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From the monthly archives:

October 2008

GoldMine & CompanionLink…  If you need your GoldMine Contacts, Calendar, and/or Tasks to export/sync with a BlackBerry, iPhone, Windows Mobile Device, or Palm Device, here’s your tutorial.

I am a big fan of CompanionLink because it just works so darn well.

Here’s an introduction to CompanionLink & GoldMine.  If you’re ready to purchase CompanionLink be sure to use CompanionLink Discount Code TB5222 for $5 off!

Be sure to use CompanionLink Discount Code TB5222 for a discount off of your purchase!

Blackberry
GoldMine Blog Notification Form

Do You Sell?

October 23, 2008

in Misc.

If you are, in any way, responsible for sales and closing business… You absolutely must get:

Role Model Selling: Closing Sales

Visit http://www.RoleModelSelling.com to start closing more sales, today!

 

 

iGoldMine/iHEAT Advisor

October 16, 2008

in Misc.

Please be advised that Windows Updates KB954211 and KB956841, released on 14 October 2008, are incompatible with iHEAT 8.3.7 and/or iGoldMine 7.0 for Windows on Windows Server SP2, Windows XP SP2, and Windows 2000 SP4.

NOTE: THESE HOT FIXES DO NOT AFFECT iHEAT 8.4, NOR DO THEY AFFECT iGoldMine 8.0.

This incompatibility only affects the iHEAT and/or iGoldMine Server and does not impact the Client machines. Note that if you have installed one of these hot fixes, the hot fix will have to be uninstalled, and then the last compatibility update will haveto be re-applied to return the iHEAT or iGoldMine server to a working state.

 

eMarketing

GoldBox Updated

October 13, 2008

in GoldBox

FIELD CLEANUP: Do you need to see an instant listing of all unique values in a GoldMine field? Perhaps you are looking to expunge stray values from a critical field, for reporting, email blasts, exports, group building. Distinct field values can be listed with a SQL Query, such as:
Select Distinct KEY3 from CONTACT1 Order By KEY3

GoldBox has the Unique Field Listing to provide a bit more:

1. Case-sensitivity. CUSTOMER and Customer and CUSTomer would all be broken out separately as unique field entries. In the above SQL statement, they would all be seen as the same.

2. You get columns displaying the number of records filled by the value, the percentage of the table containing that value, plus entries showing the total number of records and the total number of unique values.

3. It's FAST. A before and after test on a 43,000 record table revealed:
GoldBox 2008-U: 18 minutes
GoldBox 2008-W: 5 seconds

4. Instant report generation. Your default TXT editor (such as Notepad) immediately pops open with the results. This can be used as a guide while you perform standardizations on the field, either through manual entry or Global Replace.

GOLDBOX BROWSER: Expect major speed improvements for Global Replace, Delete, UN-delete and the Filled Field Count report. At the Options dropdown, any table open in GXBrowser can now be closed and RE-opened in the BR7 Utility.

LOCATOR LOGIC: GoldBox has the best Import and Export technology available for your GoldMine data. At the Field Mapping Templates, accessing particular fields can prove challenging, especially if we're talking about a Main Contact File with 250+ user-defined fields. In 2008-W, you can quickly move around the template with partial searches on all of the major columns. You also get NEXT logic, whereby clicking a button takes you to the next occurrence, then the next and so forth. Look for the Locator at the bottom row of the Field Mapping screens for Import and Export.

CONTACT FILE VERIFIER: Introduced in version 2008-U. Enhanced to identify ACCOUNTNOs containing single-quotes, which, as we know, can cause some issues with SQL Queries. If desired, those records can be given a new Alpha-Numeric ONLY Accountno value with GoldBox's ACCOUNTNO Regenerator (at Global Replace).

The VERIFIER also points out discrepancies between original field values and their U_Field counterparts. The U_Fields are indexed, and this new capability lets you identify and optionally update the U_Fields directly.

QUERY BUILDER: The advanced SQL Query Builder now recognizes UPDATE and DELETE FROM statements and will operate directly upon your table should you decide to use them. Exercise CAUTION when doing so.

SEAT PURCHASE: This has been improved and simplified, when you wish to add Seat Licenses for GoldBox Views.

 

GoldMine SQL

In a previous entry:

http://www.thegmblog.com/2007/01/increase_your_followup_increas.php

I discussed using the Schedule a Follow-Up when completing an activity.  You complete your appointment or call and start scheduling a follow-up activity immediately.

Complete

Here’s how we can have that check-box on by default.

First, open up your <<username>>.ini file, which will be located in the root of your GoldMine directory, e.g. chad.ini.

Find the [GoldMine] section, add FollowUp=1 underneath it, and then save the file.

Upon entering GoldMine after adding this when you complete an activity you’ll find the Follow-up box automatically checked!

GoldMine INI

TGGT SQL
GoldMine Blog Notification Form

Fixes in companionlink.exe 09/23/08 version 3.0 build 3037

Fixed bug with BBDTM 4.5 and 4.6 that prevented records from transfering

(Pro only) Fixed bug with wireless sync, if you deleted multiple records in a single sync, only one was being detected

(Pro only) Fixed bug with wireless sync, if you have it set to run on startup, it will now correctly minimize to systray

(Pro only) Increased speed for purge and reloads with wireless sync

Fixed bug with ACT! 2005-2008 todos, which could duplicate a record if the login user's calendar was not set to sync

Fixed bugs with proxy server logic

Increased speed for Lotus Notes when there a large number of recurrings

Fixed memory corruption issues

Fixed bug with ACT! 2005-2008 priorities, if user enables the 2 extra priority options in ACT! that are not normally enabled

(Pro only) Fixed bug with Google contact sync that failed to send records that contained certain characters to Google

Added folder logic to Groupwise

Fixed crash bug when performing a Palm HotSync if using French version of PDT

Fixed bug that did not register Palm 6 hotsync conduits if Palm was setup as PIM instead of handheld

(Pro only) Fixed bug with wireless sync that did not sync correct date range on initial sync