Monthly Archives: February 2011

Turning off “link e-mail address to contact”

Those of you using the GoldMine e-mail client already know that by default, when you link a message to a contact, GoldMine will want to automatically link the “e-mail address” to the contact as well.  When this happens, all future messages from that address will auto-link to that same record.  When that is the desired outcome, it’s one of the most valuable benefits of using GoldMine e-mail.  However, when you really didn’t intend for GoldMine to start doing that, it can equally be one of the most frustrating drawbacks to using GoldMine e-mail.  One untrained or careless user can wreak havoc on the quality of your data.

The best solution for most users, is to not ask GoldMine to link it by default, but instead make the user select that option.  Here’s how to change the setting. Please note, this needs to be done for each user.

For PE Users

  1. Tools | Options
  2. E-Mail tab
  3. More Options… button
  4. Advanced tab
  5. Remove the checkmark next to “Link e-mail address to contact record by default”
    (In earlier versions of GoldMine it reads “Link/Unlink address when (un)linking E-mail”)
  6. Click OK, then OK again

TurningOffLinkE-Mail_01

Now when you link or re-link a message to a contact, GoldMine will uncheck the box by default, forcing you to manually check it off when you actually do want to link the address.

TurningOffLinkE-Mail_02
In the latest version of GoldMine Premium Edition, GM will even go as far as asking to confirm the address move during a re-linking.

TurningOffLinkE-Mail_03
For Standard and Corporate users you can use the following steps:

  1. Edit |  Preferences…
  2. E-Mail tab
  3. More Options… button
  4. Advanced tab

Note, the verbiage may be a little different and I’m not sure exactly which version this option was added to, but if you send me your feedback I will update this post with that information.

Enjoy!

 

Tell me why I should upgrade

This topic seems to come up at least every other day.  For those of you who have worked with us at 180° Solutions, you know we don’t believe in answering that by simply bragging about the new features, functions, bells, and whistles.  Enhancements in a new version are only part of the reason.  Here are the 4 general questions to ask when considering ANY upgrade, even when the upgrade is FREE:

  1. Does the new version have SOMETHING NEW ADDED that will make it worth the cost of upgrading?  (consider the indirect costs)
  2. Does the new version FIX SOMETHING that is affecting our use of the product, and is eliminating that issue worth the cost of upgrading?
  3. Do I want/need to upgrade my workstation(s), server(s), Office versions, etc, and does my current version support that change?
  4. Am I falling too far behind, (1-2 years or versions) or is my current version unsupported or being discontinued?

If you’ve answered yes to any of these general questions, then you are likely well under way establishing the need to upgrade.  If you answered NO to all the questions, then you are likely better off staying on the version you are using.  Remember, there is no need to chase technology… it’s all about the business need!