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quotes link to word or excel
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Jan 22, 2014 6:00 pm   Subject: quotes link to word or excel
BobTaylor
 
Replies: 11
Views: 6012




I guess I was assuming the existence of a new record in the Conthist or Contsupp table as a result of the quote. That's all it would take to produce a Scheduled Activity from a nightly process that st ...

quotes link to word or excel
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Mon Jan 20, 2014 4:13 am   Subject: quotes link to word or excel
BobTaylor
 
Replies: 11
Views: 6012




Another option for bridging another system to GM: http://dbxforgoldmine.com/

Could also be used to auto-create scheduled activities in GM based on History generated when you create the quote.

Convert Text Based Date To Date Format For Import Into GM
PostForum: GoldBox   Posted: Fri Oct 25, 2013 7:24 am   Subject: Convert Text Based Date To Date Format For Import Into GM
BobTaylor
 
Replies: 8
Views: 9735




Well, not much help, I'm afraid. You have a newer version of GM than I; but that shouldn't affect what GXI gets. And we have about the same version of GX.

Padding Source with non-significant zero ...

Convert Text Based Date To Date Format For Import Into GM
PostForum: GoldBox   Posted: Thu Oct 24, 2013 8:26 am   Subject: Convert Text Based Date To Date Format For Import Into GM
BobTaylor
 
Replies: 8
Views: 9735




There were some things that were unclear in your original post, and I tried to navigate around them. Now we'll have to deal with them.

Biggest thing is that you seem to be inserting an unnecessary ...

Convert Text Based Date To Date Format For Import Into GM
PostForum: GoldBox   Posted: Sat Oct 19, 2013 7:14 pm   Subject: Convert Text Based Date To Date Format For Import Into GM
BobTaylor
 
Replies: 8
Views: 9735




Assuming latest versions of GM and GX, you simply attempt to map the Character field to your Date Type field. When you do, GX will put up a window list of the possible formats used in your Character f ...

History/Email Archive
PostForum: GoldBox   Posted: Mon Apr 29, 2013 8:04 am   Subject: History/Email Archive
BobTaylor
 
Replies: 30
Views: 27702




Thanks, Paul; I had the order of things reversed, of course. You are exactly right. It works out the same for standard usage, but we are discussing modified usage. I can't say exactly why Dave chose n ...

History/Email Archive
PostForum: GoldBox   Posted: Sun Apr 28, 2013 4:24 am   Subject: History/Email Archive
BobTaylor
 
Replies: 30
Views: 27702




"4. I know little about GoldboxViews, but I know what my users will want to see is the history in the same format as it is now, and not in a different view. "

With History (as well as E-m ...

History/Email Archive
PostForum: GoldBox   Posted: Thu Apr 25, 2013 7:23 am   Subject: History/Email Archive
BobTaylor
 
Replies: 30
Views: 27702




Was logged out and didn't know it, never got the notice of your post. Sorry to be so long getting back.

2. OK, so you want to archive History only. However, if you archive and delete History, you w ...

History/Email Archive
PostForum: GoldBox   Posted: Fri Apr 19, 2013 11:02 am   Subject: History/Email Archive
BobTaylor
 
Replies: 30
Views: 27702




Terry, let's clarify some things first...

1. It sounds like you want to archive History and E-mail (and presumably Links, too). Is that correct?

2. In your second sentence, you refer to a singl ...

"Open IME" selection if right-clicking in field in
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Mon Mar 11, 2013 6:20 pm   Subject: "Open IME" selection if right-clicking in field in
BobTaylor
 
Replies: 5
Views: 4802




Fascinating, Bob; thanks! I did a quick Google search before I posted my question; I didn't find this. Good find!

"Open IME" selection if right-clicking in field in
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Mon Mar 11, 2013 9:33 am   Subject: "Open IME" selection if right-clicking in field in
BobTaylor
 
Replies: 5
Views: 4802




Razz Thanks!

"Open IME" selection if right-clicking in field in
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Fri Mar 08, 2013 11:38 pm   Subject: "Open IME" selection if right-clicking in field in
BobTaylor
 
Replies: 5
Views: 4802




Just wondering what this means? Thanks for your time.

Sending an "APB"
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Fri Feb 22, 2013 6:21 am   Subject: Sending an "APB"
BobTaylor
 
Replies: 18
Views: 10172




Sure thing.

Sending an "APB"
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Fri Feb 22, 2013 5:05 am   Subject: Sending an "APB"
BobTaylor
 
Replies: 18
Views: 10172




DJ, I did a small (only 4 Users) test last night, and it worked for them. Will do a much larger test today. I'd like to think we'll have 100% compliance by all the test users (they will be asked to re ...

Sending an "APB"
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Thu Feb 21, 2013 1:46 pm   Subject: Sending an "APB"
BobTaylor
 
Replies: 18
Views: 10172




It looks like it didn't work at all; but that may be more about a faulty procedure. I'll be sending another one myself (from the client's PC,, to the same Users) tonight, I'll let you know how that go ...
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