Justin Hill No Comments

GoldMine : Increasing the Number of SQL Query Records

You may realize that the number of SQL records returned in the query tool is limited to a few thousand rows. This can be changed, however!

1. Select Tools | Configure | System Settings from the top level menu.

2. Go to the Display Tab.

3. Change the number of maximum sql query records to whatever amount you want. But use care: larger numbers will increase your GoldMine startup time.

Try it, and have fun!

Justin Hill No Comments

GoldMine : Increasing Font Size

Did you know that you can increase the font size in GoldMine? It’s easy!

1. Go to Tools | Options from the top level menu.

2. Go to the Record Tab.

3. Check the box labeled “Use Large Font”. Ok your way out.

GoldMine will force you to restart itself. To increase the font size any further, you will need to change the font in windows, sorry!

Justin Hill No Comments

GoldMine : Contacts Without History

I don’t usually like to get into SQL queries too much here, but this one is very useful. It will show you how to list (query) all contacts without history.

First, open the SQL Query window in GoldMine by selecting Tools | SQL Query from the top level menu. Then, copy and paste the following queries (one at a time) into the top window and then hit Query. The results will appear in the bottom pane and can be exported to Excel by right-clicking and selecting Output To | Excel.

Contacts With No History

SELECT ACCOUNTNO, COMPANY, CONTACT FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST)

Contacts with No History Since a Date (in this case, 1/1/2016, but feel free to change the date)

SELECT ACCOUNTNO, COMPANY, CONTACT FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST WHERE ONDATE > ’01/01/2016′)

Try these out, and have fun!

 

Justin Hill No Comments

GoldMine : Shortcut Keys!

Did you know that there are MANY keyboard shortcuts in GoldMine? Just take a look here… (Some of these even I didn’t know)

Have fun!

Key Key Description of shortcut
Alt 1 Dial the phone1 telephone number for the contact
Alt 2 Dial the phone2 telephone number for the contact
Alt 3 Dial the phone3 telephone number for the contact
Alt 4 Dial fax for the contact
 Ctrl A View the cases tab
 Ctrl C View the contacts tab for additional contacts
 Ctrl R Reply to email message
 Ctrl C Cut selected text in notes
 Ctrl D View the details tab
Down Arrow Go to the next contact record
 Ctrl Shift E Write an e-mail message to contact
 Ctrl F View the fields tab
F11 Display personal rolodex
F2 Display predefined field entries for lookups, calendar (date fields), or clock (time fields)
F3 Search for a string within the active tab
F8 Start timer
  Shift F8 Stop timer
 Ctrl F8 Restart timer
Alt F8 Reset timer
 Ctrl H View the history tab
 Ctrl J View the projects tab
 Ctrl L View the links tab
 Ctrl M View the members tab
 Ctrl N View the notes tab
 Ctrl O View the processes tab
 Ctrl P View the pending tab
 Ctrl R View the referrals tab
 Ctrl S View the summary tab
Up Arrow Go to the previous contact record
  Shift Up Arrow Cycle through last-viewed records
 Ctrl Up Arrow Go to the first record
 Ctrl V Paste copied text in notes
 Ctrl V View the gm & view tab
 Ctrl X Copy selected text in notes
 Ctrl Y View the opportunities tab
 Ctrl Z Undo typing in notes
 Ctrl A View the cases tab
 Ctrl C View the contacts tab for additional contacts
 Ctrl D View the details tab
 Ctrl F View the fields tab
 Ctrl H View the history tab
 Ctrl J View the projects tab
 Ctrl L View the links tab
 Ctrl M View the members tab
 Ctrl N View the notes tab
 Ctrl O View the processes tab
 Ctrl P View the pending tab
 Ctrl R View the referrals tab
 Ctrl Down Arrow Scroll  the  view  without  change  of  the  selection
Justin Hill No Comments

GoldMine : View Completed Activities on the Calendar

Did you know you can see completed history items on the Calendar alongside the pending items? It’s easy!

  1. Go to your GoldMine calendar (F7).
  2. Right-click anywhere on the calendar, select Activities.
  3. On the right hand side of the window, check the box next to each activity type you wish to see as Completed.
  4. Ok your way out.

You’ll now see your Completed History items in grey with a strike-through font on the calendar.

Justin Hill No Comments

GoldMine : E-mail Attachments Location

I ran into an issue with this last week. Did you know that whether you use GoldMine E-mail or the Outlook plugin that the attachment folder is set in the same place?

  1. Go to Tools | Options | E-mail.
  2. Click on the More Options Button.
  3. Go to the Retrieval tab.
  4. Change your attachments directory here.

Pro Tip : If you’re trying to change this for another GoldMine user, make sure they are logged out – otherwise your changes may be lost!

Justin Hill No Comments

GoldMine : Changing Alarm Behavior

Gotta love those GoldMine alarms, right? But for those of us who don’t necessarily need the alarm pop-ups, they can be annoying.

You can change the behavior of alarms in your Options:

  1. Go to Tools | Options.
  2. Go to the Alarms Tab.

Here, you can change all Alarms options. Honestly, I keep my pop-ups turned on, but I have my snooze timer set to 30 minutes, instead of the default 3 minutes.

Pro Tip: Click on More Options to set which activity types automatically get alarmed when scheduling. Try it!

Justin Hill No Comments

GoldMine : Quick Search

This is one of the best kept secrets in GoldMine. Did you know you can easily start searching on a field by simply double-clicking the field label? Not the actual field value, the field name. For example, double-clicking on the Contact field label will throw you into the search center, ready to search for a Contact. Same thing for every other field on the GoldMine contact record. Really, any field. I find this much more useful than trying to find the appropriate field in the Search Center drop down.

Try it, and have fun!

Justin Hill No Comments

GoldMine : Using Recently Used Contacts

One of the best things about GoldMine is the list of Recently Viewed Contacts on the left hand side of the interface. But out of the box, it only lists a handful of contacts. You can increase this number up to 99 in your Options:

  1. Go to Tools | Options.
  2. Go to the System Tab.
  3. Increase the number of Recent Items Shown (up to 99).
  4. Ok your way out.

I find this very useful at the end of the week to see easily who I’ve been speaking with. Try it and have fun!

Justin Hill No Comments

GoldMine : Automatically Scheduling Followups

This is one of the most useful features in GoldMine, and so easy to use.  In the Complete a… window (that is, anytime you’re completing history) there is a checkbox at the bottom which is labeled “Schedule a Followup”. Simply check this box to automatically open the scheduling window when the history is complete. That’s it! Just that easy. Try it, and have fun!