january 2015 wmobile user group meeting
TRANSCRIPT
wMobile Online User GroupWednesday, February 25th, 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 Phone Edition
No new updates for Phone Edition in this update. It’s been stable and reliable!
What’s new in wMobile Desktop Edition• Record Type improvement on New record creation• Improved Email entry• Can link email to Cases/Opportunities when filing email• Separate options to allow one-click login for
Phone/Desktop• Addition of setting for time picker minute interval in the
calendar• Carriage return key was not working to select a value• Remote GoldMine Service not stopping on updates and
upgrades.
Record Typing improvementsWe have improved the behavior on new records and cloned contacts. If the record type is changed the layout of the new contact screen will also change, if needed.
New Email EntryEmail entry similar to GoldMine
Linking emails to casesThe user can select File with Options and link an email to a case.
One-Click LoginThere are now separate options to allow this for Phone and Desktop in the Default System Settings.
Time picker setting for calendar
Carriage return/Enter key now works again for selecting a lookup list value
Remote GoldMine Service
The service wasn’t stopping fast enough on updates and upgrades, causing errors.
Message:Remote GoldMine Service Upgrade error (build: 1.729): An error occured while executing action [FileSystem_DeleteDirectory( [recursive: yes] ,[progressamount: 10] ,[path: C:\Program Files (x86)\W-Systems\Remote GoldMine Service\bin] ,[description: Unzipping...] )]Access to the path 'RemoteGoldMineHost.exe' is denied.
Preview of KnowledgeBase• The KnowledgeBase will be added by the end
of February.
KnowledgeBase• It will have the same options as in GoldMine to
add new Books, Folders, and Topics.
Tech TipMigrating wMobile to another server - Plan ahead if you can. • Contact [email protected] for a new
wMobile license.• Export the email addresses from the Mgr
Console.• Uninstall wMobile from the existing server.• Install wMobile on the new server and import
the email addresses.• https://
www.w-systems.com/www/wmobilehelp/index.html?migrating_wmobile_to_a_new_ser.htm
Roadmap
• Support for GoldMine Knowledgebase (end of February)• Support for Recurring Activities (March)• Support for Scheduled Activity Notifications (April)• Support for Referral Relationships (May)
• Next Online user group – April 29, 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