| Moving a Goldmine contact to another record | |
Posted: Tue Jan 26, 2010 3:28 pm |
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dcostello |
n00b |
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Joined: 26 Jan 2010 |
Posts: 1 |
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I have Goldmine v 6.70.50123
Windows XP Home 2002 SP2
Can you move a contact name, title, phone number, etc. from one (company) record to another record without having to manually enter the information?
I see an option to move a contact from one database to another database but not from one record to another record.
Thanks.
Doug |
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Posted: Tue Jan 26, 2010 8:38 pm |
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BobTaylor |
GoldBox Guru |
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Joined: 07 Sep 2007 |
Posts: 1216 |
Location: Jacksonville, FL |
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I've never done it exactly this way, but seems like it would work: But backup your data first.
1. Make a new Contact record, leaving all the fields that you want to bring from the other record blank. You might, for example, fill in the Company, Address and Phone fields.
2. Tag both the old and the new records; tag the new one first (it becomes the survivor).
3. Do a Merge/Purge or Tagged records.
GoldMine "backfills" empty fields in the survivor record with the data from the deleted record. And the tab records (history, etc) from the deleted record are re-attached to the new one. |
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_________________ Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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Posted: Wed Jan 27, 2010 5:29 am |
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bgannett |
GoldMine Guru |
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Joined: 07 Sep 2007 |
Posts: 1820 |
Location: Pacific NorthWest |
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Are you trying to do this with existing contacts or when creating new contacts? How many contacts are involved?
If this is with existing contacts, one possible solution would be to go through the drill that Bob Taylor outlined.
Another solution would be to organize the contacts in Organizational Charts. Properly done, you can then activate the Org Chart and replicate data based on the top organization. For more information, go to Help > Help Topis then enter "Org" in the Index.
As Bob Taylor said, be sure to backup first. (And do not use GoldMine's internal backup procedures, copy your program (or at least data files) to another location.)
By the way, this should be posted in the GoldMine 6 forum. |
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