Monthly Archives: January 2012

GoldMine Grid Controls

Introduced in GoldMine Premium Edition 8.5, grid controls is one of those “how did we live without it all these years” type of feature.  It makes finding specific items in GoldMine substantially easier and therefore allowing you to get what you need, FASTER!!

The best way to define what a grid is in relation to GoldMine is by example.  When you go to the History Tab, the Activity List, the Contact Search Center, etc, the information is displayed as a list, in a row/column format (aka Grid).  Every one of those grids has the same tools available to “control” the display.  We will use the History tab of a contact record to explain the controls, but this functionality can be found throughout GoldMine.

1.  Find a record with lots of History and click on the History Tab.

2.  Right click within the list of history items to bring up the local menu.

At the bottom of the menu list you will see three grid controls, Group, Summary, Filter.  In this post, we will cover only the Filter control, covering the others in future posts.GoldMine_Grid_Controls_01

3. Select the Filter grid control, unless already checked.  The column header will now have pull-down menus available, one for each column.GoldMine_Grid_Controls_02
4.  Click on the User column pull-down and you will see a list of all values in this column in this grid for this set of data.  In other words, this list is dynamically generated.  The reason these user names are listed in this pull-down is because these users have completed history items for this particular contact.

5.  Simply select the User you want to filter and GoldMine will only show you history for that user.  You can even choose multiple columns to refine your list even more.GoldMine_Grid_Controls_03

6.  When you’re done, click the X at the bottom of the screen to turn off the filter, otherwise it will stay on even after you change records!

That’s all there is to it!
Enjoy and Happy GoldMining!!

 

Come see updated versions of wMobile and GoldBook

Two of Our Favorite GoldMine Add-On Modules

GoldMine is a powerful CRM solution but it does not do everything. We are pleased to present this series of webinars that will show off two of our favorite and most effective GoldMine add on modules.

wMobile 2.1: Mobile and Desktop Web Client for GoldMine

GoldBook 2.0: QuickBooks Integration for GoldMine

Each webinar is only 30 minutes and will deliver live product demonstrations that illustrate why we think these are the best of the best! Sign up for these events – we will make sure it is time well spent.

If you would like your users to access your GoldMine system live from a web browser of any device, we are pleased to present the latest release of wMobile for GoldMine. wMobile delivers a complete GoldMine experience in your favorite web browser for PC, Mac, iPad, iPhone, Blackberry, Android, Windows Mobile or Palm. New in this release, wMobile will also automatically archive all email sent or received from any device into GoldMine.

Watch a 2 Minute Preview Video then register for our live 30 minute webinar demonstration below.

  Thur, Jan 26, 11 AM Eastern
  Thur, Feb 2, 3 PM Eastern

Do you use QuickBooks accounting for GoldMine? Well then you have to attend our webinar for GoldBook – the most complete integration between GoldMine and QuickBooks on the market today. Easily convert GoldMine contacts into QuickBooks customers or vendors, synchronize QuickBooks transactions and summary data back into GoldMine. Imagine being able to filter GoldMine contacts based on QuickBooks revenue data… now you can…
so come and see it.

Watch a 2 Minute Preview Video then register for our live 30 minute webinar demonstration below.

 Thur, Jan 26, 3 PM Eastern
 Thur, Feb 2, 11 AM Eastern
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Adding Members to an Existing Group

Though far from the only way to add members to an existing group, here is one that most people may not likely be familiar with.

  1. Open the Contact Search Center and bring up the record or records you wish to add to your group.
  2. On the left side of the Contact Search Center window you will see a blue “handle”.  When you move your mouse over it, your mouse pointer will change into an Orange pointer finger. Click on the blue handle to display a Filters & Groups management window.Adding_Members_to_a_Group_01
  3. Open the Groups tree to show the list of your existing groups.Adding_Members_to_a_Group_02
  4. Select the contact or contacts from the search center that you would like to add to the Group.
  5. Using your left mouse button, drag selected contacts to the specific group you want them added to.
  6. Once you release the mouse button, the Add Members to Group dialog box will appear.Adding_Members_to_a_Group_03
  7. Type in the Reference or select one from the F2 Lookup list if you’d like.  You can also select the option to not specify the Reference for the remainder of your current GoldMine session.  Select the “Do not show me again this message during this session (the above fields will be blank by default )”.
  8. Click OK and the contacts will be added to the Group.
  9. You will then get a confirmation from GoldMine that your contact(s) has been added to the group.Adding_Members_to_a_Group_04

That’s all there is to it!
Enjoy and Happy GoldMining!!