Monthly Archives: October 2015

Finding Missing E-Mail Attachments

From time to time we will get a phone call or e-mail from a customer about e-mail attachments that have “disappeared”. They open an incoming or outgoing e-mail, which they are absolutely sure had an attachment, but whose attachment is not showing in the e-mail header as expected. Since GoldMine does not show the broken link, the hunt begins for “what happened to that attachment?”.

The good news is that the full path and filename of the attachment is embedded into the e-mail itself and can be retrieved when needed.

  1. Open the e-mail in question.
  2. Click the Actions button in the E-Mail windows toolbar (your button may be smaller if you are not showing button text).
  3. Then select the View in Web Browser option.Finding_Missing_Email_Attachments_01
  4. Your default browser will open showing the e-mail as received. At the bottom of the e-mail you will see the full path and file name of the attached file(s).Finding_Missing_Email_Attachments_02

When GoldMine opens the e-mail it looks for the file(s) as indicated in the Attached File line, but will continue without complaint if the file cannot be found. The next question we get is what can cause this to happen. A few things can cause this:

  1. The file has been deleted.
  2. The file was moved from outside of the GoldMine interface and is no longer at that location.
  3. The path is not visible by the user opening the e-mail.
    a.  A mapped drive has been lost.
    b.  User does not have rights to see the folder.
    c.  The path is local to another system.

Sometimes broken paths can be repaired simply by giving access to the folder or moving the file (back) to the location GoldMine is looking for it in. Other times a bit more IT effort may be required and you will need to contact your GoldMine partner.

 
Hope you find this of value!
Enjoy and Happy GoldMining!!

Scheduling and Completing a Group Activity

So you’ve now completed an activity, such as mailing a trade show invite, to a group of contacts. You may have printed labels using GoldMine, or you may have outsourced the activity, but now you want to record in History that the mailer went out for each of those records.

For this lesson, we will assume that you already know how to create a Group or Filter in GoldMine, which you used to generate the list for the mailing. Otherwise, at least one example:

Creating Filters on the Fly

Once the filter or group is activated, you simply schedule the activity, maybe a Next Action, using the following method.

Scheduling a call to a Filter/Group

You now have an activity scheduled for all those contacts. Possibly a Next Action with a reference such as “Mailed Tradeshow Invitation Card”.

Scheduling_and_Completing_a_Group_Activity_01

Now the new stuff…

  1. Select any one of the occurrences currently scheduled and choose Complete.  Since they were all created together, GoldMine will now prompt you to either complete the single activity or complete them all.
  2. Select the option to Complete the activity for ALL contacts.Scheduling_and_Completing_a_Group_Activity_02
  3. Click OK. You will now get a slightly different version of the Complete window.Scheduling_and_Completing_a_Group_Activity_03
  4. Enter in the Result Code or anything else needed and click OK.

All the activities will be completed “in one fell swoop” and you now have a record of having sent those invites.
Hope you find this of value!
Enjoy and Happy GoldMining!!