wmobile online user group: managing opportunities and projects in wmobile desktop (august 2016)

© W-Systems Corp. www.w-systems.com© W-Systems Corp. www.w-systems.com

++wMobile Online User GroupWednesday, August 31, 2016

http://www.w-systems.com/



Agenda

• Review of Existing Resources• Features and fixes in wMobile• Focus Topic: Managing

Opportunities & Projects in wMobile Desktop

• Roadmap• Open Q&A




Existing Resources

• Website• www.w-systems.com/products/wmobile

• Videos• Recorded Training under Webinars tab• Downloads and Resources

• Installer Links• Online User Guide

• Release Notes• Upcoming Training (now under Support on web site)• Blog Articles

https://www.w-systems.com/blog/wmobile• Request Technical Support (now in lower right of page)

• Email Support• [email protected]



http://www.w-systems.com/products/wmobile

https://www.w-systems.com/blog/wmobile

mailto:[email protected]


wMobile Updates

• Posted on wMobile Product Page• http://www.w-systems.com/products/wmobile/releases

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



http://www.w-systems.com/products/wmobile/releases


Turn your wMobile Success into a W-Systems Case Study

We are looking for customers that would be interested in having W-Systems write a case study about the impact that wMobile has had within your company.

• Your company will receive visibility on both our website and social media channels.

• As a thank you for your time you will receive a $50 Amazon Gift Card.

• More information: http://wsyste.ms/cs-wmobile-augUG



http://wsyste.ms/cs-wmobile-augUG


What’s New in wMobile

• Support for Replying to iCalendar Meeting Invites and Cancellations

• New Google Maps Integration• Option to reset wMobile Cache• Fix to modifying an alarm (snooze/ignore)

where wMobile was not taking the user’s time zone into consideration

• Case reassignment notification improvements




Meeting Requests

Support has now been added in both wMobile Phone and Desktop to be able to respond to iCalendar meeting requests.




Meeting Request Functionality

• When you receive a meeting invite you will have 3 options for selection: Accept, Tentative, or Decline. You will also have the option to add a comment when sending your response.

• When a meeting request is accepted or accepted tentatively, the meeting will be added to the calendar in wMobile/GoldMine.

• The meeting request email will be deleted.




Meeting Updates and Cancellations

• If a meeting update is sent, you’ll have the same options to response.

• If a meeting is cancelled, you’ll be presented with an option to remove the activity from the calendar.




Note for Office 365 UsersOffice 365 users should go into their account settings and locate the POP and IMAP settings. Select the options to Send event invitations in iCalendar format. This setting also applies to incoming meeting requests.




Google Maps Integration

• Integration has been to wMobile Phone to use Google maps to get directions to or from your office, from your current GPS location, or a recently viewed contact.

• wMobile Desktop has new functionality to show closest contacts.




Google API Key

• A Google API key is needed for the Google Maps functionality.

• These are available at no cost from Google.

• Documentation on obtaining a Google API key can be found at the link below.

• https://www.w-systems.com/www/wmobilehelp/obtaining_a_google_api_key.htm



https://www.w-systems.com/www/wmobilehelp/obtaining_a_google_api_key.htm

https://www.w-systems.com/www/wmobilehelp/obtaining_a_google_api_key.htm


wMobile System Settings

• Navigate to System Settings | Common | Proximity.

• DisableClosest should be set to False.

• The latitude and longitude fields should be entered.




Reset wMobile Cache

• There is now an option in the Manager Console to clear cache for all components or a single wMobile component.

• When the cache is cleared for all components, this would include GoldMine User Security such as ownership settings, GoldMine User Group membership, additions or removal of GoldMine Users, GoldMine DBAliases, GoldMine DBOwner, and changes to GoldMine screens and views.




Clear Cache

• By default, these settings are cached for 4 hours.

• The option in the Manager Console gives administrators the option to force a cache refresh immediately.

• Another advantage of using Clear Cache is that it doesn’t restart the components or services, so all users don’t get forced out.

• However, a user must still log out and log back in for changes to take effect.




Fix for Alarms

• An issue was found when alarm was snoozed or ignored. wMobile was not taking the user’s time zone into account, so the activity wasn’t delayed to the appropriate time. This issue has now been resolved, so snoozing or ignoring alarms will work as expected.




Case Reassignment NotificationsSome improvements have been made recently to Case Reassignment notifications. The email body now includes who the case was reassigned from, the Case number, and subject.

It is also worth mentioning, that for these meeting notifications to be sent from wMobile, email settings must now be configured in Notification Services.




What’s New in wMobile Phone

• Support for Meeting invitations• Support for Maps and Directions using

Google Maps• Can link email to Project/Case/Opportunity

using ‘File With Options’• Issue fixed where date entered in MM/DD/YY

format was set to current date.• Fix to activity counts in wMobile Phone Home

menu




Meeting Requests

• As mentioned, a user will now be presented with an option to ‘Respond to Meeting Request.’




Response Options

• On the next screen, type in any comments and then select Accept, Tentative or Decline.




Meeting Update

• If a meeting is updated, you’ll get the same options to Respond to the Meeting request.




Meeting Cancellation

• If an activity is cancelled, you’ll have the opportunity to Remove from calendar.




Google Maps Integration

• Integration has been to wMobile Phone to use Google maps to get directions using the Local Area map, to or from your office, or a recently viewed contact.

• For the first example, we’ll select Local Area Map and click GO.




Local Area Map

• Click on the menu button with the 3 bars.




Directions from Current Location

• Google interactive maps will use the location of your mobile device.

• Select the mode of transportation.

• Click GO.




Use Your Current Location

• Depending on your settings, you might be prompted to all the application to access your GPS current location.




Step by Step directions

• A map will be displayed with step by step directions.

• Use the arrows to navigate through the directions.




Directions To/From OfficeIf you use the options to get directions To/From the office, then your office location must be filled into your Preferences.• Select My Preferences

on the Home menu.• Select Personal

Information• Enter your office address

information.• Click Save when

complete.




Interactive Maps

• There’s also a new Interactive Maps option that a user can fill in with a city, zip code, or address.

• This can be helpful if you’re not going directly to the customer, and need to stop somewhere along the way.




Map and Directions

• Map and directions will be generated.




Closest Contacts

• If a contact is geocoded with latitude and longitude, there will be an option to show Closest Contacts.

• A filter must be selected, such as for customers or prospects.

• Click GO to generate list.




Closest Contacts

• By default the list shows 10 contacts at a time, and the user can page through the results.

• Only records with latitude/longitude values will be included in the resulting list.

• Click Get Directions to get a map from the current contact to the selected contact.




Email LinkingIncoming email can now be linked to Opportunities, Projects, or Cases using the File With Options selection on an email.

On the resulting screen, activity and results can be selected.

The email can be linked to an Opportunity, Project, or Case that is related to the email sender.

The email can be filed in a specific email folder.




Activity Counts Fixed in Home Menu

• In wMobile Phone, there is a count of activities displayed for the Calendar Day, Week and Month.

• It was discovered that these counts were including GoldMine emails. These are now excluded, so only Calls, Appointments, Other Actions etc are included. (For the techies, activities with a Rectype of ‘M’ are now excluded.)




What’s New in wMobile Desktop

• Meeting Requests• Show Closest Contacts tab• Zip code will populate city/state on updating

records and in new records• Option to suppress Preview Pane• F2 Lookup support added when Building/Editing

filters• Option to show more Influencers/Contacts in

Opportunities/Projects• Fixed error converting Opportunity to Project• Email link not removed when recipient removed• Fixes to scrollbars on resizing History Pane




Meeting Requests

• Responses to meeting requests can be made from the list of emails, or when the email is opened.




Meeting Invite Options

• When you receive a meeting invitation, you can select Accept, Tentative, or Decline.

• Text can be included when the response is sent. • If the activity is accepted, or tentatively accepted, it will be

added to the GoldMine/wMobile calendar.• The meeting invitation will be deleted after the response is

selected.




Meeting Update

• If a meeting is changed, you’ll have the same options for Accept, Tentative or Decline.

• If the update is accepted, or tentatively accepted, the activity will be changed on the calendar.




Meeting Cancellations

• If an activity is cancelled, an option will be displayed to Remove from Calendar.




Show Closest ContactsIn order to use this functionality, there are some prerequisites.

Records must be geocoded with latitude and longitude values. We will be developing a new geocoding service that will be available on a subscription basis. This is expected in September.

To use the Closest Contacts tab, it must be selected as a visible tab. The Google tab is also required.

Select Tools | Options. Navigate to Contact | Tabs. Select Google and Closest Contacts.

The tabs can also be re-ordered if desired.




Closest Contacts

• When a record is geocoded with latitude/longitude values, the filter option will be available.

• Filters can be added and removed. An example would be to view nearby customers and/or prospects.

• Only geocoded contacts are displayed in the results.




Directions/Map

• Highlight a contact and select Directions Map.




Directions Map

• The map will be displayed with step-by-step directions.




New Zip Code FunctionalitywMobile Desktop will now assign City and State values based on the zip code. This is true on updating existing records and when creating new records.

If an existing zip code is entered, the city and state will be assigned when the user goes to another field.

If the zip code does not exist in the lookup table, the user will be prompted to add the city and state values.




Option to Suppress Contact View

• This option is located in the Manager Console under System Settings.

• Navigate to Configuration -> Desktop -> UI -> Hide Detail View. Set it to True.

• Restart services as prompted for the setting to take effect.




Comparison with Contact Preview Displayed and Hidden




Areas Affected By This Setting

• Pages that will be affected by this feature are:- Primary and Additional Contact Search List- Pending and History Activity Lists- Cases List- Opportunities List- Projects List




Lookup List Displayed when Building Filters

• The lookup list was missing when building filters from the Filter pad available in the left side of the Desktop screen.

• This is now rectified, which makes it easier to build filters.




Option to Show More Contacts in Opps/ProjectsThe page size options have been changed for Influencers tab on Opportunities, and the Contacts tab on Projects.

The user can now select to see 10, 20, 50, 100, or 500 on the list.

This was added by request, for sorting and reviewing these lists.




Error Fixed Converting Opportunity to Project

• We encountered an issue with converting an Opportunity to a Project. This issue has been resolved.




Fix for Email Linking

• An issue was fixed where the contact linking was not removed when the email recipient was removed.




Multiple Recipients

• If there are multiple recipients and the first recipient is removed, the linking will default to the next recipient.




Resizing History Pane

• We found an issue with resizing the History pane. When the pane was moved horizontally, the vertical scroll bar was lost. This has been resolved.




Managing Opportunities and Projects in wMobile Desktop

• The topic selected in our last poll was Managing Opportunities and Projects in wMobile Desktop.

• Support for Project management has been added to wMobile Desktop within the last year, and in this process we’ve streamlined some of the functionality for both Opportunities and Projects.




Opportunity List View

• Select Opportunities from the toolbar to view existing Opportunities.

• Highlight an Opportunity to preview the Opportunity.




Working with List view

• Columns can be added and removed.• Results can be sorted by columns.• Filter bar is used for selection criteria.• Splitter bar allows you to adjust size of panes

to view more of the list or the preview.




Detail View• Click on an Opportunity

name to open the Opportunity in Detail View, or highlight the Opportunity and select Edit on the toolbar.

• The Opportunity name is highlighted in blue and underlined, indicating it’s a hyperlink to the Opportunity.

• Note: the Company is also highlighted in blue and underlined. It’s a hyperlink to the Company record.




Update Information

• Opportunity fields can be updated. • All tabs are displayed as in GoldMine. • Influencers, teams, tasks, competitors etc. can be added. • Activities can be added and linked to the Opportunity.• Forecasted sales can be updated.




Opportunity Toolbar

The Opportunity toolbar includes• New Opportunity• Back to Opportunity

List• Win Opportunity• Lose Opportunity• Convert to Project




Win Opportunity

• If an opportunity is won, this can be done in wMobile desktop with the same functionality as GoldMine.




Lose Opportunity

• If an Opportunity is Lost, it can be done with the same options as GoldMine.

• Record the reason why an Opportunity was lost. Later analysis might show a trend.




Convert an Opportunity

• Use Convert to Project to convert an Opportunity to a Project.

• Enter the appropriate information for the Project.

• When you click OK, you’ll be in the Project record and can add further Project details.




New Opportunity

• New Opportunities can also be added in wMobile Desktop. There’s options to create a new Opportunity from the Opportunity List View or Detail View.




New Opportunity

• Enter the details of the new Opportunity and click OK.




New Opportunity

• The new Opportunity will be created with the forecasted sale.

• Further details can be added in the Detail view.




Project List

• Projects can be accessed from the toolbar.• Highlight a project to view the details, or highlight

the Project and select Edit on the toolbar.




Project List View

• Columns can be added and removed.• Results can be sorted by columns.• Filter bar is used for selection criteria.• Splitter bar allows you to adjust size of panes to view

more of the list or the preview.




Project Templates

• wMobile Desktop supports creating Project templates and using new Project templates to create opportunities.

• To create a new Template, select New | New Template.




Project Template

• A template is created when you have similar projects with the same values. Creating a template can save you time so you don’t enter the same info repeatedly.




Project TemplatesA template can be used when creating new projects to automatically update fields.




Project Detail View• Click on a Project name to

open the Project in Detail View. The Project name is highlighted in blue and underlined, indicating it’s a hyperlink to the Project.

• Note: the Company is also highlighted in blue and underlined. It’s a hyperlink to the Company record.




Update Information

• Project fields can be updated. • All tabs are displayed as in GoldMine. • Contacts, tasks, teams, issues etc. can be added. • Activities can be added and linked to the Project.• Custom fields are supported in wMobile Desktop.




Project Toolbar

The Project toolbar includes• New Project• Back to Project List• Complete Project• Save as template• Relink to another

contact.




New Project

• A new Project can be created from the Project List view or in the Detail view.




Complete Project

• Select Complete Project and click OK to confirm.

• The Status and Stage will be updated accordingly.




Poll topics for the next online user group

• Resolving Duplicate Lookup Headers• Using Email in wMobile Phone• Using Email in wMobile Desktop• Updating the wMobile Logo

• Winning Topic for October: Using Email in wMobile Phone




Roadmap

• Support for application state changes (System Settings, GM Users, Log level) without component restart [September]

• UI Notifications [September/October]• Geocoding Services [October]• Sending email asynchronously [November]

Next wMobile Online User Group – Wednesday, October 26th




Questions and Answers

• Questions and answers will be sent along with the PowerPoint slide deck and webinar recording.




Contact Info

Technical Support: [email protected]

Lynn [email protected] / Switchboard: +1.201.760.2565 x318

Fred [email protected] / Switchboard: +1.201.760.2565 x313

Christian [email protected] / Switchboard: +1.201.760.2565 x301







wmobile online user group: managing opportunities and projects in wmobile desktop (august 2016)

Technology