Tips, Tricks, News & Updates on GoldMine CRM Software
From the category archives:
CompanionLink, the best way to synchronize GoldMine’s calendar, contacts and tasks to Outlook and SmartPhones is now fully compatible with GoldMine 9.0.
Check out CompanionLink at http://www.companionlink.com/ or view their press release at: http://www.businesswire.com/news/home/20100825006298/en/CompanionLink-Announces-Sync-GoldMine-9
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GoldMine is, of course, a great tool for managing your activities.
It’s quick and easy to schedule yourself reminder phone calls, next actions, appointments, etc. Let’s say, though, that you’ve created yourself a filter of all your prospects, and want to schedule yourself calls to 10 of these a day.
First, create your filter.
Then start scheduling a call as you normally would. I typed “Prospect FUP” into the reference. From the drop-down next to contact linking select Filter or group. (Note: this is for GoldMine 8.5 and higher).
After selecting your filter or group you’ll notice the contact name is replaced with the filter name.
Then select your options from the Series tab.
When everything is set click Schedule and a call will be scheduled to all of your contacts in the filter!
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Fixes in companionlink.exe 05/17/10 version 3.0 build 3097
* Added PDA option for Apple iPhone Wi-Fi Sync. Works with DejaOffice v1.04 and higher.
Fixes in companionlink.exe 05/13/10 version 3.0 build 3096
* Fixed a bug where alarms were ringing on Android DejaOffice for outdated recurring events.
* Fixed a bug where username fields were being truncated in certain cases.
Fixes in companionlink.exe 04/28/10 version 3.0 build 3095
* Fixed memory leak with BCM 2010.
* Improved stability with BCM 2010.
Fixes in companionlink.exe 04/27/10 version 3.0 build 3094
* Added Outlook 2010 support
* Added BCM 2010 support
* Fixed bug with recurring todos sometimes showing up on wrong date
* Added support for ACT! 12 French HotFix 6
* Fixed bug with recurring alarms not transferring to Pre
Fixes in companionlink.exe 03/12/10 version 3.0 build 3092
* Fixed a bug where annual recurring, all-day events could sync with wrong date after March 15, 2010.
* (Pro only)Fixed a bug where calendar updates could fail when synching wirelessly with Lotus Notes.
Fixes in companionlink.exe 03/08/10 version 3.0 build 3091
* Added Mobile Phone 2 field mapping option for BlackBerry OS version 5.0 and higher.
* Added ability to sync Android/Palm Pre USB to multiple PCs.
* Fixed a bug with Palm Pre USB that sometimes did not transfer deleted records.
* Fixed a bug with recurrence patterns for first weekday of month, first day of month, etc for Android.
* Fixed bug with Outlook recurring events when in a different timezone than the record and syncing to Android via USB.
* Added autosync support to CL Express when configured for Lotus Notes.
* Fix a bug that sometimes prevented CL from correctly reading Outlook subfolders.
When purchasing CompanionLink be sure to use Affinity Code TB5222….
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Fixes in companionlink.exe 01/22/10 version 3.0 build 3088
* Fixed a bug where the synchronization could continuously run when a webOS device is connected to the PC
* Added more field to mappings for Google
* Fixed issue with parsing time zone on all day recurring events in Google
Fixes in companionlink.exe 01/18/10 version 3.0 build 3087
* Added support for new Android USB sync method (requires CL USB Sync 1.2 or higher installed on the Android device).
* Sped up purge and reload for Google
* Fix for Palm Desktop 6.2 max note size being too small
* Fix for birthdays creating old alarms when transferring from OL to ACT!
* Added field mapping for User1-10 for Android direct sync
* Fix for some BB OS 4.5 devices transferring untimed records at the wrong time
Fixes in companionlink.exe 01/05/10 version 3.0 build 3086
* Fixed a bug where memos were synching to Google incorrectly when CL was configured to reverse contact name order (Last, First).
When purchasing CompanionLink be sure to use Affinity Code TB5222….
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Fixes in CompanionLink.exe 05/26/09 version 3.0 build 3057
Added support for synching GoldMine 8.5 contact notes.
Everyone works, and manages their calendars, and activity lists, differently… There is no, one, ‘right’ method. Here’s how I manage my general follow-ups, “FUPS”, for customers and prospects.
… I think you’ll find this useful!
If I need to call someone or meet with someone at a specific day or time I’ll schedule a call or an appointment. The follow-ups I am describing here are ones that don’t necessarily need to be done on a specific date or a specific time, but are scheduled so I remember to touch base with someone on the phone or by dropping them an email.
So here’s how I do that…
First, schedule a “Next Action” via Schedule | Next Action. In the reference line use “FUP if Not Heard From”, adding that as a drop down makes this quicker. In the date field, schedule it out for however many days, weeks, or months makes sense and put an ‘A’, ‘B’, ‘C’, etc. in the Time field which makes it a Priority.
After scheduling, these activities will be displayed in the ‘Untimed Activities’ section of the calendar.
These will tend to be your lower priority activities, as they don’t necessarily have to be done on a particular day. To make sure they transfer over from week to week and don’t get forgotten we need to change our preferences. Under Edit | Preferences (GoldMine Classic) or Tools | Options (GoldMine Premium) on the Calendar tab you’ll see an Auto-Roll-overs Section.
Check Next Actions so if you don’t get to a particular follow up one week, or one day, it’ll simply roll-over, or be scheduled for the next!
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CompanionLink now supports the BlackBerry Bold… and…
Fixes in companionlink.exe 11/13/08 version 3.0 build 3041
* Fixed a bug with Wise Agent where the sync would fail if the contact field lengths in Outlook were too long.
* (Pro only) Fixed a bug where deletions warning message was displaying when configured for auto-sync.
* Fix for contact note deletions in GM8.
* Fix for BB contact duplication issue in BB OS 4.5 and higher.
* Fixed occasional crash issue with OL.
* Fixed bug with Groupwise that sometimes prevented all contacts from transferring.
GoldMine & CompanionLink… If you need your GoldMine Contacts, Calendar, and/or Tasks to export/sync with a BlackBerry, iPhone, Windows Mobile Device, or Palm Device, here’s your tutorial.
I am a big fan of CompanionLink because it just works so darn well.
Here’s an introduction to CompanionLink & GoldMine. If you’re ready to purchase CompanionLink be sure to use CompanionLink Affinity Code TB5222!
Be sure to use CompanionLink Affinity Code TB5222 when purchasing!
Fixes in companionlink.exe 09/23/08 version 3.0 build 3037
Fixed bug with BBDTM 4.5 and 4.6 that prevented records from transfering
(Pro only) Fixed bug with wireless sync, if you deleted multiple records in a single sync, only one was being detected
(Pro only) Fixed bug with wireless sync, if you have it set to run on startup, it will now correctly minimize to systray
(Pro only) Increased speed for purge and reloads with wireless sync
Fixed bug with ACT! 2005-2008 todos, which could duplicate a record if the login user's calendar was not set to sync
Fixed bugs with proxy server logic
Increased speed for Lotus Notes when there a large number of recurrings
Fixed memory corruption issues
Fixed bug with ACT! 2005-2008 priorities, if user enables the 2 extra priority options in ACT! that are not normally enabled
(Pro only) Fixed bug with Google contact sync that failed to send records that contained certain characters to Google
Added folder logic to Groupwise
Fixed crash bug when performing a Palm HotSync if using French version of PDT
Fixed bug that did not register Palm 6 hotsync conduits if Palm was setup as PIM instead of handheld
(Pro only) Fixed bug with wireless sync that did not sync correct date range on initial sync
Fixes in companionlink.exe 08/11/08 version 3.0 build 3034
Added support for ACT! 2009.
For ACT! 2005+, abort sync if we fail to find the groups specified for sync, instead of syncing all records
(Pro only) If changed to wireless sync from non-wireless sync, prompt for purge and reload on initial sync
Increased sync speed for PPC Direct with Goldmine
Added proxy server screen for sync with SalesJunction
Fixed bug with Groupwise note fields having extra blank lines or spaces
Fixes in companionlink.exe 08/01/08 version 3.0 build 3033
Improved support for ACT! 10.3
Added support for GroupWise wireless sync
Fixed bug when having multiple profiles sometimes did not trigger wireless sync
Fixes in companionlink.exe 07/10/08 version 3.0 build 3030
(Pro only) Added support for iPhone wireless sync
Sort fields for GM on the field mapping screens
When syncing to ACT! 2005-2008, include a space in the phone numbers after the area code for US numbers
Fix for GM where sometimes the address fields did not sync
(Pro only) Replaced DateBook Map and Todo Map tabs with ACT! 2005-2008 with Calendar Mapping tab. Also allows ability to turn off transferring untimed records.
Modified purge and reload message to be more informative
Fixed problem with ACT! 2005-2008 if you synced a user other than the login user, and that user had a different login name vs display name
Fixed bug that could sometimes create duplicate datebook records in ACT!
2005-2008 if the login user’s calendar was not included in the sync
Fixed bug that sometimes prevented T&C category field mapping changes from working
Fixed bug with GM where required dll was not always found on Windows Vista
Added support for syncing with BlackBerry Desktop Manager v4.5
Sped up anti dupe logic for contacts when syncing with ACT! 2005-2008
Added Birthday/Anniversary field mapping options when syncing to BB OS 4.3 or higher
Fixed bug that prevented email addresses from syncing with ACT! 6 if the default mapping for them was changed
Don’t forget to use CompanionLink Affinity Code TB5222.
I found this tid-bit interesting from CompanionLink’s latest newsletter…
Our friends at Apple, Inc. announced that version 2.0 of the Apple iPhone operating system will be available to everyone in June 2008. Now, when Apple says June, we’re all assuming that June 30 is implied. Apple is holding a developers conference on June 9; maybe we’ll get an update at that time (or even see a launch!).
CompanionLink will be able to wirelessly sync with the iPhone as soon as version 2.0 is available to everyone. This means, for example, that your ACT! data will sync two-ways with the iPhone - wirelessly. We’ll continue to support the usual data types: contacts, calendar, activities, notes, histories, opportunities and custom fields.
Don’t forget to use CompanionLink Affinity Code TB5222.
CompanionLink Professional - now $99.95 (used to be $79.95)
DoubleLook - now $99.95 (used to be $79.95)
DoubleNotes - now $99.95 (used to be $79.95)
The price for our other products have remained the same:
CompanionLink Express - $49.95
CompanionLink for Google Calendar - $29.95
An upgrade from CompanionLink Express to CompanionLink Professional is now $49.95.
Use Affinity Code TB5222 for all CompanionLink purchases.
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