GoldMine
pdf's ...
Viewing Company & Contact in the
Calendar display?
Wild Card Searches in GoldMine SQL
Publishing your GoldMine Calendar
Importing from Excel
Creating Letter Templates
How to do a mail shot
Simple
Filters
Unable to access GoldMine Help
Creating HTML Email Signatures
Change the label colour for empty fields
GoldMine
Quick Bits ...
Opportunity
Manger
–
Products
Did you know that if you enter
products into the lookup table you can include the
price by entering it after
a // command?
GoldMine PE Licence //£395
This will automatically enter the
description into the field and the value into the
Price field. The Amount will then automatically be
calculated from Price times Quantity.
How can I change the Goldmine shortcut to log on
with a username?
1.
Right-click on your GoldMine icon
2.
Select <Properties>
3.
Edit the "Target: " value to include " /u:USER-LOGIN-NAME
" after the path to GMW6.exe
Example...
Target: X:\crm\gm_svr\gmw6.exe /u:PAM
This will now login with the username of PAM instead
of the default Windows userid.
Want to make sure you follow up all activities?
When completing an activity, you can have Goldmine
select the “schedule a follow-up” box automatically?
Open the username.ini, and under the [GOLDMINE]
section, place the following command:
Followup=1
User Friendly Dates
Did you know that GoldMine allows you to enter
shortcuts for dates to help you increase your
productivity? In your daily activities you can make
the best use of your time by minimizing repetition.
When scheduling an activity for instance, select
Schedule|Call.
Click in the Date field.
If
you'd like to schedule the activity for one day into
the future, type "1d".
Then press Tab.
The date of the activity will advance to tomorrow.
Use the same method for week (w), month (m) or year
(y)For example, to schedule a call for 2 weeks time
enter 2w.
Display Activity Code in History Tab
By
default, the History tab shows the Result Code of an
activity, but not the Activity code. If you want to
display the activity code as well you need to add
the following line to the username.INI files. For
example I log in as PAM so I need to add this to the
pam.ini file. It does mean that this change has to
be made for each user that requires it.
NOTE: Before making any changes to ini files make
sure you have a backup of the files.
[ActvObj]
(this section will probably already exist)
ShowHistActvCode=1 (add this line)
Analysing data in a given field
Using a SQL Query it is possible to get a summary
break down by a given field. For example, to see
how many records in the database has each Source
value.
On
the Filters & Groups dialog, select the SQL Query
tab. If you don’t have access to this ask your
system administrator or contact RD Associates.
Enter the query as below
Select Source, count(source) from contact1 group by
source
Then click on the Query button to see the results.
Use the [Save] button to save the query with a name
for future use.
Any other field can be used instead of Source, or if
it is a user defined field change Contact1 to
Contact2 as well as changing the field name.
