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    wMobile User Group: Using Cases in wMobile Desktop

    By Sarah Friedlander Garcia • June 29th, 2017
    Audiences: Administrators, Developers, End Users

    On June 21st, we had our wMobile User Group Meeting focused on the topic: Using Cases in wMobile Desktop.

    Our next meeting will be on August 30th, which will highlight the topic “User Management in the wMobile Manager Console.”

    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: Using Cases in wMobile Desktop
    • 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
      • Release Notes
      • Support
      • wMobile Blog

    wMobile Updates

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

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

    What’s new in wMobile?

    • AutoFollowUp options added back to wMobile completion activity pages
    • Duplicate Check Criteria updated and includes Phone1
    • Support for case-insensitive searching in wMobileDesktop ResourceManager
    • Review of filing of local/internal messages

    What’s new in wMobile Phone?

    • Fixed: Cannot create a new contact from phone when a date field is empty.

    What’s new in wMobile Desktop?

    • Support for archiving emails by moving them to Filed folders
    • Fax number now auto-formatted (International or US) on editing existing contacts or creating new contact records
    • Activity completion screen redesigned with Opp/Case toggle
    • Improved performance on loading Contact History tab and History Activity List pages

    FIXED

    • Problem changing additional contact page size in wMobileDesktop
    • Tabs missing on record when navigating from additional contact search in wMobileDesktop
    • Contact page not refreshing after the record typing rules are triggered in wMobileDesktop
    • User shrunk columns in Pending Activity List and got server error in wMobileDesktop application
    • Error thrown by wMobileDesktop when moving an email from online Inbox to GoldMine Inbox in some circumstances
    • History/Pending activity count not respecting record access/record curtaining
    • Opportunity probability field shown as text field instead of lookup list in wMobileDesktop
    • "Multi-day" and "Agenda" labels not translated in wMobileDesktop

    Feature Topic: Using Cases in wMobile Desktop

    • The topic selected in our last poll was Using Cases in wMobile Desktop.

    Topics for Next User Group

    • Using Email in wMobile Desktop
    • Updating Information and Logging Calls in wMobile Phone
    • Search Methods in wMobile Phone and Desktop
    • Winning Topic for June: User Management in the wMobile Manager Console

    Roadmap

    • Telerik Framework Update [June]
    • Mail Merge in wMobileDesktop [July]
    • Relationships in wMobilePhone [July/August]
    • UI Notifications [August or later]
    • Next wMobile User Group – Wednesday, August 30, 2017
       
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    Sarah Friedlander Garcia
    Director of Marketing at UpCurve Cloud