We received a call from a client who wondered why the GoldMine Auto-Fill address function was intermittent. Intermittent?? We did not even know it existed!

The client found that (in 8.0.2) when he goes to add an address to a CC box, if he starts typing an address it auto-fills (like Outlook). This is new in PE, but there is a BIG catch. His issue is that it did not always work.

We researched it and found that there is a section in the User.ini called [AutoComplete], and there was a list of names and email addresses in that section. Any of these names will Auto-Fill a CC box in an outgoing email. Next question; how did they get there? We added a CC using the old GoldMine method (click Add|Contact and searched for the CC recipient). Once this was done, the address we searched to was added to the TOP of the [AutoComplete] section of the User.ini. When we sent a subsequent email and went to the CC line, if we began typing, the name auto-filled.

In order for this to work you need to click in the CC box, as if you were about to manually enter the recipient address. Not well-documented, but it can be a time-saver, especially when you CC the same contacts regularly. One other gotcha, you can store a maximum of 10 email addresses in this section of the ini. An 11th address replaces the oldest. We hope FrontRange makes this feature more easy-to-use and more flexible in subsequent versions.

We received a call from a customer last week (GoldMine Premium Edition 8.0.2 in a Vista OS), who was getting the following error when attempting to login: “A referral was returned from the server.” GoldMine would not start.

After researching the issue we found that the digital signature used with GoldMine 8.0.x expired in early December. In a Vista environment, this means that if the Vista User Account Control (UAC) feature is turned "On," GoldMine will not be allowed to run.

UAC is a feature that is built into Vista, Server 2008 and Windows 7. It appears as a warning messages asking for confirmation when you double-click on an icon. Many users have, long ago, turned UAC "Off". Some Programs however (eg. QuickBooks), require the UAC.

Your two options are to run Vista with UAC turned "Off"

or

upgrade to version 8.5.x of GoldMine. (If your Maintenance contract is current, there is no charge for the software and you can take advantage of some new features and fixes, along with an active digital certificate.)

Contact Core today to check your eligibility.

Here are some helpful queries you can run through your SQL interface.  Records that are not inter-connected in the Goldmine database (known as Orphan Records) can cause some major issues, especially if you are planning on upgrading.

--this one gives you a record count:

select count(accountno) from contact1

-- this one should come back as zero:

select count(accountno) from contact1
where accountno not in (select accountno from contact2)

--this one should have less than 5:

select count(accountno) from contact2
where accountno not in (select accountno from contact1)

--lastly, check your history:

select count(accountno) from conthist
where accountno not in (select accountno from contact1)

If any of the last 3 queries results in any value above 20, you should contact your Goldmine Consultant  and discuss methods of cleaning your database.

The file: Microsoft.Crm.Tools.EmailAgent.SystemState.xml  is corrupt.  The file size is probably 0 K.  To fix the problem (as always - back up before performing these steps):

1. On the server running the email router, navigate to the directory where the email router service is installed
2. Delete the file - it will be recreated when the service starts.  
3. Start the service

There is a known issue when trying to use Gmail or Yahoo with Goldmine.  We have found a Freeware item called Stunnel that corrects the issue.  The following example uses Gmail as an example, you will need to find out what Yahoo uses for ports and pop/smtp.

1.    Go to http://www.stunnel.org/download/binaries.html and download the most recent .exe.

2.    Install Stunnel to EACH LOCAL MACHINE that will be accessing gmail or yahoo.  Use the default settings.

3. Click Start | All Programs | Stunnel | Edit stunnel.conf

4. Modify as follows:
a. Uncomment the "client = yes" line (remove the ;  )
b. modify the [pop3s] section as follows:

[pop3]
accept=995
connect=pop.gmail.com:995
[smtp]
accept=465
connect=smtp.gmail.com:465

5. Click start | All Programs| Stunnel| Install Service.
6. Click start | All Programs| Stunnel| Run Service.  NOTE:  always make sure the service is running if you have any issues connecting.
7. Now open GoldMine, and use "127.0.0.1" in place of your POP/STMP server definitions on the the accounts you wish to protect with SSL.

8. Go to the Advanced Options window and set the ports to match the definitions you have just made in stunnel.conf.  Also, you will probably have to activate the "This server requires authentication" option in the SMTP half of this window.
9. Finally, go to the Gmail account on the Gmail web page and go to your settings area and enable pop3 access. I found that enabling it for ‘all messages than come in from now on’ was the best option.