From the monthly archives:

May 2009

How to Quickly Find All Contacts Created this Month

May 26, 2009

5-26-2009-7-13-11-pm Here’s a handy SQL Query to find all contacts created this month:

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.

select company, contact, createon, phone1, source, key1
from contact1
where year(createon) = year(getdate()) and
month(createon) = month(getdate())

Great to ensure the cleanliness of the data entered this month.

This will only work with SQL based systems since we’re using the getdate() function to determine the current date. If you’re using dBASE you’ll need to change the dates every time you use it.

select company, contact, createon, phone1, source, key1
from contact1
where createon >= '5/1/2009' and createon <= '5/30/2009'

How to Keep Your Personal Activities on the GoldMine Calendar – Unlinked Activities

May 14, 2009

in GoldMine Tips

Normally when we use the GoldMine calendar we’re scheduling activities for prospects, customers, vendors, etc. Of course, and thankfully, our lives aren’t all work!

So when you need to put that doctor’s visit, the parent/teacher conference, or any other personal activities on your calendar it won’t be attached or linked to any contact in GoldMine.

So when scheduling these activities simply ‘Unlink’ it!

5-14-2009-9-40-59-pm

You’ll notice when you un-check the Linked to selected Contact the name of the person the activity was scheduled with disappears, you can type in there or leave it blank. Use Reference to describe the activity, as usual, and add any notes, etc.

You may also want to mark the activity as private so other users only see that time is blocked off, not the details of the activity.