The GoldMine Blog - Tips, Tricks & More

Before adding a new contact to GoldMine, it’s a good idea to make sure the contact doesn’t already exist.  Use the handy Double-Click trick to first try to find the person by last name, phone, or company name:

http://www.thegmblog.com/2007/03/doubleclick_to_find_a_record.php

So you’ve looked and they aren’t already in the database, great…  So we click the New button to bring up the “New Company and Contact” window.

In the lower-right of the window are our Duplicate Checking options.  For each of the options checked, GoldMine will search your contact listing to see if a record with the same phone number, contact name, email address, or company name already exists.  

Depending on the size of your database, and how you use the system, you may find that it makes more or less sense for certain options.  If you have a separate contact record for each company then having Company checked probably doesn’t make sense.  Select the options that work the best for you.  GoldMine remembers which options you selected last so you don’t have to recheck or uncheck each time you create a new contact.

If GoldMine detects a duplicate after you click OK it’ll give you a warning…

Yes, simply adds the record.  No will return you to the New Contact window so you can decide if you want to cancel out of the operation.  It will also display the contact that already exists that is has detected as the potential duplicate.  The screen shot below demonstrates this.

I've also added a Category for GoldBox...  

GOLDBOX-SQL 2007-B on 1-June-2007  (GoldMine 6.7x and earlier, hosted in MSSQL)

GOLDBOX-5 2007-B on 1-June-2007  (GoldMine hosted in dBASE tables)

GOLDBOX-7 2007-B on 1-June-2007  (GoldMine 7 in MSSQL and GoldMine Premium Edition)

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

You’re not alone.  You contemplate life and the weekend on a Friday afternoon and wonder what you, your sales reps, and/or your customer service personnel did the past week.  Fortunately, if you’ve trained your staff to actively use GoldMine to schedule and complete activities to the History Tab this is going to be a very easy question to answer.  

... if you haven't drop me a line (248.506.5222) to discuss some GoldMine training.. 

I actually run this every week for myself, usually during the laid back hour of 7:00 to 8:00 AM on a Saturday to see if I need to schedule some follow up activities for the following week.  It’s not that I particularly like being up at that time, but “Black Jack” my Cairn Terrier does!  Who’s to argue?

So, to answer this question…  Go to Lookup | SQL Queries in GoldMine.  Paste in this code to the upper part of the screen:

select conthist.userid, conthist.ondate, conthist.ref, conthist.rectype, contact1.company
from contact1, conthist
where contact1.accountno = conthist.accountno and conthist.ondate >= '6/8/2007' and conthist.ondate <= '6/16/2007'
order by userid, ondate

Then click Query.

You’ll see your results.  If you find this useful use the ‘Save’ button to reuse this later on and just change the date range…  Within the results, you can do a Right-Click | Output To | Excel to save the results, print them, and further analyze!

If  you are on GoldMine Corporate Edition or GoldMine Premium Edition you can use this query:

select conthist.userid, conthist.ondate, conthist.ref, conthist.rectype, contact1.company
from contact1, conthist
where contact1.accountno = conthist.accountno and conthist.ondate >= getdate() - 7 order by userid, ondate

To automatically show you the past 7 days.

This is a great example of how useful some simple SQL Queries can be.  To learn more about queries check out The GoldMine Guide to SQL Queries.

Here's the official compatibility matrix for GoldMine 6.x and 7.x...  Includes compatibility with:

• Database Servers
• PDAs
• Office
• Server Operating Systems
• Workstation Operating Systems
• QuickBooks
• Reporting Applications (Crystal, etc.)
  

http://support.frontrange.com/Support/GMSM-GMCE/6.x/Compatibility_Matrix011107.pdf

Just arrived in San Francisco for a long weekend.  I used the plane ride from Detroit to catch up on some audio books and other reading.  I wanted to share a tip from one of those books that I think everyone will find pretty valuable.

Dale Carnegie argued that everyone's favorite word was their name...  So here's a tip on remembering names.  It's the SAVE technique.  Let's say you're meeting a guy named 'Chad Smith' for the first time...

S - Say the person's name several times during your conversation with them...  "Chad, nice to meet you"

A - Ask them something about their name...  "Is that with 1 'D' or 2?"

V - Visualize their name.  Perhaps picture someone hammering away at metal, a black smith.

E - End the conversation with their name.  "It was nice meeting you Chad."

Wherever you are, have a great weekend!

The default GoldMine tabs that you see by default, are just that, the default.  On a user-by-user basis they can quickly be changed…  (They can also be universally set but we'll save that for another day).

For example, I find that I tend to use the Referrals tab less than the Links tab so I’ll normally move the Referrals tab to the end of the list. 

To change the GoldMine Tab settings.  Choose Edit | Preferences from the menu.  Then click on the Record tab and click on Tabs.



Uncheck a tab that you don’t want to see or highlight a tab and use the Move Up or Move Down buttons to reorder the tabs.  Through GoldMine 7.0 the default GoldMine tabs will always come first, however, with GoldMine Premium Edition you can place custom tabs before the standard ones…