| Populaing the Dear Field | |
Posted: Thu Jun 04, 2009 2:45 pm |
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Tomster |
GoldMine Journeyman |
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Joined: 29 Nov 2007 |
Posts: 34 |
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I created an addition to the ini file to populate the dear field with the first name of the contact when the contact name is entered.
No problem there, it works fine as we create new records.
However, we had several hundred records entered before I made the change to the ini and I want to populate the dear field for those.
In the past, I would do an export... then import matching on the accountno, importing the contact field to overwrite the existing contact name and then clicking on the option for the import process to have the ini take its action on the record.
This time, the dear field is not filling in.
Working with CE 7
Any suggestions would be welcome. |
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Posted: Thu Jun 04, 2009 2:56 pm |
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DougCastell |
GoldMine Guru |
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Joined: 15 Jun 2006 |
Posts: 1639 |
Location: Los Angeles, CA |
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global replace the contact field with a dbase expression (of contact1->contact) and be sure to check the 'update fields based on instructions in the lookup.ini' box.
Of course, backup prior to performing the operation as a misstep in the global replace wizard could leave you in a world of hurt. |
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| Re: Populaing the Dear Field | |
Posted: Thu Jun 04, 2009 7:10 pm |
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automationstation |
Sensei of the GoldMine |
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Joined: 16 Jan 2009 |
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Location: Saint Paul, Minnesota |
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Tomster wrote: |
I created an addition to the ini file to populate the dear field with the first name of the contact when the contact name is entered.
No problem there, it works fine as we create new records.
However, we had several hundred records entered before I made the change to the ini and I want to populate the dear field for those.
In the past, I would do an export... then import matching on the accountno, importing the contact field to overwrite the existing contact name and then clicking on the option for the import process to have the ini take its action on the record.
This time, the dear field is not filling in.
Working with CE 7
Any suggestions would be welcome. |
You could also filter the records where Dear is blank and then do a Global Replace using an Expression:
word(trim(contact1->contact),1) |
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_________________ Eric L. Turnipseed, President, SBSC, MCSE
GoldMine CRM Certified Technician/Trainer
The Automation Station, Inc.
Phone: (651)248-3191 |
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Posted: Thu Jun 04, 2009 9:31 pm |
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DougCastell |
GoldMine Guru |
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Joined: 15 Jun 2006 |
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Location: Los Angeles, CA |
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Posted: Fri Jun 05, 2009 4:27 am |
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DJ |
GoldMine Guru |
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Joined: 29 Jun 2006 |
Posts: 2055 |
Location: Fitchburg, MA, USA |
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As you are to have the Lookup.ini created I would just Globally Replace the Deerfield with itself, and utilize the Lookup.ini during the process. |
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_________________ DJ Hunt
Phone: (978)342-3333
Email: DJ@DJHunt.US
GoldMine Premium - The Defintive Guide
One-on-One GoldMine Technical Support ( Fee Based )
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Posted: Fri Jun 05, 2009 4:40 am |
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Pam m |
Experienced Miner |
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Joined: 19 Oct 2007 |
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Location: Bedfordshire,UK |
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Yes, that's the way I would do it. |
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_________________ RD Associates (MK) Ltd
Specialists in Customer Relationship Management
Supporting GoldMine since 1994
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Posted: Fri Jun 05, 2009 6:58 am |
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bgannett |
GoldMine Guru |
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Location: Pacific NorthWest |
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I agree with DJ and Pam. That is the way I would do it also. Be sure to backup first before ever doing any "global replace". |
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Posted: Mon Jun 15, 2009 6:44 pm |
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Tomster |
GoldMine Journeyman |
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Joined: 29 Nov 2007 |
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I used the method suggested by Eric. That did the trick.
Thanks to all. |
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Posted: Tue Jun 16, 2009 7:49 am |
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bgannett |
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