Calendar Syncronization

[VOIPeng]

Does anyone know when Goldmine will be supporting Calendar syncronization to Exchange 2000 Calendar Thank you,
Frank Mirecki
BrantTel Networks

 

[RobColborne]

Yes!

There is a product available from

http://www.activip.com

called ActivExchange

This will suport almost real-time server side synchronisation of Calendar and Contacts items between GoldMine Sales & Marketing and Exchange 5.5 / 2000.



Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT

 

[VOIPeng]

I thought that this functionality was being incorporated with one of the next major releases of Goldmine so a third party product wouldn't be required?

Thanks, Thank you,
Frank Mirecki
BrantTel Networks

 

[RobColborne]

You are correct; FrontRange solutions were developing two links to Exchange / Outlook from GoldMine:

The Outlook Link: This is available now with MR2(version 5.7) of Sales and Marketing. This provides the ability to use Outlook as the email client, with any emails related to contact records in GoldMine being copied to the correct contact record, retaining GoldMine's history tracking for emails. This is an excellent feature, and has proven very successful to our clients that have had it implemented.

The Exchange Link is currently still in development and there is no scheduled release date. Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT

 

[polymath5]

Hi Rob,

Does this link work with Outlook as the client WITHOUT using Exchange? We use Mdaemon as our mailserver with OL2K as our email clients.

We are on GM4 and looking at going to S&M 5.7

 

[VOIPeng]

Goldmine currently will work with any POP3 mail server. So you should have any problems. Thank you,
Frank Mirecki
BrantTel Networks

 

[polymath5]

Thanks VOIPeng.

Just to be sure, I'm referring to GM being able to do what RobColborne said (quote below), when not on an Exchange based email system.

The Outlook Link: This is available now with MR2(version 5.7) of Sales and Marketing. This provides the ability to use Outlook as the email client, with any emails related to contact records in GoldMine being copied to the correct contact record, retaining GoldMine's history tracking for emails. This is an excellent feature, and has proven very successful to our clients that have had it implemented.

Also I assume you mean that I would not have problems

Thanks again!

 

[VOIPeng]

Ummm, I'm not sure about that, I was talking about using Goldmine as the Email client. Thank you,
Frank Mirecki
BrantTel Networks

 

[RobColborne]

Hi

The Outlook add-in is installed on each client workstation. It works with Outlook, so it does not matter if you use Exchange, or connect to an Internet mail server.

As for issues, then generally speaking it is fine. Most of the question I have had raised concern its functionality.

Regards

Rob

Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT

 

[polymath5]

I'm going over for demo this afternoon. I have some other specific questions. I'll post back when I know.

Thanks!

 

[VOIPeng]

So there is an app installed on the client that is an add-on to Outlook, that enables you to specify if the email should be linked to a Goldmine Contact?

Rob, how well do you know Goldmine Reports? We have migrated Databases and now our built in Goldmine Reports are not pulling data? Our Crystal reports are working fine? Thank you,
Frank Mirecki
BrantTel Networks

 

[RobColborne]

Hi,

When you say migrated database, do you mean that you have moved to SQL?

Robert Colborne

http://www.prior-analytics.com

CRM Solutions with GoldMine and HEAT

 

[VOIPeng]

Nope, we were using SQL previously. We had our CAL in one db and all the rest of the tables in another db. So we moved them all into one SQL db. Thank you,
Frank Mirecki
BrantTel Networks