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Archive for December, 2007

Premium Edition is Showing Old Help file?

Posted by Deborah on December 24, 2007

If you having upgraded to Premium Edition you may be showing an old version and old help files when you go to Help>>GoldMine Help. Here is the fix:

Windows XP:

Start>>Run>>regedit
Select “hkey_local_machine”
Select “software”
Select “FrontRange Solutions “
Select “GoldMine”
The GMHelpFile should be pointing to GoldMine.chm in correct PE folder.

Mine is C:AppsGoldmineGoldMine.chm

You will need to log out and log back in to Goldmine to see the changed file.

Here is a view of what the real help should look like when opened:image

Posted in GoldMine 8 | Leave a Comment »

GoldMine Occasions for Birthdays or Anniversaries

Posted by Deborah on December 18, 2007

Occasions are a handy way of scheduling a recurring event like a birthday or anniversary. It doesn’t clutter up your calendar like a recurring appointment would.

You can find the occasion window by viewing the calendar in a weekly or daily view. occasions

Right-click in the space and fill out the dialog, paying attention to both tabs. Then, when the occasion comes up, you will be reminded of the Occasion and asked whether to schedule an action, for example, send birthday card.

You can view a list of Occasions from the Activity List.   You can right-click and output this list to Excel or a printer.

Posted in SQL Queries | Leave a Comment »

Creating an Email Template

Posted by Deborah on December 10, 2007

There are two ways to have a signature block as your default new messages or replies – 1) signature file that is basically raw text and therefore no links, logos, etc. or 2) an HTML email template.

Here is how to set up the HTML template:

Read the rest of this entry »

Posted in Documents/Templates, Email | 6 Comments »

Where Did The Original Email Go?

Posted by Deborah on December 10, 2007

GoldMine tries to help you keep your inbox clean and assumes that if you reply to a message that it can file the original message.  You can change this preference so that the original message stays in your Inbox and you will need to file the message yourself. 

To change setting:

  1. File\Preferences.
  2. Internet or Email Tab depending on your version.
  3. Click the “More Options” button.
  4. On the Composing Tab, uncheck “Complete original message”.

image

Posted in Email, User Preferences | Tagged: | Leave a Comment »

Current GoldMine Promotions:

Posted by Deborah on December 7, 2007

GoldMine Up and Bump (Promo Code Q3FY0802):

Upgrade to Premium Edition and add additional licenses for the same upgrade price – $549 each.  Only applies to licenses purchased at the same time as the upgrade.  Expires 1/31/08.

GoldMine Premium Edition and GoldMine Mobile Bundle (Promo Code Q3FY0802):

Buy a minimum of 5 GoldMine Premium Edition and 5 Goldmine Mobile licenses and get each GMPE/Mobile for $840 each.  Promotion expires 1/31/08.

Posted in GoldMine 8 | Leave a Comment »

Can’t Open a Word Doc from Office 2007?

Posted by Deborah on December 6, 2007

If you have received a Word document with an extension of .docx it was created in Word 2007.  You won’t be able to open this document if you have version of Word 2003 or older.  But, there is a converter tool that will automatically know to open .docx files in your version of Word. 

You can download the tool here.

Posted in Office/Word/Excel | Leave a Comment »