wMobile Online User Group: Creating Filters in wMobile Desktop (February 2017)

+wMobile Online User Group

Wednesday, February 22, 2017

Agenda

• Review of Existing Resources• Features and fixes in wMobile• Focus Topic: Creating Filters in

wMobile Desktop• Roadmap• Open Q&A

Existing Resources

• Website• www.w-systems.com/products/wmobile

• Videos• Recorded Training under Webinars tab• Downloads and Resources

• Installer Links• Online User Guide

• Release Notes• Support

• Upcoming Training• Request Technical Support • Email support@w-systems.com

• Blog Articleshttps://www.w-systems.com/blog/wmobile

wMobile Updates

• Posted on wMobile Product Page• http://www.w-systems.com/products/wmobile/releases

• Included in newsletter (every 2 months)• wMobile Installer will always check for latest release• You must be on maintenance to update

Turn Your wMobile Success into a W-Systems Case Study

We are looking for customers that would be interested in having W-Systems write a case study about the impact that wMobile has had within your company.

• Your company will receive visibility on both our website and social media channels.

• As a thank you for your time you will receive a $50 Amazon Gift Card.

• More information: http://wsyste.ms/cs-wmobile-augUG

What’s New in wMobile

• Update in Default user options on Apply Change to All Users

• Apply all the settings in the node, or just the highlighted setting.

• SendTo recipient missing from GoldMine Sent folders when email is sent to GM user (and GM is set to use internal messaging)

• Issues fixed for older operating systems:• Installer throws "Not a valid Win32 application" error when

updating RemoteGoldMineService• wMobileDesktop update throws the "The directory is not

empty" error in older operating systems• Disable Run command in wDiagnostics when diagnostic

process is running in order to avoid crash application

Default User Options – Apply to All Users

• There is a new option when applying a change to all users in Default User Options – to apply all the settings in the node, or just the highlighted setting.

Sent To Recipient was Missing

• The SendTo Recipient was missing in Sent folders under certain circumstances.

• If GoldMine was set to use internal messaging as the default.

Send To Recipient

• This issue has now been resolved, and the GM user will be displayed in the Sent To column.

Older Operating Systems Still Supported

• In addition to support for Server 2016, we are still also supporting older operating systems such as Windows Server 2003 and 32-bit operating systems.

• We’ve fixed two issues reported by customers with these older systems.

• Installer throws "Not a valid Win32 application" error when updating RemoteGoldMineService

• wMobileDesktop update throws the "The directory is not empty" error in older operating systems.

wDiagnostic Improvement

• The wDiagnostic starts to run as soon as it’s launched. We noticed that it was still possible to click on ‘Run’ when it was already running, causing the application to crash. The Run button is now grayed out while the application is running to prevent this.

What’s New in wMobile Phone

• Streamlined CheckMail/Refresh functionality in wMobilePhone

• Error fixed on updating contact info when potential duplicates exist in wMobile Phone

Check Mail

• Streamlined CheckMail/Refresh functionality in wMobilePhone.

• There’s now only button.• Refresh happens

automatically every 5 seconds.

• After clicking on Check Mail, it shows it’s in progress.

Duplicate Detection

• A customer reported an error when updating contact information and a potential duplicate existed. The error is resolved.

• Duplicate detection settings are located in the wMobile Manager Console System Settings.

Duplicate Detection

What’s New in wMobile Desktop

• Add user ability to add/remove/rename custom GM folders• Ability to move emails between folders• Improved Check Names functionality• wMobileDesktop Month calendar will now display history activities

with multiple day duration

FIXED: • Carriage returns stripped in activity notes on new/edit/complete

wMobileDesktop activities.• wMobileDesktop recently viewed contacts list not loading when

contact name or company contains '#'• Contact related records not removed when deleting a contact in

wMobileDesktop• Carriage returns are stripped out of the Notes when

editing/completing a Forecasted Sale• Emails displayed without carriage returns in wMobileDesktop

Custom Folders in GoldMine Inbox, Filed, and Sent Folders

• The new build of wMobile allows user to add/remove/rename custom sub-folders in the GoldMine Inbox, Filed or Sent folders. The option will be available by right-clicking.

The Details…

• A user will have the possibility to add, rename, delete folders as in GoldMine. The same restrictions apply:– You cannot delete a GoldMine Built-in folder – You can add only one level of subfolders in the Inbox).

• When deleting a subfolder, all contents of the subfolder will be deleted as well as the folder and moved to the Deleted folder.

• When adding or renaming a folder, the name length is limited to 20 characters and a duplicate folder cannot be added. (A warning message will appear if something is wrong.)

– Right click on selected emails -> a context menu will be opened with "Move to" option

– Click on "Move to" button from Toolbar

Options for Moving Emails Between Folders

The Details…

• Emails can be moved between GM folders with same restrictions as in GoldMine:– Inbox emails can be moved only in Inbox

folders– Filed emails can be moved in all Filed folders

(including Sent folders) - like in GoldMine– Deleted emails can be moved back in Filed

folders or in Inbox folders, depending on whether emails are filed or not.

Check Names

• In many cases, email linking occurs automatically, such as when starting an email from a contact record and replying to linked emails.

• On composing new emails in the email center, users might start to type in an email address, select an email from recent recipients, or use an internet browser auto-fill.

• To verify that the email is in GoldMine/wMobile and to link the email message, click on Check Names.

Check Names Results

• All possible matches will be returned.

• Email addresses marked as Primary will be distinguished by underlining.

Chain Link Icon

• When an email is linked, it will have the chain link icon. This also provides a visual cue.

• A customer recently requested to be able to see activities longer than a day in the wMobile Desktop Calendar Month view. We were able to accommodate that request, but it will still only appear as a single day in the GoldMine calendar.

Calendar Improvement

Activity Notes Formatting

• We had reports of activity notes getting double-spaced, or that returns were being lost on saving notes.

• This setting is in the Default User Options.

Default User Options

• The line break is for single line spacing.

• Use Paragraph if you want double-spacing. (That will give you a blank line when you hit the Enter key on your keyboard.)

• This setting is now applied properly on ‘Apply to all users.’

wMobile Online User Group: Creating Filters in wMobile Desktop (February 2017)

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