Newsletter Version 003 - July 2009
Tips and Tricks 
GoldMine Premium Edition 
Show Contact Name in Activity Tab

Do you regularly complete activities with more than one person at a particular company?  Do you find it difficult to easily identify which activity is for which person?  Would it be helpful to see who that activity is/was with?

Sample Screen Shot

 

Instructions

 

        1.           Click on Tools | Option.

        2.           Click on the Record Tab.

        3.           Put a checkmark in the box “Show contact name on activity tabs”

        4.           Click the OK button.

 

If you are a GoldMine Premium User, you can Sort, Filter, and Group by this column.




For Owners and Admins 

Monthly Maintenance Plans

If you are running ANY version of GoldMine, Standard Edition, Corporate Edition, or Premium Edition, hopefully you are well aware of how important it is that maintenance be performed on your GoldMine databases to keep them healthy and reliable.  Whether it is performed in-house or by a qualified GoldMine partner, maintenance should be done, on average, at least once a month, depending upon your database usage.  Here's what you all need to know.

 

·         Backup your GoldMine EVERY NIGHT.  For many businesses, losing even 1 days worth of e-mails and history is huge.  If you have to restore to an old backup, how far do you really want to go?

 

·          Backup ALL of your GoldMine files.  Incremental backups are fine for some things, but do you really want to search through various backups to piece together your GoldMine?

 

·          ROTATE your backups.  Too often we get calls from customers with data issues that started the day before or earlier to find that the only backup available was lasts nights backup and that backup has the same problem.

 

·          If you are running Corporate Edition or Premium Editions make sure you have SQL Backups and SQL Maintenance Plans configured to run automatically. Even SQL needs maintenance. That's why Microsoft provides those tools within SQL.  Also, many backup applications CAN NOT backup live SQL databases.

 

·          Make sure your GoldMine data is HEALTHY.  Most companies don't realize that over time GoldMine might end up with hidden duplicates, missing or orphaned records.  If you want your filters and searches to be accurate, your GoldMine data must be clean.

 

·          Run full maintenance WITHIN GoldMine.  Though this means something different depending upon whether you are running Standard, Corporate, or Premium, it is crucial to run this MONTHLY.  If you are running Corporate Edition 6.7 or earlier please consult your partner before running this maintenance.

 

Need Help getting?  180° Solutions offers Monthly Maintenance Plans to insure this is completed regularly.  Plans start at $100 per month and pricing varies per GoldMine version and customer environment.  What to run them yourself, we can show you how!
 


GoldMine News


GoldMine 8.5 Released!
 

Just before e-mailing this newsletter, we got word that 8.5.1 will be generally available on July 6, 2009.  We expect to be running it through the paces and will let you know what we find.  However, we have been running 8.5 for the last month and are REALLY enjoying the new features.

 

For a list of some of what you can expect in GoldMine Premium Edition 8.5, check out last months newsletter by clicking here.

 

To help you prepare for GoldMine 8.5, here are some things you can do to be ready:


·          If you are still running Windows 2000 Server, or SQL 2000, they will no longer be supported.  However, SQL 2008 ships with new orders of 8.5.

 

·          If you are still running Windows 98, Windows 2000 Workstation, or Office 2000, they will no longer be supported either.

 

·          If you are integrating GoldMine with Outlook or Exchange, the 2000 versions will not be supported.

 

·          Preliminary testing suggests that due to its table structure enhancements, Premium Edition 8.5 may increase your database size somewhat, so maybe its time to revisit server memory and disk space.

 

·          If you are considering a new server, keep in mind that x64 versions of Server 2008 and 2008 are now supported.

 

·          Universal Search, which is optional, leverages both SQL Full-Text Search for data within GoldMine and Windows Search for your local/network files.  Leveraging these 2 powerful technologies can also affect CPU and RAM requirements.

 

·          Make sure your server(s) and PCs all have the latest Microsoft updates approved by your IT staff.

 

Feel free to contact us for a more detailed list.

Need Financing?

And if helping you keep in contact with prospects and customer's isn't enough, we also have two great ways to finance your project:

 

·          Get a regular quote on your project and use 0% financing for 24- or 36 monthly payments;

or,

·          Get 2.99% and a 30 day deferral on start of regular payments - gives you time to plan and get started

 

Looking to finance more than just your GoldMine software?  Want to include hardware, other software, installation, training, etc?  There are programs available for that too and VERY competitive lease rates.  Just ask us how.

 


Third Party Spotlight





Going Mobile with GoldMine (Part 3 of 4)


In our first installment, we presented a broad view of the 3 options available.  In Part 2, we went into Detail about Companion Link.  Missed those parts or any other past issues, follow this link www.180ds.com/newsletter..html to read them all.

 

In this issue we will explain wMobile in more detail.  In short, wMobile is the best solution for clients that need FULL Contact Management functionality without the overhead of synchronization or the budget for more complex IT solutions.  Users can review existing GoldMine data as well as provide update on the fly. That includes:

 

·          Find, Edit & Add Contacts and related information.

 

·          Graphical Calendar for any user

 

·          Search for information even in large databases.

 

·          Can be viewed with YOUR customization.

 

·          Dashboard type reporting tools

 

·          Sales Forecast Management and Analysis.

 

·          Maps and Directions using the GoldMine database.

 

·          GoldMine integrated e-mail to users and contacts

 

·          Linked Document Support

 

·          And much more!!

Sample Screen Shot




 

 

 

 

 

 

 

 


Want to see it in action on your own device?  Open the browser on your own device and enter this address:  http://wmobiledemo.w-systems.com/ 

login: demo     password: demo

Stay Tuned: Our next edition will feature GoldMine Mobile in more detail.

SQL Query Of The Month








Duplicate E-Mail Addresses:


SELECT COUNT(*), contsupref

FROM contsupp where rectype = 'P'

and contact='E-mail Address'

GROUP BY contsupref

HAVING COUNT(*)>1

 

To run SQL Queries:

 

Using GoldMine Premium Edition:

     Click on Tools | Filters and Groups | SQL Query Tab

 

Using GoldMine Corporate Edition:

     Click on Lookup | SQL Queries…


 

 
Tips and Tricks 
All Versions of GoldMine 
Show Contact Name in Activity Tab


Do you use activity codes when you're creating or completing activities?  Would you like to see those codes at a glance when looking at the history tab? Well, everyone can benefit from this tip whether you are using GoldMine Premium, Corporate, or Standard.

Sample Screen Shot




 

 

Instructions

 

        1.           Open your username.ini file located in the root of your GoldMine folder. (be sure to make a copy of it first)

        2.            Find the section titled [ActvObj]. (if you don’t have one, you can create one)

        3.            Add the following line: 

ShowHistActvCode=1

        4.            You will need to log out of GoldMine and Log back in for the settings to take effect.

 

Once you are back in GoldMine, you should see a Code column in the History Tab.  If you are a GoldMine Premium User, you can Sort, Filter, and Group by this column too.

 

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LEGAL INFORMATION: Although we try to edit these articles for content and accuracy, we cannot always guarantee their content is 100% accurate. Should you use any information contained in this newsletter, you do so at your own risk. All information contained herein is not intended as specific advice, but as a general point of discussion. Should you find an error, it would be nice if you e-mailed me so that I may print the exception in the next issue of this newsletter.  All questions, and future articles should be submitted to: Albert@180DegreeSolutions.com Contributors: If you are including screenshots, they should be no wider than 3.5" US. Their print resolution should be 300 dpi, and they should be in a jpg format. We accept all articles, however, the editor reserves the right to determine which articles are included, and into which issues they are to be included.  Subscribers: If you wish to see any particular content included in future editions, please feel free to contact us and if we believe that that general audience will appreciate learning about the topic we would be happy to include it.  GoldMine is a registered trademark of FrontRange Solutions.  wMobile is a registered trademark of W-Systems.  CompanionLink is a registered trademark of CompanionLink Software, Inc.  Microsoft Office, Microsoft Windows Vista, Microsoft SQL, & Microsoft Windows Server, are registered trademark of Microsoft Corporation in the United States and other countries here.