« August 2011 | Main | October 2011 »
When scheduling an activity (e.g. appointment or call), you would need to select the Alarm option if you would like to be reminded of the pending appointments. In GoldMine you can set an automatic alarm for the new activities to be created. The steps are as follows…
- Select Tools | Options
- Select the Alarms tab
- Click on the More Options... button
- From the list of activities displayed, select the activity type.
- Click on the OK button
E-mail marketing is a pretty common activity nowadays for most organisations and the excellent IntelliClick add on for GoldMine allows you to run all your email campaigns from GoldMine with all the responses tracked instantly against your customer records.
But using GoldMine's email capability, IntelliClick and a slight modification to your signature files, you can be doing some additional 'marketing' without any extra effort just by sending your day to day emails.
This is how it's done:
Step 1 - Create your HTML (we recommend HTML for this to work) email template in GoldMine and insert your references to your website and your social media accounts. If you don't have them already, IntelliClick offers some 'hosted' images of popular Social Media tools like Twitter. It's always best to point your email to images on a web site somewhere.
Step 2- Using the simple IntelliClick Wizard, create the special link to track visits to your sites.
Step 3 - Add these links as Hyperlinks back in your GoldMine template.
Step 4 - Save your template and define it as your 'Default Template' for all new emails. This can be done in the GoldMine Email Center.
Step 5 - Test your template by sending it to yourself or a colleague. When you set up the special link in IntelliClick, you can also have automatic emails sent to you when a customer visits your site.
...And of course all responses to emails are tracked against your customer record in GoldMine on the Click Trac tab.
For more information on how IntelliClick could help your GoldMine system and tracked visits to your website, contact Wizard Systems.
If you have configured a 'Detail' record in your GoldMine system and then want to do some reporting on the CREATION DATE of the entries with the Crystal Reports tool (the reporting tool provided with GoldMine), you'll need to know how to define a Crystal Formula to convert the CONTSUPP.CITY Field to a true DATE format.
One of the idiosyncrasies of GoldMine is that the Creation Date of a GoldMine Detail Record is actually stored in a Text Field called CITY (even though you see it as Date in GoldMine)! The extra challenge is that the data is in the format:
USERNAME (8chr) YYYYMMDDHH:MMam
So this is the formula to convert this Field, to extract the date and convert to a true date in Crystal, from where you can do more date manipulation (e.g. group report by Creation Month, etc.)
Create a new formula in Crystal (call it what you want) and paste in this syntax:
numberVar Truemonth := If NumericText ((Mid ({CONTSUPP.CITY},13 ,2 )))= True
then ToNumber (Mid ({CONTSUPP.CITY},13 ,2 ))
else 0;
numberVar TrueYear :=If NumericText ((Mid ({CONTSUPP.CITY},9 ,4 ))) = True
then ToNumber (Mid ({CONTSUPP.CITY},9 ,4 ))
Else 0;
numberVar TrueDay :=If NumericText ((Mid ({CONTSUPP.CITY},15 ,2 )))= True
then ToNumber (Mid ({CONTSUPP.CITY},15 ,2 ))
Else 0 ;
If TrueYear = 0
then Date (1980,01 ,01 )
else
If TrueMonth = 0
then Date (1980,01 ,01 )
else
If TrueDay = 0
then Date (1980,01 ,01 )
else
Date (TrueYear,Truemonth ,TrueDay )
...You may also have a Record Section Formula in your report to ONLY report on these Detail Records, e.g.
{CONTSUPP.CONTACT}="Your Detail Record Name" and {CONTSUPP.RECTYPE}="P"
