wMobile Online User Group: Customizing wMobile Phone Menus (February 2016)

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

++wMobile Online User Group

Wednesday, February 24, 2016

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



Agenda

• Review of Existing Resources• Features and fixes in wMobile• Customizing wMobile Phone Menus• Roadmap• Open Q&A




Existing Resources

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

• Latest Update downloader• New videos!• Online User Guide• Release Notes• Upcoming Training• Blog Articles

https://www.w-systems.com/blog/wmobile• Request Technical Support

• 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

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


What’s New in wMobile

• Update of Telerik Framework, used to build wMobile, which has resolved display issues found in Edge, on iPads etc.

• Change in Default User Options and Users Options for user’s mobile phone setting (used in merge forms and used for SMS notifications)

• Email account setting for TLS




Default User OptionsThere are now user settings for both PhoneNumber and Mobile.

Mobile is the phone number that will be used for SMS texts.

These user settings will also be used in wMobile merge forms, which will be addressed with wMobile Desktop changes.




TLS in Email Settings

• In GoldMine, there are separate settings for TLS and SSL. In wMobile, there’s only one. The wMobile email client will try to use TLS first, but if it’s not detected on the server, it will then default to SSL. (SSL 3.0 was created in 1996. TLS is the successor method for encryption.)




What’s New in wMobile Phone

• Added option for list page size.• Fixed a problem where blank date fields in were

populated with the current date.• Fixed problem where user got an error sending a

template when the attachment is missing.




List Page SizeThe default page size can be added in the Manager console for all users (Default User Options) or for individual users (Users options).

This will control how many items are displayed in results lists in wMobile phone.




Custom Date Fields

• On editing field views with custom date fields, the current date was filling in. The date was getting saved in error. They are now blank, so user doesn’t update fields unintentionally.




What’s New in wMobile Desktop

• Added support for record deletion• Additions to template functionality to add C1 and C2 fields

and user variables• Addition of hyperlink functionality in Linked Docs tab• Added Fax field to Additional contacts tab with custom label, if

used in GoldMine.• Filters for Pending/History/Activity List tabs are now sticky• LastContOn not getting update on appointment completion

(only calls), also now showing specific time• Support for custom fields in Projects• Added option to format international phone format when

creating a new contact record.• Added Activity code in History Activity list




Support for Record DeletionIt has never been possible before to delete contacts in wMobile, but after a number of requests for this feature it has been added. In order for this to be available, several conditions must be met.

The setting must be enabled in the wMobile Manager Console System Settings under Configuration | Common | Contacts. Set AllowContactDeletion to True.

Users must have master rights in GoldMine and the Delete option must be checked in GoldMine user settings on the Access tab.

If all of these are true, then the user will be able to delete single contacts from the search center in wMobile Desktop.




Changes to Merge Templates

• The merge templates now allow addition of Contact1 and Contact2 fields.




User Variables in Merge Templates

• User variables can now also be added to templates.




User VariablesIn GoldMine, user variables are stored in the user.ini file in the GoldMine root directory. Many remote users don’t have access to these files and it’s not a very user-friendly method. We have added a way for users to enter these settings in the wMobile Desktop user options.

Select Tools | Options and then the Personal tab.

Select OK to save the updated settings.

These can also be added by an admin in the Manager Console in the Users Options.




Hyperlinks in Linked Docs

• GoldMine 2015.2 introduced the use of hyperlinks in Linked Documents, such as those stored on Dropbox, OneDrive etc. These are now supported in wMobile Desktop as well. Users can add and access hyperlinks.




Fax Field in Additional Contacts

• Many GoldMine customers use the option to show the Additional Contact fax field as a Mobile or Cell phone.

• This is set in the gm.ini.




Can ‘Apply to all users’ in wMobile Manager Console

• If this setting is used in GoldMine, wMobile will pick it up and use this setting.

• If this setting is blank, another option is to set it in the Manager Console, in Default Users Options (and Apply to all users) or in Users Options to set for an individual.




Fax/Mobile displayed on Additional Contacts Tab

• This label will be used in wMobile and is now displayed without having to open the contact details.




Filters are now ‘sticky’Filters are now ‘sticky’ under the Pending/History tabs and Activity Lists. This means that when you set a filter, they remain active when you browse to other records and even when you log out of wMobile.

This means you don’t need to keep setting the same filter repeatedly.

It also means you’ll need to Clear Filter when you want to see all activities again.




Activity Code in Activity list

• The Activity code now appears in the History Activity List




Last Contact Date

• Previously, Last Contact was only being updated on completed calls. It now gets updated on successfully completed Calls and Appointments. The time is also shown properly, instead of 12:00 AM.




Custom Fields in Projects

• Projects in wMobile now support custom fields that have been added in GoldMine.




International Phone Format

• There is now an option to format a phone number in international phone format when creating a new contact.




What’s Fixed in wMobile Desktop

• When searching a contact that does not exist and trying to create a new one, an index out of range error occurred

• Error on exporting Filter results• F2 lookup values missing when editing a pending activity• Left ‘pad’ items such as Contacts, Filters, Groups appearing

upside down in some browsers• Error on sorting Cases by CreatedDate• iPad display issues

• Cannot deselect contact tabs in Options | Contact | Tabs on iPad

• Cannot get to bottom of meeting reference lookup list on iPad• Option to edit Manager field in Projects now clearly has a lookup

list for selection• Check Names functionality when composing new email




Manager Lookup List

• This field can be edited, and it’s now clear that there’s a lookup list for selection.




Check Names

• The Check Names button will now default only to primary email address.




Customizing wMobile Phone Menus

• The topic selected in our last poll was Customizing Phone menus.

• It’s possible to customize the home menu so users have just the functions they need, with a minimum of scrolling.

• It’s also possible to remove unused components on the Contact page.

• These changes can be made by an admin in the wMobile Manager Console and will apply to all users.




Customizing main menu in Phone• To customize the main

menu, navigate in the wMobile Explorer pane on the left to wMobile | Phone | UI | Menus | Home Menu.

• In the middle pane, a representation of the wMobile main menu will be displayed.

• Any item in gray and italicized is not displayed on the wMobile main menu.




Show/Hide Menu Items

• To change whether an item appears on the menu, select it on the display on the right, and scroll down to the Visible field on the left.

• Edit the Visible value as True or False as needed.




Change menu list order

• You can Remove a highlighted menu item, although it’s generally recommended to hide it unless you’re sure it won’t be used.

• Use the Move Up or Move Down options to reorder the menu.

• Restore default will restore the main menu to the default menu when installed.




Save Changes

• Use the Save icon on the toolbar to save changes.

• Changes will be seen in wMobile after a refresh or logging out and back in.




Add a New Menu Item

• It is also possible to add a new item.

• We posted a blog article recently on adding an external web link, such as to Google or FedEx.

• https://www.w-systems.com/blog/wmobile/adding-a-menu-option-in-wmobile-phone-for-another-website



https://www.w-systems.com/blog/wmobile/adding-a-menu-option-in-wmobile-phone-for-another-website







Item Type

• Edit the Properties in the box below the wMobile Explorer.

• In this case, Type will be ‘external link.’




Label on Home Menu

• In Text, enter the name as you want it to appear on the home menu, such as Google.




Image Size

• Browse for an icon. • You can use one of the

icons provided with wMobile, or you can use your own.

• If you use your own, the icon should be placed in the wMobilePhone\Res\Img folder. Images should be 24 x 24 pixels.




Browse for Image

• Click on the Browse button (3 dots or periods) to browse and select an image.




Set Visibility

• Set Visible to True for the item to be visible on the Home menu.

• The remainder of the settings should be left alone. These last values were set when the Type was set to ‘external link.’




Web Address

• Add the Form URL. The web address must include the http/https at the beginning.




Save

• Click Save when the settings have been entered.




New Item on Home Menu

• The next time users log in to wMobile phone, they’ll see this new link on the home menu.




Customizing the Contact PageNone of my customers uses ALL the features of GoldMine.

If features aren’t used, they can be removed from the Contact page to simplify the screen and minimize scrolling.




System Settings

• Select wMobile at the top of the wMobile Explorer pane and then System Settings button in the middle pane to see all System Settings.

• Or select Phone in the wMobile Explorer pane and then System Settings, to see only System Settings for Phone Edition.




Contact Related Actions

• Many options in wMobile phone can be removed if they are not used or are restricted by changing the Visible setting to False.

• This includes Add to Local Address Book, Edit a Contact, New Additional Contact, New Case, New Detail, New Group Membership, New History Activity, New Opportunity, and New Pending Activity.




Contact Related Views

• Related View items can also be removed by changing the Visible setting to False.




Related Views

• Related views pertain to options in the 2nd grouping on the GoldMine record, such as Additional contacts, Cases, Details, Documents, Fields, Groups, History, Map and Directions, Notes, Opportunities, Pending, and Proximity.




Poll topics for the next online user group

• Configuring document access in wMobile Manager Console

• Email auto-filing with the wMobile Email Fetcher Service

• Migrating wMobile to a new server• Document merge templates in wMobile

Desktop




Roadmap

• UI Notifications (March)• Support for Meeting Requests (March)• Support for Referral Relationships (April)• Email Review (May)

Next wMobile Online User Group – Wednesday, April 20th

The selected topic was ‘Document Merge 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: Customizing wMobile Phone Menus (February 2016)

Technology