This is a real puzzle. I just ran an updated filter of mine for our team and about 6 names showed up that I had never seen before - so I asked my boss - who is the one who originally bought GOLDMINE and he said he had never heard of any of the contacts I had pointed out. I dug a little deeper...
Thanks again Jason!
No I don't remember the name of the physical report. I figured it was "Phone Call Logs" because that is the name at the top of my report print out. But maybe not??
I just seem to remember it being under the same section as "Phone Call Statistics" - which is in the...
Thanks Jason,
No, I haven't upgraded since then. The only thing that is different is I downloaded the "Mastermine" demo onto my computer. But I can't imagine that would effect it??
V in Toronto
Hello!
I produced a report back in October called "Phone Calls Log" which showed EVERY user and the calls they made (including a Contact and Reference field). It was a great report to check which clients you have phoned in the last x days. I just went back to try and create it again and I...
Thanks Rob. I really don't understand all this stuff, but am trying hard to figure it out. Where do I go to choose "lastconton"?? Is it under the "Customize Reports" section?
Thanks again!
V in Toronto
I was reading one of the other posts and someone had mentioned a Report Wizard. I do not have one. I am using version 6.7. When I go into FILE all I have is "Print a Report" and "Customize Reports".
Where do I find the wizard?? I really need it! =)
Thanks!
V in Toronto
Anyone have trouble with syncing GM with Palm 650? We have had nothing but trouble. The contacts are duplicating and appointments are not coming over. Sometimes we need to sync up to 3 times to get the info over (and sometimes that doesn't even do it). We've been told that GM and Palm 650...
Hello!
I am using GM 6.7 and am trying to create a report that shows which clients HAVE NOT been contacted in the last "x" days. I have no programming background and am finding the coding to be frustrating. I've looked through all the pre-made reports and can't seem to find one that will do...
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