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Hi, Try renaming your username.ini file then log back in to GoldMine. You will loose all of your preferences but it should sort the problem out. Alternatively click on Window > Tile you may find the Search Centre that way. Hope this helps. Andrea Ingham Gold Business Solutions Ltd Web...

In that case I can only say Good Luck with your project. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com GoldMine, HEAT, Sage CRM and Microsoft CRM

Hi I am not sure if you have downloaded the following if you havent you might find it useful: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&displaylang=en However now you have CRM installed this is the point you need to step back from the system...

Hi Look at Microsoft SQL Server Reporting Services, you should have this installed along with SQL server. There are plenty of books to help and also courses held all over the country. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com GoldMine, HEAT, Sage...

Hi You need to use the API to update the fields rather than updating them directly in SQL. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com GoldMine, HEAT, Sage CRM and Microsoft CRM

As long as your maintenance contract for GoldMine is up to date then it is included, you need to speak to your GoldMine partner who will be able to advise. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com GoldMine, HEAT, Sage CRM and Microsoft CRM

Hi Yes I wouldnt create the email in word, it will use its own non-standard HTML that other email clients will not understand. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com GoldMine, HEAT, Sage CRM and Microsoft CRM

Hi Try renaming the users username.ini get them to log back in, they will need to re-enter their email settings (make a note of them before you rename the file) in preferences then try the email. It may be the files for some of the users have corrupted. Hope this helps. Andrea Ingham Prior...

Hi You may also want to consider MSCRM Hosted, it is quicker to implement and still integrates with Outlook. As and when you are ready for an onpremise solution it is easy enough to migrate to this. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com

Dear Paul It means the user can only create records within the entity that are owned by themselves. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com

Dear Paul When you purchase the upgrade to GoldMine Corporate or Premium (I would recommend Premium) SQL Server is included in the cost of the licences. I would recommend you contact your local GoldMine partner for more advice on upgrading to the latest version. Hope this helps. Andrea...

Exchange server is not required but SQL Server is and for version 4 must be 2005. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com

Unfortunately you cant use the AutoPopulate section to trigger on a Cal entry, you can only use this to trigger on a new contact1 record or an an update to any contact1 or contact2 field. You can use the OnNewRun to trigger an exe file to populate the Contact2 field when a new cal record is...

Hi Run the SQL Query and save the results as a Group which you can then use to perform the further actions. The SQL Query builder will let you build this query easily. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com

Alternatively you could base your report on the GoldMine Accountno, the first six digits are based on the day the record was added to GoldMine and is in the following format: YYMMDD. Therefore the accountno for a record added today would begin A80416. Hope this helps. Andrea Ingham Prior...

Hi Are you on GoldMine BCM (hosted to dBase) and if so are you maintaining the system regularly? If on the dBase version and havent recently run maintenance then you need to re-index and pack and rebuild the system. Make sure you have a full backup before proceeding with this. Hope this...

Hi You can manage some of the above activities from the campaign manager but not all. Personally I would simply use Schedule a Call to a filter or group and use the activity code to flag the specific campaign and then when the users complete the call get them to use the result codes to flag...

Hi You can use the Merge Tagged Records option under Tools for this. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK) http://www.prior-analytics.com

Hi Yes the Recid is used and among other things is used for the synchronisation process. (By the way if you are using a process outside of GoldMine to update any tables the updates will not synchronise) In order to create the recid correctly you need to use the GoldMine API to create the new...

Hi Get the technician to log in as the master user. From there he can reset your password under your original username. He must be able to do the above if he was able to set you up with a new username and password. Hope this helps. Andrea Ingham Prior Analytics Ltd (UK)...