ContactReview :: View topic

king123 · Cuckoo for GoldMine Puffs

I need to create a macro/process which could duplicate the contact.
If i do File > New record > new record and company, I check "Create duplicate record" it does not fill in contact name, would it be possible to put an expression or something in it?

or what if I would update lookup.ini,and would copy contacts name to ucontactname field and then when I'm duplicating it could attach a track which would update contact value with ucontactname - justin thinking out loud..

thanks

DJ · GoldMine Guru

Based on GoldMine's default rules one should not be creating a totally duplicate contact record. You may want to define why you would want to do this first.

king123 · Cuckoo for GoldMine Puffs

It's not totally dupliace, the accountno and email would be different - it's for a custom process...

DJ · GoldMine Guru

Regardless, I don't know any way to do this within GoldMine.

ronanc · GoldMine Veteran

Are you running on a SQL backend? If so then you might be able to come up with a trigger that will update the contact field for new records if it finds several other matching criteria on another record, ie comany, phone1, address1 and maybe a unique contact number in a key field or something.

bgannett · GoldMine Guru

I agree with the above. Also, if you have GoldBox, it might provide a way to do this also.

DJ · GoldMine Guru

Or, a third-party application could be specifically written to specifically meet your needs quite easily.

BobTaylor · GoldBox Guru

A GoldBox View could do this; but like the others, I question the wisdom of intentionally creating duplicate contacts.

king123 · Cuckoo for GoldMine Puffs

We are going to use macro,
how can I set to default the "Create Duplicate Record" to be unchecked?
is there a setting in gm.ini ?

Thanks

DJ · GoldMine Guru

Uncheck it this time, and the next time you use it under that UserID it won't be checked.

king123 · Cuckoo for GoldMine Puffs

DJ, I need it to be ALWAYS unchecked regardless if user checked it or not.

Any ideas?

Thanks

DJ · GoldMine Guru

Then log in as each UserID, create a New record, Uncheck it, and the setting will me maintained for the UserID the next time that they do use it.

king123 · Cuckoo for GoldMine Puffs

DJ,

I'm going to create a macro, which will duplicate contact, and in order macro to function properly I need to have "Create duplicate record" unchecked at all times. For example, if I create macro, which checks that box, it will create duplicate record OK for the first time, but when the next time macro will run it will uncheck the box, because it was checked from the first time, and duplicate record will not be created. Does that make sense?

DJ · GoldMine Guru

If you check that box, even with a macro, it will be checked the next time.

DougCastell · GoldMine Guru

you could use the goldmine UI api to create your own new contact dialog box, install your add-on on all the workstations and don't provide the duplicate contact checkbox on your screen