… not a pleasant thought, eh?
Fortunately, though, if you use GoldMine forgetting about, and then loosing, an important customer because you ‘forgot’ about them is easy to avoid.
Here’s a SQL Query that will show us all clients that have no history this year:
select contact1.company, contact1.contact, contact1.phone1, contact2.lastconton
from contact1, contact2
where contact1.accountno = contact2.accountno and
contact1.accountno not in (select accountno from conthist where ondate >= '1/1/2007') and
contact1.key1 = 'Client' and
contact1.key4 = 'Chad'
order by company
To use this, from GoldMine’s main menu choose Lookup | SQL Queries then Copy & Paste the above in the top section then click Query.
There are a couple of tweaks that you may want to make so this work optimally on your system.
First, the contact1.key1 = ‘Client’. My GoldMine is configured so the Key1 field, normally located at the top of the lower-right quadrant, denotes client, prospect, etc. You may want to change that to the field you use and/or the correct nomenclature, e.g. client, customer, etc.
(Here's a screen shot so you know what I mean by lower-right quadrant).
Second, the contact1.key4 = ‘Chad’. My GoldMine is configured so the Key4 field, normally located in the 4th position in the lower-right quadrant, denotes the account manager. You may want to change that to the field you use and/or correct nomenclature.
Also, you may want to change the date, you can use any date in there that makes sense.
For more information on saving queries, using queries to make groups, etc. check out The GoldMine Guide to SQL Queries at http://www.thegmblog.com/sql4gm
