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GoldMine Corporate Edition
Creating E-Mail Signature Files Using
Templates Although this feature has been available for some time, there is an increasing need for it with the newer versions of Corporate Edition. You all probably already know that you can create a .txt file with your contact information and by going to Edit | Preferences | E-Mail (or Internet) Tab, More Options| button, Retrieval Tab, and select the |Use signature file|, you can browse to the text file and have it appear at the bottom of every e-mail. Did you also know you can use templates to not only change font settings, colors, backgrounds, even add logos and other images? At 180° Solutions, we take it one step forward and teach our clients to create at least 2 signature files. Here's how it's done:
1.
Click on View | Document Management
Center| (or use the Write button on your
toolbar).
2.
Right-click
on the E-mail Templates folder
and click on New|
3.
In the Subject line enter in a
description such as |John's New Message Sigfile|
4.
In the body
of the e-mail enter in the information you want in your sigfile. For
Example:
Sales
Manager
909-740-3886
5.
When you're
done, click the Save Template
button.
6.
If a
message alert comes up click OK then Cancel to go back to the Document Management
Center.
7.
Right-click
on your new E-mail Template and select Set as Default | New
Message.
8.
Now repeat
steps 2 -7 but create a |John's Reply & Forward
Sigfile|.
9.
This
signature file, not usually having the need to restate over and over again
all your information i.e.,
logo, disclaimers, etc, can be much simpler. Thanks! John That's
all there is to it. And this
works for GoldMine 6.7 or better Standard, Corporate, and Premium
too!
Land and
Expand Promo Due to popular demand by
customers wanting to upgrade to GoldMine Premium Edition, FrontRange is
extending a Special Summer offer: To
facilitate upgrades and to expand the benefits of GoldMine into marketing,
customer service and other departments we have special pricing valid
through July 31, 2008.
GoldMine
7.5 Released Although 180° Solutions is
currently recommending most of our customers to wait a bit longer before
upgrading to 7.5, with over 200 fixes and enhancements, the results so far
are good and it appears to be a stable and excellent
build. GMCE 7.5 product improvements
include:
And
much much more! Click here for a full list of fixed enhancements: www.180DegreeSolutions.com\GMCE7.5ReleaseNotes.rtf
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Have you ever wanted to search
for something such as an e-mail "you" received in a record with
lots of activity by many different users? Though Standard and Corporate
Edition could do this as well, it was much more cumbersome to do and could
even be incredibly slow in Standard Edition. Here's how Premium Edition
let's you do it quick and easy:
1.
Click on
the History or Pending Tab.
2.
Right-click
anywhere within the tab and select Summary. You should now see a total number
of records at the bottom of the window. 3. In the Column Heading select the down arrow button next to User. Notice that the list does not show ALL the GoldMine users but just the ones with activities in this window. 
4.
Select your
name from the list. Now your
list of let's say 350 may be down to 125.
5.
In the
Column Heading select the down arrow button next to Activity and choose E-mail In. Now your list may be down to 33.
Now if you change records, the
Activity Filter is still on and follows you to other records in your
database if you want. When
you're all done all you have to do is hit the X below the Activity count
and you can now look at all the records again.  Going Mobile with GoldMine (Part 1 of
4) This will be the first of 4
installments on this topic.
Installment 1 will be a broad overview of the 3 options available
and installments 2-4 will go into each product in more detail. Please feel free to contact us at
any time if you would like more information about any of the solutions
before the article is written. For many years we've had the
ability to place a copy of GoldMine on our laptops or home offices and be
able to synchronize those changes with the office server using GoldSync.
However, as wireless technologies, PDAs, and cell phones have evolved, so
has the ability and the desire to do more and more using our handheld
devices. "I want access to my GoldMine
data on my handheld, how can I do that?" is the first question we are
usually asked. We will
typically answer that question with more questions.
The answer to these questions
will lead us to recommend 1 or more of 3 options. Companion Link - Sync your contacts,
calendar, notes, to-dos, alarms, and more to your phone via a USB
connection or Wirelessly over the Internet. wMobile - Provides FULL contact
management features, on ANY web-enabled handheld device, using a
LIVE wireless connection GoldMine®
Mobile "
Provides FULL contact management features, on a BlackBerry®
device, with online and offline capabilities and INSTANT access to
your data residing SECURELY on your phone. Note: GoldMine® Mobile is
actually published by FrontRange Solutions and not considered a
"Third-Party" product. Stay Tuned: Our next edition will feature
absolute;n Link in more detail.  Contacts With No Completed
Activities SELECT accountno, company
FROM CONTACT1
where accountno
not in (SELECT accountno FROM
CONTHIST) order by
company To run SQL
Queries: Using GoldMine Premium
Edition: Click on Tools | Filters and Groups | SQL
Query Tab Using GoldMine Corporate
Edition: Click on
Lookup | SQL Queries| | |
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If you wish to be
removed from this Newsletter list, please e-mail us at Albert@180DegreeSolutions.com with
the word REMOVE in the message body. If you are seeing this
newsletter from someone else's computer and you would like to subscribe,
please e-mail us at the e-mail address above and type SUBSCRIBE in the
message body and you will be included on our next newsletter. LEGAL INFORMATION: Although we try to edit these articles for content and accuracy, we cannot always guarantee their content is 100% accurate. Should you use any information contained in this newsletter, you do so at your own risk. All information contained herein is not intended as specific advice, but as a general point of discussion. Should you find an error, it would be nice if you e-mailed me so that I may print the exception in the next issue of this newsletter.All questions, and future articles should be submitted to: Albert@180DegreeSolutions.com Contributors: If you are including screenshots, they should be no wider than 3.5" US. Their print resolution should be 300 dpi, and they should be in a jpg format. We accept all articles, however, the editor reserves the right to determine which articles are included, and into which issues they are to be included.Subscribers: If you wish to see any particular content included in future editions, please feel free to contact us and if we believe that that general audience will appreciate learning about the topic we would be happy to include it.GoldMine is a registered trademark of FrontRange Solutions.wMobile is a registered trademark of W-SystemsCompanionLink is a registered trademark of CompanionLink Software, Inc.Microsoft Office, Microsoft Windows Vista, Microsoft SQL, & Microsoft Windows Server, are registered trademark of Microsoft Corporation in the United States and other countries here. | ||
