The GoldMine Blog - Tips, Tricks & More

GoldBox version 2008-X available for download

Wed, 19 Nov 2008 20:52:12 -0500

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.

CompanionLink Update

Fri, 14 Nov 2008 19:58:57 -0500

CompanionLink now supports the BlackBerry Bold... and...

Fixes in companionlink.exe 11/13/08 version 3.0 build 3041

* Fixed a bug with Wise Agent where the sync would fail if the contact field lengths in Outlook were too long.

* (Pro only) Fixed a bug where deletions warning message was displaying when configured for auto-sync.

* Fix for contact note deletions in GM8.

* Fix for BB contact duplication issue in BB OS 4.5 and higher.

* Fixed occasional crash issue with OL.

* Fixed bug with Groupwise that sometimes prevented all contacts from transferring.

Use CompanionLink Discount Code TB5222 for $5.00 off your purchase.

Let Michael Angelo Caruso Help You Close your Sale

Thu, 13 Nov 2008 00:01:30 -0500

Let's be honest, we can all use some help closing a sale.

My friend, Michael Angelo Caruso, has just released a series of videos on just that, Closing The Sale.

Here's a sample of what you will receive:

(Click the Image to See)

These are absolutely fantastic!

Last week I took a vacation to spend some time with a friend in Boston.

I had about an hour there and back on the plane to watch these on my iPhone and it was the quickest and most productive plane ride I have ever had!

Michael, like you, is a fellow GoldMine user so I convinced him to provide up to 10 of you with a special 40% off discount. Check out Role Model Selling at http://www.rolemodelselling.com and after you check ADD TO CART at the bottom then use use Coupon Code CHAD40.

You'll get 40% off the regular price!

I watched him create this coupon for 40% off and it is absolutely limited to the first 10 people to use it, so use it right now!

Over 1100 people will have the opportunity to see this today so be sure you are in the 1%

If 10 people have already claimed the 40% off, all is not lost. Use Coupon Code CHAD15 to still get 15% off your purchase. This will be good until November 30th.

How to Find your GoldMine contacts without an email address

Wed, 12 Nov 2008 21:21:32 -0500

… In today’s economic environment having every bit of information you can have about a contact is incredibly important.

For quick, easy, and cheap communication perhaps none is as important as an email address.

So here’s a SQL query that will show you all your contacts without an email address!

select company, contact, city, state, zip, key1, key2, key3, key4, key5 from contact1 where accountno not in (select accountno from contsupp where contact = 'E-mail Address' and rectype = 'P') order by company, contact

To use this, from GoldMine’s main menu choose Lookup | SQL Queries then Copy & Paste the above in the top section then click Query. If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.

You’ll see your results. If you find this useful use the 'Save' button to reuse this later on. Within the results, you can do a Right-Click | Output To | Excel to save the results, print them, and further analyze!

To learn more about how SQL Queries & eMarketing with GoldMine check out...

CompanionLink Discount Code Use TB5222 for $5.00 Off

Sat, 01 Nov 2008 08:39:56 -0500

If you're looking to purchase CompanionLink use discount code TB5222 for $5 off CompanionLink Express, CompanionLink Professional, DoubleLook or DoubleNotes...

Syncing GoldMine and Blackberry, Outlook, iPhone or Palm with CompanionLink

Fri, 24 Oct 2008 01:33:47 -0500

GoldMine & CompanionLink... If you need your GoldMine Contacts, Calendar, and/or Tasks to export/sync with a BlackBerry, iPhone, Windows Mobile Device, or Palm Device, here's your tutorial.

I am a big fan of CompanionLink because it just works so darn well.

Here's an introduction to CompanionLink & GoldMine. If you're ready to purchase CompanionLink be sure to use CompanionLink Discount Code TB5222 for $5 off!

CompanionLink Demo

Be sure to use CompanionLink Discount Code TB5222 for a discount off of your purchase!

Do You Sell?

Thu, 23 Oct 2008 23:56:03 -0500

If you are, in any way, responsible for sales and closing business... You absolutely must get:

Role Model Selling: Closing Sales

Visit http://www.RoleModelSelling.com to start closing more sales, today!

iGoldMine/iHEAT Advisor

Thu, 16 Oct 2008 09:21:11 -0500

Please be advised that Windows Updates KB954211 and KB956841, released on 14 October 2008, are incompatible with iHEAT 8.3.7 and/or iGoldMine 7.0 for Windows on Windows Server SP2, Windows XP SP2, and Windows 2000 SP4.

NOTE: THESE HOT FIXES DO NOT AFFECT iHEAT 8.4, NOR DO THEY AFFECT iGoldMine 8.0.

This incompatibility only affects the iHEAT and/or iGoldMine Server and does not impact the Client machines. Note that if you have installed one of these hot fixes, the hot fix will have to be uninstalled, and then the last compatibility update will haveto be re-applied to return the iHEAT or iGoldMine server to a working state.

GoldBox Updated

Mon, 13 Oct 2008 17:48:00 -0500

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.

Auto Follow-Ups When Completing Activities

Thu, 09 Oct 2008 23:55:43 -0500

In a previous entry:

http://www.thegmblog.com/2007/01/increase_your_followup_increas.php

I discussed using the Schedule a Follow-Up when completing an activity. You complete your appointment or call and start scheduling a follow-up activity immediately.

Here’s how we can have that check-box on by default.

First, open up your <>.ini file, which will be located in the root of your GoldMine directory, e.g. chad.ini.

Find the [GoldMine] section, add FollowUp=1 underneath it, and then save the file.

Upon entering GoldMine after adding this when you complete an activity you’ll find the Follow-up box automatically checked!

CompanionLink Update

Wed, 08 Oct 2008 22:37:32 -0500

Fixes in companionlink.exe 09/23/08 version 3.0 build 3037

Fixed bug with BBDTM 4.5 and 4.6 that prevented records from transfering

(Pro only) Fixed bug with wireless sync, if you deleted multiple records in a single sync, only one was being detected

(Pro only) Fixed bug with wireless sync, if you have it set to run on startup, it will now correctly minimize to systray

(Pro only) Increased speed for purge and reloads with wireless sync

Fixed bug with ACT! 2005-2008 todos, which could duplicate a record if the login user's calendar was not set to sync

Fixed bugs with proxy server logic

Increased speed for Lotus Notes when there a large number of recurrings

Fixed memory corruption issues

Fixed bug with ACT! 2005-2008 priorities, if user enables the 2 extra priority options in ACT! that are not normally enabled

(Pro only) Fixed bug with Google contact sync that failed to send records that contained certain characters to Google

Added folder logic to Groupwise

Fixed crash bug when performing a Palm HotSync if using French version of PDT

Fixed bug that did not register Palm 6 hotsync conduits if Palm was setup as PIM instead of handheld

(Pro only) Fixed bug with wireless sync that did not sync correct date range on initial sync

GoldMine Premium Edition Special Pricing

Tue, 30 Sep 2008 20:08:26 -0500

Greetings from Stratford Ontario...

Upgrade to GoldMine Premium Edition for $100 off per license with FrontRange's "Back to School/Back to Work Special".

Regular price is $549, not available for $449. Take advantage of the "Back to School/Back to Work" promotion that saves you $100 per user (Valid through October 31st).

Get a free upgrade to Microsoft SQL for Workgroups 2005 and Crystal Reports 11.

The first 100 PE upgrade clients will receive a free electronic copy of the new GoldMine For Dummies 8.0 -- just include your email address on your order from your reseller.

Need a formal quote, drop me an email at:

For a demo of GoldMine Premium Edition check out http://www.thegmblog.com/2008/02/the_reveal_goldmine_premium_ed.php

Setting and Changing Your GoldMine Password

Thu, 18 Sep 2008 00:08:48 -0500

If you want to be sure that no one else is logging into GoldMine as you, or ensure your GoldMine security, the one way to make sure of this is by setting a GoldMine password.

To set your GoldMine password in GoldMine Standard or Corporate go to Edit | Preferences, in GoldMine Premium Edition go to Tools | Options. Then click on Change Password.

Then, in the upper area enter your current password, or leave blank if you don’t have one… In the lower area enter your new password twice.

Then click OK to set the password and OK again to exit your preferences.

Now, the next time you login to GoldMine, you’ll be required to enter your password.

GoldBox Updated

Sun, 14 Sep 2008 13:51:02 -0500

INTERFACE IMPROVEMENTS:
For GoldBox-7, primarily. All GX7 screens have been sharpened, redesigned for clarity and consistency. Most noticeable at the 20 Saved Setup screens, which now also feature a right-click popup menu. The Field Mapping screen for Import/Update has also been improved. Its right-click popup menu now reveals options that were always available, but not accessible in an intuitive manner. Look for subtle improvements to the Global Selector, Query Builder, Expression Builder, GX-Browser, and Setup Wizards in your GoldBox-7 system.

When you are viewing Saved Setups at the wizards or in the Global Selector, you'll notice the last column is now the date the Setup was Created / Added.

Burned-in logos for running the GoldBox EXEs have also been enhanced, as has the default logo for the Views. At the Batch Processor, a logo will now appear in the lower left corner.

GoldBox Views, for all releases, received improvements for View sizing and bolding of the Grid, Note Viewer and Note Title. Other minor changes were prompted by the creation of the new 1-View for Archived data (see below), such as opening a File from a Lookup List, and the addition of VLinkToOTF().

You may want to click on various "properties" at the Game Board on the Web site to see the new screen shots.

HISTORY/E-MAIL ARCHIVE:
The procedure is the same, but the View of that archived data from GoldMine has been completely overhauled. Gone is the 3-View approach - here is what the new 1-View looks like (2nd image):
http://www.redstonesoftbase.com/index_000019.htm

It's easy to configure the Template - nothing more than a button click at the Setup screen. Even better: This template can be applied to multiple Archived datasets, whereas the original 3-View template could only be used once. Finally - the Template (VU01AARK.ZIP) is exactly the same for GoldBox-5, GoldBox-SQL and GoldBox-7.

For GoldBox-5 and GoldBox-SQL, this was the one concession to acquiring interface improvements applied to GoldBox-7. The History / E-mail Archive setup screen is now identical across all 3 GoldBox releases.

VIRTUAL ORGANIZATION CHARTS:
You can now choose the font and bolding of the displayed charts in the GoldBox View, but the big improvement is in customizing the break lengths. Prior to 2008-T, the break lengths were hardcoded at 25 each, for up to 4 breaks. You can now alter these. For example, if breaking on State, City, Zip and Company, you can make the break lengths:
STATE: 2
CITY: 30
ZIP: 10
COMPANY: 40

GoldMine Corporate Edition 7.5.1

Mon, 08 Sep 2008 12:06:49 -0500

Looks like GoldMine Corporate Edition 7.5.1 has been released...

http://frsconnect.frontrange.com/blog_post_view.aspx?blogpostid=59f423ec6b5847d2b35c0a523db23b80