The GoldMine Blog - Tips, Tricks & More

GoldBox 7 has been re-released from RedStoneSoftbase...  GoldBox is pretty much the premier data manipulation add-on for GoldMine, central features include:

• Import/Update - GoldMine & dBase tables
• Export from GoldMine & dBase tables
• Merge-Purge Main Contacts
• Global Replace GoldMine & dBase tables
• Global Delete GoldMine & dBase tables
• Archive Main Notes to History Items
• Convert BDE table to dBase
• Automation - Scripting - Timer Launch
• GoldBox Views (live link to outside data)
• Mirror - Update any accessible outside table
• Wild Card Referencing
• Group Builder / Groups-by-Break
• Organization Chart Creator
• Hub-n-Spoke Referral Generator
• Global Path & User Name Changer
• Modify any GoldMine Lookup List
• INI Settings Replicator
• Merge-Purge any accessible outside table
• Dedupe GoldMine & dBase tables

GoldBox 7 was recently pulled from from the market due to problemes with its interaction with GoldMine 7.  I am pleased to note that I do have it working on my test system with GoldMine 7.0.3 and Microsoft SQL Server 2005.

Dave is at it again!  GoldBox 7, "The World's Largest Add-On for CRM" has been updated (Patch 2007 A) for compatibility with GoldMine Premium Edition.

 

I've also added a Category for GoldBox...  

GOLDBOX-SQL 2007-B on 1-June-2007  (GoldMine 6.7x and earlier, hosted in MSSQL)

GOLDBOX-5 2007-B on 1-June-2007  (GoldMine hosted in dBASE tables)

GOLDBOX-7 2007-B on 1-June-2007  (GoldMine 7 in MSSQL and GoldMine Premium Edition)

http://www.redstonesoftbase.com/index_00000a.htm

June 16, 2008  (2008-Q for GoldBox-7, GoldBox-SQL)
 
ADDED: (GX7 / GXSQL ONLY) At the Import / Update Setup screen, you can now select to auto-convert a Text File into the Source Table.  Previously, you could only do this with a Q-file entry.  Ideal for RECURRING Imports.  

Download From: http://www.redstonesoftbase.com/index_00000a.htm

  

FIELD CLEANUP: Do you need to see an instant listing of all unique values in a GoldMine field? Perhaps you are looking to expunge stray values from a critical field, for reporting, email blasts, exports, group building. Distinct field values can be listed with a SQL Query, such as:
Select Distinct KEY3 from CONTACT1 Order By KEY3

GoldBox has the Unique Field Listing to provide a bit more:

1. Case-sensitivity. CUSTOMER and Customer and CUSTomer would all be broken out separately as unique field entries. In the above SQL statement, they would all be seen as the same.

2. You get columns displaying the number of records filled by the value, the percentage of the table containing that value, plus entries showing the total number of records and the total number of unique values.

3. It's FAST. A before and after test on a 43,000 record table revealed:
GoldBox 2008-U: 18 minutes
GoldBox 2008-W: 5 seconds

4. Instant report generation. Your default TXT editor (such as Notepad) immediately pops open with the results. This can be used as a guide while you perform standardizations on the field, either through manual entry or Global Replace.

GOLDBOX BROWSER: Expect major speed improvements for Global Replace, Delete, UN-delete and the Filled Field Count report. At the Options dropdown, any table open in GXBrowser can now be closed and RE-opened in the BR7 Utility.

LOCATOR LOGIC: GoldBox has the best Import and Export technology available for your GoldMine data. At the Field Mapping Templates, accessing particular fields can prove challenging, especially if we're talking about a Main Contact File with 250+ user-defined fields. In 2008-W, you can quickly move around the template with partial searches on all of the major columns. You also get NEXT logic, whereby clicking a button takes you to the next occurrence, then the next and so forth. Look for the Locator at the bottom row of the Field Mapping screens for Import and Export.

CONTACT FILE VERIFIER: Introduced in version 2008-U. Enhanced to identify ACCOUNTNOs containing single-quotes, which, as we know, can cause some issues with SQL Queries. If desired, those records can be given a new Alpha-Numeric ONLY Accountno value with GoldBox's ACCOUNTNO Regenerator (at Global Replace).

The VERIFIER also points out discrepancies between original field values and their U_Field counterparts. The U_Fields are indexed, and this new capability lets you identify and optionally update the U_Fields directly.

QUERY BUILDER: The advanced SQL Query Builder now recognizes UPDATE and DELETE FROM statements and will operate directly upon your table should you decide to use them. Exercise CAUTION when doing so.

SEAT PURCHASE: This has been improved and simplified, when you wish to add Seat Licenses for GoldBox Views.

 

NOTES MIGRATOR:
GoldMine uses 3 slightly different User-Date-Time banners for Main Notes entries (depending on version or settings). GoldBox's Notes Migrator, which parses these individual entries as History items, now transparently tests for all 3 UDT banner formats. Literally you can have all 3 formats present within the same Main Note, and the Migrator will catch them all.

DETAIL RECORDS IMPORT:
You will now be prompted for the Detail Type at the Setup wizard, which is then auto-inserted into the appropriate areas of the Import Setup (including the Mapping screen). Custom labels, if they exist, are fetched and written into the Detail mapping template. This is especially useful when you are "plugging in" more than one Detail Type.

DETAIL EXPANDER:
The default template for this feature-rich capability was updated, to take advantage of the advancements in GoldBox technology. Below is a quick link to an example of how expansive this GoldBox View can become. Note that Yes/No inputs (for illustration) are being handled in 3 distinct manners: Radiobutton; Dropdown List; Checkbox. And yet the Automobile Quote is being stored entirely as a sync-aware GoldMine Detail record. Link:
http://www.redstonesoftbase.com/index_000019.htm

GXBROWSER and BR7 UTILITY:
Cosmetic improvements to make them easier to manipulate.