Recent content by AndreaIngham

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...