GoldMine Premium 2020.1 Now Available

GoldMine Premium Edition 2020.1 has been released.  If your GoldMine annual software maintenance is current, then your firm is entitled to this upgraded.  (If your GoldMine software maintenance has expired, First Direct can assist you with your renewal or reinstatement.)  

IMPORTANT: You must request a new GoldMine license before upgrading to this version.

Please see this article for more info on how to request a new license. Requests for Upgrade Licenses will be processed within two business days.
If you have questions or need assistance please contact a First Direct Corp. representative at (800) 935-4386.

What’s New in GoldMine 2020.1

  1. OAuth2 authentication for email accounts
    • The changes apply to Gmail, GSuite and Office365 Work or School accounts (new or existing accounts)
    • The setting in Options | Email| Accounts needs to be set to OAUTH2 for each account sending or retrieving emails from GoldMine
    • While attempting to make the connection the user will need to grant access to the mailbox specified, otherwise the functionality will not work

What’s Changed in GoldMine 2020.1

  1. License number update
    • License version is updated from 94 to 95
    • Make sure to acquire the new license file before starting the upgrade

What’s Fixed in GoldMine 2020.1

  1. Invalid object name ‘NOTES’ when you have the column ‘Notes’ in the Contact search center and you open a different Database than the one with the notes table in it.
  2. When creating a contact record and adding an email address via the E-mail Addresses dialog the lookup list for Email merge field is wrong and instead from the normal merge code field
  3. Forwarding emails with multiple attachments does not include any attachments after an attachment name with an apostrophe in it
  4. Error message when first trying to use Softphone…. Softphone cannot be loaded
  5. If a field contains an apostrophe, a ‘ (single quote) or double (”) in the label >> subsequent fields cannot be selected anymore in Column Selection of Contact Search Center and GoldMine crashes when field is selected
  6. Delete button cannot be disabled in cases
  7. Unlinked activities appear in the Daily Daytimer detailed report shows as linked activities – the contact information is filled with a contact name from other linked activities.
  8. Duplicate first name appearing in the contact field after Outlook Sync
  9. Websites over 40 characters and that have multi-line notes, when the website is edited notes on line 2 and after are deleted.
  10. Fax attachments are stripped from GoldMine emails
  11. Drafted emails, removing HTML/Rich text, will remove also all line breaks (regression to 2017.1.0.422 and also 2016.1.0.188)
  12. Cannot change Alarm option in the user preferences from Pop-up to Task-bar notification
  13. From address changes to primary email address after a reply
  14. Subject line in email cuts off after 87 characters
  15. Contact Search Center – Name (additional) is the Search by field and error message when column is added or not displayed in CSC when Search By column is used
  16. NEW emails: Foreign characters are destroyed when using field macros in email templates
  17. Selecting Printer icon at the top of an open case, the report that is generated shows no History Activity value and  is missing the Pending Activities
  18. Forwarding a sent email linked with Outlook Link within GoldMine >> The date/time of the forwarded email REFERENCE (the prior send of the email) is changed to the current date/time.
  19. When you add Name (additional) as a further criteria in the Contact Search Center (CSC) an error appears The multi-part identifier “cs.RECID” could not be bound.
  20. Constant Contact >> New Email List dialog has typo and misleading information about mapping and no other user’s groups can be selected, although this works from contact groups
  21. After changing the Activity Type for an Automated Process (AP) in Perform Actions >> Create History >> Options >> Activity Type the original selected Activity is still recorded
  22. Sending emails with images will occasionally cause the filename to be changed from image.png to image..png, breaking the image.
  23. Constant Contact will not include some records if list data contains NULL CONTUPP ADDRESS1 field.
  24. Website field of a Contact Record will not allow a trailing hyphen; the hyphen is removed on save.
  25. Multi-User activity against an additional contact will change on the receiving site to an activity scheduled against the primary contact record
  26. GoldMine exported calendar .ics file does not contain a hyphen for the “VALARM:TRIGGER”
  27. Date sent on Constant Contact Campaigns are not sorting correctly when system is set to a non US english date format (only campaigns after the 13th of month are then recognized correctly)
  28. Sending an Encrypted email using Digital ID to a contact record, where the certificate was imported >> The authenticity of the ‘Public Key’ portion of the recipient’s certificate cannot be verified
  29. With GoldMine Link for Outlook enabled, Outlook uses 3x the CPU that it uses with the add-in disabled
  30. FRESH installation of GoldMine Premium causes the following error: File NOT found: C:\Program Files (x86)\GoldMine\OnlineHelp\default.htm
  31. GoldMine crashing when opening an email with updated meeting information
  32. Constant Contact shortens the Reference + (oc:) information to 70 characters which results in wrong Contact information displayed in the History if not the full name could be saved
  33. Could not login into GoldMine Incorrect Password! – Your Password does NOT meet the Security Policy when logging on with a proper and meeting the security requirements password or changing it
  34. Additional contacts tab does not display additional contacts when opening from the Contact Search center and already looking at additional contacts tab
  35. Contact Search Center does not display additional contact’s name when Name(additional) is NOT a column and Search By column is used.
  36. When E-mail column is added in Contact Search Center and the Search by field is set to to Name (additional) an error appears The multi-part identifier “cs_em.CONTSUPREF” could not be bound.
  37. Additional Contacts tab column names needs to respect the AddContactFaxLabel GM.INI file setting
  38. When there are email addresses with LINKACCT is NULL, newly created additional contact records are not displayed if they don’t have an email address
  39. When there are email addresses of additional contact records with ADDRESS1 is NULL, the email address for additional contact records is not displayed in the Additional Contacts tab
  40. The shortcut switch /m:8xx for starting a macro does not work anymore, macro recording and execution do not work at all anymore as if the feature is gone.
  41. Event log error: The multi-part identifier “CS.ACCOUNTNO” could not be bound.
  42. Google (and Microsoft) announced to turn off Less Secure Apps use and requires OAUTH only in future – Customers are concerned they cannot use GoldMine Email client anymore
  43. When an Accountno has an apostrophe no additional Contacts are displayed neither existing nor newly created ones, although they are in the database
  44. GoldMine ignores time zone in meeting request from Outlook (this was fixed as problem 65374)
  45. GoldMine Email Center – When a user sends an email, the recipients receives ‘ ‘ in the body of the email
  46. Uber Service ICS file import are causing Goldmine to crash
  47. Zoom .ics file cannot be parsed by GoldMine
  48. Contact Search Center – Incorrect syntax near the keyword ‘FROM’ when trying to sort by E-mail address
  49. Holidays planned/imported over several days will display correctly on the weekly calendar but only the first and the last instance on the daily calendar
  50. Search results in contact search center will not include email address of contact record when list data contains NULL CONTSUPP ADDRESS1 field.
  51. GoldMine Connect 2019.1.3.56278: Copyright information shows 2019 instead of 2020
  52. GoldMine Email Center will not allow the user to change the SMTP port numbers
  53. GoldMine Link for Microsoft Outlook – Settings: About, General and Outlook Folders corrections, e.g. Copyright and typos
  54. Adding several email accounts with E-mail Center >> Account Properties and then adding further Accounts also will lose the first (default account)