http://www.thegmblog.com/2007/08/how_to_use_the_dear_field_in_g.php
To ensure that the Dear fields gets populated with at least your contact’s first name we’ll use the “Lookup.ini”… The lookup.ini is GoldMine’s way of automatically updating one field based on another. In our case with the Dear field we’ll be updating it based on the contact field.
The lookup.ini is an actual file is located wherever your GoldMine is installed whether it be on your local machine or the network. You may already have one there, in that case just update the one you have… If you don’t have one go ahead and download this:
(Most browsers will let you Right-Click and "Save Target As" to download the File)
Be sure to use Notepad or another text editor to open and edit the Lookup.ini if you already have one... Here’s the code to get the Dear field to update when you create a new contact record…
[AutoUpdate]
New=DEAR
[Dear]
Otherwise=&firstname
Every new record, as long as you put in the contact name will have the Dear field populated with the contact’s first name. That can always be overridden with one of our “Mr.”, “Mrs.” Or “Dr.” formulas…
Comments (2)
Where do you save this note pad doc? I know where my GM is installed however there are alot of folders there ... what folder do I save it to and how do I use it after it has been saved? Thanks for the help.
Posted by Bradley Selander | September 18, 2007 2:54 PM
Posted on September 18, 2007 14:54
Save it in the root GoldMine folder... Where the gmw6.exe application resides on the server.
Posted by Chad Smith | September 21, 2007 3:04 PM
Posted on September 21, 2007 15:04