wMobile Online User Group: Applying User Options in the Manager Console (August 2015)

wMobile Online User GroupWednesday, August 26th, 2015

Agenda

• Review of Existing Resources• Coming Attractions in wMobile• Applying User Options in the

Manager Console• Roadmap• Open Q&A

Existing Resources• Website• www.w-systems.com/products/wmobile• Online User Guide• Upcoming Training• Latest Update downloader• Release Notes• Blog Articles• Request Technical Support

• Email Support• [email protected]

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

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

What’s new in wMobile?• Support for recurring activities• Activity notifications• Configurable option to ignore blank values in

duplicate detection.• Configurable option to use ownership in

duplicate detection.

What’s new in wMobile Phone?• Option to configure the number of GMUsers

listed for internal GoldMine emails• Use Phone labels from last selected primary

record view in pending activity screen• Fix for case reassignment• Fix for email linking

What’s new in wMobile Desktop?• Project Management support• Fixed a problem with searching in wMobile

Desktop.• Removed Edit/Delete options in Dashboard

view.• Issue fixed where first email in the Email Center

list was always checked.• Issue fixed on resizing Relationship tab/splitter

bar.• Option to copy contact details to clipboard.

Recurring Activities

• You will now be able to schedule recurring activities in wMobile phone or desktop.

• Alarms will be delivered on recurring activities as set when the activity is created.

Recurrence Options in Desktop

Recurrence options in Phone

Editing recurring activities• You will be able to edit

recurring activity details such as the reference, date, time, notes etc.

• Note: If you are on GoldMine 9 or above, you will also be able to edit the recurrence details. GoldMine 6.x, 7.x, and 8.x handle and store recurring activities in a different way, so customers with those older versions of GoldMine will not be able to edit the recurrence.

Activity Notifications• Activity notifications,

such as alarms, notifying a GoldMine user when an activity has been scheduled for him, and RSVP are now supported.

• In order for these functions to work, there is some configuration needed in the wMobile Manager Console.

Notification Services

• These settings can be accessed in the Notification Services.

• These settings include email settings and alarm monitor.

Documentation

• Details on configuration can be found in our recent blog post.

• https://www.w-systems.com/blog/wmobile/wmobile-notification-services

Duplication detection optionsThese settings are in System Settings | Common | Contacts

GoldMine Email

• You can now configure how many users will appear on the list of GoldMine users for use in GoldMine email.

Default User Options• This settings is in Default

User Options | Phone | Email

• Adjust the GMUsersNumberInRecipientList.

• Apply to all users.• You’ll be prompted to

confirm the change and to restart wMobile components.

Phone labels

• Previously generic phone labels were used, such as Phone1, Phone2, Phone3.

• Now the labels from the previously viewed record will be used for consistency and clarity.

Case reassignment

• An issue was recently fixed with case reassignment. The screen did not refresh so it was not clear to the user that the case had been reassigned.

• The Edit and History options weren’t displayed properly in the list view.

Email linking

• An issue was recently fixed where an email was inadvertently linked to the cc’d recipient rather than the primary recipient.

Support for Projects

Detail View

Tap to SearchAn issue has been fixed in wMobile Desktop on iPads where an extended touch was required instead of the standard tap.

DashboardThe Dashboard contact details have been redesigned. The Edit/Delete options were removed. The company and contact links are now clearly highlighted so it’s clear they are hyperlinks. Note: It is not possible to delete records in wMobile.

Desktop Email Center Inbox

• An issue has been fixed where the first email in the list was always checkmarked on refresh. Users reported inadvertently deleting the first email when filing or deleting multiple emails.

Relationship tab splitter bar• An issue has been fixed

where moving the splitter caused an error.

• Now you can move up the splitter bar to see more of the relationship tree.

Copy to clipboard

• There is now an option to Copy to clipboard on the wMobile desktop toolbar. You might have to use the right arrow to navigate to it depending on your screen size and resolution.

Copy contact details

• This functionality also works on iPads using the built in magnifier copy/paste tools.

Default User Options

• Based on the poll from the last wMobile online user group, we’ll have a deep dive into the Default User Options and User Options.

• Users Options can be used to set options for an individual user.

• Default User Options can be used to apply settings to all users.

User Options

• To change settings for a particular user, select that user from the list.

• Make the change and click Save to preserve the change.

• You can also use Reset to default to change back to default settings.

Default Settings

• Let’s be clear about what “Default Settings” means.

• Users with Master level rights in wMobile can save a set of user preferences as default.

Sections

• Common – applies to both applications.• Desktop – settings apply to Desktop Edition.• Phone – settings apply to Phone Edition.• Note where you start – if you select wMobile at the top

of the wMobile Explorer Pane, you’ll see all sections. If you start from Phone, you’ll only see Phone settings.

Setting descriptions

• Each setting has a description of the functionality in the bottom of the pane.

Default User Options

• Default User Options is used to save a change as a new default or to Apply to All Users.

Common settings

• Activities– Carry over completion notes– Check follow-up by default– Default History sort order– Set alarm on new activity

• Contacts– Add Contact fax label

• Personal– Contact Set

Desktop settings

• Activities– Time picker interval (For Time field in activities)– Multi-calendar

• Contacts– QuickSearch fields– Selected tabs

• Display– Tablet theme (Metro Touch is recommended)

Desktop settings (cont’d)

• Email– Default forward email template– Open compose method (New browser window)– Open view method (New browser window)– Show GoldMine folder

• Personal– EmailClient (built-in means built into wMobile)

• Session– Keep alive duration (30 mins by default)

Phone Settings

• Activities– Default History activity type

(A=Appt, C=Call, E=Event, O=OtherAction, T=Next Action)• Contacts– QuickSearchFields

• Email– Email Html View– GM Users Number in recipient list– Show Email Center in Main menu– Show GM Inbox in Main menu

Phone Settings (cont’d)

• Personal– EmailClient (built-in means built into wMobile)

• Session– Keep alive duration (30 mins by default)

• UI– Show empty fields

Restarting components

• In some cases, depending on the changes, you’ll be prompted to restart some wMobile components.

Documentation on blog post• We also have further information in a recent

blog most.

https://www.w-systems.com/blog/wmobile/setting-wmobile-user-options

Poll on Topics for next online user group• Configuring Notification Services• Configuring Screen Templates• Email auto-filing with the wMobile Email

Fetcher Service• Virtual File System (VFS) Settings for

Document Access

Roadmap

• Support for Complete Activity Series (September)• New F2 Lookups in wMobilePhone (September)• Projects Updates (September)• SMS Notifications (October)• UI Notifications (October)• Support for Referral Relationships (November)• Email UI redesign (December)

• Next Online User Group – October 28th at 2:00 pm EST

Contact Information

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