User Mapping Error Upgrading from CRM 4.0 to CRM 2011

If you have upgraded to GoldMine Premium Edition 9.0.1.49, and Outlook integration is important to you, installing this Hotfix may be a good move. We do NOT recommend upgrading to this build if you are already using a GMPE 9 release without problems. The Hotfix is currently available only through the NFR site and tech support. The fixes will become generally available with the release of GMPE 9.0.2.

WHAT IS FIXED IN GOLDMINE PREMIUM EDITION 9.0.1 HOTFIX 1

* Error message appears when opening Outlook calendar if forecasted sales are displayed in Outlook, and there is a forecasted sale related to a contact with a null value in contact field
* GoldMine toolbar does not appear in Outlook when using Terminal Services
* Outlook sync profile does not retain contact group setting if the contact group has a RecID value ending in a space
* When synchronizing with Outlook using a contact group or filter, other users recurring activities are synchronized to Outlook
* Paging of contact records in the Contact Search Center can cause entire database to be selected for different workflow operations
* Memory leak in Outlook.exe process
* Performance issues in Outlook add-in
* AddinExpress error message appears in Outlook
* Object Reference error when reading GoldMine settings from Outlook
* Object reference error in Outlook when no record types are set up in GoldMine
* GoldMine creates Accountno values with less than 20 characters when the contact name is abbreviated as first initial with a dot
* When sorting opportunities by actual close date, the sort is not chronological
* Activities synchronized from Outlook produce one alarm per attendee in GoldMine
* When editing an activity, the Opportunity/Project selection is not available if the Accountno for the corresponding contact contains less than 20 characters
* E-mail filed on the remote is not filed on the server after sync
* When entering an address for additional contacts, the Zip field does not auto-complete as expected

If you think this Hotfix will help with an issue you are experiencing, contact Core to schedule an upgrade.
 

1. Is all related information like History, Calendar and Linked Documents present?
2. Is data in the primary contact fields properly formatted?
3. Are items like Title, Address and Phone Numbers in the right place?
4. Are the data fields properly cased?
5. Are custom settings for items like telephone number formatting or zip code validation working properly?
6. Are your reports present and delivering the expected data?
7. Do you have fields in the system to trigger Automated Processes, and are they working?
8. Are your territories properly aligned?
9. Are your Filters and Groups working in the manner you expect?
10. Are there any field restrictions that are not working properly?

For years CRM Online organizations have been marketing their solution as a “cost effective” way to get into an enterprise application.  Usually, the only way their argument works is if an organization had extremely high IT costs.  Most SMB organizations do a good job controlling IT costs, so the primary cost benefit touted by Hosted CRM vendors does not necessarily hold up to the key analytical eye of the CFO. 

For many SMB organizations, Hosted applications such as CRM solved non-economic issues.  Companies did not have to be concerned about connectivity, server up-time, a distributed workforce, ease of start-up, etc. Organizations that based their purchase decision on one (or more) of the aforementioned reasons, found Hosted CRM the way to go.

As a consulting organization that has spent the last 10 years selling and implementing On-Premise CRM, Core Solutions takes a different approach to framing the CRM purchase decision.  We know that most organizations already have the infrastructure to support a CRM implementation, and that the substantial costs savings achieved by bringing the solution On-Premise would usually outweigh the ease-of-implementation argument.  

What Has Changed?

Microsoft has aggressively changed the landscape as it relates to Hosted CRM.  The new Microsoft Dynamics CRM 2011 is a full-featured product that can go toe-to-toe with any product on the market.  But the real game changer is the price.  At $34.95 a month per user*, Microsoft Dynamics CRM 2011 alters the On-Premise/On-Line argument.  Now, the annual cost per user is approximately 1/3 the software purchase price, as opposed to competitive offerings that have annual costs per user approximately equal to the first year purchase price.

Clearly, there are still valid reasons to bring software On-Premise.  Microsoft Dynamics CRM 2011 can be deployed either way.  But if you’re on the fence, or are thinking that a Hosted CRM application is worth a try, with Microsoft Dynamics CRM 2011 you can start hosted and move to On-Premise without the loss of data or the need for data conversion.  If you’re a current On-Premise customer and want to move to Hosted, no problem, your data can similarly be moved without conversion from On-Premise to Hosted.

To learn more about On-Premise vs. Hosted options, contact Core Solutions. We’ll be happy to help you decide which is right for you.

* Promotional pricing expires June 30, 2011. Non-promotional price is $44.00/user per month.

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.

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.

--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.

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

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.
 


Not to worry: here is the solution.

For the User who is working with said query, add the following to the [Goldmine] section of their user.ini file:

sqlquerylimit=50000

This will increase the viewed limit to 50,000. You can, of course, enter in any number; 50,000 is just an example.

Also, if  a user needs to see a larger number of items on their Details Tab, add this as well:

mssqlmaxbrowserec=xxxxx   where "X" is the number of maximum records you want to view.

 NOTE:  Increasing the size of the view can tend to slow down your Goldmine access:  only add this code if it is absolutely necessary.

User Mapping Error Upgrading from CRM 4.0 to CRM 2011