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Record Alerts Part II

In our previous entry:

http://www.thegmblog.com/2007/09/danger_will_robinson_danger_us.php

We talked about how to use Record Alerts.  Here are some advanced tips for records alerts.

First, if you want to change an existing alert, for example change the three letter code of ‘ATG’ to ‘CRD’, we’re going to do that within the InfoCenter.

GoldMine Alert 

Go to View | InfoCenterDouble-click on System then Double-click on Contact Alerts.  You’ll see all available record you can add additional comments within the main window.

InfoCenter for Alerts 

To change the 3 letter code or reference do a Right-Click | Edit on the page icon on the left.

Topic Properties

Then in the Topic Properties the code and line text can be modified.

GoldMine Properties Window 

When closing the InfoCenter or navigating to another entry, GoldMine will prompt you save the modified text.  If you’re happy with the changes simply click Yes.

By default, a record alert pops up 7 seconds after a contact is ‘touched’.  This can be changed by adding a line to your GM.INI file which is located wherever GoldMine is installed, e.g. S:\GoldMine… You may see it just as "GM" if you are hiding file extensions in Windows.  It should open using Notepad.

RecAlertSec=2 under the [GoldMine] Section.  Change 2 to the number of seconds before the alert should pop up.

GM.INI File

Since we're doing this within the GM.INI file the change will be universal. 

To view all records with a record alert go to Lookup | SQL Queries and paste this query in:

select contact1.company, contact1.contact, contact1.phone1, contsupp.notes from contact1, contsupp where contsupp.rectype = 'A' and contact1.accountno = contsupp.accountno order by company

SQL Query Window 

 

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Comments (2)

Ryan:

Chad, is there a way to assign the same record alert to a group of records within GoldMine?

Only via a utility like GoldBox...

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This page contains a single entry from the blog posted on September 26, 2007 4:46 PM.

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