The GoldMine Blog - Tips, Tricks & More

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.