From the monthly archives:

September 2009

The Holidays are Coming - How to show on your GoldMine Calendar

September 30, 2009

Yes, October is upon us and all the holidays are coming up - To help you track all these great holidays GoldMine has a great “Holiday” feature to put those on the calendar for you.

To set up the Holidays we’re going to start on the Calendar. Then do a Right-Click | Options | Preferences (Or Calendar Options). Then click on the Holidays button. GoldMine might ask you if you want to import predefined Holidays, click Yes to that. You’ll see something like this:

holidays

On the left side you’ll see a series of different Holiday Categories. By clicking you each you can see holidays they include. To have the holidays for a particular category show on your calendar check the box next to the category as I’ve done with United States above.

You can highlight any individual holiday and click Remove to remove it, for example most of us work on President’s day so I’d remove that. We’ll also want to add some, like Christmas. Note: You do need master rights to add or remove individual holidays from a category.

First click New. We’ll name this Christmas Eve and Christmas then set it to occur once a year for two days and we’ll choose December 24th as the starting day.

christmas-holiday

Go ahead and Click OK to get back to the main section and OK again to go back to Preferences and OK again to get back to the calendar.

Here’s how the Holiday will show up on the weekly calendar view.

holidays-in-week

Latest Versions of GoldMine

September 18, 2009

in GoldMine 7.x, GoldMine Premium Edition, Misc.

4.00.9922
5.00.909
5.50.10424
5.70.30503
6.00.40703
6.50.40704
6.60.50101 (Corporate Edition Only)
6.70.70226 (Last Version of GoldMine Standard Edition)
7.00.70302 AKA 7.0.4 (GoldMine Corporate Edition 7.0)
7.51.81009 (GoldMine Corporate Edition 7.5)
8.03.80716 AKA 8.0.3 (GoldMine Premium Edition 8.0)
8.5.1.12 (GoldMine Premium Edition 8.5)

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Use this trick to make scheduling quicker…

September 16, 2009

in GoldMine Tips

… “Great, I’ll call you back tomorrow then.” We’ve all said it! Then we diligently go into GoldMine and schedule ourselves a call for tomorrow so we actually remember to call him or her back.

Here’s a trick to make that process a little bit quicker. In the Date field when scheduling the call (But this works for any type of activity), instead of typing in a date, or using the lookup to bring up a calendar, type in 1D.

goldmine-schedule-call-1d-trick

Then, magically, when you tab or click, to the next field the date will be set for 1 day from today.

goldmine-schedule-call-trick1

Assume, then, that you want to schedule the activity 2 days from now, well, just type in 2D, for 3 days 3D.

D works for Days, W for Weeks, and M for Months. So to schedule something 2 months from now, Just 2M!

Join Me on LinkedIn

September 15, 2009

in Uncategorized

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GoldMine Compatibility Matrix

September 14, 2009

in Misc.

… Is GoldMine compatibile with…

http://support.frontrange.com/support/gmpe/GoldMine_Compatibility_Matrix.pdf

{ 2 comments }

How to have a Google Contact Map In the GM+View

September 2, 2009

in GM+View, GoldMine Tips

The GM+View Tab, introduced in GoldMine 6.0, can display relevant information about the contact you are on from just about any web site out there, including a Google Map of the current contact’s location!

gmview-google-map

To set this up go to File | Configure | GM+View or Web | Setup 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. Google Map, 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.

gmview-setup

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://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=&lt;&lt;&amp;address1&gt;&gt;+&lt;&lt;&amp;zip&gt;&gt;";
}
setTimeout ("redirect();", 0000)
// -->
</SCRIPT><META content="MSHTML 6.00.6001.18203" name=GENERATOR></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1>One moment please... Accessing Google Maps</BODY></HTML>

Then choose Save & Exit.

gmview-save1