Monthly Archives: October 2011

Using GoldMine Record Alerts – Part 2

So now you’re using Record Alerts (maybe) but you want to make some changes to a previously created Alert, or you want to remove an Alert from the list.  But you don’t see where you can edit the list.  In newer versions of GoldMine, FrontRange tells you where to find the list but it may not be very obvious.

When creating a new Alert, the New Contact Alert window tells you were to find that list.
Using GoldMine Record Alerts_03
How do you get there?

1.  In GoldMine Premium Edition, click on GoTo | Knowledge Base…
In GoldMine Corporate or GoldMine Standard Edition, click View | InfoCenter.
2.  Double-click the section titled Knowledge Base to show the books.
3.  Open the System book.
4.  Open the Contact Alerts folder.
5.  There you will see the various pages, 1 for every Alert you have.
6.  Right-click to Edit or Delete as needed.Using GoldMine Record Alerts_04

One last tip for Admins… how to change the time delay for record alerts:

I mentioned in the last post, when a user lands on the record, approximately 7 seconds later, the Record Alert will pop up.

To change the time delay, place the following setting in the [GoldMine] section of the GM.ini file.
RecAlertSec= <number of seconds before the alert appears>

That’s all there is to it!

Enjoy and Happy GoldMining!

 

Using GoldMine Record Alerts

Have you ever needed a way to notify/warn GoldMine users of something important about a contact record but ONLY if/when they need to know? For example, letting someone know that this record has a “Large Sale Pending”, or this record is on temporary “Credit Hold”. Neither of which may be something you want to send an e-mail broadcast about and hope users will remember when the time comes. The good news is that GoldMine has a feature that does just that. It’s called “Record Alerts”.

1. Click on Edit | Record Properties… | Record-related Settings…
2. Click on the Alerts tab.
3. Check Enable alerts.
4. Select (check) the Alert(s) to assign.
(if none exist or apply, click the New Alert button)
5. You also have the option to select ‘Log this alert in history when user is alerted‘.
6. Click OK. Using GoldMine Record Alerts_01
Now, when a user lands on the record, approximately 7 seconds later, the Record Alert will pop up, forcing him/her to “Acknowledge” the message before continuing.Using GoldMine Record Alerts_02
That’s all there is to it!

Enjoy and Happy GoldMining!