wMobile User Group: Filter Bars in wMobile Desktop

by Roxana Rangu on June 7, 2018

On May 30th, we had our wMobile User Group Meeting focused on the topic: Filter Bar in wMobile Desktop.

Our next meeting will be on August 22nd, which will highlight the topic: Using the wMobile Diagnostic.

A huge thank you to everyone who attended and participated! Below is the video recording, general notes, as well as the Speaker Deck presentation. 

Still have questions about wMobile? Feel free to reach out to our team here.

Agenda

  • Review of Existing Resources
  • Features and Fixes in wMobile
  • Focus Topic: Filter Bar in wMobile Desktop
  • Roadmap
  • Open Q&A

Existing Resources

Support Portal Launched

We have now launched our support portal.

Please let us know if you’d like to submit support cases through the portal and we can provide credentials to log in.

wMobile Updates

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

wMobile Schedule

  • wMobile Content
    • wMobile User Group - Quarterly
    • wMobile Newsletter – Quarterly and will include webinar recap posts
    • wMobile Blog Posts – New content monthly

For additional information on product updates, see the Speaker Deck deck below.

What’s new in wMobile (General)

  • wMobile 4.0 released in March!
  • Support for Referrals
  • Support for choosing between testing In or Out settings when creating an email account in wMobile
  • When linking an email to a contact, added confirmation dialog before adding the email address to the contact
  • Validate email addresses before adding to a contact
  • Allow using templates even if the recipient isn’t linked in GoldMine/wMobile

Fixes:

  • Recurring activities created in wMobile cannot be edited in GoldMine

wMobile 4.0

wMobile 4.0 was released in March after our last wMobile User Group.

Customers with current wMobile maintenance may upgrade by accessing the installer link on our web page.

During the upgrade, the server desktop icon(s) will be updated to point to the new installer files on our new upcurvecloud.com domain.

Please upgrade to take advantage of current features! Also be advised that wDiagnostics from wMobile 3.x will soon not be received due to our infrastructure changes.

Feature Topic: Filter Bar in wMobile Desktop

  • The topic selected in our last poll was Filter Bar in wMobile Desktop

Topics for Next User Group

  • Email Merge in wMobile Desktop
  • Managing Opportunities in wMobile Phone
  • Using Relationships in wMobile Phone and Desktop
  • Winning Topic for August: Using the wMobile Diagnostic
  • Preparing for a wMobile Migration to a New Server

Roadmap

  • Add rules for SMS notifications to match all conditions for email notifications [June]
  • Add wMobile Manage Console option to restore the built-in localization resources to default [June]
  • Add option to edit contact's secondary email addresses in wMobilePhone [June]
  • Add support for local email rules [July]
  • Update Telerik Version [July - August]
  • Next wMobile User Group – Wednesday, August 22, 2018

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PRODUCT: wMobile

AUDIENCES: Administrators Business Manager End Users

Roxana Rangu
Associate Marketing Manager at UpCurve Cloud
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