Log in Register FAQ Memberlist Search ContactReview Forum Index
A GoldMine Discussion and Support Community

ContactReview Forum Index » GoldMine 7 (Corporate Edition) » Controlling which activities update LASTCONTON in CONTACT2
Post new topic  Reply to topic View previous topic :: View next topic 
Controlling which activities update LASTCONTON in CONTACT2
PostPosted: Mon Mar 22, 2010 2:23 pm Points: 0 Reply with quote
dreamweaver7777
n00b
Joined: 19 Dec 2007
Posts: 8
Location: Ohio




We currently have an automated process to change a status field on contacts to "PRIM" or "DELINQ" depending upon if they have been contacted in the last 75 days, using the LASTCONTON field in CONTACT2. This appears to be driven by whether an X, CBX or an email activity has been recorded for a particular contact.

Our sales manager wants to exclude the email activity as a updater of the LASTCONTON field. Is there a way to convince Goldmine (ver 7.00.70302, SQL Server 2000) to only use the call codes as an update flag?

Thanks in advance,
Andy Weaver

_________________
Andy Weaver
Park Place Technologies
View user's profile Send private message Visit poster's website

PostPosted: Tue Mar 23, 2010 2:05 am Points: 0 Reply with quote
ronanc
GoldMine Veteran
Joined: 10 Sep 2007
Posts: 723




Not thru GoldMine afaik. It should be possible to achieve using a SQL trigger (in a non sync aware manner) but tbh you would need to get someone to sit down with you to write it for you.
View user's profile Send private message

PostPosted: Tue Mar 23, 2010 5:12 am Points: 0 Reply with quote
DJ
GoldMine Guru
Joined: 29 Jun 2006
Posts: 2055
Location: Fitchburg, MA, USA




Work-a-Round:

Have your AP update a user-defined date field with a date when an activity is discovered, and do not rely on the GoldMine Last... fields. Now you simply have to look at your date fields for an empty date or a date that is beyond 75 days.

If you are using the Observer Process then you might want to have a separate Process that just watches for History Activity, and updates these date fields appropriately.

_________________
DJ Hunt

Phone: (978)342-3333
Email: DJ@DJHunt.US

GoldMine Premium - The Defintive Guide
One-on-One GoldMine Technical Support ( Fee Based )
www.DJHunt.US
View user's profile Send private message Send e-mail Visit poster's website AIM Address Yahoo Messenger MSN Messenger ICQ Number

Controlling which activities update LASTCONTON in CONTACT2
  ContactReview Forum Index » GoldMine 7 (Corporate Edition)
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum
All times are GMT - 7 Hours  
Page 1 of 1  

  
  
 Post new topic  Reply to topic  


Brought to you by Castell Computers, Doug Castell, Admin
RSS Feed
Powered by phpBB © 2001-2004 phpBB Group
Theme created by Vjacheslav Trushkin