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May 2012

GoldMine Tip: Working with GoldMine Notes information and Crystal Reports #goldmine #crystalreports

Creating a Crystal report for GoldMine and would like to show the notes of a history activity? This used to be very easy just by adding the notes field into your Crystal report, but since version 8 this will not show any data. This is because the 'data type' is no longer simple 'text'.

To now add the notes field for more recent GoldMine versions, use the “Add Command” option in the Database Expert with the SQL query as below.

Crystal_goldMine_notes_1

In the Database links area create the link from command.recid to conthist.recid 

Crystal_goldMine_notes_2

The Notes field will then be available from the field explorer as below.

Crystal_goldMine_notes_3

For more information on our popular Crystal Reports Training courses (on site, or on line), please contact Wizard Systems for dates.

 


What's the best reporting tool for GoldMine?

We’re often asked at Wizard Systems what’s the best tool for creating reports from GoldMine. The answer often depends on what you want to report on, where is the data, what are you going to do with the report, who is the report for and the skills of the person either creating or running the report.


Here’s a very BASIC run down of the different report options you have for GoldMine.  Please note this is a basic review and is not intended as a comprehensive comparison.  The choice is always down to the user and other factors I have mentioned.

 

 

 

GoldMine Report Writer

Crystal Reports

Dashboards

MasterMine

Included with GoldMine?

Yes

Yes

Yes (PE Only)

Extra

Sample reports provided?

Yes

No

Yes

Yes

Create Graphs

No

Yes

Yes

Yes

Print Reports

Yes

Yes

No

Yes

Export Data (e.g. to Excel)

No

Yes

No

Yes

Include Data in report from other sources

No

Yes

Yes

Yes

Drill Down capability

No

Yes

Yes

Yes

Create Mailing Labels

Yes

Yes

No

No

Update GoldMine based on report

No

No

No

Yes

Report Level security

No

Yes

No

Yes

How much training needed to create new reports?

Some

Formal Training needed

Formal Training needed

Some

 

To find out what GoldMine reporting solution is best for you, please contact Wizard Systems.


#GoldMine Tip - Using a macro field to merge extended detail records

In an email from GoldMine you're able to bring in ('merge') all the information from an expanded detail record type. An example would be perhaps an expanded detail tab showing Products sold. My example is a Detail record that lists all the servers, Desktop and laptop PCs sold to that customer.

In the extended fields I have stored other information such as Make, Model , supply date, serial number etc.

In an email template you use the following merge field  <<&Profiles.computer.server.4>> The result of this when emailing shows a list of detail records that are marked as Computer and have a reference of Server. The “4” shows all of the extended values.

Eg. my example produces:

Computer Server Dell Pentium 2.0 Ghz 256 MB 01/09/1990 
Computer Server HP Pentium 1.4 Ghz 1234 01/01/2012

 


Wizard Systems announce release of IntelliClick 7.6 advanced email marketing for #GoldMine #CRM

The latest IntelliClick version 7.6 is here and existing IntelliClick Users will be prompted to update OR you can update directly by downloading the update file from Wizard Systems.


In addition to performance improvements for email message merge and send, new features released in version 7.6 include:


IntelliClick ReportingDashboard -"Real Time Campaign Analytics"

Intelliclick_dashboard_7point6

Get a "real time" snap shot of your tracked campaign results using the IntelliClick Dashboard. Drill down to those who are showing the greatest interest in your campaigns. Once you update, follow the instructions provided in the IntelliClick User Quick Reference Manual on page 59 
 
IntelliSend -Resume Failed Or Suspended Campaign Send
If during a send you should have a loss of connectivity to the Internet or something interferes with the email merge and send process, IntelliSend will now prompt you to resume the last send if it fails. This will automatically exclude all those who already have had emails sent to them and will proceed to deliver the remainder of the target group.


Other improvements to IntelliSend include the ability to now send, track and manage email address integrity for multiple GoldMine databases. You can now also flag to update hard bounce and un-subscribe email addresses from external files such as those generated from an email service provider.


SQL Query Examples -Segment Your Campaign Results
You now have access to SQL queries than can be used in GoldMine to help yo segment your audience based upon past campaign responses. These queries can be accessed from the IntelliClick Wizard under HELP | SQL QUERY EXAMPLES or these can be found in the User Quick Reference Guide beginning on pg. 62. You can then copy and paste any of these queries into the GoldMine to access the results.


Data Integrity -Email Address Verfication & Append Services
IntelliClick offers new services to enhance our existing product features and make sure unsubscribes and hard bounce (undeliverable) email addresses are excluded from your email campaigns. In response to demand from our customers to help improve their email data integrity, we now offer email address verification and append services. For questions or to arrange for a data file to be processed, please contact Wizard Systems.


Email Address Verification  
To reduce hard bounce rates and increase the likelihood of good campaign delivery, you can now have your entire database of email addresses verified for deliverability. For as little as  - 1.25¢ USD per email address, we will process a file of email addresses you provide in Excel or CSV format. Email addresses will be flagged if invalid or corrected where possible. The returned file can then be used to easily flag all undeliverable emails using the latest IntelliClick feature to flag GoldMine email addresses from the resulting file. 


Email Address Append  
The Email Address Append service helps to add email addresses to accounts where you have none. You simply provide an Excel or CSV file of contact information, including street address and this will be cross referenced against an email database of 400 million+ email addresses (B2C and B2B).  Identified email addresses are contacted on your behalf to get permission to email to them and you only pay for email addresses that have not opted out. Cost ranges between 25¢ - 35¢ USD per appended email address. 

 

For more information on IntelliClick updates, please contact Wizard Systems.

 


GoldMine Tip: Ensuring data entered into your CRM database is clean! #crm

Here’s a SQL Query that will show  any records created within the last 30 days that are missing one or more of the following: Company, contact, source, address1, city, state, zip or phone1.

To change the date range simply change the last number in the query from 30 to however long you’d like to go back.

Copy and paste the following text into your SQL Query window in GoldMine:

 

 SELECT company ,

       contact ,

       source  ,

       address1,

       city    ,

       state   ,

       zip     ,

       phone1  ,

       key1    ,

       createby,

       createon

FROM   contact1

WHERE  (

              ISNULL(company, '')  = ''

       OR     ISNULL(contact, '')  = ''

       OR     ISNULL(source, '')   = ''

       OR     ISNULL(address1, '') = ''

       OR     ISNULL(city, '')     = ''

       OR     ISNULL(zip, '')      = ''

       OR     ISNULL(phone1, '')   = ''

       OR     ISNULL(key1, '')     = ''

       )

AND    createon > GETDATE() - 30