If you are diligent about recording what you spoke with your contacts about in GoldMine…
It’s very easy to find everyone you spoke about a topic with.
Let’s say I want to find everyone where I mention ‘gadgets’.
Here’s the SQL Query:
select contact1.contact, contact1.company, conthist.ondate,
conthist.ref from contact1, conthist where contact1.accountno =
conthist.accountno and conthist.userid = 'BILL' and conthist.notes like
'%Gadgets%' order by ondate
Simply change the ‘BILL’ to your userid and replace ‘Gadgets’ with your search term!
To use this, from GoldMine’s main menu choose Lookup | SQL Queries then Copy & Paste the above in the top section then click Query. If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.
For a field like Account Type, which denotes whether a record represents a customer, prospect, vendor, etc. it’s of the utmost importance the data you have in the field is uniform. Want to run a filter to see all your prospects? Well if some people enter Prospect, some Prospects, some Prsp, etc. it quickly devolves into a frustrating endeavor.
Fortunately, GoldMine has several settings here that make it easy for us to ensure good data hygiene for any field. To access these click the Setup button within the F2 Lookup. You will need Master rights to change most of these settings.
Within the Setup screen we have two columns.
The first column controls whether the data someone enters into the field is acceptable, and if not what happens. At a minimum, you should check Force Valid Input so someone must select an entry from the F2 Lookup. You can also choose whether to accept blank input, to input the closest match if someone types something in that isn’t valid, to capitalize the first letter, and to have the F2 Lookup pop up when someone enters the field. These are more personal preferences, but you probably want Allow blank input unchecked.
In the second column are the settings to determine whether or not non-Master Right users can Add, Edit, and Delete the F2 Entries themselves. These three should definitely be unchecked. What’s the point of forcing valid entries if someone can go in and change or add bad entries? Finally, the last option, Auto Fill, will finish typing an entry if someone starts typing into the field instead of using the F2 Lookup window. I like that checked, but that, again, is more a personal preference.
With those options, if someone attempts to type in a non-valid entry, like “Active Prospect” the F2 Lookup window will automatically pop up, making them use a valid entry.
If they attempt to cancel out of the window another message pops up making them enter something valid.
CompanionLink
CompanionLink will synchronize your PIM or CRM data with handheld devices or other supported applications and web-based services.
CompanionLink Express has all the basic features you need for two-way synchronization. CompanionLink Pro includes additional options such as the ability to sync wirelessly with your handheld, sync multiple databases, and other advanced settings.
Supported PIM and CRM software
- ACT!
- GoldMine
- Google
- Lotus Notes
o versions 4.6.7 and higher
o supports ANSI languages only (Japanese, Chinese and Russian not supported)
- Microsoft Outlook
o versions 97 and higher
- Microsoft Outlook 2007 with Business Contact Manager
- Novell GroupWise
o versions 6.5.3 and higher
- Palm Desktop
o versions 2 and higher
- Respond
- Salesjunction.com
- Time & Chaos / !ntellect
- Wise Agent
Data we sync
- Contacts
- Calendar events and activities linked to contacts
- Recurring appointments
- Notes and histories
o syncs to Notes field of each contact record on the handheld
- To-do items and tasks
- User-defined fields
- Alarms and reminders
- Attachment names
- Additional/secondary contacts (Pro only)
- Opportunities (Pro only)
o syncs to Tasks field on the handheld
Other capabilities
- Wireless sync service ($9.95/month; more…) (Pro only)
- Sync to the native fields on your handheld (except iPhone)
- Custom field mapping
- Select data types to sync (contacts, calendar, tasks, notes)
- Select one-way or two-way sync
- Select groups or categories to sync
- Select date range to sync
- Advanced activity mapping (Pro only)
- Complete activities on handheld
- Exclude personal data from sync
Express vs. Professional (read the full chart)
- Wireless sync service (Pro only)
- Set timer for auto synchronization (Pro only)
- Sync opportunity data (Pro only)
- Sync multiple databases using category manager (Pro only)
- Sync multiple phones using profiles (Pro only)
- Advanced activity mapping (Pro only)
Supported handhelds
- BlackBerry
- Windows Mobile
- Palm OS
- Apple iPhone (wired sync requires Outlook/iTunes; wireless sync requires iClink)
- Google Android
Get CompanionLink Now
I use Ad Impact to display the ‘Sticky Notes’ that seem to float on many of my several sites. It’s super-easy to implement and has many dozens of different options for graphics and fonts.
CONTACT FILE VERIFIER:
For GoldBox-7 and GoldBox-SQL: You can now choose to evaluate all Character fields in the User-Defined Field Table (CONTACT2). GoldBox will list the fields, the designed width of each, and also the Longest Value found. This is ideal when you wish to trim down a CONTACT2 table with many unused fields to improve the table’s performance and efficiency. Often, a number of fields are initially added to CONTACT2, but then are never used. It also provides the opportunity to reduce widths on some fields, if desired.
[click to continue…]
Yes, The GoldMine Blog has a new look! We’re now hosting at http://www.TheGoldMineBlog.com and are using WordPress (WP) rather than MoveableType (MT) as our blogging platform.
I’m not quite done with the new design but I wanted to get the January 2009 promotions out there for everyone, so while I still have some work to do, I hope you enjoy the new site. Please feel free to post comments or email with any feedback.
Thanks!
Chad
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