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June 2006 Archives

June 14, 2006

Find contact by date created

Ever wanted to find someone by the contact's creation date?

“I know I created them yesterday, what was their name!?!?”

Here’s how:  First go to Lookup | Indexed Fields | Accountno.

Accountno is how GoldMine uniquely identifies each contact record.  For our purposes the first 6 characters are important as they denote the creation date in a YYMMDD format.  So, for a record created on June 1st of 1999 you'd type in 990601.

Year 2000 posed a challenge and to maintain continuity in the ordering FrontRange decided to use an A0 to represent 2000, A1 to represent 2001, A6 to represent 2006, etc.  So for a record created on June 15, 2006 we'd type in A60615.

Cool eh?  I don't use this a whole lot but there are those days that this is a life saver!

Happy GoldMining!

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June 24, 2006

Web Links on the Task Bar

I love the GoldMine Taskbar, because you can put practically anything on there from GoldMine menu actions to document links, applications, and web sites.

What I find annoying is that if I put a web site on the TaskBar when I use the link it replaces the web site I currently have up.  To get around this, when adding a web site link to the TaskBar add an external application instead.  Start with a Right Click | Add New Item to the TaskBar as you always would.

Use C:\Program Files\Internet Explorer\iexplore.exe for the Application, C:\Program Files\Internet Explorer\ as the start directory and then in the command link place your web site’s URL with double quotes around it.

This example will open CNN.com in a new browser window.

Newbrowser

June 25, 2006

History Tab Customization

By default, GoldMine’s history tab does not show the activity’s activity code, which is a three letter code used to categorize activities.  If you want this to show, open up your username.ini file, e.g. chad.ini and find the [ActvObj] section.  Then add this line right after the section header:

ShowHistActvCode=1

About June 2006

This page contains all entries posted to The GoldMine Blog - Tips, Tricks & More in June 2006. They are listed from oldest to newest.

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