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March 2008 Archives

March 11, 2008

Do You Know Where You're Going Next? Using the GM+View Tab to Display A Map

The GM+View, introduced in GoldMine 6.0, can display relevant information about the contact you are on from just about any web site out there.

One of the most useful is a map to the current contact’s location!  Notice the contact’s address below is mapped on the GM+View in MapQuest.

Great for finding out how to get to a client or prospect's office before leaving! 

GM+View example

To set this up go to File | Configure | GM+View or Web | GM+View in GoldMine Premium Edition.  Note: You do need Master Rights to do this.

Then click the New button.

GM+View Setup


Type in the Template name, e.g. Map Quest, then click down into the white space below, then click on the <H> button in the upper right.  This allows us to tell the view what we want to display.

Note: If your <H> button is grayed out it indicates you're using a version of GoldMine below 6.70.70226 with Internet Explorer 7.0 installed.  Uninstall Internet Explorer 7.0 or, better yet, it's time for a GoldMine update. 

View Setup
 
After clicking <H> you’ll see some HTML code…  Highlight all of it and delete it.

In its place copy and paste this:

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<SCRIPT language=JavaScript>
<!--
function redirect()
{
window.location = "http://www.mapquest.com/maps/&lt;&lt;&amp;address1&gt;&gt;+&lt;&lt;&amp;zip&gt;&gt;?"
}
setTimeout ("redirect();", 0000)
// -->
</SCRIPT>
<META content="MSHTML 6.00.6000.16609" name=GENERATOR></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1></BODY></HTML>

Then choose Save & Exit.

GMView Save and Exit

Click OK from the GM+View Tab Settings screen.

Now, the GM+View tab you can select your Map Quest view!

GM+View with MapQuest

 

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March 13, 2008

GoldMine Premium Edition 8.0.2 Release (8.02.80208)

While Netupdate may not be working yet, GoldMine Premium Edition 8.0.2 (8.00.80208) has been released and is available from FrontRange or your GoldMine Partner.

Here's what's fixed...

  1. TLogs have invalid SyncStamp values
  2. Recently Viewed list is not limited when using Firebird database
  3. Contact Record Statistics shows inaccurate sales data
  4. Delegate to User(s) causes characters to be deleted from the selected users list
  5. Telemarketing Scripts corrupted while editing
  6. Full Name with apostrophe incorrectly displayed in Notes tab
  7. Special chars in Notes vanish when upgrading from GMCE to GMPE
  8. MS SQL 2000 Spanish or German causes error in Case module
  9. Upgrade from dbase to GMPE failed due to fewer licenses
  10. lookup.ini erroneously populates date field
  11. Grouping cases by Due Date does not function correctly
  12. Drag and drop Attachments, no graphic shows until you add an attachment with attachment button
  13. Non-Master uses cannot convert additional contact to primary ones in Case Management but can on the contact record under the contacts tab
  14. Username.INI file expands on upgraded system with customized task bar
  15. dBASE expressions in the calendar do not show the Contact1 data if there is an unlinked calendar item present
  16. After upgrade from GMCE to GMPE, added toolbar icon does not remain
  17. Tab content scrolling causes contact records scrolling
  18. GoldMine automatically searches entire DB when a blank field is selected to launch the search centre
  19. Time Clock not populated
  20. Slow performance in refresh of Recently Viewed list in iGoldMine due to list length
  21. Toolbar customizations are not maintained after Switch User
  22. mouse wheel in notes (when reaching end of notes) it scrolls to another record
  23. Error appears when scheduling activity with Greek regional settings
  24. search center -- columns that are part of the contact2 table, searching grinds to a halt
  25. With iGoldMine, tabs do not disappear when closed and titles do not get removed from the window drop down
  26. Schedule button on contact record intermittently works with large database
  27. New Record Layout must be manually refreshed when creating a new record
  28. Extended detail tab does not refresh when scrolling through records
  29. UI for label customization is broken in Opportunity Management
  30. GM crashes if you try to complete non-existent activity
  31. Changing menu format allows you access to disabled items
  32. Users not in alphabetical order in Activities User dropdown
  33. Text in the Notes tab overlap when HTML_CAL_NOTES=0 is set in the GM.ini
  34. Case mask configuration prevents pending/history from being linked to case
  35. Cannot schedule call when South African regional settings are used
  36. Adding high tab order to user-defined field in upper part of contact record (above tabs) causes field to disappear
  37. Unable to save email attachments in bulk
  38. Cannot disable Zip code validation for additional contacts
  39. GM hangs during recently viewed contact list refresh
  40. Scrolling through the end of GM+View tab causes contact record to scroll
  41. Adding a sort to an existing group populates member data incorrectly
  42. Data entry corrupted after switching record types
  43. Zoom shows incorrect record when filter is active
  44. Incorrect column headings in History tab when contact name is shown
  45. Cannot open all links if there are over 1000
  46. Category, Origin, and Offering cannot be added as columns for Service List
  47. Note in Case is saved when switching to another Windows application
  48. Complete Event dialog appears when using command button to Schedule Event
  49. Context menus not accessible via Application Key
  50. Case task does not appear on Pending tab of contact
  51. To-Do date appears as 12/30/1899 in Pending tab
  52. Case task does not appear in calendar
  53. Non-Master users cannot search on E-Mail address
  54. Case tasks are not displayed in Calendar
  55. GoldMine - Filters and Groups - Calls scheduled to a group of users are displaying on the same line of time
  56. Contact Search Center does not retain column widths
  57. New Message -> Email TO selection from additional contacts is ignored -> always primary contact selected
  58. Visual defects in highlighted calendar view tab
  59. Using scheduled e-mail local menu adds duplicated menu items
  60. "Empty Trash when closing E-mail Center" option ineffective
  61. Assign focus to first text field
  62. Missing option to Edit notes
  63. Non-master user doesn't have access to some Leads options
  64. Toolbar changes are not retained when exiting via Switch User
  65. Activities become inactive in alert window
  66. Any GoldMine report pulling data from Notes Tab shows notes as html code
  67. Can't see attachments from Email

For a Demo of GoldMine Premium: GoldMine Premium Edition Demo

 

 

GoldMine Guide to SQL
 

 

 

March 14, 2008

Happy St. Patrick's Day!

 
Whether you're celebrating it Saturday or Monday...

 
Happy St. Patrick's Day
 

March 25, 2008

Moving History Activity from One Contact to Another

Perhaps you logged an appointment or call to the wrong contact. 

Or, you want to move an email from the person you received the email from, perhaps a colleague person, to who the email was about, a customer or prospect.

Regardless of the reason, from time to time, you’ll want to move a history activity from one contact to another.

First, edit the activity by Right-Clicking on it from the History tab and choosing Edit

(Note: this works on GoldMine 6.7 and below, we'll do another post for GoldMine Premium Edition).

GoldMine History

Now, leave that activity open, move it out of the way if necessary, and lookup the contact you want to move the history record to.

Notice, I now have PGM Corp. up, and in the lower-left of the history entry that we have open there’s a Check Box in the lower-left.  If you check it, this will re-link the entry to Scott Pick of PGM Corp from Hoby Stechild.

Edit Box 

Check the “Link To” then update the Contact name field as well, if necessary.  Even if you leave the contact listed as-is, the history record will be under the contact you check the Link to for.

Link

 

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About March 2008

This page contains all entries posted to The GoldMine Blog - Tips, Tricks & More in March 2008. They are listed from oldest to newest.

February 2008 is the previous archive.

April 2008 is the next archive.

Many more can be found on the main index page or by looking through the archives.

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