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What’s New in GoldMine Premium Edition 8.5
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From the monthly archives:
March 2009
First, my apologies to readers in Africa, Oceania, and South America, for the “Northern Hemisphere-Centric” nature of the title!
But the tip will help you, whether you’re entering spring or fall!
I love Garrison Keillor’s quote, “God designed the month of March ‘to show people who don’t drink what a hangover feels like.’”
So, the spring season has now begun and, it’s time for some Spring cleaning on our GoldMine database! Or, for our friends in the Southern Hemisphere, you can do some fall cleaning as well.
Today’s tip is how to do a ‘Merge Purge on Tagged Records’. When a merge/purge is done we combine two records into one. Information on the contacts, details, referrals, history, links, opportunity, and project tabs will be combined into a single record. For fields like contact, company, etc. the record we tag first will win. If the first record tagged is missing information, say a fax number, but the second tagged record isn’t, the fax number will be populated in the surviving record. This is my favorite method for removing duplicate records from my GoldMine!
First, we need to Tag two records. This is done in the Contact Search Center by holding down the Control key and doing a Single-Left Click on the two records you want to merge together.
If you’re using GoldMine Premium Edition, we’ll still do this within the Search Center, but just click the check boxes to the two duplicates.
After tagging two records you’ll notice the title bar of your contact record will tell you that you have two tagged records.
… or in GoldMine Premium Edition
There is no undo after a merge/purge so be sure you have the correct two records tagged. Check and Double-Check!
With the two records tagged choose Tools | Merge/Purge Records | Merge Tagged Records from the main menu.
Or in GoldMine Premium Edition choose Tools | Data Management| Merge/Purge Records |Merge Tagged Records
GoldMine will warn you…
Click Yes to complete the Merge/Purge.
Happy GoldMining!
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March 15, 2009 (2009-E for GoldBox-7, GoldBox-SQL, GoldBox-5)
ENHANCED: Dedupe 1 GoldMine Table (GoldBox-7 and GoldBox-SQL only). When choosing to COPY OUT the Dupes instead of deleting them, you can now select to include the Survivors (checkmarked). Ideal as a Preview listing to open in GXBrowser.
ENHANCED: Config Screen for GoldBox-7. You can select the Color and Highlight for all List Boxes in the system, including Global Selector, Query and Expression Builders. You can also select the Left-Handed Mouse adjustment, which causes selector buttons to appear down the left side of the screen instead of the right side.
ENHANCED: CONTACT2 field type / conversion for Setups. Logic was added to correctly handle fields added AFTER the RECID (typically RECID is the final Contact2 field), and to include conversion of some of the more exotic MSSQL field types, such as TINYINT, LONGVARCHAR, BIGINT, VARBINARY, SMALLDATETIME. Please Note: The BDE Administrator is unable to fetch fields of the type NCHAR, NTEXT, NVARCHAR, SQL_VARIANT, UNIQUEIDENTIFIER and XML.
ENHANCED: Import / Update. For Source table Write-Back at the Mapping screen, you can now choose to Add new fields without having to use a Q-file entry to Modify the Structure.
ENHANCED: Import / Update. As a Write-Back entry, you can COPY OUT the Source table when the operation ends, without a Q-file entry. For GoldBox-7 and GoldBox-SQL: Additionally, when auto-converting an ASCII / CSV / SDF file at the Import Setup screen for GoldMine, you can define an option to copy it out.
ENHANCED: Import / Update into GoldMine and Export from GoldMine. At the Mapping screen, you can define direct SQL Queries into the GoldMine database to populate fields. Ideal for including linked values in an Import/Update or Export, or for fetching Totals, Counts, Minimum/Maximum values. A QUERY button will appear at the Expression Builder. See Help panel {DIRECT-MAP a GoldMine SQL Query}.
Here are the promotions good for March 2009 & April 2009. Drop me a line at chad.smith@thegmblog.com for more information and to discuss.
1. GoldMine Premium Edition and Voice Q4FY0901
For a limited time only you can buy a bundle of GoldMine Premium Edition and IPCM Contact Center Pack for only $1,449.
Must be purchased by April 30th, 2009. Maintenance is based on list price. Minimum purchase of 10 seats required.
2. Upgrade from GMCE to GMPE + Voice Q3FY0902
For a limited time only you can upgrade to GoldMine Premium Edition and bundle IPCM Contact Center Pack for only $1,200. Must be purchased by April 30th, 2009. Maintenance is based on list price. Minimum purchase of 10 seats required.
3. Upgrade from GMCE to GMPE Q3FY0903
Until March 31st you can Pre Order GMPE 8.5 for $299. Must be purchased by March 31, 2009. Maintenance is based on list price.
4. Upgrade from GMCE to GMPE Q3FY0904
From April 1st through April 30th, purchase GMPE 8.5 for $325. Must be purchased by April 30th, 2009. Maintenance is based on list price.
5. Upgrade from GMSE to GMPE Q3FY0905
Until March 31st you can Pre Order GMPE 8.5 for $400. Must be purchased by March 31, 2009. Maintenance is based on list price.
6. Upgrade from GMSE to GMPE Q3FY0906
From April 1st through April 30th, purchase GMPE 8.5 for $495 . Must be purchased by April 30th, 2009. Maintenance is based on list price.
7. Mobile - Q3-4FY0908
Buy 5 or more licenses of GoldMine Mobile and receive the server at no charge. Must be purchased by April 30, 2009. Maintenance is based on list price.
To see an overview of GoldMine Premium Edition check out http://www.thegoldmineblog.com/2008/02/the-reveal-goldmine-premium-edition/
If you’re looking to purchase CompanionLink use discount code TB5222 for $5 off CompanionLink Express, CompanionLink Professional, DoubleLook or DoubleNotes…
GoldMine allows you to automatically be reminded every year of a customer, prospect or any acquaintance’s birthday, anniversary, etc. using Occasions. Once set, you’ll get a reminder every year before the day of the event.
Never forget your wife or husband’s birthday again! 
First, find the contact record you want to create the Occasion for.
Then go to Edit | Record Properties | Contact Details in GoldMine Standard, Corporate Edition or Premium Edition…
Then click New to create a new Occasion. A contact can have multiple Occasions.
Use the Reference field as a reminder of the detail of the Occasion, and use the Category field for the type. GoldMine has predefined the categories as: Other, Anniversary, Birthday, Festival, Reunion and Retreat. The User will be who gets the reminder. It’ll default to you, but can be changed.
Then click on the Date Span tab.
Here you’ll want to set the Date as well as how many days before the date you’ll want an Alarm. The “Occurs” section will automatically update based on the Date.
Click OK.
You’ll now see the new Occasion!
Occasions also show up in your Activity List and Calendar!
In the Activity List thy will show up in the Occasions folder in GoldMine Classic & Premium Edition.
In the GoldMine Calendar they will show up in the Occasions area…
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