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How to Effectively Use ‘Dummy’ Uses in GoldMine I got a great question on this from Susan Hallam from Hallam Internet, basically how to do marketing calendars or other public calendars in GoldMine. nike air jordan 3 homme One of the great things about GoldMine is that its licensing is based on concurrent users, or who is actually logged in. asics soldes So that gives us a lot of flexibility in creating ‘dummy’ users to use for a variety of reasons. adidas nmd r1 homme However, for our topic today, let’s say we have a marketing calendar that includes email blasts, attendance at conferences and the like. nike dynamo free ps We can create a user in GoldMine called ‘Market’, the username is limited to 8 characters, but we can put ‘Marketing Calendar’ as the full name. Soldes Louboutin Dummy Users 1 You’ll then be able to access the Marketing Calendar from the calendaring module by changing the user. buy gil online Dummy Users 2 When scheduling activities on the calendar I’d recommend using Events since they can show up as multi-day activities, for things like conferences, trade show booths, etc. Adidas Zx 500 Og Femme Since the Events probably aren’t related to any specific contact just be sure to uncheck the Linked box when scheduling. asics gel kinsei donna Also, be sure the user for the Event you’re scheduling is Market.

Global Replace

  • Before your Global Replace
    • Backup!
    • Filter/Group
  • Types of Global Replace Operations
    • Replace a Field with a Value
    • Update a Field with Advanced Options
      • Formatting
      • dBASE
    • Exchange Value of Two Fields

 

 

Over the years, Parajumpers Masterpiece Passport I’ve post many SQL Queries that GoldMine users have found very useful. To see the entire list check out the SQL Category on the right or just use this link: http://www.thegoldmineblog.com/?cat=8 For any of those, Nike Cortez femme here’s how to export those results. Nike Roshe Run Femme Right-click in the results area, New Balance 533 homme then choose Output To and Excel. While you can output the results to Word or the Clipboard, new balance femme you’ll find the formatting off… asics gel lyte v homme Excel works the best. Nike Blazer femme From there you can massage the data, Adidas Zx Flux Homme print, save, email, Asics Gel Lyte 3 Homme etc. GoldMine Output SQL Query The only times you’ll run into trouble is if the SQL Query includes notes, bottes ugg those tend not to transfer well.

GoldMine’s alarms, New Balance Homme in conjunction with scheduled activities, are a great way to remind yourself, Asics Gel Lyte 5 Femme Kaki or someone else, Adidas Superstar Femme Rouge to do something. Nike Air Huarache Femme Rose GoldMine Alarms 1 Unless you turn your alarms on by default for certain activities, Parajumper Femme Alaska say Next Actions and Calls, new balance soldes though, Kanken Kids you have to remember to check the box on the activity for the alarm to be turned on for the activity. GoldMine Alarms 2 To set certain activity types to have their alarm defaulted to on simple go to Tools | Options then the Alarms tab. Nike Air Max Thea Homme Bleu Then click on More Options. Nike Air Max Thea Homme Rouge Here you can choose which activities will have their alarms on by default.

What’s New in GoldMine Premium Edition 2013.1 GoldMine Premium Edition now supports 32-bit editions of Microsoft Office 2013. New Balance Homme This includes support for the Word Link, asics Excel Link and Outlook Link. Nike Air Huarache femme GoldMine Premium Edition now includes an integration with the popular Email Marketing service Constant Contact. Asics Gel Lyte 5 Homme Please see the Marketing Tools chapter of the Online Help. Nike Roshe Run Femme Porté Full Release Notes are available here: http://www.thegoldmineblog.com/files/ReleaseNotes-GMPE2013-1.rtf Obviously, new balance homme the most exciting thing here is the new integration with Constant Contact.

I’ve gotten a couple of emails in the last week that go something like this: “Hi Chad… I am having a bit of an issue that the Goldmine folks couldn’t help me with after over an hour on the phone. Adidas Zx Flux Homme Noir All I need is a report showing Completed appointments (and calls if possible) during a certain date range with columns: userid, company, contact, date.” It’s pretty simple. Here’s the SQL Query you’ll need for something very similar, I’ll add a few more columns that I think many people will want. nike air jordan 13 uomo To change the date range change the first (beginning date) and second date (ending date) in the FROM clause.

 SELECT   conthist.userid                                            ,           Nike Blazer Femme CONVERT(VARCHAR(10), conthist.ondate, 101) AS activity_date,          conthist.ref                                               ,          CASE                   WHEN srectype = 'A'                   THEN 'Appt'                   WHEN srectype = 'C'                   THEN 'Call'                   WHEN srectype = 'O'                   THEN 'Other'                   WHEN srectype = 'T'                   THEN 'Action'          END AS activity_type,           Nike Air Max 97 Homme contact1.company    ,           nike kwazi femme contact1.contact    ,          conthist.actvcode   ,          conthist.resultcode FROM     contact1          INNER JOIN conthist          ON       contact1.accountno = conthist.accountno          AND      conthist.ondate BETWEEN '1/1/2010' AND      '1/31/2013' WHERE    srectype IN ('A',                        Adidas Superstar Femme Blanche 'C',                        Adidas Ultra Boost Femme 'O',                        Nike Air Huarache Homme 'T') ORDER BY userid,          

GoldMine’s Forecasted Sales allow you to keep track of your open sales pipeline. Adidas Zx Flux Femme Porte If you’re not currently using Forecasted Sales check out this post for the basics: http://www.thegoldmineblog.com/?p=2017 Here’s a handy SQL Query to show all of the past due Forecasted Sales for the team. Adidas Zx 700 Homme To run the query go to Tools | SQL Query: Past Due Forecasted Sales Then copy and paste this in:

SELECT   ca.userid                 ,           Nike Flyknit Lunar femme c1.company                ,           nike air huarache uomo c1.contact                ,           Asics Gel Lyte 3 Femme ca.ondate                 ,           louboutin homme ca.number1  AS Amt        ,           nike air max 1 ultra moire uomo ca.duration AS Probability,           Nike Flyknit Lunar 1 femme ca.ref                    ,          

GoldMine’s Peg Board allows you to know who’s logged in to GoldMine, who’s not, and everyone’s last login or logout time. Nike Air Max 98 Homme You can also use the “Log Away” function to denote where you are if you’re not at your desk. nike air jordan 8 uomo To view the Peg Board open up the GoldMine calendar then choose the Peg Board tab. ugg soldes GoldMine Peg Board 1 You may or may not see everyone listed, if you don’t, then do a Right-Click and select Users. Nike Air Max 2017 homme GoldMine Peg Board 2 Here you can add individual users or user groups by double-clicking on them. Adidas Zx 850 Homme You’ll also notice the “Whereabouts” area. nike air max 2016 uomo This lets you leave a message to other GoldMine users to let them know where you are and when you’ll be back. Nike Air Max Tavas homme To use this, use File | Log Away in GoldMine. louboutin homme GoldMine Peg Board 3 After choosing Logout you will be logged out of GoldMine, you’ll show back in after you login to GoldMine. Chaussures nike If you choose Wait for me, GoldMine will be minimized, but still running, when you maximize GoldMine, the Peg Board will be updated to display that you are back in the office.

If you are responsible for sales for your company a great way to manage your pipeline is through forecasting sales. New Balance 998 homme To forecast a sale in GoldMine: 1) Be on the contact record you want to forecast the sale with. New Balance 420 homme 2) Choose Schedule | Sale from the menu. Nike Free Rn Flyknit Femme 3) Enter in as much information as you have, but I think the minimum would be the items circled below. asics gel lyte homme 4) Then Click OK. Adidas Stan Smith Homme 5) Your Forecasted Sale will appear on the Contact’s Pending tab as well as your Calendar and Activity List. new balance 2017 6) To mark the sale as Won or Lost, complete the activity. adidas pas cher It’ll be removed off of the contact’s Pnding tab and onto their History tab as either a Won or Lost Sale. Adidas Zx Flux Femme Bleu 7) To see all of your Forecasted Sales use your Activity List.

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: hc2-1 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! You can, then, export from the search center, use GoldMine’s reports 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). bottes ugg pas cher hc2-2 The wizard gives you a variety of options of the export format (dBASE, ASCII, Nike Free 5.0 Femme etc.) as well as whether you want to export primary and/or secondary contacts as well as limiting the export to a merge code. hc2-3 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. Here’s one for primary contacts:

select company, contact, title, address1,  Nike Roshe Run enfants address2, address3,  New Balance 678 femme city,  chaussures running asics 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,  christian louboutin paris 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,  Adidas Superstar Femme Portee 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,  Adidas Zx Flux Femme Bleu contsupp.contact

Just change the ‘HC’ in each query to the mergecode you’re using. louboutin After running each you,

Happy New Year’s Everyone! I’m looking forward to another great year with GoldMine, and if you have any suggestions for blog postings you’d like to see please drop me a line at chad.smith(@)thegoldmineblog.com! GoldMine’s Opportunity Manager gives you a great place to track all of your open opportunities. You can even record your calls and appointments against an opportunity, which are all tracked within the Opportunity Manager. GoldMine Opportunity Manager History Tab Of course, asics gel lyte v we can’t remember all the opportunities we have and open and should be following up on, Nike Free 5.0 enfants so here’s a SQL Query to show you all of your open opportunities sorted by the last time you have a history record recorded for them. To run the query go to Tools | SQL Query: GoldMine Neglected Opportunity SQL Query Use this SQL Query:

SELECT   ch.lasthistory,           Asics Gel Lyte 3 Femme Blanche o.userid      ,          o.company     ,           Adidas Zx 500 Homme o.contact     ,           nike air jordan 31 uomo o.name        ,          o.status      ,           Nike Roshe Run Homme o.cycle       ,           New Balance France o.stage       ,          o.source      ,          o.startdate   ,          o.foramt      ,          o.forprob     ,           Canada Goose Constable Parka o.accountno FROM     opmgr o          LEFT OUTER JOIN                   (SELECT  MAX(ondate) AS LastHistory,                             Nike Air Max 2017 Homme loprecid                   FROM     conthist                   GROUP BY loprecid                   )                   ch          ON       o.recid = ch.loprecid WHERE    rectype          = 'O' ORDER BY ch.lasthistory

Just copy and paste it into the query window and hit Query I think this concept would be very applicable to some GoldMine Dashboards as well. Air Jordan 2 Homme If you’re looking for some dashboard help please drop me a line at chad.smith@thegoldmineblog.com.

Tree It’s getting to be that time of year again, and with it the challenge of figuring out who should be getting what during the holiday season. There are several different ways of doing this in GoldMine, but let me show you my favorite… This method uses the “Merge” field – and is usable for both primary and secondary contacts. nike air max 1 femme kaki Primary Contacts: GoldMine_Holiday1 Secondary Contacts: GoldMine_Holiday2 To configure the merge field for holiday use we just have to change the lookup values for the primary contact, the same merge codes will automatically be used for secondary contacts. nike dynamo free ps Within the Merge field, either use the Right-Arrow or use the F2 key on the keyboard to see the Lookup list. Nike Air Max Thea Homme Rouge GoldMine_Holiday3 Single Left-Click on the New button to add different merge codes. nike air force 1 mid donna You may want to use a single one or multiple depending on how you handle cards and gifts. The two I have here are: HC for Holiday Card and HG for Holiday Gift. louboutin baske We use the format: HC;//Holiday Card (Code, semi-colon, two slashes, and then description). Nike Air Max 90 Femme Fleur Only the code will be placed in the field. With this format you can fit up to 5 codes in the merge code field. Soldes Louboutin Select one code, as you normally would when using the lookup list, then select a second in the same manner. ugg promo GoldMine will automatically place a comma and space between the two instead of replacing one code with another. nike roshe flyknit donna GoldMine_Holiday4 You can use any number of letters or numbers for the code but all codes should have the same number of characters. New Balance 997 femme I prefer two which allows up to 5 codes in the merge field but also makes it easy to remember what each is for. You may want to use HC for Holiday Cards, but H1, H2, and H3 for different levels of gifts… Get started on this and in our next entry we’ll discuss getting that list out of GoldMine using SQL queries and the export wizard.