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Q:
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How can I
change the Goldmine shortcut to log on with a username?
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A:
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1.
Right-click on the GoldMine icon on the desktop
2. Right Click >> Select
'Properties'
3. Edit the "Target: " value to include " /u:<GM USERNAME> "
after the path to GMW6.exe
This will then login with this <GM Username> instead of the
default Windows userid.
Example...
Target: G:\GoldMine\gmw6.exe /u:FRED |
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Q:
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When I try to log
into GoldMine I get the “Waiting for Permission to Log In
Screen – ZZZZZ’s” |
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A:
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This is almost always the
result of a failed database maintenance.
Find the file in the GoldMine root directory, "license.dbx"
or "license.dbu". Rename that file to "license.dbf". That
should allow you to log in but you may still need to run a
database maintenance again. |
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Q: |
I get the Maximum Number
of Licensed Users error – What do I do? |
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A: |
This message may have
nothing to do with your number of licenses on your system.
There are several ways to deal with this. The first step may
be to reboot the server and the other workstations. This
will release any licenses that have not been closed down
properly by Windows (no matter what the user did or didn't
do).
Remember that an undocked user can only log in once (whereas
other users could log in multiple times if there are enough
licenses.
If this does not resolve the issue, go to your License
Manager (File >> Configure >> License Manager and see how
many licenses are available. Remember that “Undocked”
licenses can only be used by the assigned user. |
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Q: |
How can I Attach An E-mail
Address to More Than One Record? |
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A: |
Generally, you do not want
to do this. How will Goldmine know which record to attach
the next incoming e-mail to if more than one record shares
an e-mail address?
Alternatively use the BDG GoldMine add on 'Clone Mail' which
allows an incoming email to be attached to the relevant
Contact within GoldMine as normal but also allows a copy of
the email to be attached to a different Contact.
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Q: |
How can I set certain
activity types to alarm automatically? |
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A: |
Open the <Username>.ini
(as found in the GoldMine root directory) and under the
[GMAlarm] section, place the following "on-by-default"
setting:
OnByDefault= Activity Type
For example, the OnByDefault=AC entry will automatically
alarm appointments (A) and calls (C) when they are
scheduled. |
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Q: |
When completing an
activity, how can I have Goldmine select the “schedule a
follow-up” box automatically? |
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A: |
Open the <username>.ini
(as found in the GoldMine root directory) and under the
[GOLDMINE] section, place the following command:
Followup=1 |
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Q: |
Can I upgrade from
Goldmine 5 to Goldmine 6.7? |
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A: |
The recommended solution
is to upgrade to 5.7 then up to 6.7 due to changes in the
database structure. |
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Q: |
Can I filter on e-mail
addresses? |
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A: |
Yes, here's how:
1. Open the Lookup >> Filters dialog.
2. Right-click and select NEW; give the filter a name.
3. In the wizard that appears, click the dBase Expression
radio button; then press the Edit Expression button.
4. Paste or key in the filter expression;
empty(&EmailAddress)
or
.not. empty(&EmailAddress)
Click OK.
The filter is now ready for use.
In versions less then GoldMine 6.7, don't do a Count or a
Preview as it will crash GoldMine, however, you can activate
the Filter and use in your reports, e-mail blasts, etc.
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Q: |
Are there
any limits to the number of email
viewable the Email Centre? |
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A: |
Inbox = 1000 items
Sent/Filed = 2500 items
So if you have more than 1000 items
in the inbox, you need to delete messages to have others
appear. |
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Q: |
How do I get rid of the
HTML coding that is messing up the notes in my reports?
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A: |
To turn HTML formatting
off in all Notes, place the following entry in the
[GoldMine] section of your GM.INI file.
”HTML_CAL_Notes=0” |
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Q: |
While merging a template
with Word, I get a message saying "Ambiguous name
detected:TmpDDE". |
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A: |
This can be an issue with
Microsoft Word 95, 97 or 2000.
This is caused when a macro that has been executed via a DDE
call has crashed.
When a program executes a macro via DDE in Word, Word
creates a macro called TmpDDE to execute the requested
macro. If Word crashes before the temp macro can be removed,
the next DDE request generates a ambiguous name error
because it is trying to create a macro that already exists.
Resolution:
In Word, select Tools >> Macro >> Macros and delete all
instances of the TmpDDE macro.
If the TmpDDE macro is NOT shown in this list: 1. Click on
the 'Macros In' drop-down list box and select Normal.dot. 2.
Click on the Organizer button.
Remove all instances of the TmpDDE macro shown for
Normal.dot. |
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Q: |
What do
I need to watch out for when deleting a Goldmine user?
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A: |
Some of a user's functions
will be automatically deleted when deleting a Goldmine user.
Others you need to manually delete.
-Pending activities
-Filters
-Queries
-Templates (Email, Word, Excel)
-Cloned reports
-Records owned by that user
-AP's
-Taskbar items |
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Q: |
How does GoldMine
Licensing work with undocked users? |
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A: |
There is sometimes some
confusion regarding the way the licensing works with Docked
and Un-Docked users. The best analogy to describe this is to
imagine a car park with ten spaces, this would be a GoldMine
10 user license. It is a first come first served
(concurrent) system, once the ten spaces are filled then no
one else can park until some else leaves.
But when a license is un-docked (to be used on a Remote
machine that will go 'off-site') it is like reserving one of
those parking spaces. Now only nine people can park at any
time but one person (the un-docked user) can always find a
parking space at any time as it is reserved. This means that
they can use their copy of GoldMine anytime regardless of
how many people are logged into the main GoldMine site. |
