GoldMine Tips

New GoldMine Knowledgebase articles for March 2017

New GoldMine Knowledgebase articles for March 2017 at https://support.heatsoftware.com/

27142 Information GoldMine Plus for Microsoft Outlook has fired an exception error message when opening the Calendar in Outlook
27116 Issue When trying to open the URL for GMConnect you encounter the following error 'Sorry an error has occurred while processing your request'
27114 Information GoldMine Web (GMWEB) - Server Error - Error, Failed to get contact list when opening a record in GMWeb
27129 How To Is it possible to create a forecast Sale for several records all at once (en mass)?
27092 Issue User need to change GoldMine Plus for Microsoft Outlook / Outlook Integration reconfigured or Options changed but the Read GoldMine Settings and settings on Options tab are greyed out
27074 How To How to switch the default listing on the contact window from Company to Contact or vice versa
27058 Information Chronic Errors for GoldMine Plus for Microsoft Office components which seem not to be resolved with any troubleshooting suggestions
25162 Issue When attempting to open some linked documents using GoldMine Web the following error happens -
We are sorry. Something has gone wrong, the page you have requested cannot be found - value of the property 'mode' cannot be parsed
26870 Issue All linked email addresses on a contact record will not appear to select when composing an email if an email address contain a special character
26707 How To SQL Express 2014 was installed on a machine but not with advanced services; is it possible to add advanced services to an existing install of SQL Express so that Universal Search can be used?
26878 Issue System Hangs when Cautionary Notification window appears when trying to schedule an activity
21398 Information What sort of data does the GSLog Table hold?
26713 How To Outlook addin showing error "GoldMine Plus for Microsoft Outlook has been disconnected because GoldMine was unable to connect to the database.
26805 How To To reconnect after the database is available, click the connect to GoldMine button on the toolbar"


Tip: Make GoldMine the default email client in Windows 10

Make GoldMine the default email client in Windows 10

Issue:

We have found that on many 64-bit Windows 10 PCs it is has not previously been possible to make GoldMine the default email client.   The following solution has been found to resolve the issue in the majority of cases.

Background:

- If you have a 64-bit windows installation

- GoldMine Premium is installed on your Workstation or Laptop

- In Windows 10 select....  Start | Settings | Systems

- Select Default Apps

If you click for the default email app you find that 'GoldMine' is not listed then this solution is suitable for you

Gm email client 1

Solution:

  1. Download the following Registry Key or as an alternative we have included the script for the registry change as the end of this document

Warning:

*** Modify the registry at your own risk ***

- Please note before running this registry key it should be approved by your corporate IT team, they will also be able to take registry backups if they feel this is appropriate. 

- Serious problems might occur if you modify the registry incorrectly or if these changes prove to be incompatible with your unique system configuration.

- Some registry problems might require that you reinstall the operating system, Wizard Systems (UK) Ltd cannot guarantee that these problems can be solved. 

  1. Double click to run the registry file and add it your system

See this Microsoft Article for more info

  1. Set GoldMine as a default app

- GoldMine Premium is installed on your Workstation or Laptop

- In Windows 10 select....  Start | Settings | Systems

- Select Default Apps

- If the registry changes have worked on your system when you click for the default email app you will find that 'GoldMine for Windows' is now listed

- Select ‘GoldMine for Windows’

 

Gm email client 2

  1. Test the change

- Log into GoldMine

- As a test go to http://www.wizard-systems.co.uk  

- Click the email link in the top right hand corner.

- GoldMine should now pop up with a new email

Known Limitations

Some modern Windows apps like snipping tool and Photos have the ability to share with an mail client.  These sharing / send to features are not available for use with Goldmine’s email client

Registry Key Text:

 Windows Registry Editor Version 5.00 

[-HKEY_CURRENT_USER\Software\Microsoft\Windows\Shell\Associations\UrlAssociations\mailto]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\RegisteredApplications]

"GoldMine"="SOFTWARE\\WOW6432Node\\FrontRange Solutions\\GoldMine\\Capabilities"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine]

@="GoldMine"

"DLLPath"="C:\\Program Files (x86)\\GoldMine\\GMEProxy.dll"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Capabilities]

"ApplicationDescription"="GoldMine"

"ApplicationIcon"="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\",0"

"ApplicationName"="GoldMine"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Capabilities\StartMenu]

"Mail"="GoldMine"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Capabilities\UrlAssociations]

"mailto"="GoldMine mailto"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto]

@="URL:MailTo Protocol"

"EditFlags"=hex:00,00,00,00

"URL Protocol"=""

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\DefaultIcon]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\""

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\shell]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\shell\open]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Protocols\mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\" /e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Shell]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Shell\open]

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Clients\Mail\GoldMine\Shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\" /e:%1"

[HKEY_CLASSES_ROOT\mailto]

@="URL:MailTo Protocol"

"FriendlyTypeName"="GoldMine"

"URL Protocol"=""

[HKEY_CLASSES_ROOT\mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_CLASSES_ROOT\GoldMine.Mailto]

@="URL:MailTo Protocol"

"URL Protocol"=""

[HKEY_CLASSES_ROOT\GoldMine.Mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\mailto]

@="URL:MailTo Protocol"

"URL Protocol"=""

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\GoldMine.Mailto]

@="URL:MailTo Protocol"

"URL Protocol"=""

[HKEY_LOCAL_MACHINE\SOFTWARE\Classes\GoldMine.Mailto\shell\open\command]

@="\"C:\\Program Files (x86)\\GoldMine\\gmw.exe\"/e:%1"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\RegisteredApplications]

"GoldMine"="SOFTWARE\\WOW6432Node\\FrontRange Solutions\\GoldMine\\Capabilities"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\FrontRange Solutions\GoldMine\Capabilities]

"ApplicationDescription"="Open mailto on local machine"

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\FrontRange Solutions\GoldMine\Capabilities\UrlAssociations]

"mailto"="GoldMine.Mailto"

 

Please proceed with caution!! Wizard Systems (UK) Ltd and it employees accepts no responsibility for of any loss or damage resulting directly or indirectly from the use of this proposed workaround.

 


How to manage duplicate records in GoldMine - a free demo

Tomorrow, Tuesday 2nd August, our regular GoldMine presentation will feature the GoldMine Merge Purge capability to manage duplicate records.

This is a free presentation aimed at existing GoldMine Users.  The presentation will be on Tuesday 2nd August at 10am UK time (BST).

2016-08-01_0937

You must register as soon as possible to get your connection details for the event.  

Gotowebinar_register


How to use GoldMine as a powerful marketing tool - a free webinar Tuesday 28th June

We're running a free to attend webinar tomorrow on how to use GoldMine as a powerful marketing tool.  This webinar is aimed at anyone in marketing and existing GoldMine Users.

The session starts at 10am UK time and lasts about 20 minutes.  Plus there is a Q & A session.

We will cover...

  • Data management
  • Lead Management
  • Direct Mail
  • Email Marketing
  • Reporting and analysis

To register, click on..

Free GoldMine Webinar on Marketing


New Lead Score Dashboard available from Wizard Systems - who should you be concentrating your efforts on?

So you have loads of leads in your GoldMine CRM system.  But which are the top leads?  Who should you be concentrating on?  We've come up with a simple solution - a Lead Score Dashboard.  This applies a point scoring system to each key bit of information about a lead or a customer.

For example, if we have an email address, score 3 points.  A job title, add another 3 points.  A phone number, add another point, and so on to give you a grand score for that lead.  Then display all your leads by sales person in total lead score order.

This is just an example of a lead score process.  We can change this.  We could add on more points if the prospect has a LinkedIn Profile, or has had an Appointment recently.

Here's a screenshot of the sample dashboard...

Goldmine_lead_score_dashboard

Please contact us for more information or a dashboard custm


GoldMine Dashboard Training - How to create GoldMine Dashboards - March 24th 10am UK time

Dashboards are a powerful way of reporting on key information in GoldMine and outside of GoldMine. We're running a live, 1-2 hour online training course on March 24th at 10am UK time to cover...

- Using the built in Dashboards (GoldMine does have some ready made Dashboards to get you started)
- A brief introduction to SQL queries
- Creating Data Sources in Dashboards
- Use a simple Wizard to create the SQL query required for a Dashboard
- Adding a table to display the information in the Dashboard
- Display the result and information in a list on screen
- Adding Graphical Charts
- Adding parameters to the Dashboard for easy filtering and drill down
- Ask all your questions concerning Dashboards in GoldMine

Goldmine_dashboard

There is a cost to attend the course of £50 per Company (You can have as many attendees as you wish and the £50 will be invoiced to your company) or one Admin Credit (if you have purchased Admin Credits from us). The training session will be recorded for you for later use and will not be available on YouTube.

Every attendee will receive a free dashboard from us showing you the health of your GoldMine data (we'll explain what it does on the day).

The class size will be kept low so please register as soon as possible to avoid disappointment!

Gotowebinar_register