wMobile Online User Group: Using wMobile Dashboards in Phone and Desktop (June 2016)

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

++wMobile Online User GroupWednesday, June 29, 2016

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



Agenda

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

Dashboards (Phone and Desktop)• Roadmap• Open Q&A




Existing Resources

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

• Online User Guide• Release Notes• Upcoming Training• Recorded Training• Blog Articles

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

• Email Support• [email protected]



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


What’s New in wMobile

• New icon for wMobile Phone and Desktop on device home screen or computer desktop*

• Can now link email messages to Projects• New user preference to automatically file and delete

email on reply in wMobile• Add Email Address column to contact Quick Search

options*• Option to configure wMobileDesktop contact list columns

in wMobile Manager Console User Default Settings• Added wMobile Diag check for primary keys &

constraints

* Noted in the last wMobile user group as Previews




New Icons for wMobile One Click Logins

The new icon is used for One Click Logins in both Phone and Desktop edition.




Linking Email to Opportunities/ProjectsEmail can now be linked to open Projects in Phone and Desktop.




Option to File Email on ReplyWe have had some requests for some functionality in GoldMine where an email is filed on reply.

This can be set by the individual user in Tools | Options in Desktop.




wMobile Manager ConsoleAn administrator can set this for all users in the wMobile Manager Console, under Default User Options.

Navigate to Options | Common | Email as shown below. Set ‘CompleteOriginalMessageOnReply’ to True. Then select Apply to All users in the Action pane on the right.




Add Email to QuickSearch Criteria

• To add email as a search criteria for the Quick Search at the top of the wMobile phone home menu, select My Preferences | Contact Options.

• Checkmark Contact Email Address and Save.




QuickSearch in wMobile Phone




Add Email to QuickSearch Criteria

• To add email as a search criteria for the Quick Search in wMobile Desktop, select Tools | Options.

• Navigate to Contact | Quick Search and checkmark Email Address.

• Click OK to save the change.




Quick Search in Desktop




Set Columns in Search Center in DesktopI was recently asked about setting fields for all users in wMobile Desktop. This feature was added in Default User Options. Navigate to Options | Desktop | ContactsClick on the browse button next to Contact List.

Click Add to add columns.

Select Apply to All users in the Action pane to apply.




wDiagnostic Improvement

• The wDiagnostic now checks for primary keys on the wMobile SQL tables. These can get lost when copying the database from one server to another.




What’s New in wMobile Phone

• Change the date chooser in wMobile Phone to use a calendar control

• Problem restoring wMobile Phone session on iOS when returning the app from background

• Error updating custom field views in wMobile phone




Date Chooser

• The new date and time selection is more in line with date and time selections in other applications. The date selection allows easy scrolling through the month, day, and year options for faster selection.




Custom Date Fields

• The same date selection is used in custom date fields. When you click in a blank date field it will default to the current date and you can adjust from there as needed.




Problem restoring wMobilePhone Session on iOS

• A problem has been fixed with One Click Login sessions on iPhones.

• Users were ‘losing’ their sessions because they didn’t show up a Safari tab, or whichever browser was used.

• The session could be accessed by clicking on the Home button twice, but on reselection, it brought the user back to the main menu.

• Behavior is now consistent with all phone devices and wMobile will open as a Safari browser tab, making it easy to find if minimized.

• Creating a new One Click Login is recommended if you use an iPhone.




One-Click Login

Links for creating One Click Logins for Phone and Desktop:

https://www.w-systems.com/www/wmobilehelp/index.html?adding_a_browser_shortcut_to_wmobile.htm

https://www.w-systems.com/www/wmobilehelp/index.html?setup_one_click_login.htm









Error Updating Custom Field Views in wMobile Phone

• This issue was discovered when users went to Edit custom field views in wMobile Phone. This has been resolved in the latest public build (3.1.3.542).




What’s New in wMobile Desktop

• Tapping in search fields in wMobileDesktop on iPads is fixed• Issue fixed where Email fetcher stopped when the alarm monitor threw

an exception• Option added to auto-fill ContHist.Ref with the first 40 characters of

activity notes• Email Template fixes

• The user email template list should not show the public templates• Cannot get to bottom of C2 field list to add field in Email Template• Deleting Email Template should have a confirmation prompt

• Filter updates• F2 lookup list was not displayed the when using Filter Builder in

Contact list page• When creating a new filter using FilterBuilder, the contact filter list in

left pad now updates automatically• Case updates

• Can now sort by Age• Added column resizing (changes will be sticky)




What’s New in wMobile Desktop

• Opportunity/Project fixes• Status and Stage field now have filter options in wMobileDesktop

Opportunity List View• Added filter option for ‘Active’ Opportunities and ‘Active (Not

Closed)’ Projects to match GoldMine filter options.• Reordering of fields in Opportunities and Projects list view is now

working• Email updates

• When deleting IMAP/POP3 email messages, they are now moved to a Local Trash folder

• Inline image attachments from iOS email client were not included in forwarded email in wMobile

• Email cursor jumps to bottom of the email body when pressing ENTER while composing email

• Search updated to include 'From Name' as well as email address in Email Center

• Support added to manage F2/Lookup Lists




iPad Search Fixed

• An issue was reported where users could not tap into the search fields to enter search criteria on an iPad. This was fixed in build 3.1.3.468.




Option to Auto-fill ContHist Reference

• A customer requested an option to auto-fill the activity reference when users left it empty.

• An option has been added in System Settings in wMobile Manager Console. This would apply to all users.




Email Template Fixes

• The user email template list should not show the public templates




Adding Fields in Email Templates

• In cases where there were many custom fields, the user couldn’t get the bottom of the list. A scrollbar has been added to fix this issue.




Prompt on Email Template Deletion

• A prompt was added when an email is deleted, so it doesn’t happen accidentally.




Filter Update

• The F2 Lookup list was not coming up when building filters in Contact Search Center list.




Filter List Now Refreshing

• When filters are added, this list is now refreshing automatically.




Service Center Updates

• Can now sort by Age/Created Date• Columns can be re-sized. The column size settings

are ‘sticky’ so they will be the same when you return to the Service Center in your current wMobile session, or when you log back in.




Opportunity List

• Status and Stage fields now have filtering options in the Opportunity List.

• The Status list has an Active option which includes any status other than Closed, Won, Lost, or Abandoned. This will include any custom status values.




Active (Not Closed) Projects

• wMobile now has an Active (Not Closed) filter option on Status. This includes any Project where the Status is not set to Closed. This supports custom status values.




Reordering of Fields in Opportunities/Projects

• To re-order the columns, click on Select Columns.

• Click on a field and use the up/down arrow keys as shown here.




Deleting Online Email

• When deleting emails from the Online server or ISP mailbox, these emails now go into a Local Trash folder.

• This allows the user to recover if they delete an email by mistake.




Forwarding Emails

• Inline image attachments from iOS email client were not included in forwarded email in wMobile. This issue has been resolved.




Email CursorA customer found the cursor skipping to the bottom of the page when using the Enter key.

A change in the email editor settings resolved this issue.

Select Tools | Options

On the Display tab settings, locate Editors New Line Mode. Change this setting from “Paragraph” to “BreakLine.”




Email Center Search Improvement

• The Search criteria now includes both name and email address.




Maintain Lookup Lists in wMobile Desktop

• wMobile Desktop now supports adding, editing and deleting lookup list values.

• The options will be dependent on GoldMine user settings. As in GoldMine, if a lookup list is restricted, only master-level users would be able to edit the list.




Using wMobile Dashboards

• The topic selected in our last poll was Using wMobile Dashboards (in both Phone and Desktop Editions).

• The Dashboards are good way to keep track of activities and forecasted sales.




wMobile Phone DashboardThe Phone Dashboard has options to view History Activities and Pending Activities.

The user can be changed, pending on user permissions. Some users are restricted to only seeing their own activities.

History date selections include common options such as Today, This Week, Last Week, This Month, and Last Month. A date range can also be specified.

Pending date selections include Today, This Week, Next Week, This Month, Next Month. A date range can also be specified.

Click Search.




Drill Down FeatureThe summaries are highlighted in blue. You can click on these to drill down to a list.




Drill Down ListThe resulting list will show the specific activities.

Again, any item highlighted in blue is a hyperlink. So you can click on the activity to see more details, Edit or Complete from this list.




wMobile Logins

• The History Dashboard also includes the number of wMobile logins in the time period.




wMobile Desktop Dashboard

• The wMobile Desktop Dashboard also shows Pending and History activities.

• Users or teams can be selected.




Drill Down

• Summaries in Pending and History can be clicked on for a list.




Drill Down

• If I click on the summary count for this week’s calls, I’ll see the drill down list.

• Each item can be completed, edited, deleted (depending on user permissions).

• The Company and Contact hyperlinks can be used to the navigate to the record.




Screen Adjustments

• The splitter bar can be used using the arrow to adjust the list larger and smaller.

• The list can be toggled open and closed the arrow in the center.




Past Due

• The Pending dashboard includes a Past Due column. This can be very helpful to make sure you’re on top of activities and sales.

• The Forecasted Sales access allows you to easily keep track of your forecasts.




History Dashboard

The History Dashboard shows summary info on all types of activities: Created Contacts, Calls, Appointments, Next Actions, Other Actions, To-Dos, Sales, Events and Email activity.




Drill Down

• Click on any summary number or dollar amount to get a drill down list.




Chart

• Click on the View Chart tab to see a chart instead of a list.




Poll Topics for the Next Online User Group

• Managing Opportunities/Projects in wMobile Desktop

• Using Email in wMobile Phone• Using Email in wMobile Desktop• Updating the wMobile Logo

• The topic that won the poll is Managing Opportunities/Projects in wMobile Desktop and will be presented in the August webinar.




Roadmap

• Support for meeting Requests [July]• Support for cache reset from Manager

Console (Users, Groups etc.) [July]• Integration with Google Maps [July]• UI Notifications [August/September]• Support for Referral Relationship

[September/October]

Next wMobile Online User Group – Wednesday, August 31st




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 wMobile Dashboards in Phone and Desktop (June 2016)

Technology

Transcript of wMobile Online User Group: Using wMobile Dashboards in Phone and Desktop (June 2016)