wMobile Online User Group: Creating Filters in wMobile Desktop (February 2017)

© W-Systems Corp. www.w-systems.com© W-Systems www.w-systems.com

+wMobile Online User Group

Wednesday, February 22, 2017

http://www.w-systems.com/



Agenda

• Review of Existing Resources• Features and fixes in wMobile• Focus Topic: Creating Filters in

wMobile Desktop• Roadmap• Open Q&A




Existing Resources

• Website• www.w-systems.com/products/wmobile

• Videos• Recorded Training under Webinars tab• Downloads and Resources

• Installer Links• Online User Guide

• Release Notes• Support

• Upcoming Training• Request Technical Support • Email [email protected]

• Blog Articleshttps://www.w-systems.com/blog/wmobile



http://www.w-systems.com/products/wmobile

mailto:[email protected]

https://www.w-systems.com/blog/wmobile


wMobile Updates

• Posted on wMobile Product Page• http://www.w-systems.com/products/wmobile/releases

• Included in newsletter (every 2 months)• wMobile Installer will always check for latest release• You must be on maintenance to update



http://www.w-systems.com/products/wmobile/releases


Turn Your wMobile Success into a W-Systems Case Study

We are looking for customers that would be interested in having W-Systems write a case study about the impact that wMobile has had within your company.

• Your company will receive visibility on both our website and social media channels.

• As a thank you for your time you will receive a $50 Amazon Gift Card.

• More information: http://wsyste.ms/cs-wmobile-augUG



http://wsyste.ms/cs-wmobile-augUG


What’s New in wMobile

• Update in Default user options on Apply Change to All Users

• Apply all the settings in the node, or just the highlighted setting.

• SendTo recipient missing from GoldMine Sent folders when email is sent to GM user (and GM is set to use internal messaging)

• Issues fixed for older operating systems:• Installer throws "Not a valid Win32 application" error when

updating RemoteGoldMineService• wMobileDesktop update throws the "The directory is not

empty" error in older operating systems• Disable Run command in wDiagnostics when diagnostic

process is running in order to avoid crash application




Default User Options – Apply to All Users

• There is a new option when applying a change to all users in Default User Options – to apply all the settings in the node, or just the highlighted setting.




Sent To Recipient was Missing

• The SendTo Recipient was missing in Sent folders under certain circumstances.

• If GoldMine was set to use internal messaging as the default.




Send To Recipient

• This issue has now been resolved, and the GM user will be displayed in the Sent To column.




Older Operating Systems Still Supported

• In addition to support for Server 2016, we are still also supporting older operating systems such as Windows Server 2003 and 32-bit operating systems.

• We’ve fixed two issues reported by customers with these older systems.

• Installer throws "Not a valid Win32 application" error when updating RemoteGoldMineService

• wMobileDesktop update throws the "The directory is not empty" error in older operating systems.




wDiagnostic Improvement

• The wDiagnostic starts to run as soon as it’s launched. We noticed that it was still possible to click on ‘Run’ when it was already running, causing the application to crash. The Run button is now grayed out while the application is running to prevent this.




What’s New in wMobile Phone

• Streamlined CheckMail/Refresh functionality in wMobilePhone

• Error fixed on updating contact info when potential duplicates exist in wMobile Phone




Check Mail

• Streamlined CheckMail/Refresh functionality in wMobilePhone.

• There’s now only button.• Refresh happens

automatically every 5 seconds.

• After clicking on Check Mail, it shows it’s in progress.




Duplicate Detection

• A customer reported an error when updating contact information and a potential duplicate existed. The error is resolved.

• Duplicate detection settings are located in the wMobile Manager Console System Settings.




Duplicate Detection




What’s New in wMobile Desktop

• Add user ability to add/remove/rename custom GM folders• Ability to move emails between folders• Improved Check Names functionality• wMobileDesktop Month calendar will now display history activities

with multiple day duration

FIXED: • Carriage returns stripped in activity notes on new/edit/complete

wMobileDesktop activities.• wMobileDesktop recently viewed contacts list not loading when

contact name or company contains '#'• Contact related records not removed when deleting a contact in

wMobileDesktop• Carriage returns are stripped out of the Notes when

editing/completing a Forecasted Sale• Emails displayed without carriage returns in wMobileDesktop




Custom Folders in GoldMine Inbox, Filed, and Sent Folders

• The new build of wMobile allows user to add/remove/rename custom sub-folders in the GoldMine Inbox, Filed or Sent folders. The option will be available by right-clicking.




The Details…

• A user will have the possibility to add, rename, delete folders as in GoldMine. The same restrictions apply:– You cannot delete a GoldMine Built-in folder – You can add only one level of subfolders in the Inbox).

• When deleting a subfolder, all contents of the subfolder will be deleted as well as the folder and moved to the Deleted folder.

• When adding or renaming a folder, the name length is limited to 20 characters and a duplicate folder cannot be added. (A warning message will appear if something is wrong.)




– Right click on selected emails -> a context menu will be opened with "Move to" option

– Click on "Move to" button from Toolbar

Options for Moving Emails Between Folders




The Details…

• Emails can be moved between GM folders with same restrictions as in GoldMine:– Inbox emails can be moved only in Inbox

folders– Filed emails can be moved in all Filed folders

(including Sent folders) - like in GoldMine– Deleted emails can be moved back in Filed

folders or in Inbox folders, depending on whether emails are filed or not.




Check Names

• In many cases, email linking occurs automatically, such as when starting an email from a contact record and replying to linked emails.

• On composing new emails in the email center, users might start to type in an email address, select an email from recent recipients, or use an internet browser auto-fill.

• To verify that the email is in GoldMine/wMobile and to link the email message, click on Check Names.




Check Names Results

• All possible matches will be returned.

• Email addresses marked as Primary will be distinguished by underlining.




Chain Link Icon

• When an email is linked, it will have the chain link icon. This also provides a visual cue.




• A customer recently requested to be able to see activities longer than a day in the wMobile Desktop Calendar Month view. We were able to accommodate that request, but it will still only appear as a single day in the GoldMine calendar.

Calendar Improvement




Activity Notes Formatting

• We had reports of activity notes getting double-spaced, or that returns were being lost on saving notes.

• This setting is in the Default User Options.




Default User Options

• The line break is for single line spacing.

• Use Paragraph if you want double-spacing. (That will give you a blank line when you hit the Enter key on your keyboard.)

• This setting is now applied properly on ‘Apply to all users.’




Recently Viewed Contacts

• An issue was reported recently where contacts with a '#‘ sign were not displayed in the Recently Viewed Contact List.

• This issue has been fixed.




Repair to Record Deletion Process

• Contact related records not removed when deleting a contact in wMobileDesktop:Non-primary email addressesNotesAdditional contacts




Activity Notes Formatting on Completing Sales

• Carriage returns were stripped out of the activity Notes when editing/completing a Forecasted Sale. This has now fixed, so items listed on separate lines will retain the spacing.




Email Display Issue

• There was an issue in the last build of wMobile where emails displayed without carriage returns. This issue is fixed so lines between paragraphs are displayed properly.




Focus Topic – Creating and Using Filters in wMobile Desktop

• The topic that won the poll from our last session was on creating and using filters in wMobile Desktop.

• We’ll review how to create filters in the Search Center using the Filter Bar.

• We’ll review how to use the Filter sidebar.




Why are Filters Useful?

Filters can be used in a variety of ways.• Maybe you want to identify customers with which

you haven’t had recent contact.• Maybe you want to market to customers to

promote a new product, service, or event. • Filters can be used to check data integrity before

a mailing.– Are all the necessary fields filled in?– Do all customers have an account manager assigned?

• Filters can be used to schedule calls, run merge letters, create groups, and export lists.




• Select the Filter Bar button to open the filter building area.

Filter Bar




Field Selection

• Select the field that you want to filter on from the list.




Comparison Selection

• Select the comparison from the list.

• Options include Equal To, Contains, Does not Contain, Is Empty etc.




Select Value

• In this example, click on the arrow to select a manager from the lookup list.

• Since wMobile isn’t synchronized, but accesses your SQL database, these values will be identical to what you see in GoldMine.




• Click on the + sign to add another criteria.

Add Another Line




• Repeat these steps until you have entered the criteria you want.

• Click on the – (minus) sign to remove a criteria.• When complete, click on Save Filter.

Add Criteria




• Enter a name for the filter and click on Save.

Save Filter




• Click on Apply to apply this criteria and preview results.

Apply




Filter Sidebar

• Filters can also be accessed from the Filter sidebar on the left side of the wMobile Desktop screen.




Add Filter Name and Criteria

• Click on the first button to create a new filter.

• Give the filter a name.• Add criteria as you would in

GoldMine. Click OK when done.




Preview Filter

• The new filter will be in the list.

• Click on it to activate a preview.




• The filter results will be listed with 20 on a page by default. That number can be changed in the lower left.

Filter Preview




• If the Last Contact Date field isn’t already in your Search Center results, you might want to add it.

• Click on the Columns button. Sometimes you have use the arrow on the navigation bar to locate it, depending on the size of your screen.

• Add or remove fields, and adjust the display order.

Adding Columns to Search Center




User Filter Libraries

• It is possible to view filters of other users, if your permissions allow.

• wMobile respects GoldMine permissions.




Edit or Delete Filters

• Click below the filter title to highlight it. • Once it’s highlighted, you can use the

buttons to Edit or Delete a filter.• To edit a filter, use the Clear button and

enter the new criteria.




• I’m visiting a customer next week and want to try to line up calls with other prospects in the area. I can create schedule calls for myself or another staff member to line up additional appointments in the area.

Schedule Call




• We’re having a catered Lunch and Learn Event. I want to send invitations to all our nearby customers and prospects.

• Checkmark the contacts and select Merge Document.

Merge Document




Merge Document Options

• Select the merge document from the template list.

• Give the output document a name.

• Select Output format.• Select if you’d like to link a

copy of the letter under the Links tab of the record.

• You can optionally Preview the document.




• Occasionally, you plan a campaign where you want a static group for marketing. Your campaign might include an email, a postcard, and a call. You don’t want to call people to whom you haven’t already sent the email and the postcard.

Add to Group




Add to Group

• Add selected contacts to an existing Group or create a New Group.

• Select the Sort field.• Save when selections are completed.




Page Size

• Only the results shown on a page get added to the Group.

• Increase Page Size to include more results on a page.




• You might wish to export the results of a filter for proofing, reporting, for creating letters or labels with Microsoft Word, or uploading to Constant Contact.

• There are 3 formats to choose from – CSV, Excel or PDF.

Export




Poll Topics for the next Online User Group

• Using Email in wMobile Desktop• Creating ‘One Click Logins’ for Phone and

Desktop• Creating Email Templates in wMobile

Desktop• Updating information and logging calls in

wMobile Phone




Roadmap

• Sending email asynchronously [February]• Mail Merge in wMobileDesktop [March]• UI Notifications [April]• Relationships in wMobilePhone [May]




Next wMobile Online User Group

Next wMobile Online User Group – Wednesday, April 19, 2017

Focus topic: Creating Email Templates in wMobile Desktop




Questions and Answers

• Questions and answers will be sent along with the PowerPoint slide deck and webinar recording.




Contact Info

Technical Support: [email protected]

Lynn [email protected] / Switchboard: +1.201.760.2565 x318

Fred [email protected] / Switchboard: +1.201.760.2565 x313

Christian [email protected] / Switchboard: +1.201.760.2565 x301







wMobile Online User Group: Creating Filters in wMobile Desktop (February 2017)

Technology

Transcript of wMobile Online User Group: Creating Filters in wMobile Desktop (February 2017)