Justin Hill No Comments

GoldMine : Requiring Input

When customizing your GoldMine record layout, you can make any field “required”. This means that the user will not be able to navigate away from the Contact Record until the field has been filled.

To do this;

1. Enter Customization Mode by right-clicking on the Contact Record and selecting “Screen Design”.
2. Find and right-click on the field you’d like to make Required.
3. Select “Properties”.
4. Go to the “Security” Tab.
5. Check the box which says “Required Data Entry”.

“Ok” your way back out. Users may need to restart their GoldMine to get the new changes.

Justin Hill No Comments

GoldMine : Using Duration Creatively

I’ve had a few calls over the last couple weeks with folks who’d like to use their histories in GoldMine to generate billing for clients. I actually do this myself every week. Where the challenge lies is in the fact that the “Duration” field on a History item reads like this: “00:30:00” (30 minutes).
This makes any totaling of these durations (say, on a report or within a query) difficult to say the least.

I find it much easier to enter in “Decimal” times for my histories. So, instead of using “00:30:00” for a half hour, I use “.5” Note that the Duration field is a simple text field, and will accept almost any input you give it. So my 01:45:00 becomes 1.75 and so on.

This way, any totaling you want to do becomes easy. It is possible to “parse” out the HH:MM:SS duration value, but you’ll spend more time doing  that than working on the report itself…
This also brings up a good concept; whenever possible, structure your data entry model to make reporting easier.

Try it, and have fun!

Justin Hill No Comments

GoldMine : Turning on Auto-Fill

Did you know that fields can be set up to auto-fill when a user starts to type in the field?

1. Go to the field you want to have auto filled.

2. Click on the arrow at the end of the field box to give you the pop-up box with the drop
down list.

3. Click on Setup.

4. Check the box next to Auto Fill and click Okay.

5. Anytime anyone starts to type in that field it will automatically fill the field from the list.

Corey Babka No Comments

Salesforce.com – Global Search on Lookups (Tips 1-3)

Normally I’ll do 3 tips a month, but this one is a big one so I’m combining all into one big tip actually.  I don’t want to break up the tip into 3, we’ll just spend time here going through the steps.

So here’s the issue; You are a big user of Salesforce’s parent account field but you’re not able to search it at all.  For instance, if I had a parent company “ABC Company” and I wanted to have all the child accounts come up in the global search when I search for “ABC”, I have an issue as lookup fields are not available for global search.  Beautiful tool, but no access to the lookups like the parent account field (incidentally, what we do below would work for any lookup field).  So what we’ll do is create a searchable field, use the process builder to populate that field, then use another process to manually update that field.

Read more

Megan Hagedorn No Comments

Microsoft Teams – Create and Manage Tabs

Ok–we’ve learned how to create and manage Teams, then Channels within those teams. Let’s explore Tabs, the smallest (and most specific) “container” available to us in Microsoft Teams. The FAQ has a nice overview of Tabs, which can be viewed by going to Chat -> T-Bot -> FAQ tab. Read more

Megan Hagedorn No Comments

Microsoft Teams – Create and Manage Channels

In another blog post this month, we talked about how to create and manage Teams within Microsoft Teams. After you’ve created a team, you’ll probably want to populate it with content! In this post, we’ll walk through how to add and manage Channels. The FAQ has a great primer on Channels — check out this post to learn where to find it. Channels are the biggest “containers” within a Team and contain content and conversations pertaining to some theme. A Team can have many Channels, but a Channel only relates to a single Team. Read more

Megan Hagedorn No Comments

Microsoft Teams – Create and Manage a Team

So, in Microsoft Teams, what exactly is a Team? In this month’s post, I’ll review this and demonstrate how to create and populate a new Team.
Warning: the word “team” might start to look a little funny by the end of this article.

Teams are the largest “container” in MS Teams. You’ll use them to group together people based on a common project, organization, work area, etc. Read more

Megan Hagedorn No Comments

Dynamics 365 – Spring Cleaning and Duplicate Detection Settings

Your garage isn’t the only thing in need of some Spring Cleaning! In this post, I’ll talk about why it is so important to maintain accurate records and show you how to turn on Duplicate Detection in Dynamics 365. This post was inspired by a great article on it.toolbox.com.  Read more