Misc.

INTERFACE IMPROVEMENTS:
For GoldBox-7, primarily. All GX7 screens have been sharpened, redesigned for clarity and consistency. Most noticeable at the 20 Saved Setup screens, which now also feature a right-click popup menu. The Field Mapping screen for Import/Update has also been improved. Its right-click popup menu now reveals options that were always available, but not accessible in an intuitive manner. Look for subtle improvements to the Global Selector, Query Builder, Expression Builder, GX-Browser, and Setup Wizards in your GoldBox-7 system.

When you are viewing Saved Setups at the wizards or in the Global Selector, you'll notice the last column is now the date the Setup was Created / Added.

Burned-in logos for running the GoldBox EXEs have also been enhanced, as has the default logo for the Views. At the Batch Processor, a logo will now appear in the lower left corner.

GoldBox Views, for all releases, received improvements for View sizing and bolding of the Grid, Note Viewer and Note Title. Other minor changes were prompted by the creation of the new 1-View for Archived data (see below), such as opening a File from a Lookup List, and the addition of VLinkToOTF().

You may want to click on various "properties" at the Game Board on the Web site to see the new screen shots.

HISTORY/E-MAIL ARCHIVE:
The procedure is the same, but the View of that archived data from GoldMine has been completely overhauled. Gone is the 3-View approach - here is what the new 1-View looks like (2nd image):
http://www.redstonesoftbase.com/index_000019.htm

It's easy to configure the Template - nothing more than a button click at the Setup screen. Even better: This template can be applied to multiple Archived datasets, whereas the original 3-View template could only be used once. Finally - the Template (VU01AARK.ZIP) is exactly the same for GoldBox-5, GoldBox-SQL and GoldBox-7.

For GoldBox-5 and GoldBox-SQL, this was the one concession to acquiring interface improvements applied to GoldBox-7. The History / E-mail Archive setup screen is now identical across all 3 GoldBox releases.

VIRTUAL ORGANIZATION CHARTS:
You can now choose the font and bolding of the displayed charts in the GoldBox View, but the big improvement is in customizing the break lengths. Prior to 2008-T, the break lengths were hardcoded at 25 each, for up to 4 breaks. You can now alter these. For example, if breaking on State, City, Zip and Company, you can make the break lengths:
STATE: 2
CITY: 30
ZIP: 10
COMPANY: 40

Reader!

This week's blog post will be something a little different!

Instead of me deciding on what to post about, you get to decide.  Send me an email at: chad.smith@thegmblog.com with your suggestion!

Thanks!

Chad

FrontRange Solutions has received two customer reports about an issue in GoldMine Corporate Edition 7.5.0 that can cause activities to be removed from the tabs in their related contact records.  Here is some detailed information about the issue.

Normally a contact record in GoldMine has an identifier called ACCOUNTNO in the CONTACT1 database table.  If this ACCOUNTNO is empty for a given contact record (this is not a normal scenario, but we are investigating what scenarios might cause this to happen), deleting that record can cause activities in the database to become unlinked from their corresponding contact records.  

We are developing a patch for this issue  and currently anticipate it to be released next week.  Customers will receive notification of the availability of this patch.  Until the patch is available we recommend that customers using version 7.5.0 avoid deleting contacts, using merge/purge, or moving records between databases.  

To remove a user’s ability to delete contact records, go to File > Configure > Users’ Settings > Properties > Access, and uncheck “Delete”.  

To remove a user’s ability to merge/purge contact records, go to File > Configure > Users’ Settings > Properties > Menu, expand Tools > Merge/Purge Records in the tree, and click on each Merge feature to turn it red.  

To remove a user’s ability to move contact records between databases, go to File > Configure > Users’ Settings > Properties > Menu, expand File > Synchronize in the tree, and click on each Merge feature to turn it red.

If you already have experienced the problem mentioned above, please contact FrontRange Solutions support services for assistance.  We apologize for any disruption caused by this issue.  

GoldMine 7.5 no longer supports Office 2000 or Office 2002/XP.  GoldMine Plus for Microsoft Office (“Word and Excel Links”) was rewritten to use Microsoft’s current office integration technology, VSTO.  VSTO is not supported on versions of Office earlier than Office 2003.  

I haven't used this yet, but it's a very welcome enhancement!

July 25, 2008  (2008-R for GoldBox-7, GoldBox-SQL, GoldBox-5)
 
IMPROVED:  GoldBox Batch Processor.  In previous versions, the Batch Processor window blanked out if another application was run on top of it.  GoldBox runs at such a high rate of speed that the label and counter items on the screen could not refresh.  Now, the green status bar at the bottom is used to insert a 1/1000th of a second pause every time a new green element is added, allowing screen refresh.  Also, the Batch Processor can now be overlaid by any other application.

Download it from: http://www.redstonesoftbase.com/index_00000a.htm

 

Greetings from Provincetown, MA, just enjoying a summer vacation on Cape Cod…

Here's a summer promo from FrontRange Solutions.  

*** 

Due popular demand by customers wanting to upgrade to GoldMine PE we are extending a special Land and Expand – Special Summer offer:

To facilitate upgrades and to expand the benefits of GoldMine into marketing, customer service and other departments we have special pricing valid through July 31, 2008.

GoldMine Standard Edition can upgrade and expand to GoldMine Premium Edition for $ 474.00

GoldMine Corporate Edition can upgrade and expand to GoldMine Premium Edition for $ 374.00

GoldMine remains the most affordable and powerful option for businesses of all sizes to improve marketing with personalized and targeted communications, sales team productivity, and customer loyalty with integrated customer service.

Drop me a line at csmith(at)plain-english.com if you have any questions about the upgrade special.  I'm back in next week to discuss upgrade options.

Thanks,

Chad 

{ 1 comment }

If you're looking for particular types of information here don't forget to check out the categories on the left… 

Good Desktop Wallpaper from JustSell.com

http://www.justsell.com/salestools/wallpapers3.aspx

 

GoldMine 7.50.80618 has been released…  From the Release Notes:

WHAT'S ENHANCED IN GOLDMINE CORPORATE EDITION 7.5

Support for Microsoft Office 2003 and 2007 enables integration with the latest versions of Microsoft Word, Excel, and Outlook.  Also, the Word and Excel links now are optional components of the main GoldMine installation, rather than being installed separately.

Support for Windows Vista as an end-user operating system.

Support for Microsoft SQL Server 2005 Service Pack 2 (SP2).

Support for Windows Server 2003 R2, Service Pack 2 (SP2).

Secure SSL connections now are supported in the E-mail Center.  To configure an SSL connection, go to Edit > Preferences > E-mail.

The IMAP protocol now is supported in the E-mail Center, providing more security and better interoperability with other e-mail clients.  To configure an IMAP e-mail account, go to Edit > Preferences > E-mail.

The E-mail Center now supports integrated Windows authentication using NTLM.  With this feature, e-mail access can be set up without entering or updating the password in GoldMine.  To configure this option, go to Edit > Preferences > E-Mail.

Synchronization and database rehosting performance has been enhanced, especially when using the Firebird database.

The 2 GB size limit has been removed for synchronization transfer sets and installation files for one-button synchronization.

Concurrent GoldSync connections are queued to improve reliability.  As users connect to a GoldSync server, they automatically are placed in a queue, up to the number of users established in the Number of Connections screen within GoldSync configuration.  If simultaneous processing of concurrent connections is required instead of queuing, please contact your Solutions Partner or FrontRange Support Services for recommendations and instructions.

An updated ZIP code database for the United States is available though the QuickStart Wizard.

WHAT'S FIXED IN GOLDMINE CORPORATE EDITION 7.5

Branch To Event dropdown is empty during creation process if AP track contains Preemptive Event
Error when creating installation file for one-button synchronization using database with large MAILBOX table

Out of memory error while installing file for one-button synchronization

Automated process elapsed time trigger is ignored

All groups displayed when selecting (public) while adding to a contact group from search center

Sales script question numbers are corrupted when adding a number above 99

Message encoding failed when using e-mail template with attachments

TRIM expression evaluates as True if there is no data

Attachments are stored but not displayed on some e-mail messages

Line breaks are removed when spell checker corrects first word in paragraph

Influencer will appear twice following sync if added at server and at remote

Merge / Purge shows the wrong records when using prompt before merging

Long history notes truncated on Contact Profile (Detailed) and History & Pending Report

New Contact Alert and New Contact AP not working in Web Import

Error when inserting accented characters using XML API Writedetail call

Incorrect ratio shown in Leads Analysis total line

Forecast Quotas are wrong if more than 8 digits needed

Linking e-mail to additional contact creates duplicate e-mail address and overwrites previous
e-mail address

Pending and e-mail are retrieved only if contact set open during sync

Crash when trying to print report with another minimized print window open

Crash when clicking the Complete button without selecting an activity

GoldSync service generates multiple messages in Windows Event Log

Expressions in the calendar do not show Contact1 data if there is an unlinked calendar item
present

FILTERS field updates are added to TLog without field changes

REPORT32 field updates are added to TLog without field changes

Details tab not updated correctly after starting GoldSync processes

Special characters not displayed correctly in e-mails from Lotus Notes

Days are not displayed in quota analysis date range

Cancel operation does not work when a draft e-mail is open and user switches database

Deleting contact deletes Mailbox and linked CAL/HIST record at remote

E-mail message records retained after contact deletion do not sync

E-mail address and E-mail merge code data issue with secondary contacts when duplicate e-mail
addresses are enabled

Send Request with <activity> to: option when scheduling an activity does not work

Lookup.ini erroneously populates date field with today’s date

Cannot add new detail on custom tab if detail name exceeds 20 characters

Contact Search Center does not return all records for non-master user belonging to a user group
with a single quote in the name

Calendar Report does not print phone numbers for scheduled calls

Cannot scroll down through days in month control in day view

dBASE expressions cannot be used to clear a date field

Invalid SQL query causes loss of database connection

Russian characters aren't displayed after upgrade from GM 6.5

Opportunities do not sync if GoldSync as service was configured using a contact set code other
than the contact set code the remote is using

Non-Master user is unable to delete multi-user scheduled activities if they do not have delete rights

Contact Record Statistics shows inaccurate sales data

Filters containing “not equal to" criteria do match null values

Impossible to login to GM using Firebird and shortcut install

Notes field will not accept an import of greater than 50 characters

'Database Operation error' occurs while generating Graphical Analysis report

Sort by Date on Details tab sorts by User Name

Forced logout UI is unclear

GoldMine GPFs when user without Schedule menu access tries to schedule from the Contact Search Centre

Crash during Global Replace on Notes using a filter

Notes are not synchronizing

Completed Calls SQL Query returns 0 results

Global replace on a user-defined date field generates incorrect values

E-mail merge performance degradation

Importing notes with more than 75 characters gets truncated

Cannot use phone number for duplicate checking in new record type

When multiple linked activities are edited, the Updated time is not changed

Contact -> Write -> Letter doesn’t create a history entry

E-mail merging/queuing speed degradation compared to 6.7

E-mail are not retrieved correctly unless Windows-1251 encoding was used

Group based on History Items against all Users returns no records

When running a crystal report from GoldMine the parameter values are ignored if run against the current contact record

Merging visible records drops notes from the non-surviving record

Field security not applied when users tab from field to field

Export wizard does not use the sort order defined in filter

Open Org Chart causes performance issues when searching contacts

Opportunity Title over 33 characters is truncated after saving

Create Duplicate Record does not copy Web Site

Clicking "Delegate to User(s)" causes characters to be deleted from the selected users list

Account roll-up does not work for Opportunities and Projects

Field mappings not saved in Outlook Sync profiles

Printer name of 53 characters generates error message about 59 character limit

Euro sign in e-mail not recognized

Cannot update time on activity scheduled for multiple users and multiple contacts

No Scheduling Conflict error when activity conflicts with recurring item

E-mails for secondary contact not populating the To: field when selected

Forced logout UI is unclear

AP Update Field action uses wrong field

Some applications can't be started from Lookup.ini

To-Do marked as Private can be opened by other users

GoldSync process can be uninstalled before it has been stopped

SQL query truncated

Occasions are not showing up

Undocked users in License Manager are not sorted by Username

There is no way to restart GoldSync process

Completing an e-mail from the Complete Menu can cause the “Cal record is missing or corrupt" error message

No members are added when selecting All Users option in creating a group

GoldMine can be launched twice simultaneously

Opportunity Wizard allows Start Date to exceed Close Date

Run instruction breaks XML type WebImport

Crystal Reports use wrong data source

Retrieval of WebImport e-mail containing duplicate e-mail address hangs system

Log Changes in History setting is not respected when change is made to a NULL or empty field

Sync service ignores Send Filter when &RecordType macro is used

Report Sorts settings are ignored running Crystal report

Runtime error accessing report sort properties

Search by details in Build SQL Query does not work with long details

Unnecessary TLogs remain in database, although corresponding source record already was removed

Scheduled activity time is incorrect when alarms are on by default

Sales Scripts are corrupted after editing the question numbers

Document is merged to the current GoldMine contact instead of the one specified in literature request

AP set to 1000 days goes to incorrect date

Unlinked e-mail that is linked when replying causes endless loop

Activities notes are duplicated under pending tab

Digital signed e-mails not decoded

Queries on history built by Query builder, not returning correct data on unscheduled calls

Cannot activate a Group and a Filter at the same time

Performance issues during synchronization with Firebird demo db

Execute immediately ignored when added from another process

Opportunity record not updated with sale date change

Custom Field view unavailable until restart

Customizations missing with One Button Sync install

XML type WebImport record created with inserted note

CREATEON/CREATEAT fields unpopulated with XML WebImport

Screen Design mode retained between user sessions

Leads analysis does not show any completed sales information

Time and resource usage increase rehosting data to MSSQL

Opportunity Manager custom Field are limited to 60 characters via the UI

Impossible to save any word documents if template folder is indicated incorrectly in gm.ini

The SQL query builder truncates the value to 20 characters

The list of Reports of the Contact Report Category (in Print Report dialog box) is not visible

When e-mail contains a period preceded and followed by a space, message is truncated
Cannot rehost selected tables

Building a group based on scheduled activities does not add members

History tab does not show the most recent history, if the display limit is active

E-mail inaccessible after delete

Queued doc deletions do not sync

No warning for blank username in initial setup

Plain text signature file loses carriage returns when using HTML e-mail

InfoCenter export to RTF does not convert HTML tags

"Contacts with calendar activities from:" option does not sync any data to Outlook from GoldMine

Unable to open lead table error on Firebird database

API: DB_QuickSeek function does not work in XML API

API: DB_Search function does not work in XML API

API: DB_Range function does not work

Predial.ini strips area code from non-local number and breaks TAPI dial

Forecasted sale for decimal amounts are not reflected in Sales Analysis

Negative number corrupts formula to calculate Forecast (Potn) and Forecast Diff. amount and Forecast Diff. percentage

Application error occurs when entering data into required fields using F2 lookup
Industry template installer does not delete F2 Lookups

API: Seek function always returns '2'

API: ReadSchedulePrefs function does not work

API: WriteCalendarPrefs does not update some parameters

Subset of accessible records NOT returned with Search

GM+View template updates do not synchronize if user’s calendar not included in transfer set
One Button synchronization updates the currently open database

Printing filtered records failed

File NOT found error when selecting Maximizer Import

Project and Opportunity non-forecast activities are not completed in wrap up

Impossible to delete opportunity without deleting the related contact

Incorrect calculation of resulted stats of opportunity after closing all its forecasts

Extended sync times retrieving large transfer sets

Key Field Label Name assignments in QuickStart Wizard do not stick

Inactive alias displayed as blank lines

Changing an alias name is losing DB connection info

Word closes without prompt to save document

Update wording in Database Alias Manager for new functionality

Saving draft emails in Outlook prompts for a save location when the Word link is installed and Word is the default e-mail editor

Closed tab is empty by default in Activity list

Launching GM over network on Vista prompts security warning

SQL login user properties do not work

E-mails containing UTF-8 characters are not rendered correctly

Sort order on the pending tab is incorrect

Change of forecasted sale on the opportunity tab does not change corresponding sale on pending tab

If a user has no e-mail templates in the Document Management center, Mailbox contents will display

Import process leaves temporary tables

E-mail record attached to wrong contact record

E-mail record attached to wrong contact record

DBF import aborts if Date fields are included

Cannot export a SQL query from cal that has HTML notes

APP Identifiers in document management center work wrong

Groups not displayed correctly when adding contact to group in Members tab

DBF import skips remaining records if there is no data in company, contact or row

Sync ignores CONTHIST record change

Cannot click into a user-defined field that is under a user-defined expression field in the fields tab
HTML Signature file shows tags

GM is incompatible with MSXML 6.0

Reference unchanged with Contact Groups creation

Error navigating to merged contact

No Contact data with non-defined FILECODE

Cannot delete custom opportunity fields after editing them

Org charts only show titles for the first member that was added to the org chart

Adding Attachments to InfoCenter Documents doesn't work properly

Customized field data not retrieved

Retrieved custom fields show 'n/a'

Wrap-up information not displayed in Opportunity Manager

“Reference contains” calendar publishing option doesn't work

“Skip read mail” option doesn’t work with Microsoft Exchange

No indication of which Groups and Filters are activated and which are released

GoldMine not recognized by Internet Explorer as default mail client

Carriage returns are omitted when pasting text into e-mail message

When an activity scheduled with a secondary contact is completed the name disappears from the completed activity on the calendar

GoldMine's ZIP files can only create a 2GB max size transfer set file

Sync Contact associates Opportunity sale to added influencer

GM+Browser does not open web page when enter key is pressed

Lookup By preference not respected when creating e-mail

Add paste functionality for entering serial numbers

Copy/Move Records wizard does not transfer links created by e-mail attachments

Clicking “X” button in InfoCenter does not prompt to save modified text

Contact Search Center text box does not allow focus change from another window

dBase import of records truncates e-mail and web fields

Forced out idle time not obeyed

Carriage returns are omitted when pasting text into activity notes

Age of closed Opportunity is incorrect in Opportunity Mgr

Cal record remains on remote after deletion

Reports dialog doesn't remember previous selection

GoldSync Max Retries setting is not honored

Scheduled resources are not included in transfer set when a send filter is used
Queued e-mails are sent even if the option is unchecked

Not all records returned in CSC based on MSSQLMaxBrowseRecs setting

Site can get processed by 2 or more different connections

Contact History Report with Notes with large history record only shows 'Notes' information on first page

Incorrect text on New Opportunity dialog

Click on title bar of a background e-mail window causes it to maximize

Incorrect Detail if the Lookup entry of the Detail custom tab is deleted

"Include a Text File" option in HTML e-mail template strips carriage returns

Request a Return Receipt does not stay checked on an E-mail template

Cursor focus stays in Subject line when replying to an e-mail

Industry templates change key fields incorrectly

Zoom should be an available local menu item in the Calendar Month view

Propose new time by GM recipient is corrupted

Importing a contact record disables existing alerts

Recurring Activities do not activate Conflict message

ZERO length field label and value is irretrievable

Cannot import exactly one contact from an ASCII file

Value in selected Update Field is not transferred to surviving record in merge/purge process

Contact2 data in AP Run An Application action, not processed
 

On the left side at the top of the first page…

 

 

 

 

 

Updated GoldMine Compatibility Matrix…

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

 

 

Big News here is the discounts being offered to Standard Edition customers to upgrade to Premium Edition.  If that's you, now is a good time to upgrade! 

Q4 FY08 GoldMine Promotions

(Note:  Only one promotion may be taken at time of sale.  Offers may not be combined)

GoldMine

1.GoldMine Standard Edition Up and Bump – Promo Code Q4FY0801

With a minimum of 5 users, which can be a combination of upgrades and new licenses  GMSE customers can upgrade and buy additional licenses of GoldMine Premium Edition  for $449 or £225 or $ 500 AUD.  Must be purchased by April 30th, 2008.    Maintenance is based on list price.

2.GoldMine Corporate Edition Up and Bump – Promo Code Q4FY0802

With a minimum of 5 users, which can be a combination of upgrades and new licenses  GMCE customers can upgrade and buy additional licenses of GoldMine Premium Edition  for the following price:

5 to 10 users - 5% savings or $425 per license
11 to 25 - 10% savings or $400 per license
25 to 50 - 15% savings. or $380 per license
51 +  - 20% Savings or $359 per license

Must be purchased by April 30th , 2008.  Maintenance is based on list price. 

3. GoldMine Mobile Introductory Offer – Promo Code Q4FY0803
To promote GoldMine Mobile, 3.0, existing GoldMine Corporate Edition and Premium Edition users can purchase licenses of Mobile at the following cost.

5 to 10 users - $280 per user or 5% savings and no Server Charge
11 to 20 - $265 per user or a 10% savings and no Server Charge
20+ - $235 per user or a 20% savings and o Server Charge

Must be purchased by April 30, 2008.  Maintenance is based on list price.  Maximum number of users limited to the number of GoldMine licenses.

4. GM Premium Edition and GM Mobile bundle – Promo Code Q4FY0804

Buy a minimum of 5 GoldMine Premium Edition and 5 GoldMine Mobile for $4,200 ($840 per each set of GMPE and GM Mobile licenses).   In addition, there will be no Server charge for 5 and above licenses of GM Mobile.  Licenses must be purchased by April 30, 2008 and must be equal number of each product.  Maintenance is based on list price. 

Drop me a line — chad(at)thegmblog.com

 

February 17, 2008 (Version 2008-C for GoldBox-7, GoldBox-SQL, GoldBox-5)
 
ENHANCED: Import / Update.   At the Field Mapping Template:
– ( / rem ) Button added.  You can now Remark Out one or more fields, for testing and troubleshooting.  Mapping info is preserved, but when Remarked Out, the field is ignored by the Import operation.  Ideal when you have a large number of Map Expressions and one or more is causing an error.
 
– When you Right-Click on a Target List field, a Quick View displays for easy review of all that is to occur upon that field during the Import operation.
 
– Cosmetic improvements to the Mapping Template screen.
 
ENHANCED: GoldBox System Table Maintenance. Borrowing from the "Cleanse the Table" operation in the BR7 Utility, Table Cleansing will now occur automatically for many system tables when the Maintenance (Pack / Index) is run. 

Download From:

http://www.redstonesoftbase.com/index_00000a.htm

 

 

 

 

New version of the software wirelessly synchronizes data with BlackBerry®, Windows Mobile®, and Palm OS® mobile devices

January 30, 2008, Portland, Ore. – CompanionLink Software, a leader in mobile synchronization solutions, released a wireless synchronization solution for BlackBerry, Windows Mobile and Palm OS mobile devices. The CompanionLink Professional software package has an option to wirelessly synchronize information with leading CRM and contact management solutions and the latest web-enabled mobile devices. This allows business professionals to access and update their CRM contacts, schedules, and notes from anywhere.

The software synchronizes data with ACT! by Sage, FrontRange GoldMine, IBM Lotus Notes, Novell GroupWise, Time & Chaos, Google Apps, Microsoft Outlook, and Palm Desktop databases. Contacts, appointments, notes and histories, opportunities, tasks and to-do lists, user-defined fields, and activities can be synchronized in two ways: wired sync or wireless sync. Wired synchronization requires the mobile device to be docked to the computer using, for example, a USB cable. Wireless synchronization allows data to go from the CRM database to the user's mobile device using CompanionLink Software's wireless synchronization service. CRM data is synchronized with the built-in data fields in the mobile device.

"Wireless synchronization is where the future of mobile devices and data synchronization is headed," said Rushang Shah, Director of Marketing at CompanionLink Software. "Our wireless sync service offers CRM users an affordable way to synchronize their data without configuring or maintaining servers, or installing a separate database application on their PDAs."

CompanionLink Professional retails for a one-time charge of $99.95 per user. The wireless synchronization service is $9.95 per month per mobile device. A 14-day evaluation version of the software can be downloaded at www.companionlink.com/downloads. The wireless synchronization service is free during the evaluation period.

Use TB5222 for $5.00 any CompanionLink Purchase!

{ 1 comment }

January 2, 2008 (Version 2008-A for GoldBox-7 / GoldBox-SQL / GoldBox-5)
 
ENHANCED:  Import / Update.  When importing into or updating Main Contacts, you can now select a global switch to turn OFF the Plug-in of TAB records.  Especially useful for TESTING matching scenarios to Main Contacts, typically used in conjunction with the Bypass Matches checkbox.
 
ENHANCED:  Import / Update.  You can now use Quick-Delete (RECID-based matching) for the CONTACT2 table (user-defined fields for Main Contact).  This can be used in conjunction with the new Preview option at Table Dedupe.  See below.
 
ENHANCED:  Import / Update.  When importing into GoldMine, you can now click a button to instantly 'park' 5 Source records into GXI.DBF.  Button is QUIK PARK, at Import Setup screen, Source section.  This option works directly, and does not require you to select the PARK and STOP checkbox.
 
ENHANCED:  Import / Update.  When importing into GoldMine with GoldBox-7 or GoldBox-SQL, the Direct SQL Query button will now allow you, at the Query Builder, to directly build Merge Field expressions from GXI.DBF and easily append them to your SQL Query.   You will be able to Interpret them, and test the Result of the SQL Query while still in Import Setup mode.  See next.
 
ENHANCED: SQL Query Builder.  A new purple button called {INTERPRET} has been added.  If you are using Merge Fields or GXinput() fragments in your SQL Query, this option will do an onscreen interpretation in the SQL Query.  In addition, if you wish to run the SQL Query at the GoldBox interface and you have Merge Field fragments, you can Double-Right-Click the RESULT button to interpret the fragments for your Result Set.  Especially useful for the VLinkByQuery() function.
 
ENHANCED: Function VLinkByQuery().  You can now use Merge Field expressions directly in the SQL Query.  The Assembler (at the Service Menu) has been altered to make the creation and appending of Merge Field expressions easier.  VLinkByQuery() is similar to VLink2dBase(), whereby you can dynamically link to a GoldMine or outside ODBC table during a GoldBox batch operation (such as Export, Import, Global Replace, Group Builder, etc.)
 
FIXED: Bug with {Fetch RECID matching for Tab record Import/Update} in GoldBox-7, which uses the above VLinkByQuery() logic.
 
ENHANCED: Single Table Dedupe.  You can now cause the identified Dupes to be exported out to a dBase table called GOLDDUPE.DBF, instead of deleting.  Ideal for archiving Dupes before deletion, and to use for comparing to GoldMine.  For GoldMine tables containing the ACCOUNTNO field, you can open GOLDDUPE.DBF in the GXBrowser, where a DDE Link is attempted to GoldMine (if open).  NOTE: For GoldBox-5 and GoldBox-SQL, Single Table Dedupe is only in the PRO Edition.
 
ENHANCED: Merge-Purge.  When creating a new setup, GoldBox auto-inserts a matching scheme of Smoothed Companies and Smoothed Contact Names.  GoldBox will now add the 2nd limiting parameter of 'C' to the SmoothComp() function call, to limit searches to Company entries only.  NOTE: The inserted matching scheme is only a suggested entry, and can be easily changed to whatever matching scheme you wish.
 
ENHANCED: Config Screen for GoldBox-7.  Intended to make initial configuration a bit easier. 

Update is available for download at: http://www.redstonesoftbase.com/index_00000a.htm 

 

 

 

 

Happy Holidays!

To close up 2007, a year that saw the release of GoldMine Premium Edition, the sunset of GoldMine Standard Edition and over 80 blog posts, I am going to repost my 10 favorite posts from 2007…  

Next week I’ll be off for Christmas then spending a long weekend in Toronto, Ontario, Canada to ring in the new year.

See you in 2008,

Increase Your Follow-Up & Increase Business
http://www.thegmblog.com/2007/01/increase_your_followup_increas.php

Record Cycling
http://www.thegmblog.com/2007/01/record_cycling.php

Use this trick to make scheduling quicker…
http://www.thegmblog.com/2007/02/use_this_trick_to_make_schedul.php

Change The Contact You Are Scheduling an Activity For
http://www.thegmblog.com/2007/02/change_the_contact_youre_scheduling_an_activity_for.php

Will Neglect Cause You To Loose A Customer Today?
http://www.thegmblog.com/2007/03/will_neglect_cause_you_to_loos_1.php

Dirty Data Got You Down?
http://www.thegmblog.com/2007/04/dirty_data_got_you_down_1.php

How to Find a 7 Month Old Quote or 2 Year Old Sales Letter in 15 Second Or Less
http://www.thegmblog.com/2007/04/how_to_find_a_7_month_old_quot.php

How To Keep Your Personal Contacts From Prying Eyes in GoldMine
http://www.thegmblog.com/2007/05/how_to_keep_your_personal_cont_1.php

Color To Add Meaning To The GoldMine Calendar, An Easy Productivity Enhancer!
http://www.thegmblog.com/2007/07/color_to_add_meaning_to_the_go_1.php

Priorities When Scheduling
http://www.thegmblog.com/2007/07/priority_when_scheduling_a_hig_1.php

So Easy, Yet So Useful: How To Print A Filter
http://www.thegmblog.com/2007/09/so_easy_yet_so_useful_how_to_p_1.php

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… Nothing too exciting, but it seems GoldMine Mobile Edition 3.0 will finally be released!

GoldMine Introductory Offer (Promo Code Q3FY0801): To promote the adaption of GoldMine Mobile, 3.0, existing GoldMine Corporate Edition and Premium Edition users can purchase licenses of Mobile at the following prices:

5 to 10 users-$280 per user or 5% savings
11 to 20 users-$265 per user or a 10% savings
20+ -$235 per user or a 20% savings

Offer expires January 31, 2008. Maintenance is based on list price. Maximum number of users limited to the number of GoldMine licenses.

GoldMine Premium Edition and GoldMine Mobile bundle (Promo Code Q3FY0802): Buy a minimum of 5 GoldMine Premium Edition and 5 GoldMine Mobile licenses, and get each GMPE/Mobile license pair for $840 each. Licenses must be purchased by January 31, 2008 and must be equal number of each product. Maintenance is based on list price.

GoldMine Up and Bump (Promo Code Q3FY0803): Upgrades will now be at list price, however, if a customer upgrades before January 31, 2008, they can also buy additional seats at the same bump price. Only applies to additional licenses bought at the same time and as the upgrade. Offer expires January 31, 2008.

We'll be hosting a GoldMine Mobile Edition Webinar As Soon As Possible… 

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