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  • Users: tantaros
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  1. tantaros

    Meeting workspaces - grab title or meeting id?

    I have created a setup of multiple related meetings with a custom datasheet that collects rows of data for each. I like this setup because I can see the rows applicable to just the one date, or see the data against all. However, the date and the subject of each event are only contained in the...
  2. tantaros

    Goldmine "Mod" or "Skin"

    I am looking to customize the "look" of Goldmine BCM. Can anyone give me some direction in either how to do it, or who out there does that type of thing? Thanks! Believe it or not, GM gets a lot of executive pushback in my company because its..."ugly
  3. tantaros

    Segregating Additional Contacts for Email Blast

    I am trying to target specific contacts within each company record for a blast email. I used the Reference (contsupref) field to store the criteria. Each company record is tagged with a field indicating they get our newsletter, but each contact is tagged with the name of their salesperson, so...
  4. tantaros

    Primary field disappears!

    HELP! I am having problems in GM BCM 6 with one of the user specific primary fields. Key 1. Anytime you edit the field (safe edits - like local label or log changes to history) the field disappears. My IT dept. put it back once already, but only docked users were corrected. Now neither IT nor I...
  5. tantaros

    Custom Field size

    My manual says I can create a custom field up to 256 characters in length. However, when I create the field and set that character length it still chops off my text somewhere around 60. I need to import notes from Excel and was grouping in 256 blocks. What am I doing wrong? Laura
  6. tantaros

    Docked/undocked users

    Can my users be set up as undocked (therefore requiring sync) and docked (ie: live when in the home office) on the same lisence? I realize this may be covered in the lis. docs but I have re-read a half dozen times, and must be an idiot, because I can't seem determine the answer. Thanks, The...
  7. tantaros

    Customizing GM+View

    After getting the mapquest function to work I thought it might be cool to run Hoovers from this window... is that possible? I got to the site once, but when I tried to login it wouldn't take and opened a new Explorer window - which sort of defeats the purpose of seeing Hoovers info and contact...
  8. tantaros

    Filter/SQL query using conthist data

    I am trying to create a filter using the most recent historical activity date to determine status of an account. Then I use that filtered list to do a global replace. As far as I can tell from my documentation filtering on this table can only be done through groups or sql. Since the dates are...
  9. tantaros

    GM 6 Corp/Outlook - No toolbar/One way data only???

    I have reinstalled the Outlook integration link from our original disk multiple times and although it works fine when sending emails from Goldmine, and GM contacts are available in Outlook, but the other direction is no good. Message linking is not working and the toolbar only includes the...

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