wmobile online user group: migrating wmobile to another server (february 2015)

wMobile Online User GroupWednesday, February 25th, 2015

Agenda

• Review of Existing Resources• What is new in wMobile• 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• support@w-systems.com

wMobile Phone Edition

No new updates for Phone Edition in this update. It’s been stable and reliable!

What’s new in wMobile Desktop Edition• Record Type improvement on New record creation• Improved Email entry• Can link email to Cases/Opportunities when filing email• Separate options to allow one-click login for

Phone/Desktop• Addition of setting for time picker minute interval in the

calendar• Carriage return key was not working to select a value• Remote GoldMine Service not stopping on updates and

upgrades.

Record Typing improvementsWe have improved the behavior on new records and cloned contacts. If the record type is changed the layout of the new contact screen will also change, if needed.

New Email EntryEmail entry similar to GoldMine

Linking emails to casesThe user can select File with Options and link an email to a case.

One-Click LoginThere are now separate options to allow this for Phone and Desktop in the Default System Settings.

Time picker setting for calendar

Carriage return/Enter key now works again for selecting a lookup list value

Remote GoldMine Service

The service wasn’t stopping fast enough on updates and upgrades, causing errors.

Message:Remote GoldMine Service Upgrade error (build: 1.729): An error occured while executing action [FileSystem_DeleteDirectory( [recursive: yes] ,[progressamount: 10] ,[path: C:\Program Files (x86)\W-Systems\Remote GoldMine Service\bin] ,[description: Unzipping...] )]Access to the path 'RemoteGoldMineHost.exe' is denied.

Preview of KnowledgeBase• The KnowledgeBase will be added by the end

of February.

KnowledgeBase• It will have the same options as in GoldMine to

add new Books, Folders, and Topics.

Tech TipMigrating wMobile to another server - Plan ahead if you can. • Contact support@w-systems.com for a new

wMobile license.• Export the email addresses from the Mgr

Console.• Uninstall wMobile from the existing server.• Install wMobile on the new server and import

the email addresses.• https://

www.w-systems.com/www/wmobilehelp/index.html?migrating_wmobile_to_a_new_ser.htm

Roadmap

• Support for GoldMine Knowledgebase (end of February)• Support for Recurring Activities (March)• Support for Scheduled Activity Notifications (April)• Support for Referral Relationships (May)

• Next Online user group – April 29, 2015 at 2:00 pm EST

Q&A

Contact Information

Technical Support: support@w-systems.com

Lynn Cattersonlcatterson@w-systems.comOffice / Switchboard: +1.201.760.2565 x301

Christian Wettrecwettre@w-systems.comOffice / Switchboard: +1.201.760.2565 x318