The GM+View, introduced in GoldMine 6.0, can display relevant information about the contact you are on from just about any web site out there.
Here’s a great one for finding more about any contact in GoldMine. If you were to Google “Chad Smith” you’d likely find a whole lot about the drummer for the Red Hot Chili Peppers… That’s not me, in case you were wondering. So this GM+View uses email address instead of name to identify a contact.
To set this up go to File | Configure | GM+View or Web | GM+View in GoldMine Premium Edition. Note: You do need Master Rights to do this.
Then click the New button.
Type in the Template name, e.g. Map Quest, then click down into the white space below, then click on the <H> button in the upper right. This allows us to tell the view what we want to display.
Note: If your <H> button is grayed out it indicates you’re using a version of GoldMine below 6.70.70226 with Internet Explorer 7.0 installed. Uninstall Internet Explorer 7.0 or, better yet, it’s time for a GoldMine update.
After clicking <H> you’ll see some HTML code… Highlight all of it and delete it.
In its place copy and paste this:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<SCRIPT language=JavaScript>
<!--
function redirect()
{
window.location = "http://www.google.com/search?source=ig&hl=en&rlz=&=&q=<<&emailaddress>>&btnG=Google+Search&aq=f"
}
setTimeout ("redirect();", 0000)
// -->
</SCRIPT><META content="MSHTML 6.00.6001.18203" name=GENERATOR></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1></BODY></HTML>
Then choose Save & Exit.
Click OK from the GM+View Tab Settings screen.
Now, within the GM+View tab you can quickly find out more about your contact!
When you invest in Crystal Reports for GoldMine not only do you get 49 ready-to-use to Crystal Reports for your edition of GoldMine (Corporate 6.7, Corporate 7.0, Corporate 7.5 or Premium 8.0) but I’ll also release BONUS reports from time to time that you’ll be able to get no additional charge.
Here’s Completed Calls & Appointments with Notes. (Click for a larger image)
February 9, 2009
in Misc.
February 9, 2009 (2009-C for GoldBox-7, GoldBox-SQL, GoldBox-5)
ADDED: CalQprune() function. Allows handling of Calendar Q records for blast Emails, by looking into the recipient’s E-mail Address record for pinpoint evaluation of the MergeCodes field. Can be used in the Filter Expression for Global Delete, Group Builder, Export and Global Replace.
ADDED: E-Mail Address PRIMARY Normalizer. Found at {Service } {Contact File VERIFIER, option L} and at {Import / Update of E-mail Addresses}. In the Verifier, GoldBox steps through ALL Main Contact E-mail Addresses and ensures a SINGLE is flagged as Primary. At the Import / Update, Primary flagging / un-flagging is dynamically handled, based on whether the incoming addresses are to be marked Primary or Non-primary.
ADDED: Opti-Sizer for CONTACT2 Fields (GX7 and GXSQL only). Checkbox at Service / Config Screen. May eliminate “Record Too Large” error for some GoldBox operations, when you have a VERY LARGE Contact2 table size (many fields, large widths on Character fields). The TGT table is dynamically optimized if possible. REMINDER: Contact File VERIFIER, option C, produces a report of Contact2 field usage for assistance in direct adjustments of the table in SQL.
ENHANCED: Export Utility. You can globally replace a field in the exported table by using the Replace Field option at the Export Setup screen. Use ZMAILOUT-> as the table name and pointer.
Everyone works, and manages their calendars, and activity lists, differently… There is no, one, ‘right’ method. Here’s how I manage my general follow-ups, “FUPS”, for customers and prospects.
… I think you’ll find this useful!
If I need to call someone or meet with someone at a specific day or time I’ll schedule a call or an appointment. The follow-ups I am describing here are ones that don’t necessarily need to be done on a specific date or a specific time, but are scheduled so I remember to touch base with someone on the phone or by dropping them an email.
So here’s how I do that…
First, schedule a “Next Action” via Schedule | Next Action. In the reference line use “FUP if Not Heard From”, adding that as a drop down makes this quicker. In the date field, schedule it out for however many days, weeks, or months makes sense and put an ‘A’, ‘B’, ‘C’, etc. in the Time field which makes it a Priority.
After scheduling, these activities will be displayed in the ‘Untimed Activities’ section of the calendar.
These will tend to be your lower priority activities, as they don’t necessarily have to be done on a particular day. To make sure they transfer over from week to week and don’t get forgotten we need to change our preferences. Under Edit | Preferences (GoldMine Classic) or Tools | Options (GoldMine Premium) on the Calendar tab you’ll see an Auto-Roll-overs Section.
Check Next Actions so if you don’t get to a particular follow up one week, or one day, it’ll simply roll-over, or be scheduled for the next!
When you invest in Crystal Reports for GoldMine not only do you get 49 ready-to-use to Crystal Reports for your edition of GoldMine (Corporate 6.7, Corporate 7.0, Corporate 7.5 or Premium 8.0) but I’ll also regularly release BONUS reports from time to time that you’ll be able to get no additional charge.
Here’s the first one, now available… “My Priorities for Today”. (Click for larger image)
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