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wMobile Online User GroupWednesday, April 29th, 2015
Agenda
• Review of Existing Resources• What is new in wMobile• Roadmap• Open Q&A
Existing Resources• Website• www.w-systems.com/products/wmobile• Online User Guide• Upcoming Training• Latest Update downloader• Release Notes• Blog Articles• Request Technical Support
• Email Support• [email protected]
wMobile Updates• Posted on wMobile Product Page• http://www.w-systems.com/products/wmobile/
• Included in newsletter (every 2 months)• wMobile Installer will always check for latest release• You must be on maintenance to update
What’s new in wMobile (General)• New settings in Mgr Console to set duplicate criteria• Lookup.ini now applied on new or cloned contacts• Record Type – now also supports option to set a
default Record Type • Export ALL email accounts from Manager Console at
once• Option to apply Default User Settings for all users• Configurable option for GM authentication on
wMobile Manager Console• wDiagnostic is now placed in a compressed file that
can be emailed if ports don’t permit the SEND function.
wMobile Phone Edition
Phone2 and Phone3 fields added to Pending and History activity detail.
What’s new in wMobile Desktop Edition• KnowledgeBase (including localization for Spanish users)• Can now copy primary address info to secondary contact
in Desktop• Ability to send linked docs by email from Linked Docs tab• On saving a cloned contact, there’s a dupe-check
What’s fixed in wMobile Desktop Edition• Problem editing long email addresses or where the
contact is blank.• KnowledgeBase threw error if any of the titles had
quotes in the name• Oops error on editing activity scheduled for multiple
users.• Enter/Carriage return key not effective for selecting
lookup values in Desktop• Date fields couldn’t be edited properly in Desktop• Add contact option in Desktop Email Center had
contact and email address swapped
Duplicate criteriaNew settings in Manager Console | System Settings to set duplicate criteria
Lookup.iniThe Lookup.ini is now applied on new or cloned contacts
Record Typing improvementwMobile will also support a default record type.
Export email accountsWe can now export all email accounts at once instead of one at a time. This is helpful to export email accounts when migrating wMobile to a new server, so they can be imported when wMobile is reinstalled on the new server.
Default User SettingsIndividual settings can now be applied to all users.
Login for wMobile Manager ConsoleIn the past, the Manager Console always required GoldMine authentication, meaning that you must log in with a GoldMine username and password. This requirement can now be configured in the System Settings, to allow login without the GoldMine username and password.
wDiagnosticwDiagnostic is now placed in a compressed file that can be emailed if ports don’t permit the SEND function.
wMobile Phone Edition
Phone2 and Phone3 fields added to Pending and History activity detail.
KnowledgeBase added to Desktop Edition in March
KnowledgeBase• It will have the same options as in GoldMine to
add new Books, Folders, and Topics.
KnowledgeBase• If a topic has an attached document, you’ll see
an Open Attachment button in the toolbar to launch it.
New Additional Contact• There’s a new option “New with Primary
Data” that will copy the address info from the primary contact.
Email linked doc• You can now email a document right from the
Linked Docs tab.
Dupe-check added when saving cloned contactOn saving a cloned contact, there’s a duplicate check, based on configured criteria.
Fixes• Problem editing long email addresses or
where the contact is blank.• KnowledgeBase threw error if any of the titles
had quotes in the name• Oops error on editing activity scheduled for
multiple users.
Carriage return/Enter key now works for selecting a lookup list value
Add Contact option in Desktop had Email address and Contact name swapped
Tech TipDisplaying custom field views in wMobile Desktop can be set by individual or globally. If a new screen is added to GoldMine, the user can go into Tools | Options to display it.
Tech TipIt’s also possible for a master level user to set a default and then it can be applied to all users in the wMobile Manager Console.
Topics for next online user group• Merging documents• User Options Deep Dive• Using SQL Manager• Crystal Reports
• Using SQL Manager had the most votes in the poll, so this will be covered in the next online User Group.
Roadmap
• Support for Projects (May)• Support for Recurring Activities (May)• Support for Scheduled Activity Notifications (May)• Support for Referral Relationships (June)
• Next Online user group – June 24th, 2015 at 2:00 pm EST
Q&A
Contact Information
Technical Support: [email protected]
Lynn [email protected] / Switchboard: +1.201.760.2565 x301
Christian [email protected] / Switchboard: +1.201.760.2565 x318
