GoldMine Productivity Boosters

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Yes, I am still alive!  I know its been a while since our last blog post, but I’ll try to make it up to you in the near future!

I received an email question on the lookup.ini and how to use it to deal with ranges.  So, for example, we want to assign our sales rep by the employee count of a contact.

There’s some good basic information on how to create and where to find the lookup.ini in GoldMine’s help file so we won’t go too much into detail on that.  Basically, it’s a file that tells GoldMine to auto-populate some fields based on others.  For our example here we’re assuming we have a custom field, UEES, # of Employees, that tracks a contact’s number of employees.  We then want to auto-populate the Key4, Account Manager, field based on that.

Lookup INI 1

Our criteria is going to be:

<= 99: Mike
100 – 499: Bill
> 500: Sam

The basic syntax we’re going to be using here is iif(Expression,True,False).  So if the expression is true, it returns the middle section of the formula, and false the end. We’re then going to nest some additional iif in the false area so we can do multiple evaluations. Here’s the code and a screen shot of what the lookup.ini would look like for this:

iif(contact2->uees <= 99, ‘Mike’, iif(contact2->uees >= 100 .and. contact2->uees <= 499, ‘Bill’, iif(contact2->uees >= 500,’Sam’,’Error’)))

Lookup INI 2

I’ve been doing some cool things with Dashboards recently, I think we’ll try to feature some of them in the next posts.  Until then, enjoy the Spring!

It’s bound to happen, you’ll come across a dreaded duplicate contact in your GoldMine!

GoldMine Duplicate 1

From the Search Center, though, it’s easy to take care of.  Simply select each of the records by far left box.

GoldMine Duplicate 2

Then go to Tools | Data Management | Merge/Purge Records | Merge Tagged Records.

GoldMine Duplicate 3

GoldMine will consolidate the records into one, merging the history, pending, opportunities, etc.


I received this question from a long time blog reader, “Do you have a SQL Query that can list the Companies where there has been NO CHANGE, no pending record entered or History Record in the last year?” Well, no I don’t, asics gel pas cher but let’s see what we can do! So here’s the query:

SELECT,,  Nike Free Run 3.0 femme c1.phone1, c1.address1,  asics gel lyte 3,  louboutin chaussures c1.state,  Parajumpers Femme Californian Joanna, c1.key1, c1.accountno FROM contact1 c1 WHERE lastdate < getdate() - 365 AND c1.accountno NOT IN (SELECT accountno FROM cal WHERE createon >= getdate() - 365) AND c1.accountno NOT IN (SELECT accountno FROM conthist WHERE createon >= getdate() - 365) AND c1.key1 <> 'Unqualified' ORDER BY, 

Ignored Accounts SQL So a couple of things to note. Air Jordan 1 bambini You’ll notice I’m using getdate() – 365 to automatically go back one year, you could replace this with a date, Adidas Zx 500 Homme e.g. < 1/1/2015, adidas hamburg homme if you want to hard code the dates. Also, I am excluding any contact marked Unqualified in the key1 field for those contacts that you do not want to contact often.

Anytime you’re using a system like GoldMine, it’s a good idea to evaluate how often a field is populated and the different values that are being put in. asics noir soldes For example, here we have our Industry field. Nike Air Max 90 Femme Industry Are people using it? If so how many records do we have for the different industries? Fortunately this is an easy question to answer with a pretty simple SQL Query. chaussures timberland soldes First, however, you’ll need to do a Right-Click | Properties on the field to get the field name. This is how it’s referenced in the database. New Balance 574 femme Industry Properties So our SQL Query to analyze this will be:

SELECT key3, count(*) as '#' FROM contact1 GROUP BY key3

Simply copy and past the SQL Query into Tools | SQL Query and hit query. adidas stan smith homme bleu You’ll see a result like this. adidas gazelle femme You’ll notice there’s two blank areas, one for blanks and one for nulls, but essentially they’re the same thing. New Balance 1600 homme Query You can switch out the fields just be sure to change the name after the select as well as after the group by. chaussures louboutin You can also use this for other tables, for example contact2, for custom fields, just change the table name after the FROM.

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Issue Number Title
217142 Blank notification email sent if “Page me with alarm when not acknowledged within..” option is checked
218285 The body of new email retrieved in GoldMine Mobile 2014 is unavailable in the activity list.
218288 When completing an email message from the activity list in GoldMine Mobile 2014 the email does not complete in GoldMine or the Mail module for GoldMine Mobile
218857 In GMME when creating a new activity,

GoldMine’s relationship tree is a great tool to see all of the contacts at a particular company. Adidas Zx Flux Homme Rouge However, adidas tubular enfants creating them and keeping them up to date can be a chore. GoldMine Relationship Tree 1 However, Nike Roshe Run Homme there’s a nice tool within GoldMine’s data management utilities to do this for you. New Balance 999 femme Go to Tools > Data Management > Create Default Relationship Trees. adidas zx 850 homme GoldMine Relationship Tree 2   Normally you’ll be building the relationship trees based on the Company field. ugg chaussons You can also have GoldMine create subsections (folders) based on a secondary field, bottes ugg in the example I chose State, Adidas Superstar Femme Rose and finally, Nike Air Max Command Homme I like to replace all existing relationships, Nike Air Max Command Homme that way all the relationship trees are rebuilt.

In our last post we talked about automatically creating Relationship Trees to link all of the contacts at a single company together. new balance soldes There will come a time, though, nike air jordan 7 uomo when you want to update all of the contacts within that Relationship Tree. chaussure homme louboutin For example, Nike Air Max 2011 Femme if one of those organizations becomes a customer. adidas Powerlift 3 Femme First, bottes ugg go to the top level of the organizational chart, louboutin femme and then change the value of the field you’ll want to replicate. Canada Goose Homme GoldMine Replicate 1 Then Right-Click on the top entry and choose Replicate data… GoldMine Replicate 2 Then choose the field or fields to replicate.

Issue # Description
160813 Prompt if E-mail address is not on file when Auto-Linking received email – message box causes further downloaded emails not to be handled correctly -NOT auto linked at all and/or no further prompts
200761 When display name has a comma (e.g. asics femme asics gel noosa tri Doe,

If you’ve been using GoldMine for a while you’re probably very familiar with previewing a filter. Here we have a list of all of our Web Import records. ugg 2017 Filter Drill Down 1 What you may not have noticed is the Drill Down button in the lower-right, and what it’s for. final fantasy 14 gil for sale So, nike air max flyknit donna once you have a filter like this previewed, Adidas Zx Flux Femme Leopard go back to the Filters tab, asics gel lyte pas cher and select another filter. new balance france I’ve selected California. Nike Air Zoom Pegasus 33 femme Filter Drill Down 2 Go back to Preview and click Drill Down. Asics Gel Lyte 3 Homme Filter Drill Down 3 You’ll see GoldMine has combined the two filters, nike kwazi homme so we’re only seeing records in California that are Web Import records. If this is a useful filter for you, Nike Air Max 90 Femme click Save to save the combined filter as anew filter.


Spring is finally here and it’s time for some Spring cleaning on our GoldMine database!

Here’s a SQL Query that’ll show you any duplicate email addresses you have in GoldMine. Air Jordan 14 Homme This is probably one of the most important queries you can run to ensure that any email blasts you do via GoldMine don’t result in duplicate emails being sent to the same person.

SELECT   ,           Adidas Yeezy 550 Homme   ,           Adidas Powerlift 3 Homme cs.contsupref,           Adidas NMD Femme c1.accountno FROM     contact1 c1          INNER JOIN contsupp cs          ON       c1.accountno      = cs.accountno WHERE    ISNULL(cs.contsupref,  timberland soldes hommes '') <> '' AND      cs.contsupref IN          (SELECT  contsupref          FROM     contsupp          WHERE    CONTSUPP.rectype = 'P'          AND      CONTSUPP.Contact = 'E-mail Address'          GROUP BY contsupref          HAVING   COUNT(*) > 1          ) ORDER BY

Simply copy and paste into GoldMine’s SQL Query window and hit query.