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    wMobile User Group: User Management in the wMobile Manager Console

    By Paul Scondac • September 7th, 2017
    Audiences: Administrators, End Users, Developers

    On August 30th, we had our wMobile User Group Meeting focused on the topic: User Management in the wMobile Manager Console.

    Our next meeting will be on November 29th, which will highlight the topic “Updating Information and Logging Calls in wMobile Phone.”

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

    Still have questions about wMobile? Feel free to post a question in the comments section or send us an email, and we’ll be happy to answer!

    Agenda

    • Review of Existing Resources
    • Features and fixes in wMobile
    • Focus Topic: User Management in the wMobile Console Manager
    • Roadmap
    • Open Q&A

    Existing wMobile Resources

    • Check out the UpCurve Cloud website to access the following:
      • Updated Resources tab
        • Videos
        • Recorded Training under Webinars tab
        • Product Literature Including Online Help Guide
      • Updated Demos and Downloads Tab
      • Release Notes
      • Support
      • wMobile Blog

    wMobile Updates

    • Posted on wMobile Product Page
    • Included in quarterly newsletter
    • wMobile Installer will always check for latest release
    • You must be on maintenance to update

    Schedule Change

    • wMobile Content
      • wMobile User Group - Quarterly
      • wMobile Newsletter – Quarterly and will include webinar recap posts
      • wMobile Blog Posts – New content monthly
    • GoldMine Content
      • GoldMine Webinars:
        • GoldMine User Group – Bi-monthly
        • GoldMine Showcase Webinar – Bi-monthly
      • GoldMine Blog Posts - Monthly
      • GoldMine Newsletter - New content every month

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

    What’s new in wMobile?

    • Update to the MailBee, the email client used for wMobile
    • Update to the Telerik Framework used to build wMobile
    • FIXED: Follow-up activity alarm set to current date instead of activity's date time in wMobile

    What’s new in wMobile Desktop?

    • New functionality in wMobile Desktop to include/exclude Audit logs
    • New method to select activities in Pending/History tabs
    • Update in Filter settings to allow selection of activities for All

    FIXED

    • Cannot select probability values in Opportunity page if they are non-number data
    • Lookup processor throws error when processing Contact2 fields on cloning a contact
    • Page size selection up to 500 in wMobileDesktop contacts, activities, opportunities, cases and projects list
    • wMobileDesktop user can leave contact page without filling the required field once is focused

    Feature Topic: User Management in the wMobile Console Manager

    • The topic selected in our last poll was User Management in the wMobile  Console Manager.

    Topics for Next User Group

    • Using Email in wMobile Desktop
    • Using the wMobile Diagnostic Tool
    • Changing Logging Levels in the wMobile Manager Console
    • Winning Topic for November: Updating Information and Logging Calls in wMobile Phone

    Roadmap

    • Mail Merge in wMobileDesktop [September]
    • Projects in wMobile Phone [September]
    • Relationships in wMobilePhone [October or later]
    • UI Notifications [November or later]
    • Next wMobile User Group – Wednesday, November 29, 2017
       
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    Paul Scondac
    Marketing Manager at UpCurve Cloud