What’s new in GoldMine 9.2

‘GoldMine Premium 9.2 has now been released and provides several new features and enhancements – social media and improved Outlook integration are the main benefits.

WHAT’S NEW IN GOLDMINE PREMIUM EDITION 9.2.0

GoldMine Premium Edition now supports Microsoft SQL Server 2012.

LinkedIn, Facebook, Twitter, and Google integrations are now provided through the GM+ViewM tab. New GM+View templates are provided to use these integrations:

Facebook Company Search shows Facebook pages matching a contact’s company

Facebook Contact Search shows Facebook profiles matching a contact’s name

Google Company Search shows web search results for a contact’s name

Google Contact Search shows web search results for a contact’s company

Google Directions shows directions to the contact’s address from the address registered for the GoldMine license, shown at Help > Update GoldMine > Registration

Google Map shows a map of the contact’s address

LinkedIn Profile shows the LinkedIn profile page for a contact

LinkedIn Company Search shows LinkedIn pages matching a contact’s company

LinkedIn Contact Search shows LinkedIn pages matching a contact’s name

Twitter Company Search shows Tweets with keywords matching a contact’s company

Twitter Contact Search shows Tweets with keywords matching a contact’s name

Twitter Profile shows the contact’s Twitter timeline

An Import feature is now available at Web > Setup GM+View > Import to enable the new GM+View templates to be added to an existing installation. After a template has been imported, it will be available to users through the GM+View tab. If you do not see the GM+View tab under a contact record, go to Tools > Options > Record > Tabs and check “GM+View”. Then open a contact and click the down-arrow button that is on the row of tabs beneath the fields area (see below), and select “GM+View”.

When viewing the GM+View tab, you can select a template using the drop-down list shown in the upper right corner of the tab area.

During the upgrade, the following new fields are added to the GoldMine database: UFACEBOOK, ULINKEDIN, and UTWITTER. These fields track the corresponding identifiers for contacts using each of these services. Administrators can add these fields to a contact fields view by right-clicking and selecting New Field, and then selecting one of these fields from the drop-down list.

UFACEBOOK contains the Facebook username. To find the Facebook username for a contact, view the contact’s profile page in Facebook and copy the text displayed in the browser’s address bar after “www.facebook.com/”

ULINKEDIN contains the LinkedIn ID. To find the LinkedIn ID for a contact, view the contact’s profile in LinkedIn and copy the number shown in the browser address bar after “id=”.

UTWITTER contains the Twitter username, without the “@” symbol.

WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2.0

The edit screens for scheduled and completed activities now include a button that that enables the user to see Notes displayed in a larger, resizable window.

GoldMine Plus for Microsoft Outlook now supports the use of a GoldMine database with a secondary contact set.

Outlook synchronization screens have been update to clarify the behavior when synchronizing activities within a date range and a contact filter or group.