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Can't think of another place to find this info so thought I would try here! We have been asked by a client to import some of their cases. I have suggested exporting the relevant fields to excel and I'll import to GM. But they seem to have 2 issues, exporting data and doing a global field...

Dear Doug Sorry for the late reply as I've been off site. Thanks for the solution, it's always easy when you know how!! M

I think I may have worded my query poorly. I know you can un-tick the alert but how do you delete the alert from the list of available alerts. we not longer use some of the alerts and therefore want to shorten the list that staff have to scroll through to choose the correct alert. Does that...

We have added several alerts via the Record Related Settings function. My problem is how to delete those alerts we no longer need. It's probably easy when you know how but I can't figure it out. Any Ideas? Melanie

Can anyone solve the the follow: I wanted to close a large number of accounts which had a pending action identifying them for closure - i managed the following -created a filter for the contacts approx 500 -created an AP to change the status to closed and to put a note in the history stating...

Many thanks - will try this immediately Melanie Fraser

Hi I'm new to MACROS so this will be a quick question for someone with experience - we have GM 8.0PE and I'm training myself on MACROS - i can step up a simple one but when it comes to email i can only get the email message box to open - as we have lots of email templates, i need to select one...

Hi - having now upgraded to 8.1 PE I'm struggling with the following query as I have neither a technical background or experience of SQL - as a debt recovery company, we create a record for our clients and attach their debtors via the relationship tab(personally we think the old Org Chart was...

Hi - can anyone help me with 2 probably simple problems--------------- 1. is it possible to alarm incoming emails so an alarm pops up on the front screen - i know it shows in the inbox in the email centre and if i forward an email i can manually alarm it - but for standard email i want a visual...

Hi again, I'm stumped due to my lack of computing knowledge - I'm trying to create filters which will print off different letters, reports and other stuff based on todays date - I have worked out that if I select 'actionon' or 'callon' in the filter wiz' then select 'less than or equal to' and...

I'm only going to use the figures for information only - they are for managing a department not interacting with goldmine-- does this help Ta Melanie

Help, I'm trying to calculate some information from two fields in goldmine: - the first field contains a financial amount on outstanding accounts - i would like to add the figures in this field to tell me the total outstanding balance for the company - the second field is a calculation field...

Hi Richard Sorry to appear such a dunce - but what's BDE??? Ta Melanie

For some unknown reason, the tabs on my calendar have vanished. Other users still have the day, week, month etc tabs but I have obviously altered mine in some way - so obvious in fact that I can not find them again. Does anyone have any ideas how to restore them?? Thanks Melanie

Richard IT WORKS ----- Can't believe I've been struggling with the problem for two weeks so thanks for the help - now before I make a mess of the database, can I perform this trick more than once, with different expressions - and if yes, is there anything I should avoid doing Many many thanks-...

Being new to Goldmine, I'm struggling with some basics- I have created some fields which contain basic macros - the first field adds 7 days to today's date and the second calculates a figure based on another input field - Both fields work perfectly well in the record view, but neither will...

Hi - I'm new to Goldmine and am having a number of basic issues. The main one being letter templates. I have imported a number of goldmone templates into the document centre, but do not want the templates to be altered - can I lock the template so although it continues to draw the record...