Hey There! Happy Halloween!
In our previous entry we discussed using the merge code fields to tag who should be getting holiday cards and gifts. Now that you’ve gone through the process of adding the appropriate merge codes to your contacts, you probably want to see who has been tagged!
If you are only working with primary contacts I suggest using a filter… Your filter will look something like this:
The key here is to use the Contains operator, as there may be multiple values in the field.
Once you’ve built your filter you can see the list from the Filter’s Preview tab as well as from the Contact Search Center! Review this post on how to do that:
You can, then, export from the search center, use GoldMine’s report’s to print labels, etc…
You can also use GoldMine’s Export Wizard available under File | Import/Export | Export Contact Records (Or Tools | Import/Export Wizard | Export Contact Records in 7.x or below).
The wizard gives you a variety of options of the export format (dBASE, ASCII, etc.) as well as whether you want to export primary and/or secondary contacts as well as limiting the export to a merge code.
Once exported, you can use MS Word® to print labels, etc. My only complaint with the Export wizard here is that if the additional contact doesn’t have an address listed the Export wizard won’t automatically pick up the address of the primary contact.
Which brings us to our last method of export, a SQL Query, actually three.
For a review of using SQL Query’s Check Out This Post: http://www.thegoldmineblog.com/2007/10/the-one-that-didnt-get-away-finding-the-last-time-you-visited-a-client-or-prospect/
Here’s one for primary contacts:
select company, contact, title, address1, address2, address3, city, state, zip, phone1, contact1.accountno from contact1 where mergecodes like ‘%HC%’ order by company, contact
Here’s one for secondary contacts without an address (It’ll pick up the address from the primary contact):
select contact1.company, contsupp.contact, contsupp.title, contact1.address1, contact1.address2, contact1.address3, contact1.city, contact1.state, contact1.zip, contsupp.phone, contact1.accountno from contact1, contsupp where rectype = ‘C’ and (contsupp.address1 is null or contsupp.address1 <= ”) and contact1.accountno = contsupp.accountno and contsupp.mergecodes like ‘%HC%’ order by company, contsupp.contact
Finally one for secondary contacts with an address:
select contact1.company, contsupp.contact, contsupp.title, contsupp.address1, contsupp.address2, contsupp.address3, contsupp.city, contsupp.state, contsupp.zip, contsupp.phone, contact1.accountno from contact1, contsupp where rectype = ‘C’ and contsupp.address1 > ‘ ‘ and contact1.accountno = contsupp.accountno and contsupp.mergecodes like ‘%HC%’
order by company, contsupp.contact
Just change the ‘HC’ in each query to the mergecode you’re using. After running each you, can do the Right-Click | Output to Excel trick and you’re on your way!