button.

 

New:Ability to send internal GoldMine e-mail to a fixed user group, or individual members of a user group (in case user group membership changes or if individual members need to be removed from the routing list ad hoc).  Access via the To: and cc: button local menus on the E-mail editor.

 

New:E-mail editor attachments preview window with optional Large Icon, Small Icon and List viewing, Open/Copy/Move/Properties commands and content-type sensitive Synchronize and Import commands. 

 

New:Option to delete attachments when deleting e-mails. Access via Edit|Preferences|Internet|More Options|Advanced.

 

New:Option to save attachments as linked documents.  Access via Edit|Preferences|Internet|More Options|Retrieval.

 

New:Ability to send a copy of an attachment when sending a GoldMine internal e-mail.  Access via Edit|Preferences|Internet|More Options|Composing

 

New:Ability to open saved GoldMine reports sent/received as attachments.

 

New:vCard attachments can now be opened, without being imported.

 

New:Content-sensitive WebImport button on the E-mail reader.

 

New:Keyboard support for sending e-mail using Ctrl-S or Ctrl-<enter> .

 

New:Keyboard support for accessing the local menu anywhere in the E-mail Center using the Windows key.

 

New:Local menu support for any Create E-mail/Read E-mail window.  Access via right-click or Windows key.

 

New:Option for unlinked incoming mail (and for relinking existing mail) which searches for an existing (primary) contact and creates a new additional contact and associated e-mail address.

 

New:Save as draft -- continue editing button on the Create E-mail window toolbar.

 

New:E-mail document command under the Links tab.

 

Changed:  Internet and internal GoldMine e-mail is now integrated to allow cc/bcc routing to both contacts and users.

 

Changed:  E-mail notifications for activities are now also displayed in the E-mail Center.

 

Changed:  RSVP messages for activities are now also displayed in the E-mail Center.

 

Changed:  Consolidated E-mail editor for reading/creating internal and Internet messages.  Access via Contact|Create E-mail|Message to contact.

 

Changed:  When scheduling a GoldMine E-mail, the "To:" field receives focus to allow easier recipient selection.

 

Changed:  E-mail Template editor now includes toolbar with standard GoldMine merge code options.  Access via Edit|Custom Templates|E-mail Templates or Create E-mail|Customize Templates.

 

Changed:  Deleted mail can now be dragged back to the Inbox.

 

Changed:  Downloading using View|E-mail Waiting Online or clicking on the online account in the E-mail Center can be stopped now (access via black X button on the E-mail Center toolbar).

 

Changed:  Rechecking the same POP account while online is now supported.

 

Changed:  E-mail history now stores primary and additional contact information.

 

Changed:  All additional contact information is now referenced when replying or creating e-mails not associated with the primary contact.

 

Changed:  Private settings on read messages are carried over when replying to the messages.

 

Changed:  The last action for handling unlinked messages is now saved by default.

 

Changed:  When relinking an address to the current contact, the default is now to prevent accidental address mapping.

 

Changed:  Manual Recipients window has been simplified.

 

Changed:  Option to Delete retrieved mail from server has been moved to the Accounts tab and appears as Auto-delete.

 

SYNCHRONIZATION

New:GoldSync Administration Center that includes an easy-to-use toolbar and tree-view for creating, modifying, and deleting different Site Groups, Site Group Members, GoldSync Servers, and Processess.  Access via File|Synchronize|GoldSync Administration Center.

 

New:Site Group, Site Group Member, GoldSync Server, and Process summary window for previewing detailed setting/configuration information. Access via File|Synchronize|GoldSync Administration Center.

 

New:Site-specific Sync Session Logs with column sorting, copy to clipboard and full synchronization details.  Access by highlighting the specific Site Group Member in the GoldSync Administration Center to display the lower right-hand sync log preview window.

 

New:GoldSync "Active" icons with fly-out text descriptions to diagnose site configuration overrides, filters and potential conflicts, or to alert administrators of connection failures/errors.

 

New:GoldSync Administration Wizards including Site Group, Site Group Member, GoldSync Server, and Process for step-by-step walkthroughs for GoldSync setup and configuration. Access via File|Synchronize|GoldSync Administration Center.

 

New:Drag-and-drop support for managing Site Group Members.

 

New: Ability to clone the settings from Site Group Member settings when creating a new Site Group Member. Access by highlighting the specific Site Group Member, then right-clicking and choosing Clone.

 

New:Support for Site Group Members to automatically inherit any default, Site Group settings.

 

New:Option to control if a site's machine is authorized to connect GoldSync using a Verification Code.  Access by highlighting the specific Site Group Member, then right-clicking and choosing Generate Verification Code.

 

New: Option to enable/disable a Site Group Member from being processed. Access by highlighting the specific Site Group Member, then right-clicking and choosing Enable or Disable.

 

New: Support to synchronize users' security and passwords to Undocked Users and Sub-Licenses.

 

New:Support to synchronize lookup.ini.  Access via the Send Options/Retrieval Options browse windows under the Customization branch.

 

New:Option for All filtered records and user-scheduled activities' records transfer set creation method, which now allows users to send/retrieve both filtered records and those linked to the user's schedule (even if they do not satisfy the filter) as specified in the Send users' calendar browse window.

 

New:Ability to set transfer set creation methods as either All changed contact records, Contact records linked to the 'Send users' calender' list or All filtered records and user-scheduled activities' records, through the Synchronization wizard.  Access via File|Synchronization|Synchronization Wizard.

 

New:Ability to create Undocked users and Sub-Licenses during the Site Group Member setup/configuration process (previously, all Undocked users and Sub-Licenses had to be created beforehand in the License Manager).

 

New:Option to clean up zzNew and zsNew TLOGs for the same RECID a transfer set in SQL, to compensate for records that have been copied from one system to another, instead of being synchronized from one system to another.  Access via setting in GoldSync.ini

[GoldSync]

ValidateZZNew=0/1 (off by default)

 

Changed: Sync Logs have now been replaced with Sync Wizard Profile Logs and GoldSync Logs.  Access via View|GoldMine Logs.

 

Changed: Transfer set creation is now incremental (previously, GoldSync created large transfer sets whenever a remote did not pick up as scheduled since all changes from the cutoff date to the date of the pick up were added to a single transfer set), which lessens transfer set creation times.

 

Changed:  GoldSync generated transfer sets and all Synchronization wizard generated transfer sets, except when generated by the No connection with remote: Create a transfer set option under the Synchronization Wizard, are now sequentially named tsxxxxxx.gts (previously, all transfer sets had the same filename).

 

Changed:  GoldSync no longer creates all possible processes for any machine that accesses the GoldSync Administration Center (previously, GoldSync created excess, dormant processes).

 

Changed:  Filters must now be created and previewed in GoldMine before they can be used in GoldSync to ensure proper validation.

 

Changed: Send Options and Retrieve Options have been reorganized for consistency and easier selection.

 

Changed:  GoldSync Processes have been reorganized according to the connection method.

 

Changed: Delete filters can now be active continuously for a Site Group Member.  Access via the site group member wizard.

 

Changed:  Retrieval request options are no longer available in the Synchronization Wizard to prevent users configuring settings that might conflict with GoldSync. Access via File|Synchronization|Synchronization Wizard.

 

Changed:  Access to the Date/Time Conversion Utility for SyncStamps, LogStamps, and first seven characters of the RECID, is available by placing the following entries in the GoldSync.ini:

[GoldSync]

StampConv=1

 

Changed:  User lists are now stored in the users.dbf and can be synchronized between the host GoldSync Server and its Undocked Users/Sub-Licenses only.  User lists cannot be synchronized between two different licenses for security reasons.  If necessary, usernames on different licenses of GoldMine must be updated manually.

 

Changed: zzNew TLOG records on different systems are evaluated at the record level to compensate for records that have been copied from one system to another, instead of being synchronized from one system to another.

 

AUTOMATED PROCESSES

New:Ability to assign a code to any Track and assign a Track to a contact based on the Track's code (designed for macro use).  Access via Tools|Automated Process|Set up Automated Processes|Properties and Contact|Assign a Process.

 

New:Option to assign track ownership based on usernames or user groups. Access via Tools|Automated Process|Set up Automated Processes|Properties.

 

New:Ability to set a "Printing Schedule" for the Print Form Action. Tools|Automated Process|Set up Automated Processes|Edit and choose the Options button for the Print Form Action.

 

New:Support to troubleshoot track processing in the Process Monitor window.  Access via two available username.ini settings. 

[GoldMine]

APDebugLog=1   Process Monitor logging without SysLog entries

APDebugLog=2   Process Monitor logging with SysLog entries

 

Opportunity Manager

New:Graphical Pipeline Funnel.  Accessed via View|Sales Tools|Opportunities and dragging the left-hand border of the Opportunity Manager window.

 

New:Ability to convert an Opportunity to a Project.  Access by right-clicking on the selected opportunity and choosing Convert to Opportunity/Project from the local menu.

 

New:Ability to create a template based on an Opportunity/Project.  Access by right-clicking on the selected opportunity and choosing Clone into a Template from the local menu.

 

New:Option to select "ALL" users or user groups from the Manager drop down.

 

New:Support to clone an Opportunity/Project.  Access by right-clicking on the selected opportunity and choosing Clone from the local menu.

 

New:Support to insert user, date and time stamp information into any Opportunity/Project Notes field.  Access by pressing Ctrl-I.

 

New:Ability to schedule from the Opportunity/Project Pending tab.  Access by right-clicking in the Pending tab and choosing Schedule from the local menu.

 

New:Option to show or suppress the prompt based on creating an Opportunity with no Forecast amount.  Access via two username.ini settings:

[OpMgr]

AskEmptySale = 0/1        // default = 1 = prompts user to create a forecasted sale with a blank amount

AddEmptySale = 0/1        // default = 0 = does not create a forecasted sale with a blank amount

 

New:Support to track/launch Web sites in the Opportunity/Project Details tab.

 

New:  Option to include additional contacts in the Team tab.

 

New:F2 lookup list to support unlinked competitors.  Access via View|Sales Tools|Opportunities under the Competitor tab by right-clicking to choose New Unlinked Contact.

 

New:Ability to link to an Opportunity/Project when creating/retrieving a new e-mail message.

 

Changed: The probability and close date for a forecasted sale created from an Opportunity now defaults to the probability and close date of the opportunity.

 

Changed:  Default addition of Opportunity/Project creator as the first member of the Team tab.

 

Changed:  Support to display gantt bar with red outlines for Opportunity/Project Tasks whose end dates have passed.

 

------------------------------------------------------------

Initial GoldMine 5.0 for Windows 98/NT 4.0 retail release.

GoldMine 5.0 is NOT backward-compatible with any prior version of GoldMine (including 4.x, 3.x, and 2.5x)

 

========================================

 Product:Goldmine 

 Version(s):5.00.061 

 Creation Date:09/28/2000 08:38:54 

 Last Modified Date:09/28/2000 08:38:54 

 Reference Category 

 Release notes 

 Reference 

 GoldMine 5.00.061 for Windows 98/NT 4.0 Release Notes

GENERAL

 

 

New:Ability to automatically-generate "contents" information, which lists in alpha-numeric order the Topic names of the underlying entries,  for any book or sub-folder node.  Access from any KnowledgeBase/Personal Base entry (excluding Topic Pages) by right-clicking and choosing Options|Create Table of Contents.

 

New:Searching now highlights the returned results within the topic text.

 

New:Ability to "unlinked" any contact previously linked to an InfoCenter Topic Page.

 

New:Warning messaging when dragging topic pages and folders in the InfoCenter.

 

New:     Ability to copy the results of the dBase expression  tester (accessed via ctrl-shift-D by users with master rights) to the clipboard via the new Copy button.

 

New:     Ability to access local menus via the right-facing arrow in the upper right-hand corner of browse windows.

 

New:     Size and position of primary windows is remembered for each user.

Changed:  InfoCenter Book, Folder and Topic page creation method.

 

Changed:  Option to force valid data entry.  Access via the F2 Fields Setup window by selecting Force Valid Input.

 

Changed:  Activity List tab folder local menus include additions and reorganizations.

 

Changed:  Maximum number of user groups increased from 70 to 1,000,000.

 

Changed:  Contact tab folder local menus include additions and reorganizations.

 

Changed:  Counting and previewing filters, when using MS SQL 7.0 databases, utilizes the filter's SQL where clause (when available).

 

 

 

========================================

 

Version 5.00.402 for Windows 95/98/2000/NT 4.0 Release Notes

 

GENERAL

New:Setup assistance for new users if GoldMine detects that a modem is not installed.  GoldMine now prompts users with a message to specify a modem under Edit|Preferences.

 

New:Mail merge helper for writing letters, faxes, memos etc.  Access via Contact|Write|Mail Merge to specify the Template, Recipient and Output methods for a selected mailing.

 

New:Local menu support to merge to additional contacts.  Access via Contacts tab using new Mail Merge and E-mail Merge local menu commands.

 

New:Ability to complete an unscheduled Literature Request from the Pending tab's local menu.

 

New:Literature Request icon for daily activity totals in Calendar month view.  Access via the Calendar's Month tab local menu under Options|Show Totals.

 

New:Ability to open/view GoldMine reports attached to incoming/outgoing e-mails.  Access by double-clicking on the report from the attachment window of the e-mail editor.

 

New:Support to place Web Site and E-mail fields on any Custom Screen.  Access via the Fields tab's local menu New Field command, which brings up a listing of available fields.

 

New:Keyboard support to cycle through all the Activity List tabs that responded to a Ctrl+[keystroke] by repeated use of that hot key.

 

New:Keyboard shortcut support to exit all GoldMine users for database maintenance.  Ctrl+F shortcut to Force all GoldMine Users to Exit in n Minutes when running Maintenance Wizard|Maintain Database

 

New:Keyboard shortcut for Send attachments as links for GM users. Access via Alt+G under Edit|Preferences|Internet|More Options|Composing tab.

 

New:Mouse wheel support to scroll (page up/page down) through contact records in GoldMine's database.

 

New:Profile names and settings are now saved/displayed in the Process Monitor to assist with troubleshooting background tasks such as synchronization, merge/purge and importing.

 

New:Ability to Copy/Paste text from any activity 'Zoom' or 'Edit' window.

 

New:GMART32.dll contains all of GoldMine's artwork, including bitmaps and icons.

 

Changed:GoldMine's installation no longer includes AmiPro and WordPerfect document templates.

 

Changed:Edit|Undo and Ctrl-Z are now consistent with one another.

 

Changed:   "This activity is not linked to a contact…" message displayed incorrectly.

 

Changed:Completing an alarmed GoldMine e-mail, while its alarm window is open, now automatically closes the  alarm window.

 

Changed:Scheduled GoldMine e-mail now appears in the Activity List, Pending tab and Calendar based on the future date specified under the Queue, Calendar and History Options of the e-mail.

 

Changed:The local menu for e-mail on the Calendar now matches local menu options of the Activity List.

 

Changed:Notes fields are no longer available for insertion under the Fields tab Screen Design.

Changed:Add a New Record window now limits the length of the E-mail Address field to match E-mail Adresses window.

 

Changed:At least one user name must be selected from the Select Users window of the Calendar.

 

Changed:Select button on the Schedule activity window's Resource tab now remains dimmed if no resources are selected.

 

Changed:Edit|Delete Contact menu is now dimmed if a non-Master Rights user does not have Delete access.

 

Changed:Ctrl+V is now the hot key to view the Events tab of the Activity list.

 

Changed:Document Management Center local menu option Reset Default hot key is now Alt+L.

 

Changed:Document Management Center's User drop-down list now defaults to the last selected username after selecting any mail merge operation.

 

Changed:Under the Mail Merge Properties' Recipient tab, choosing the All contacts linked to [  ] radio option now activates the Additional contacts check option by default.

 

Changed:Expand command, on the GoldMine Logs local menu, now remains dimmed if no sub-folders exist.

 

Changed: Document Management Center Clone Template, Edit Template and Merge and Edit Template buttons now remain dimmed if a template is not highlighted.

 

Changed:Merge/Purge criteria settings refresh upon deletion to allow new settings for the same field to be selected as in previous criteria.

 

Changed:Merge Tagged Records command is now dimmed if only one record is tagged.

 

Changed:Server Agents Administrator's Apply to other users/Select Users settings now apply on an individual basis for available background processes.

Changed:Complete an activity window now displays the total 40 characters in the Contact field.

 

Changed:Position lookup in the Field Properties window now displays a 3-digit length field.

 

Changed:Fields button on the Field Properties window is now dimmed if editing Contact1 fields.

 

Fixed:  Intermittent preferences bug where modem specifications where not being saved if more than one modem was installed.

 

Fixed:F2 lookup problem where importing the Users list referenced the lookup table instead of users table.

 

Fixed:Server Agents bug that sometimes caused queued documents to be printed on the wrong dates.

 

Fixed:Merge code updating failure where additional contact merge Codes were not switched with primary merge codes when using either the Swap with Primary or Convert to Record options in the Contacts tab.

 

Fixed:Org Chart Replicate Data failure where Address3 field values were not propagated if the tree contained an additional contact that was converted to a record for inclusion in the tree.

 

Fixed:User-defined field anomaly where values from single-byte length fields could not be deleted/overwritten once entered.

 

Fixed:User-defined field IPF when rebuilding after adding a numeric field with a decimal for its field length.

 

Fixed:Screen Designer IPF when deleting the Country, Merge or Key5 fields.

 

Fixed:Screen Designer IPF following a "Table is Busy" BDE error when adding a single new field and then rebuilding.

 

Fixed:Field properties IPF when closing GoldMine after pressing Ctrl and double-clicking on the field's label.

 

Fixed:Fax field, phone format change problem when dragging the Fax to/from its original location.

 

Fixed:Screen display problem when clicking the Internet preferences tab for users without Toolbar Settings access.

 

Fixed:Rare Leads Analysis IPF when analyzing on Source with no Optional Field value selected if an analysis that included optional field had just been run.

 

Fixed:BDE error during rebuild caused by adding user-defined fields with a "#" characters in the field name.

 

Fixed:BDE importing BLOB error when dBase files without both company and contact information contained notes, which were mapped to GoldMine's notes field.

 

Fixed:Obscure IPF if closing GoldMine after clicking OK on the error dialog when pressing CTRL-Double-click and then deleting Phone1.

 

Fixed:Obscure IPF if an SQL query with a long name was saved too quickly.

 

Fixed:Rare IPF if upgrading from 4.0 to 5.0 and creating undocked user license before accessing the Synchronization menu.

 

Fixed:Sporadic IPF when attempting to open a different Contact set with Process Monitor running.

 

Fixed:Sporadic import problem where the match-field setting under the Import Profile Options was not respected when saving an Import profile.

 

Fixed:Security problem where non-Master Rights users could create and place new user-defined fields when using the toolbars.

 

Fixed:  Security problem where non-Master Rights users could reset contact record ownership by setting specific options in the Territory Alignment Wizard, and then choosing Edit|Record Properties|Ownership.

 

Fixed:Security problem where non-Master Rights users could use the Org Chart to replicate and then view contact data for other user's partially curtained records.

 

Fixed:Security problem where users could add or delete group members from the Groups tab Members listing even if they had no rights to other users' groups under the User Properties Access tab.

 

Fixed:Security problem where users could use the toolbar's Delete this contact icon to delete records owned by other users.

 

Fixed:Security inconsistency where non-Master Rights users without menu access to Maintain Database could reindex GoldMine using a command line string (Run c:\Program Files\GoldMine\gmw5.exe /r:1, 2 /u:NOMASTER /p:).

 

Fixed:Security problem where a user could double-click  from a contact record's Oppty or Proj tabs to view information even if they had no Menu access to Opportunities and Projects.

 

Fixed:  Security inconsistency where non-Master Rights users without forecasted sales access could view/edit opportunities.

 

Fixed:Security inconsistency where users could delete Sources in the Leads Analysis file even if they had no Edit/Delete rights under the Source field F2 lookup.

 

Fixed:Security inconsistency where non-Master Rights users could access information on contact records owned by other users via the Edit|Copy Contact Details command.

 

Fixed:Security inconsistency where non-Master Rights users could delete Links, even if they had no rights to Links under the User Properties Access tab.

 

Fixed:Security inconsistency where non-Master Rights users could attach files to InfoCenter entries for which they did not have 'Update Access'.

 

Fixed:Security inconsistency where users could still access Templates, even if the Menu settings for their user Properties were disabled, by clicking on the Write toolbar icon.

 

Fixed:Rare security inconsistency where users could view other users' calendars after access rights were removed if their previous GoldMine session had a calendar set to view (ALL) users.

 

Fixed:Security conflict where non-Master Rights users could not open contact sets that were owned by a User Group in which they were members.

 

Fixed:Tabs settings issue where modifications made to another users Display Tabs under Edit|Preferences|Record were ignored.

 

Fixed:Regional settings problem where GoldMine did not honor the MMM-dd-yyyy date format for the months of March and May.

 

Fixed:Minor display issue in the Available Time tab where only single digit hours were shown under certain circumstances.

 

Fixed:Ini setting problem where the time/date values for alarms were blank if user specified OnByDefault=A under the [GMAlarm] section of their username.ini.

 

Fixed:Dimmed Open button in File|Open Database after trying to open the currently active database, then trying to open another database.

 

Fixed:GoldMine Maintenance Wizard setting problem where the check options for System Log Types could not be unchecked once they were selected.

 

Fixed:Contact Record Statistics issue in the History tab where decimal values were rounded to lowest dollar.

 

Fixed:Create duplicate record bug where duplicates were not created if the option was selected twice in a row for adding new records.

 

Fixed:Calendar preference issue where deleted countries were not removed from the Holidays Maintenance list.

 

Fixed:Activity updating issue where dragging a scheduled activity on the Calendar to a new time did not update the Alarm's AM/PM value.

 

Fixed:Summary tab updating issue where dragging a scheduled item on the Calendar to a new time did not change the corresponding Next Action/Call Back/Appointment/Forecast fields.

 

Fixed:Lost Calendar focus when choosing Go to Date on the Outline tab.

 

Fixed:Lost Calendar focus when double-clicking to zoom from the Planner tab to display the Day tab.

 

Fixed:Lost Calendar focus when completing an activity on the Day tab and then editing that same completed activity.

 

Fixed:Outline tab screen "blinking" issue while a Record Alert window was being displayed.

 

Fixed:Activity List display issue where "block" characters from RSVP messages were displayed in the lower, right-hand detail window.

 

Fixed:Scheduling problem where monthly, recurring activities for the 31st  were not set for the correct date.

 

Fixed:Sporadic contact record title bar display issue where a Tagged Record filter would equal 0.

 

Fixed:Record Alert refresh issue where the Log this alert in history when user is alerted option became unchecked after selecting an alert from the Record Properties Alerts tab listing.

 

Fixed:Non-typed field name additions to templates are now marked as edited.

 

Fixed:Document Management Center bug where modifications to a (public) template were not creating a customized template for the logged user.

 

Fixed:Document Management Center refresh issue where changing the Document Type option for a template did not immediately move the template to the new section.

 

Fixed:Document Management Center refresh issue when accessing template Properties for one template provides access to all templates.

 

Fixed:Literature Fulfillment Center failure where the Purge All local menu option under the Printed Documents branch did not function.

 

Fixed:Literature Fulfillment Center refresh issue where successfully "fulfilled" (printed/faxed) WordPad documents were not removed from the Queued Documents listing.

Fixed:Rare display issue where the Delete Contact Record dialog appeared when deleting a user-defined field under certain circumstances.

Fixed:GoldMine System Logs display issue where the GoldSync Logs icon  was missing.

 

E-MAIL

New: support for default templates when sending messages via Outlook.  Access via Contact|Create E-mail|Outlook Message to contact.

 

New:Support for global E-mail rules.  Access for Master-rights users only via View|E-mail Center and then click the Edit E-mail rules button on the E-mail Center toolbar.  Global rules include two default rule sets, "Global prefix" - whose rules are evaluated before the user's personal rule set - and "Global suffix" - whose rules are evaluated after the user's personal rule-set.  Global rules let site administrators apply rules to ALL GoldMine users.

 

For example, Global Rules can be defined to delete "spam" mail before it arrives at the user mailbox.

 

New:E-mail template macros for the primary recipient and primary recipient's e-mail address (<<RcptName>> and <<RcptEmail>> ).

 

New:E-mail template dBase expression macro to support short date format from Windows Regional Settings (WDATE).  Passing a 4 uses the long date setting and passing a 5 uses the short date setting

 

New:E-mail Rules Center commands to save, load, append 'Append from file' - 'Save as Template' options.

 

New:E-mail Center 'Fast File' and 'File it' toolbar buttons.

 

New:E-mail Center local menu access for 'Preferences,' 'E-mail Rules' and 'Templates'.

 

New:Use 8 bit encoding option for International users to force 8 BIT encoding.  Access via Edit|Preferences|Internet|More Options|Composing tab.

 

New:SPA (Challenge/Response) account authentication option, which allows GoldMine to authenticate against Exchange Server (without openly sending passwords).  Access via Edit|Preferences|Internet|More Options|Accounts.

 

New:Detailed process monitor descriptions of why background E-mail retrieval skips one or more incoming messages.

 

New:Optimized retrieval and display of E-mail Center folders and folder contents.

 

New:Prompt to save edits to an e-mail or e-mail template warning user to save before closing.

 

New:Keyboard support for replying to e-mail.  Access via Ctrl+R.

 

New:Keyboard support for linking attachments to e-mail.  Access via Alt+A.

 

New:Keyboard support for Rich Edit controls in the e-mail editor.  Access via Ctrl+B/U/I for character bolding, underlining, and italicizing.

 

New:Keyboard support to undo edits in the e-mail editor.  Access via Ctrl-Z.

 

New:Keyboard support to navigate from the e-mail editor's body window to the top tabs.  Access via Shift+Tab.

 

New:Keyboard hot key support for E-mail Center's Create Folder local menu command.  Access via Ctrl-C.

 

New:Addition of a Cancel option on the e-mail editor's attachment tab local menu.

 

New:Audible warning that "beeps" when users try to open an e-mail from the Online branch of the E-mail Center while GoldMine is still downloading headers.

 

New:Prompt when unlinking an e-mail from a contact that confirms whether or not to unlink the e-mail address.

 

New:Prompt when copying/moving attachments, which overwrite existing attachments. A progress bar is also displayed for larger attachments.

 

New:Prompt when inserting fields to a template for user to save or ignore changes.

 

New:Prompt to save a user's POP3 account password when accessing an account with no password.

 

New:Support to include attachments with the default New/Reply/Forward e-mail templates.

 

Changed:Outlook folder branches no longer automatically expand when viewed from within the E-mail Center.

 

Changed:Outbox and Sent mail attachments are now 'removed' from e-mails instead of being physically deleted (local menu text now displays Remove command).

 

Changed:E-mail subject line now supports more than 20 characters when the message is filed in history.

 

Changed:Replies to unlinked e-mails now remain unlinked by default.

 

Changed:  Replies to e-mails linked to an opportunity/project now remain linked to the opportunity/project by default.

 

Changed:  Templates for unlinked e-mails now return empty values for all inserted GoldMine fields (instead of the last active contact's information).

 

Changed: Cursor placement for the "New Messages:" default template that includes the <<cursor>> macro now focuses initial input in the blank Subject field (tabbing to the body places focus at the <<cursor>> location).

 

Changed:File attachment handling action now matches the Existing attachment default action set under the Advanced tab of the Internet preferences.

 

Changed:Unnamed e-mail attachments that generated filexxx.dat records will now use file extension types that are recognized by GoldMine, so that Windows can properly handle the attachment (NOTE: there are still special dat files from certain Exchange/Outlook systems use a proprietary file format that cannot be recognized)

 

Changed:Clicking the 'Save to file' button while reading an e-mail now automatically appends an .rtf extension if left blank.

 

Changed:  Updates to the signature file option no longer require logging out of GoldMine.

 

Changed:Focus when forwarding/redirecting e-mail to a GoldMine User is now placed on the To: field (instead of the subject field).

 

Changed:Drafts folder now appears bolded if draft e-mails are present within the E-mail Center.

 

Changed:Font for E-mail Rules Center text pane is now Arial.

 

Changed:OK button on the Manual Recipients Entry window now remains dimmed if no entry is selected or entered manually.

 

Changed:OK button on the Select an E-mail Address window now remains dimmed if no entry is selected or entered manually.

 

Changed:  Cancel button on the Complete an E-mail window now automatically closes the underlying e-mail when user chooses File it for any e-mail message (instead of requiring a second <Esc> action).

 

Changed:OK button when encrypting an e-mail, now remains dimmed until a password has been entered.

 

Fixed:E-mail Center waiting for server time outs when using dial-up networking with more than one account.

 

Fixed:E-mail Center locking issue when sending large attachments and simultaneously checking online accounts under Windows 98.

 

Fixed:Rare E-mail Center IPF when switching/clicking between folders/Online rapidly and attempting to close.

 

Fixed:Recurring e-mail online problem when retrieving more than 10 e-mails where the Download old messages option under the Advanced tab of the Internet preferences was checked.

 

Fixed:E-mail Center memory leak caused by creating a contact from an unlinked e-mail.

 

Fixed:Show public E-mail templates under the composing tab of Internet preferences now allows display of E-mail templates of User (public).

 

Fixed:E-mail rules' Send E-mail action failure.

 

Fixed:E-mail rules problem where actions to send/reply/forward were not being linked correctly.

 

Fixed:System tray e-mail icon problem under Windows 2000 related to volume settings.

 

Fixed:Sporadic e-mail retrieval errors under Windows 2000.

 

Fixed:Template bug where new macros were not working for non-default templates.

 

Fixed: Template bug that did not save subsequent template edits, if the first set of changes were ignored.

 

Fixed:Create contact from e-mail anomaly where duplicate records and cross-linked were created if multiple e-mails from a single, unlinked e-mail address existed.

 

Fixed:E-mail editor's 'Recipient' tab, Link option failure when sending a message to a manual recipient.

 

Fixed: Save attachments as linked documents issue where settings were not saved under Internet preferences.

 

Fixed:vCard attachments importing failure where the Web Site field was not updated.

 

Fixed:UUencoded mail retrieval problem where .tmp files were not being deleted.

 

Fixed:Decryption problem where setting encryption while reading an e-mail and then choosing the File it button caused the encrypted message to be unreadable later.

 

Fixed:Sending e-mail to a GoldMine User Group failure when the group name was more than 18 characters long.

 

Fixed:Outlook Message to Contact bug where time sent value in contact's history showed 00:00:00.

 

Fixed:Outlook Message to Contact issue where the signature file specified in Outlook was not attached.

 

Fixed:Display problem where an e-mail's Subject line was overwritten if an alarm popped up while editing.

 

Fixed:Screen flashing problem when completing an e-mail, and choosing to both reply to the sender and schedule a follow up.

 

Fixed:Lost screen focus after selecting Cancel in Complete E-mail window.

 

Fixed:Lost screen focus after editing Internet preferences from the E-mail Center.

 

Fixed:E-mail Center refresh issue when selecting Internet tab of Edit Internet Preferences icon.

 

Fixed:E-mail Center refresh issue where toolbar buttons were not dimmed after sending all Outbox folder mail.

 

Fixed:E-mail Center Outbox refresh issue where messages sometimes appeared after they were already sent.

 

Fixed:E-mail Rules display issue where rule set text remained bolded when inactive.

 

Fixed:Display issue where 'Mark as unread' icon in the e-mail reader toolbar was not sticking.

 

Fixed:Display issue where backspacing/deleting a URL in an e-mail message deactivated the blue coloring.

 

Fixed:E-mail editor mail merge display issue where a dialog was displayed unnecessarily.

 

REPORTS

Changed:Dialog field using date format mm/dd/yyyy now defaults to a ten character field and respects GoldMine's EPOCH settings.

 

Changed:Options local menu command on Reports Menu window now remains dimmed when working with the 'Other Reports' category.

 

Fixed:Expression fields problem where edits were ignored unless the length of the string was modified.

 

Fixed:Keyboard hotkey failure in report layout mode.

 

AUTOMATED PROCESSES

Changed:Users can no longer attach an AP when they don't have the access right.

 

Fixed:Perform Action display issue where the Schedule Activity option's User from field drop-down menus appeared blank after modification (event was not affected by blank display).

 

Fixed:Event error message when editing an existing 'Print Report' action and selecting the Options button.

 

Fixed: 'Print Report' action issue where the settings under the Options button displayed the last accessed page of the Reports Menu rather than the assigned Report.

 

Fixed:Security inconsistency where non-Master Rights users could edit triggers.

 

Fixed:Merge Form action issue where field data from the contact attached to the track was not inserted.

 

Fixed:'E-mail message' action issue where user was prompted regarding file handling if sending an e-mail template with an attachment.

 

Fixed:'E-mail message' action IPF when there are more than 10 sequential events with immediate triggers.

 

Fixed:'E-mail message' action problem where temp (.tmp) files were not deleted after a process was executed.

 

Fixed:'Update Field' action issue where non-Master Rights users updating that saw a different field value than defined if they did not have access to those user-defined fields.

 

OPPORTUNITY/PROJECT MANAGEMENT

New:Prompt that notifies the user when attempting to complete an opportunity/project with pending activities.

 

Changed:Keyboard hot-key access for the View drop-down list is now "I" instead of "V".

 

Changed: Focus after deleting an opportunity is now placed on the next opportunity in the browse window (instead of on the View field).

 

Changed:Output to option now remains dimmed when no opportunities/projects are listed.

 

Changed: Zero amount opportunities with forecasted sales modified and completed separate from the opportunity itself now create a single sales history.

 

Fixed:IPF when adding a new contact/user to Team tab with no existing opportunities.

 

Fixed:IPF when adding scheduling a forecasted sale in the Pending tab with no existing opportunities.

 

Fixed:Opportunity completion bug where units of linked forecasted sales were lost. 

 

Fixed:Go to Task command failure on the Tasks tab's local menu.

 

Fixed: Calendar display issue where completed Tasks were not shown.

 

Fixed:Display problem where opportunities/projects did not appear if the length of their F2 lookup value for the

Stage was longer than the length of the Stage drop down field.

 

Fixed:Display issue where the Units/Price fields of an opportunity created from an E-mail message remained dimmed.

 

Fixed:E-mail reader problem where the Previous/Next icons did not work when scrolling in Opportunity/Project Manager.

 

Fixed:Linking anomaly where activities could not be linked to opportunities/projects with a space as the first character of the opportunity/project name.

 

Fixed:Lost screen focus after creating a new Opportunity and Forecasted Sale with a zero value Amount.

 

Fixed:F2 lookup focus issue where the Probability value initially selected was not highlighted by default when using the right-facing arrow.

 

Fixed: Sporadic refresh issue where completed opportunity information appeared when Stage was set to '(Open)'.

 

Fixed:Refresh issue where adding a new opportunity/project when the value for the Manager drop-down list was set to '(All)' did not immediately display the newly added item.

 

OUTLOOK/PILOT/WINDOWS CE SYNCHRONIZATION

New:Keyboard shortcut support for Outlook synchronization options.  Alt+O to Send only: To Outlook from GoldMine and Alt+R to Retrieve only: To GoldMine from Outlook.  Access via File|Synchronize|Synchronize with Outlook

 

New:If a previously existing Synchronization to Windows CE PDA profile is found to be missing or deleted, the Windows CE sync wizard will activate upon receiving the message "The selected profile is not found or has been deleted".

 

New:The Pilot Sync wizard now has two new pages for mapping the Pilot category and custom fields without using the Advanced Mapping page.

 

New: User notification of the need to install a new conduit.

 

Changed:Finish button on the Ready to Synchronize window of the Outlook/Pilot/Windows CE PDA synchronization wizards now remains dimmed if no profile name specified.

 

Changed:Fully curtained contacts and their linked activities no longer synchronize to or from GoldMine.

 

Changed:Partially curtained contacts only synchronize from GoldMine to Outlook/Pilot/Windows CE PDA now, sending just Contact1, Web Site and E-mail fields.

 

Changed:Outlook/Pilot/Windows CE PDA synchronization wizards now save changed mappings after users press the Finish button on the Ready to Synchronize window. 

 

Fixed:Outlook 'Public' folders expansion problem in the E-mail Center.

 

Fixed:Outlook bug where a 'read' messages dragged/copied from the Outlook In-box to a custom In-box in the E-mail Center was marked as 'filed' (completed).

 

Fixed:Outlook synchronization Translate Error for multi-day appointments transferred to GoldMine.

 

Fixed:Pilot deletion where GoldMine was ignoring the Sync deletions from GoldMine to Pilot under the Advanced button's Purge tab on the Pilot Synchronization Wizard.

 

Fixed:Wrong 'accountno' numbering problem when synchronizing a record created on the Pilot to GoldMine if the system date was set to 2000.

 

Fixed:Outlook synchronization failure where CREATEON and CREATEAT fields were not populated for contacts transferred to GoldMine. 

 

Fixed:Screen flickering issue when working with the Field Mapping tab under the Advanced button.

 

SYNCHRONIZATION

New:Hash table now includes a 7 character time stamp to produce unique tables when creating transfer sets under multiple task processing.

 

Changed:Users' unlinked scheduled activities are included in transfer sets regardless of filter.

 

Changed:Exceeding the number of concurrent users, Sync via network gave no indication that the maximum number of concurrent users on the host or the remote had been exceeded.

 

Changed:Synchronization now flags only one, primary e-mail address for contacts that have two different primary e-mail addresses.

 

Changed:Send Record Types for opportunity/project-related records now automatically include all associated record types in the transfer set. I.e., checking 'Oppty/Project Manager' under the 'Sales/Marketing' section also checks the 'Oppty/Project Detail Records and Linked Details' under the 'Linked Documents' section.

 

Changed:TLogs with the oldest SYNCSTAMP value are now also deleted when the System Logs are purged.

 

Changed:Synchronization send option Linked Documents|Infocenter Links|Linked Attachments item setting is retained across multiple synchronization sessions.

 

Changed:Clicking "Stop" or "Stop All" from the process local menu now stops the process immediately, instead of finishing the transfer set in progress.

 

Changed:OK button on New Site Member window now remains dimmed until a complete GoldMine serial number is entered.

 

Changed:Finish button on the GoldMine Synchronization Wizard welcome screen now remains dimmed when first accessed after installation.

 

Changed:Next button on the opening GoldSync Server Wizard window now remains dimmed if the default GoldSync server PC name is deleted.

 

Changed: GoldSync Administration Center's New Site wizard includes a text correction.

 

Fixed:INMEM issue where transfer sets created using a filter and/or large transfer sets caused GoldSync to shut down without an error message.

 

Fixed:Blocking issue created when duplicate ACCOUNTNOs exist in the queue table before transfer set creation.

 

Fixed:Transfer set creation bug where MailBox folder trees/structures were not included if a filter was activated when using the "Contact records linked to the 'Send user's calendar' list" method.

 

Fixed:Transfer set creation problem where linked documents were not included with linked records if the sending system's TLogs for the linked documents were purged.

 

Fixed:Rare transfer set creation problem when a Transfer.gts file generated by the Synchronization Wizard is manually placed in the outbound directory GoldSync site, which has no other waiting transfer sets.

 

Fixed:Sporadic 'Modem' connection method unhandled error linegetid() -2147483624 where GoldSync was disconnecting incoming calls.

 

Fixed:'Internet (Direct)' connection method error 10061 on the next connection from any site when the number of maximum concurrent connections was already exceeded.

 

Fixed:'Network' connection problem where Sub-license sites with lower case names in GoldSync were ignored if their names were in upper case on the remote.

 

Fixed:Rare 'Queue processing via shared paths' BDE Record/Key deleted error when using one process for 10 or more sites.

 

Fixed:Transfer set retrieval IPF when TLogs for a database exist in the transfer set, but the database does not.

 

Fixed:Transfer set retrieval 'Invalid Fieldname' error when receiving a transfer set that contains TLogs for a database when the database is blank.

 

Fixed:Transfer set retrieval failure where Linked Documents were not included when synchronizing via e-mail.

 

Fixed:Transfer set retrieval problem where changes to linked documents were always considered more recent than any updates on the retrieving system causing large transfer set creation times.

 

Fixed:Contact2 transfer set retrieval duplicate Key insertion violation error when retrieving the same transfer set twice.

 

Fixed:Transfer set retrieval issue where TLog deletion orders were ignored if the send filter was greater than 256 characters.

 

Fixed:Retrieval check options display problem when opening a transfer set attachment in the E-mail Center.

 

Fixed:Text display anomaly in the new site wizard of the GoldSync Administration Center caused the bottom of the 'Other License' input box to disappear.

 

Fixed:Icon display issue in the GoldSync Administration Center where an error was displayed whenever a Modem: Accept incoming remote connections process was set.

 

Fixed:Synchronization wizard selection problem where selecting only the 'E-mail Center' branch from the Send Record Types listing did not activate the Send users' calendar listing options.

 

Fixed:Un-checking E-mail attachment Send option in Site Group Members wizard caused E-mail Center and Mailbox record settings to be removed after Save.

 

CLIENT/SERVER

Changed:Importing from an SQL table allowed invalid or empty table names to be entered resulting in a BDE error. 

 

Changed:Folder bolding method in the E-mail Center to improve speed on SQL

 

Fixed:Rare Document Management Center IPF when it was maximized then closed by rapidly double-clicking the X button.

 

Fixed:Retrieval error message that returns an error indicating GoldMine cannot insert a duplicate key violation when the following conditions are met:

 

a.TLog exists in the retrieval database but the actual RECID in the database does not exist

b.zzNew and zsNew exist for the same RECID in the TLOGs of the retrieval system

 

ADVANCED

New:   API now supports multi-user thread-safe transactions.

 

New:Command line parameters to launch both GoldSync and Automated Processes on the same machine.  Access via /s:GoldSync and /m:

 

New: Command line parameter to specify the GoldMine system directory.  Access via /y:<SysDir>.

 

New:Ability to set all or certain scheduled activities private by default.  Access via username.ini setting under

[ActvObj]

PrivateActvity=AC (this sets appointments and calls private.  Specify other CAL rectypes for other activities)

 

New:API support to add and update GoldMine usernames. Access via the following calls: 

Function: WriteGMUser

 

UserName:        The GoldMine 8 character user name

Password:         The user's password

FullName:         The user's full name

SQLUser:          The user's SQL login name

SQLPassword:  The user's SQL login password

MasterUser:      TRUE indicates a master user

 

Return Values:

Result:   1= success,  0 = failure (failure usually indicates failure to open the USERS table)

 

Fixed:LinkDoc DDE function failure whenever two parameters were passed (<notes> and <nSync>).

 

Fixed:CallerID DDE function anomaly where the State field sort order was returned instead of  Phone1 field when searching for a non-existent phone number.

 

Fixed:Lookup.ini problem where new records created via an import process did not respect the ownership user setting or the lookup.ini. 

 

Fixed:ReadContact problem where the API sometimes passed incorrect 'accountno' information.

 

Fixed:WriteGMUser function problem where it returns a false 0 value for MasterUser NV pairs.

 

------------------------------------------------------------

NOTE: Effective 12/99, GoldMine no longer offers any sales or technical support for GoldMine for DOS, GoldMine 2.5x, 3.x  and GoldSync 1.x for Windows.

 

GoldMine® 5.0 and GoldMine® Sales and Marketing™ are NOT compatible with any other version of GoldMine (including 4.x, 3.x, and 2.5x)

 

Copyright (c) 2000 GoldMine Software Corporation. All rights Reserved.

 

 

===============

Feature Summary

New:     163

Changed: 110

Fixed:   152

TECHNOTE FOR
FRONTRANGE
GOLDMINE V5.0 SINGLE ONLINE-DOC

 

 

Category

Software

 

Sugg. Retail

$199.00

Subcategory

Project & Time Management Software

 

Platform

WIN-32

Media

CROM

 

SKU#

007107

Manufacturer Part No.

61001-00050-SXL

 

UPC

0744844602975

Class

 

 

Type

 

Restriction

 

 

 

 



Sales Description

GoldMine provides the tools businesses need to gather, store and analyze customer information in order to win, and more importantly,retain customers. Designed for the workgroup, GoldMine collects and centralizes all information flowing through an organization. GoldMine bridges the gap between complex, expensive Sales Force Automation software and lower-end Contact Managers to give you high-end results at an affordable price.

 

Key Buying Points

Complete Contact History Tracking:
Have instant access to everything that has happened to an account
Document Management:
Keep track of your frequently used letters and e-mail templates
Opportunity Management:
View the combined status of all your pending sales
Automated Processes
Literature Fulfillment
Leads Analysis
Sales and Quota Analyses
Custom Reports
Statistical Analysis
Web Data Capture
E-mail Center
Outlook E-mail Integration

 

System & Other Requirements

486SX or higher IBM compatible PC
VGA Monitor
16MB RAM
65MB free hard drive space
Microsoftr Windows 95/98/NT
DOS 3.1 file- and record-locking compatible networks

 

Options and Accessories

(DP-007106) - NFR Goldmine V5.0 Standard Evaluation Kit
(DP-007107) - Goldmine V5.0
(DP-007108) - Goldmine V5.0 5-User
(DP-007109) - Goldmine V5.0 10-User

 

 

 

Pallet Qty

20

 

Case Pack Qty

0

 

Shippable Carton Flag

N

 

Package Length

9.5 Inches

 

Package Width

8 Inches

 

Package Height

3.25 Inches