It’s getting to be that time of year again, and with it the challenge of figuring out who should be getting what during the Holiday Season.
There are several different ways of doing this in GoldMine, but let me show you my favorite… This method uses the “Merge” field – and is usable for both primary and secondary contacts.
To configure the merge field for Holiday use we just have to change the lookup values for the primary contact, the same merge codes will automatically be used for secondary contacts.
Within the Merge field, either do a Right-Click or use the F2 key on the keyboard.
Single Left-Click on the New button to add different merge codes. You may want to use a single one or multiple depending on how you handle cards and gifts. The two I have here are:
HC for Holiday Card and
HG for Holiday Gift.
We use the format:
HC;//Holiday Card (Code, semi-colon, two slashes, and then description).
Only the code will be placed in the field. With this format you can fit up to 5 codes in the merge code field. Select one code, as you normally would when using the lookup list, then select a second in the same manner. GoldMine will automatically place a comma and space between the two instead of replacing one code with another.
You can use any number of letters or numbers for the code but all codes should have the same number of letters/numbers. I prefer two which allows up to 5 codes but also makes it easy to remember what each is for. You may want to use HC for Holiday Cards, but H1, H2, and H3 for different levels of gifts…
Get started on this and in a future entry we’ll discuss getting that list out of GoldMine.
There are several different ways of doing this in GoldMine, but let me show you my favorite… This method uses the “Merge” field – and is usable for both primary and secondary contacts.
To configure the merge field for Holiday use we just have to change the lookup values for the primary contact, the same merge codes will automatically be used for secondary contacts.
Within the Merge field, either do a Right-Click or use the F2 key on the keyboard.
Single Left-Click on the New button to add different merge codes. You may want to use a single one or multiple depending on how you handle cards and gifts. The two I have here are:
HC for Holiday Card and
HG for Holiday Gift.
We use the format:
HC;//Holiday Card (Code, semi-colon, two slashes, and then description).
Only the code will be placed in the field. With this format you can fit up to 5 codes in the merge code field. Select one code, as you normally would when using the lookup list, then select a second in the same manner. GoldMine will automatically place a comma and space between the two instead of replacing one code with another.
You can use any number of letters or numbers for the code but all codes should have the same number of letters/numbers. I prefer two which allows up to 5 codes but also makes it easy to remember what each is for. You may want to use HC for Holiday Cards, but H1, H2, and H3 for different levels of gifts…
Get started on this and in a future entry we’ll discuss getting that list out of GoldMine.
Comments (4)
I'm reading this note and can you use multiple entries for the merge code field? Does this work for all fields in that there is a way to store multiple entries?
Posted by Anthony A. | October 24, 2007 6:16 AM
Posted on October 24, 2007 06:16
Yes, as long as a F2 Lookup Entry is followed by a semicolon, any field can accept multiple entries.
Posted by Chad Smith | October 24, 2007 7:54 AM
Posted on October 24, 2007 07:54
My filter is not picking up my additional (secondary) contacts. Can you run filters on secondary contacts?
Posted by Jackie | November 28, 2007 2:11 PM
Posted on November 28, 2007 14:11
Jackie,
No you cannot... In the entry after this one is how you can export secondary contacts, or, better yet, use a SQL Query...
Posted by Chad Smith | November 28, 2007 2:54 PM
Posted on November 28, 2007 14:54