wMobile Online User Group: Using and Customizing Quick Search Options (December 2016)

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

++wMobile Online User Group

Wednesday, December 21, 2016

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



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

Customizing Quick Search Options in wMobile Phone and Desktop

• Roadmap• Open Q&A

Agenda




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

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

• Installer Links• Online User Guide

• Release Notes• Upcoming Training (now under Support on web site)• Blog Articles

https://www.w-systems.com/blog/wmobile• Request Technical Support (now in lower right of page)

• Email Support• [email protected]

Existing Resources



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

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

mailto:[email protected]


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

• Remote GoldMine Service locks a GoldMine license on loading GM API• Warning displayed on replies/forwarded emails if attachments cannot be

accessed• Can change RGMS port from wManager Console• Enable/Disable AccessLog and SqlLog from Manager Console without

restarting applications• License count now displayed on Users page in wMobile Manager Console• wDiag improvements

• Repair option added when aspnet_client is missing or not pointed to inetpub directory

• GoldMineSystemData, GoldMineSystemDir, and Remote GoldMine Service user added to wDiag

• Email fixes:• Emails not deleted on filing when duplicates found and DeleteFromServer

flag set to true• Email Forward Did Not Include Original Email

• Server 2016 now supported




Improvement with GoldMine License Usage

• Some customers reported login issues ‘GoldMine API: No more seats available.’

• GoldMine license usage has been improved when loading the GoldMine API to ensure that the original user license is released when the user logs out of wMobile.




Errors on Email Replies or Forwards with Attachments

• Some customers reported errors on replies or forwarding emails with attachments. These were emails in the GoldMine Inbox where the attachments were not in a location accessible to wMobile.

• wMobile will now send the reply or forward with a warning that the document cannot be accessed and will not be included.




Virtual File System Settings

• The best solution is to configure access for the Remote GoldMine Service to any locations where email attachments are stored. This would be done in the Virtual File System Settings in the wMobile Manager console.

• Documentation can be found in the wMobile online help guide:

https://www.w-systems.com/www/wmobilehelp/virtual_file_system_settings.htm







Change PortOccasionally, GoldMine is moved from one server to another. Previously we adjusted these settings in the registry.

Settings have been added in the wMobile Manager Console to change the GoldMine host and port to access GoldMine.




No Restarts on Logging Changes

• The options to Enable/Disable Access Logs and SQL Logs in the Manager Console no longer require restarting applications. So users will not be interrupted.




License Count

• The wMobile license count is now displayed on Users page in the wMobile Manager Console.




wDiag ImprovementThe wDiagnostic now has an option to add or correct aspnet_client configuration if it’s missing or not pointed to the correct location (…inetpub\wwwroot).

If the diagnostic shows a warning on the aspnet_client, select Repair from the top menu. Any items that can be repaired can be checked her. Click Repair on the bottom of the window to fix this configuration.

Crystal Reports uses the aspnet_client resources, so this pointer must be correct to run reports.




wDiagnostic

• The wDiagnostic now shows the GoldMine SysDir and DataDir values and which user the Remote GoldMine Service is running under. This is useful in troubleshooting permissions issues with GoldMine files and documents.




Emails not Deleted on Filing when Duplicates Found and DeleteFromServer Flag Set to True

• An issue was found where emails weren’t getting deleted on filing if there were duplicates marked for deletion. De-duplication service was not in use.

• Duplicate emails might occur if a user files emails in addition to using auto-file.

• The emails will now be removed properly.




Email Fix

• We had a customer report an issue forwarding emails in the GoldMine Inbox, where the forwarded email did not include the original message.

• This was a problem with the RFC822 formatting. If the body html is missing in the RFC822, now the body text is forwarded instead.

• This only occurred forwarding emails from the GM Inbox with missing MIME parts, when content-type='multipart/alternative.'




Server 2016

• Server 2016 is now officially supported.• Information on required IIS roles and

features has been added to our online help guide.https://www.w-systems.com/www/wmobilehelp/howto_install_iis_win2016.htm




What’s New in wMobile Phone

• Improved activity type filtering in wMobile Phone history activity list pages

• New functionality to link documents to a contact record

• Fixed error replying to GM User from GoldMine Inbox

• Removed Send option on incoming email in wMobile Phone

• New link on home page to complete unscheduled activity




Contact Search

• On using the Quick Search, a list of matching contacts is presented. It’s possible to view recent Pending and History activities.




New Activity Filter

• It is now possible to filter on a specific type of activity under Pending or History




Link a Document to a Contact

• New functionality has been added to link a document in wMobile Phone.

• Select Link New Document.




Choose File

• Add a document name, any notes, and click on Choose File to add the file.




Document Options

• The appearance of these options will vary based on your device, but choices will include photos or cloud documents.




Save Changes




Change in Recid Creation Algorithm

• A user reported an error replying to an internal GoldMine email from the GoldMine Inbox.

• This was an issue related to the format of the email Recid that has now been resolved.




Email Options

• The ‘Send’ option on incoming email in wMobile Phone has been removed.




Complete Unscheduled Activity

• A new link was added on the home page in new installations to complete unscheduled activity.

• The Complete Unscheduled Activity will only appear in new installations. On wMobile updates we do not override the home.xml file as that file can be customized from Manager Console and we wouldn’t want to override customizations.

• If this option would be helpful for you, please contact [email protected] for assistance in making this change.





Manual Customization

The solution when the wMobile is already installed is to add the link directly in HomeMenu.xml file.

W-Systems\wMobilePhone\conf\UI\Menus\HomeMenu.xml

Add to the xml file:

<MenuItem Text="<% $Resources:Phone.Menus,LBL_COMPLETE_UNSCHEDULED_ACTIVITY %>" ImageUrl="res/img/NewActivity.png" HorizontalAlign="" Visible="True" Type="item" Value="AddEditHistoryActivityPage.aspx?ActivityType=A" Accessibility="HistoryActivityRights.Add" />




What’s New in wMobile Desktop

• Automatically clear the contact name when Link Contact checkbox is unchecked in wMobile Desktop activity pages

• Server date/time added to wMobile Desktop status bar• Remove SQL Query option from Tools menu in Desktop for

users without this permission in GoldMine• Error thrown on exporting data from wMobile Desktop SQL

Manager when query text is empty• Losing activity link to Opp/Proj when Opp/Influencer or

Proj/Contact is not a member of Opp/Proj directly linked to primary contact of activity

• Search on ‘Sent By’ column not working on GM Inbox in wMobile Desktop

• Increased UI responsivity by loading the left sliding pads on expand and adding support for paging in wMobileDesktop

• Error opening filed email where attachment cannot be accessed




Clearing Activity Link

• Improvements have been made if you clear the linking for an activity. The contact name and other associated data will be automatically removed when Link Contact checkbox is unchecked.




Unlinked Activity

• The Link Contact checkbox is cleared.

• The Contact is cleared from the field.

• Any Opportunity or Case information is also cleared.




Server Date/Time Added to wMobile Desktop Status Bar

• The server date and time is now displayed at the bottom of the wMobile Desktop window.

• This is helpful in troubleshooting, so we can correlate an issue in the server logs.




SQL Query in Tools Menu

• SQL Query access will not be available for users that don’t have this permission in GoldMine.




• The option will no longer be on the Tools menu.

SQL Query Export




Opportunity/Project Linking

• A customer reported losing the Opportunity/Project link when editing an activity in wMobile Desktop.

• This occurred in cases where the activity was linked to an Opp/Influencer or Proj/Contact, rather than the primary contact of the Opportunity/Project. This linking is now supported in wMobile Desktop as well.




• Search on ‘Sent By’ column is fixed in the GoldMine Inbox in wMobile Desktop.

Search on Sent by Fixed




Performance Improvement

• Increased UI responsivity by loading the left sliding pads on expand, rather than on the general page loading.

• These pads now have ‘paging’ to show 20 objects at a time, and have a link for ‘Show more’ to see the next page.




Search Option Added to Filters

• A search option has been added to Filters.




Fix for Accessing Email Attachments

• A customer reported errors on emails where the file attachment names contained special characters (in foreign language). This is now resolved so users don’t see any error and the attachments can be opened.




Feature Topic

• The topic that won the poll in our last online user group was ‘Using and Customizing Quick Search options in wMobile Phone and Desktop.’

• We’ll review how to use the Quick Search in wMobile Phone and Desktop, and how users can customize the fields used for Quick Search. We’ll also review how an administrator can set these in the wMobile Manager Console.




Using Quick Search in wMobile Phone

• wMobile Quick Search is accessed from the top of the Home menu.

• Quick Search can be used to filter on several fields at once. By default, these fields are Company, Contact, and State.




Results

• The results will include any contact record where ‘Smith’ is included in the Company name, contact name or City.

• Results will be listed in groups of 10 by default. Use the arrow to navigate through long lists.




Quick Search Using Multiple Criteria

• It is possible to use several criteria at once, such as using part of the company and contact names.




Search Results

• By using company and contact criteria, we get a much shorter list.

• From this list, it’s easy to call a contact, start and email draft, view recent pending or history activities, or go to look at the full record.




Preferences

• Quick Search settings are configured in My Preferences.

• Select Contact Options.




Add and Remove Quick Search Fields

• Quick Search fields can be added and removed here.

• Click Remove to remove a field.

• Select a Contact1 or Contact2 text field from the list and select Add.

• A custom field, such as customer number might be a good example that you’d want to use in searching.

• Select Save when your choices are completed.




Search on Custom Fields

• With the Customer Number added to the search criteria, this can now be used for Quick Searches.




Search Results

• If a field is used for Quick Searches, it might be helpful to add to the Search results display as well.

• https://www.w-systems.com/www/wmobilehelp/customizing_listview_results.htm



https://www.w-systems.com/www/wmobilehelp/customizing_listview_results.htm





• In wMobile Desktop, the Quick Search is located in the upper right corner.

Quick Search in Desktop




• Based on the default settings, wMobile will show results for any contacts where the search text is in the company, contact, or city fields.

Search Results




Quick Search

• Multiple criteria can also be used in wMobile Desktop.




User Options

• Quick Search fields can be adjusted in the User Options.

• Select Tools | Options




Quick Search FieldsNavigate to Contact | Quick Search.

The fields used for Quick Search can be checked and unchecked here. Scroll up and down to see all the available fields.

Click OK to save changes.




wMobile Manager Console

• It is also possible for an administrator to set Quick Search fields in the Manager Console.

• Default User Options will allow an admin to configure globally.

• User Options will allow an admin to change settings for a specific user only.




Default User OptionsNavigate to Desktop | Contacts to adjust the Quick Search fields used for wMobile Desktop.

Click on the browse button to adjust the fields used for Quick Search.

Edit the list of fields.

Click OK.

Click Apply to All Users in the Actions pane.




Default User OptionsNavigate to Phone | Contacts | Quick Search to customize the fields used in wMobile Phone.

Click on the Browse button to see the list of fields.

Update the list of fields used and click OK.

Click Apply to all Users in the Actions pane on the right.




User Options

• Settings can also be updated for a single user in User Options.

• Select the user from the lookup list.




User OptionsAs before, the Quick Search fields would need to be adjusted for both Desktop and Phone.

Navigate to Desktop | Contacts.Expand the section for the Quick Search fields. Click on the Browse button to change the fields used for Desktop Quick Search. Click OK when done.

Navigate to Phone | Contacts | Quick Search fields. Expand the section for the Primary Search fields. Click on the Browse button to change the fields used for Phone Quick Search. Click OK to save changes.

Click Save in the Actions pane when changes are completed.




Poll Topics for the Next Online User Group

• Resolving Duplicate Lookup Headers• Using Email in wMobile Desktop• Creating One Click Logins for Phone and

Desktop• Creating Filters in wMobile Desktop




Roadmap

• Sending email asynchronously [January/February]

• Mail Merge in wMobileDesktop [February]• UI Notifications [February/March]• Relationships in wMobilePhone

[March/April]

Next wMobile Online User Group – Wednesday, February 22, 2017




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: Using and Customizing Quick Search Options (December 2016)

Technology

Transcript of wMobile Online User Group: Using and Customizing Quick Search Options (December 2016)