Monthly Archives: October 2016

Creating the Test/NewSAT Tab

For those of you we haven’t already added this tab for, we apologize for being a little behind on sending out this announcement.  That said, let me introduce the new Test/NewSAT Tab for AdmitGold.creating_the_testnewsat_tab_01

If you prefer to have us do this for you, just open a support ticket and we’ll make sure it gets done.  For those of you who prefer to do it yourselves, just follow the steps below to add this tab to your installation of AdmitGold.  If you have any questions or encounter any issues, please don’t hesitate to open up a support ticket as well.

  1. Log in to AdmitGold as MASTER or equivalent.
  2. Switch to the Details tab, you may need to activate it if it’s not already available.  (You may need to go to Tools | Options | Record tab | Tabs button)
  3. Inside the Details tab, Right-click and select New…
  4. Bring up the Lookup list for the Detail field.
  5. Click the New button and enter in the value “Test/NewSAT” exactly as shown below.creating_the_testnewsat_tab_02
  6. Click OK.
  7. Click the Select button to select this new entry.
  8. Click the Setup tab and fill in the information exactly as shown below.creating_the_testnewsat_tab_03
  9. The value in Field1 is: Taken(YYYY/MM)
  10. The value in Tab Name is: Test/NewSAT
  11. Click on the Info tab.
  12. You will now be prompted to save the new field labels, click Yes.
  13. On the Info tab, bring up the lookup list for the Type field.
  14. Click on the Setup button.
  15. Select the Field Setting options as shown below and Import the lookup entries from another field as shown below.creating_the_testnewsat_tab_04
  16. If you are unable to locate the lookup list to import, the lookup items can be created manually or copied later from one of the other Type fields.  Once imported/entered, they should look like the image shown below.creating_the_testnewsat_tab_05
  17. The new tab is all ready to use.

Next we will need to create the new fields in the Detail Extract tab in preparation for an updated version of DX, which should be ready in the next week or so.

Preparing the Detail Extract Tab

creating_the_testnewsat_tab_06

Click on image to Zoom

Though the programmer is still working on the code for Detail Extract, we wanted to make sure everyone was ready before rolling out the new executable.  The goal will be to form a screen that looks like this:

creating_the_testnewsat_tab_07

Click on Image to Zoom

to a screen that looks like this:

Which basically means, making room for the new fields and adding them into your system.  Now, there is no easy way to make room for the new fields besides grabbing each field, one by one, and moving them, approximately 3 rows down.

As before, if you prefer to have us do this for you, just open a support ticket and we’ll make sure it gets done.  For those of you who prefer to do it yourselves, just follow the steps below to add this tab to your installation of AdmitGold.  If you have any questions or encounter any issues, please don’t hesitate to open up a support ticket as well.

  1. Log in to AdmitGold as MASTER or equivalent.
  2. Activate the Extract tab.
  3. Right-click in a blank area and select the Screen Design… option.
  4. Scroll down to the bottom row of fields and methodically move them down as applicable to make room.
  5. Create and position the new fields and expressions using the table below as your guide.  Note, the fields need to be created exactly as listed for Detail Extract to find them.

 

Field Name Description/Label/Expression Field Type Length
— dBASE Expression — ‘Highest Official NEW SAT’    
UNSATHIDAT Taken Date  
UNSATHICOM Composite Numeric 4
UNSATHIEBR EBRW Numeric 3
UNSATHIMAT Math Numeric 3
UNSATHIRT Read Test Numeric 3
UNSATHIWT Write Test Numeric 3
UNSATHIMT Math Test Numeric 3
UNSATHISLF New SAT Hi-Self Rpt Numeric 4
— dBASE Expression — ‘Recalc’    
UNSATRECCO Composite Numeric 4
UNSATRECEB EBRW Numeric 3
UNSATRECMT Math Numeric 3

 

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

 

Introducing GoldSMS

Though this product has been on the market for several years now, this is our first of what will likely be several blog posts announcing this product.  Having implemented at several customer sites over the last year and seeing very good results, introducing it here was long overdue.

For 99% of you, scheduling and completing Appointments, Calls, Next Actions, etc., is second nature.  And, for those using the GoldMine e-mail client or the GoldMine Integration with Microsoft Outlook, having all your e-mail correspondence also available, alongside those activities in the History tab, is priceless.  But what about those of you that also engage in texting with your contacts?  That’s where GoldSMS comes in.  GoldSMS is an add-on that facilitates “True SMS texting” directly through GoldMine.  GoldSMS allows for:

1-to-1 Texting
Sending a text to a contact or to one of your staff regarding a contact.

Scheduled Texting
Scheduling a text to go out on a future date/time.

Group Texting
Sending a text to a group/filter of contacts in GoldMine.

Texting via Automated Processes
Automatically send out a text when some database trigger occurs.

introducing_goldsms_01

As mentioned before, among a long list of benefits related to texting in general, the benefits of texting from GoldMine are that the texting history is automatically linked to the contact record.  Moreover, in-bound text replies from your contacts are linked and logged in GoldMine as well.

This is accomplished by using a private number; think of it as the “corporate text number.” Your contacts will see that messages are coming from this number.  When they respond, their messages are retrieved directly into GoldMine.

Look for more details on GoldSMS in future posts.

 

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

 

Welcome!

Welcome to the AdmitGold section of the GoldMine Compass.  AdmitGold is our Admissions for Higher Education CRM solution. In this section you will find posts specific to AdmitGold users.  We hope you will find this information helpful in getting the most out of your AdmitGold solution.

Looking at Two Records at Once

Have you ever needed to look at two contact records at the same time?

By default, GoldMine always has one contact window open, but what if you need to open a 2nd contact window? What if you want to look at them side by side? Well, here’s how:

  1. Find the 1st record you want to look at.
  2. If you plan on tiling them, click on Window | Close All to start with a clean GoldMine desktop.looking_at_two_records_at_once_01
  3. Click on Window | New Contact Window. This will bring up the Contact List View.looking_at_two_records_at_once_02
  4. Lookup the second contact you want to see.
  5. Double-click on that contact. You should now see a second record windows/tab.
  6. If you want to Tile the records, the Windows menu has options to Tile Horizontally or Tile Vertically.looking_at_two_records_at_once_03

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