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njacque84 · n00b

Can you merge cal fields into a word document and how? Question

I am running Premium Edition 8.03 and Word 2003

DougCastell · GoldMine Guru

No, but you could possibly get what you're looking for in a Crystal report. What are you hoping to do with the resulting output?

bgannett · GoldMine Guru

You could use SQL Queries to get the data out to Word or Excel. I agree with Doug's question, i.e., what are you going to do with the results.

njacque84 · n00b

I'm trying to create a sales letter with the Cal fields. Were trying to use the scheduling of an apt in which the info would merge into a sales letter. Alarmdate, actvcode, alarmtime and user. We use crystal reports but have found it quite difficult when trying to use it for only one contact.

BobTaylor · GoldBox Guru

GoldMine's word processing merges are tied closely to the capabilities of its Word Templates, and they generally do not permit inclusion of related record data into the merge. (A partial exception is Detail records, but that won't help with this).

I believe OmniRush may have some capabilities in this area. So does GoldBox. I believe a 3rd party product of some sort will be required to make this happen.

DougCastell · GoldMine Guru

how about a GoldMine contact report?

BobTaylor · GoldBox Guru

I can recall trying that years ago, Doug. Not impossible, but the more there is to the letter, the more difficult it is to get all the text properly aligned, with respect to the inserted field data. Maybe worth a try, for a very short letter. GoldMine's reports are definitely lacking in word processing features.

DJ · GoldMine Guru

If I'm reading this thread correctly, I'm going to disagree with everyone. I merge Cal fields into my e-mail templates and Word Templates daily. Sometimes two or three times a day, but you can only do this as one offs. Here is the syntax for one of my E-mail Templates:

You have been scheduled for a session with: <<Cal->UserID>>

If necessary he will be calling you using: <<&Phone1>>

Meeting Date:

<<wdate(Cal->OnDate, 3)>>

Meeting Time:

Eastern:

<<iif(left(Cal->OnTime, 2)>"12", alltrim(str(val(left(Cal->OnTime, 2))-12))+right(alltrim(Cal->OnTime), 3)+"pm", alltrim(Cal->OnTime)+"am")>>

Central:

<<iif(left(Cal->OnTime, 2)>"13", alltrim(str(val(left(Cal->OnTime, 2))-13))+right(alltrim(Cal->OnTime), 3)+"pm", IIF(padl(alltrim(str(val(left(Cal->OnTime, 2))-1)), 2, [0])=[12], padl(alltrim(str(val(left(Cal->OnTime, 2))-1)), 2, [0])+right(alltrim(Cal->OnTime), 3)+"pm", padl(alltrim(str(val(left(Cal->OnTime, 2))-1)), 2, [0])+right(alltrim(Cal->OnTime), 3)+"am"))>>

Mountain:

<<iif(left(Cal->OnTime, 2)>"14", alltrim(str(val(left(Cal->OnTime, 2))-14))+right(alltrim(Cal->OnTime), 3)+"pm", IIF(padl(alltrim(str(val(left(Cal->OnTime, 2))-2)), 2, [0])=[12], padl(alltrim(str(val(left(Cal->OnTime, 2))-2)), 2, [0])+right(alltrim(Cal->OnTime), 3)+"pm", padl(alltrim(str(val(left(Cal->OnTime, 2))-2)), 2, [0])+right(alltrim(Cal->OnTime), 3)+"am"))>>

Pacific:

<<iif(left(Cal->OnTime, 2)>"15", alltrim(str(val(left(Cal->OnTime, 2))-15))+right(alltrim(Cal->OnTime), 3)+"pm", IIF(padl(alltrim(str(val(left(Cal->OnTime, 2))-3)), 2, [0])=[12], padl(alltrim(str(val(left(Cal->OnTime, 2))-3)), 2, [0])+right(alltrim(Cal->OnTime), 3)+"pm", padl(alltrim(str(val(left(Cal->OnTime, 2))-3)), 2, [0])+right(alltrim(Cal->OnTime), 3)+"am"))>>

Not To Exceed:

<<ltrim(str(int(Cal->Duration/60)))+[ hr ]+ltrim(str((Cal->Duration/60-int(Cal->Duration/60))*60))+[ min]>>

Reference: <<Cal->Ref>>

<<Cal->Notes>>

Here is the result of using this template:

You have been scheduled for a session with: DJ

If necessary he will be calling you using: (757)255-4171

Meeting Date: Wednesday, March 04, 2009

Meeting Time:
Eastern: 3:00pm
Central: 2:00pm
Mountain: 1:00pm
Pacific: 12:00pm

Not to Exceed: 2 hr 0 min

Reference: DJ | TS | Ronald Client | N | 3:00pm Eastern Time

===============================================
Product: GoldMine
.
Short Description: putting Goldmine back on a workstation
.
Priority: Normal
.
With: DJ Hunt
.
Meeting Start: 03:00pm
.
Meeting End: 30 Minutes
.
Meeting Date: 04/04/2009
.
Issue: D-j I need to setup Goldmine backup on my workstation. I had to change a hard drive
===============================================

So you see that this can be done. The key is positioning, and timing. Display the record. Create a Calendar activity, and immediately click on the E-mail hotlink of the record. Pick your preconfigured template, and voila. If it doesn't work the first time, and it usually does for me, then Edit the Subject line of the activity and try again.

BobTaylor · GoldBox Guru

Thanks, DJ. I had gotten the idea that merging to Word depended on the macros, even for one-offs. Apparently, that's incorrect.

DJ · GoldMine Guru

You're welcome.

PaulR · n00b

Hi DJ

Cannot remember, when you do this are the fields locked in the document or do they change to the currently selected Cal if you reopen it?

Paul
---------------------
Paul Redstone
Solica Consulting - Developers of Details Plus, Scanner Plus and other great GoldMine add-ons.
New: Paribus de-duping and matching for GoldMine.
www.solica.com. Also has free add-ons, including FixCal.

DJ · GoldMine Guru

Once the template is populated, they are locked.