Category Archives: GoldMine Menu

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!!

Displaying the Activity Code in the History Tab

Displaying the Activity Code in the History tab is a simple setting that I tend to take for granted because once it’s on, you just get used to seeing it. However, recently someone asked me if it was possible… which emphasized the need for a blog post on the topic.

By default, the GoldMine History tab shows the Result Code of the activity, however it doesn’t show Activity Code. For those of you that use Activity Codes when scheduling, it can be helpful to view and possibly filter the Activity Code in History.

  1. Tools | Options
  2. System tab
  3. Select the Show activity code in history tabs optionDisplaying_the_Activity_Code_in_History_01
  4. Click OK
  5. Check your history tab… viola!

You may want to rearrange things as I did but that’s just as easy.Displaying_the_Activity_Code_in_History_02
Note: This is a user specific change and would need to be done for each user who wants/needs to have this column.

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

Roll-over in the Activity List

Our last post brought to light the Options menu in the Activity List. The most noted one was the Roll-over option. In the same housekeeping spirit of Auto-Update, Roll-over allows you to work with a group of activities all at once. In this case, the ability to Roll-over activities from one user to another and/or from one date to another.

  1. Open the Activities List (Go To | Activities).
  2. Use the Show and the User menu as needed.Auto-Update_in_the_Activity_List_01
  3. Select the Open Activities folder or any appropriate sub-folder as needed.Auto-Update_in_the_Activity_List_02
  4. Continue to make adjustments until the ONLY records showing are the ones you want to take action on.
  5. Right-click | Options | Roll-over…Roll-Over_in_the_Activity_List_01
  6. The “Roll over ALL displayed activities” window will appear. You can now roll over to a different user and/or a specific date or number of days.Roll-Over_in_the_Activity_List_02

 

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

 

GoldMine Notes Tab Security

Though the Notes tab is NOT the place to store transactional or historical information, it is still a great place to put information that otherwise has no home.  At our office we use it for office hours, unique directions, phone menus, etc.  Either way, one may still want to secure who can create or edit Notes tab notes.

Fortunately, GoldMine has a way of doing that.

  1. As a user with Master rights, click Tools | User’s Settings…
  2. Highlight the appropriate user and click the Properties button.
  3. Click on the Access tab.
  4. Near the bottom left you will see the options that control the Notes Access. Add/Remove check-marks as needed.GoldMine_Notes_Tab_Security_01

 

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

 

Hiding Contact Details

Let’s face it, unless you can afford a few of those 30”+ monitors, there never seems to be enough room on the PC desktop.  Sometimes you just want to look at more data without having to scroll.  Well, GoldMine can’t make your monitor larger but they do have a handy way of helping you see some more data… it’s called the “Hide contact details” button.  Sure, the name isn’t snazzy but at least it’s accurate.

Located near the top right-hand side of your GoldMine Screen, clicking the button will collapse all but the top row of your GoldMine contact screen.Hiding_Contact_Details_01

And now you can see more of your Pending, History, Details, etc.Hiding_Contact_Details_02

 

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

 

Simple Exporting Using Output To

With the new Constant Contact integration with GoldMine, we seem to be getting more calls about how to export lists out of GoldMine.  Most of the time we find that though users ask us “How do I export out of GoldMine?” we can address the need without the more complicated Import/Export tool.

We can do that by using the ever versatile Contact Search Center (CSC), which has been the focus of 2 out of the last 3 blog posts.  Here’s how to do so.

  • Initiate your search as you normally would.  See one of our previous post’s to show you how:  Using the Contact Search Center.
  • Use the Columns button to add/remove columns as needed, such as adding E-mail address.Simple_Exporting_using_Output_to_01

Once you have your list with all the columns you need, you can use the Output to option in GoldMine to send the data to Excel.

  • Right-click anywhere in the CSC and select Output to | Excel.Simple_Exporting_using_Output_to_02

GoldMine will now take your entire list into Excel, ready to upload to Constant Contact, or wherever you may need it.

 

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

 

Contact Search Center Shortcuts

Two posts ago we covered the basics of the Contact Search Center (CSC).  Now we would like to show you a little shortcut that we’re sure you keyboarders will really like.

When searching for a Contact, you might open the CSC and find that the “Search by” still shows your last search, and it’s not the Contact field. Or you started your search looking for a Contact (primary) and now need to switch to Name (additional), to see if that contact can be found there.  Most users will grab their mouse and pull down from the list, likely having to scroll up to get to one of those fields.  However, there is a far easier way to switch simply by using the keyboard.

Alt-P: Will change the Search by to Contact (primary)Contact_Search_Center_Shortcuts_01

Alt-O: Will change the Search by to Name (additional)Contact_Search_Center_Shortcuts_02

Simply hold down the Alt Key while hitting the letter O or P.  GoldMine will automatically switch the Search by value accordingly.

Note: This also works great when searching for a contact to link a new e-mail address to.
Also:  If you find that Alt-P brings up the “Schedule an Appointment” window, that’s because you have added that button to your toolbar.  You may consider changing the shortcut of the button to allow you to use Alt-P for Contact (primary).

 

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

 

Using the GoldMine Lookup Wizard

The Contact Search Center, discussed in our last post, is a great way to find field-level information in GoldMine.  However, sometimes we need to find information stored in the Calendar, History, and other areas of GoldMine.  If you know how to write SQL Queries, that can be a rather simple task.  If you don’t, well… that can be a bit more challenging.  Unless however, you use the Goldmine Lookup Wizard.

The Goldmine Lookup Wizard is a tool that will build your SQL query for you, walking you step by step through the process.

  1. From the GoldMine menu click Tools | SQL Query.
  2. On the right-hand side, click the Build… button.  This will start the GoldMine Lookup Wizard.
  3. Pull down the Category list and choose the appropriate item.  For this post we will select the “Pending activities (Calls, Forecasted Sales, E-mails, etc.)” option.Using_the_GoldMine_Lookup_Wizard_01
  4. Click Next.
  5. Select your criteria.Using_the_GoldMine_Lookup_Wizard_02
  6. Click Next.
  7. Select your options (All, unlinked, or linked) and click Next.
  8. Your new query is ready to use.Using_the_GoldMine_Lookup_Wizard_03
  9. Click Finish and GoldMine will insert this new Query into the window.
  10. Click the Query button and viola’, you now have a list of all the records that met that criteria.  That list can be used dynamically, changing the active contact record with each row.
  11. Right-click anywhere in the list and select Output to, if you want that list in Excel or elsewhere.

 

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

 

Using the Contact Search Center

Most searches in GoldMine occur using the Contact Search Center.  Most users, especially those who have used GoldMine for years, are familiar with the simple searches.

The most efficient way to bring up the Contact Search Center is to double-click the label of the field you wish to search by.  To Search by Company, double-click on the label Company.   To search by City, double-click on the label City.  Try it with any field.Using_the_Contact_Search_Center_01

Alternatively, you can use the F4 key on your keyboard to open the Contact Search Center)

In the example above, I double-clicked on the label Record Type.  GoldMine defaults its search to the operator: “Begins with”.  Both entries can be modified to change your search criteria as needed to control your search.

Note: GoldMine’s searches are not case-sensitive.

When you have typed enough information to find the contact record you were looking for, you can hit the down arrow on your keyboard until the appropriate record is highlighted and press the Enter key, or double-click on the record using your mouse.

The record you selected is now on the screen for review or action.  The Contact Search Center window is still open but on one of the open Tabs and you can switch back to it at any time to search again, or once again, double-click on a field label.

But wait, there’s more.  You can also create “Filters on the Fly” in the Contact Search Center. That lesson can be found in a previous blog post:
Creating “Filters on the Fly”

Need to reduce the number of fields to choose from the pull-down:
Reducing the Contact Search Center Lookup List

 

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

 

Leveraging the GoldMine Social Media Views

Social Media Integration, introduced back in GoldMine 9.2.1.92, has really started to gain momentum around some circles of GoldMine users.  See our post regarding that release: Introducing GMPE 9.2.1.92

The most common question we get however, is how to use the new fields to work with the new GM+Views that can be imported after upgrading to 9.2.1.92 or later.  Here’s how that works.

Facebook Field

GoldMine offers 3 Facebook related GM+Views.  The Facebook Profile, Facebook Company Search, and Facebook Contact Search.  The Facebook Profile view uses the new Facebook field.

  1. Locate the Facebook page of the Contact in question, maybe using the Facebook Contact Search view.
  2. Unless your contact is a celebrity, or has a common name, you might have to search.
  3. Once you find the page, enter the text displayed in the browser’s address bar after ‘https://www.facebook.com/’Leveraging_the_Social_Media_Links_01

LinkedIn Field

GoldMine also offers 3 LinkedIn related GM+Views.  The LinkedIn Profile, LinkedIn Company Search, and LinkedIn Contact Search.  The LinkedIn Profile view uses the new LinkedIn field.

  1. Locate the LinkedIn page of the Contact in question, maybe using the LinkedIn Contact Search view.
  2. Once you find the page, enter the number shown in the browser window after the ‘id=’ .
  3. Note, as GoldMine leverages Internet Explorer in the background, you will need to log into LinkedIn via Internet Explorer at least once to establish your access to LinkedIn via GM+View.  GoldMine will then use the IE cookie downloaded on to your PC.Leveraging_the_Social_Media_Links_02

Twitter Field

GoldMine also offers 3 Twitter related GM+Views.  The Twitter Profile, Twitter Company Search, and Twitter Contact Search.  The Twitter Profile view uses the new Twitter field.

  1. Locate the Twitter page of the Contact in question, maybe using the Twitter Contact Search view.
  2. Once you find the page, enter the Twitter username without the ‘@’ symbol.Leveraging_the_Social_Media_Links_03

 

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