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GoldMine Premium Edition tips & Tricks

GoldMine Premium Edition tips & Tricks

 

GoldMine Premium Edition tips & Tricks

Please find a list of tips and tricks for GoldMine Premium edition below:

Before creating a filter, write down on a piece of paper what you want to achieve before starting to build it! Saves a lot of time rather than having to go back and delete filters when you realise you missed a bracket!

Useful SQL Queries:

Potential Duplicate Company Records

select count(accountno), Company
from contact1 where accountno in (select accountno from contact1) 
group by Company having count(Company)>1

Contact Records with No History

SELECT Accountno,Company,Contact,Phone1,City,State,Zip
FROM Contact1
WHERE Accountno Not In (Select accountno from conthist)

Contact Records with No Scheduled Activity

SELECT Accountno,Company,Contact,Phone1,City,State,Zip
FROM Contact1
WHERE Accountno Not In (Select accountno from cal)

Using the Union Command to Display Multipe Counts of Records

select count (*) from contact1 where key1 ='Suspect'
UNION
select count (*) from contact1 where key1 ='Prospect'
UNION
select count (*) from contact1 where key1 ='Customer'


dBase Expression Checker:

dBase expressions can be used throughout GoldMine to provide additional functionality. For instance the following expression added to a picklist will populate the field with todays date:

~dtoc(date())

Another example is the ability to apply field level expressions to change the colour or hide a field based on a value either within the field itself or another field, the following expression would change the field to red if the date is in the past:

Iif(contact2->udatefield

If you are looking to write a dbase expression there is an inbuilt expression tester within GoldMine that can be accessed by Ctrl+Shift+D.

For more information about dBase expressions you can download the following guide:

Guide to dBase Expressions

Please note this guide was written for GoldMine version 4.0 but is just as relevant today as when it was written.


Quick Logon to GoldMine:

To have your username (and password if required) automatically entered into the Login screen for GoldMine so you only need to put your password add the following syntax to the end of the Target in the properties of the shortcut:

/u:USERNAME /p:PASSWORD

for example

c:Program FilesGoldMinegmw.exe /u:USERNAME /p:PASSWORD

NB: This will work with all versions of GoldMine Standard, Corporate and Premium.