There are a few different ways to bring up the Contact Search Center (CSC) in GoldMine in order to find a record. The CSC, by the way, is this:
It is what we all use dozens of times a day to find a contact or company in GoldMine. My favorite way of bringing this up is to simply double-left-click on the field that I want to search by. So, if I want to find someone by their company name, I’d double-click on the company field.
After double-clicking on the company field the CSC is displayed with the lookup set to company. (Just like the first graphic).
You can double-click on any of GoldMine’s fields, except for E-Mail, to lookup by email do a right-click on Email and choose Lookup E-mail.
This build fixes the following issues in GMPE 9.0.4
160293 E-mails sent via Merge process display merge codes instead of contact data
160291 E-mails sent via Automated Process with Merge For option set to Record Owner or Selected User will send from logged-in user instead of designated user
160023 E-mails sent via Automated Process display merge codes instead of contact data
158161 Non-master users can view and edit other’s private activities from the graphical calendar
Contact FrontRange or your GoldMine Partner for more information.
Fixes in companionlink.exe 4/2/2012 build 5028
DejaConnect USB is now gold release status.
Fixed an issue where modified records on the PC could sometimes duplicate when syncing with Local Wi-Fi Sync and DejaConnect USB.
Added support for SugarCRM 6.4.x.
Fixed issue where address mapping could be lost when changing sync methods in the CL setup wizard.
Fixed issues finding Outlook BCM subfolders.
Fixed daylight saving time issues with Brisbane, Australia time zone.
Stability improvements with autosync.
Added support for syncing unicode characters with Palm Desktop v4.
Fixed issues syncing Lotus Notes journal with DejaConnect.
Fixed issue where CompanionLink would sometimes display a bogus error message during DejaConnect autosync.
Speed improvements for sync with GoldMine.
http://www.companionlink.com
When purchasing CompanionLink be sure to use Affinity Code TB5222….
So, the spring season has now begun and, it’s time for some Spring cleaning on our GoldMine database!
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.
In 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 that GoldMine is telling you that you have two tagged records.
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 | Data Management| Merge/Purge Records |Merge Tagged Records from the main menu.
GoldMine will warn you…
Click Yes to complete the Merge/Purge.
Happy GoldMining!
GoldMine E-mail Signatures & Social Icons
- GoldMine e-Mail Signatures
- Finding Your Social Icon
- http://www.goldminetraining.net/training/social_icons
- Google Search, Web, etc.
- Uploading the Image (Imageshack.us)
- Adding Social Icons (Images) to Your Signature
- Linking to your Twitter Account
