1. In your Word template, put the cursor at the position you want the field.
2. Press CTRL + F9.
3. This puts a blank field code in the documents.  Your cursor is now between the braces.
4. Type the word IF then a space then the ” symbol.
5. Press CTRL + F9 to insert another field inside the first one.
6. Now type our Goldmine codes as follows:
DDEAUTO GOLDMINE DATA CONTACT2->UFIELD \* CHARFORMAT
where UFIELD is your Goldmine field.  This will vary depending on the table and field.
7. Move the cursor past the first } symbol.
8. Type another ” symbol.
9. Type the two symbols < and > followed by a space.
10. Type another “ symbol.
11. Press CTRL + F9 to insert another field.
12. Again type DDEAUTO GOLDMINE DATA CONTACT2->UFIELD \* CHARFORMAT.
13. Between the last to } symbols type ” a space then two ” symbols.

GoldMine has really good duplicate checks on the entry of new records (checking on one or combination of fields) and also the merge-purge feature.  Here’s a quick SQL Query you can run in GoldMine (go to your Filters and Groups, and click on the SQL Query Tab) to check on duplicate Company Records.

select company from contact1 group by company having count(company)>1

If the query finds any, then use GoldMine’s Merge Purge feature to remove them.

NOTE: Keep in mind that there are some organizations that prefer to have Duplicate Company Records, for example; companies with different office locations, they may create multiple contact records for the same company, with different address information.

Did you know that GoldMine’s e-mail inbox, and each e-mail center folder can only display 1000 e-mails at any one time.  So it is really important to file or delete your e-mails if you are receiving large numbers into your inbox. If you don’t when you go to retrieve new email you won’t be able to preview/ see them because you have exceeded the 1000 email limit for the preview que. Your emails are in the inbox you just can’t see them. Once you delete/file your old email you will be able to see them.

When designing E-mail Templates, normally the default subject line of the template will be the name of the template in the Document Management Center, as you saved it.  This does not have to be the case.

Design your template, and make the subject line the default as you wish it to appear on the outgoing e-mail, then save the template.  The template will now appear in your Document Management Center and will have the name of the subject line as it’s file name.

To rename the template, click on the template once, then press F2 on the keyboard and then click on the template name again.  It will now allow you to rename the template to what ever you want.

Get into the habit of closing GoldMine correctly. There is a right way and a wrong way to close GoldMine. To exit GoldMine, go to File and click on Exit. Resist temptation to use the X in the upper right of your screen. When you close by File >> Exit, GoldMine closes open processes and saves the appropriate settings.

The following is a SQL Query that will display the Primary Contact with their Mailing Address, Email Address and the associated Email Merge Code and Mail Merge Code.

Select c1.Accountno, c1.Company,  c1.City, c1.Address1, c1.State, c1.Zip, cs.ADDRESS2 as Primary_Contact, cs.CONTSUPREF as Email_Address, cs.Mergecodes as Email_Merge, c1.Mergecodes as Mail_Merge, cs.zip
From contsupp as cs, contact1 as c1
Where (cs.rectype = ‘P’ and cs.contact = ‘E-mail Address’) and c1.key1 = ‘CUSTOMER’ and substring(cs.zip,2,1)=’1′ and c1.accountno=cs.accountno

The script below when added to the lookup.ini file will automatically populate the Dear field when a name containing at least two words are entered into the Contact field.

Lookup.ini Script

[AutoUpdate]
Contact=Dear

[Dear]
Lookup1=Contact
Otherwise=&trim(substr(contact1->contact, 1, at(” “, contact1->contact)))
Overwrite=1

Instructions for use.

Open the lookup.ini file (Notepad is ideal for this)
Add the lines above to the file, including the lines into the Autoupdate section.
For more details on the lookup.ini file see the GoldMine help files.
Save the lookup.ini file
Restart GoldMine.

This script is supplied on an as-is basis, and First Direct Corp. makes no claims as to its suitability and takes no responsibility for misuse, data corruption or system downtime as a result of its use. No support is provided and it is assumed that the user will have a working knowledge of GoldMine.

When running sql queries in the GoldMine SQL query window by default it will only show the first 10000 records of the results.

This can be expanded by adding the following line into the [goldmine] section of the gm.ini file.

Sqlquerylimit=xxxxxx

Where xxxxxx is the number of records you wish to display.

NB: the gm.ini file is stored within the GoldMine application folder and should be modifed in a plain text editor like notepad.