Tuesday, December 28, 2010

GoldMine : Contacts without e-mails

In retrospect I should have included this in last month's tips as I'm sure some of you sent out Christmas communications.

The veterans out there immediately understand this is a somewhat difficult proposition. E-mail addresses in GoldMine are not on a "one-to-one" relationship with the contact record. What this really means is that the email address field is not available within a Filter.

So we need to build a Group based on a Query. First we will build our query.

Go to Tools | SQL Query and use the following query:

SELECT * FROM CONTACT1
WHERE
ACCOUNTNO NOT IN
(SELECT ACCOUNTNO FROM CONTSUPP WHERE RECTYPE = 'P' AND CONTACT = 'E-mail Address')

Click "Query", click through a few records to make sure the resutls are correct.

Now click on the "Groups" tab and click on the New Group button.

Give your Group a friendly name, click Ok.

Select "SQL Query Records", Next.

At this point you can click through the wizard (there are some sorting options you can experiment with) and Finish.

Once your Group is built, it is basically interchangeable with a Filter as far as GoldMine functionality goes. Keep in mind that Groups are static, however, and must be manually refreshed whereas Filters do not.

3 comments:

Ron said...

None of the Info is in the SQL Query such as SELECT * FROM CONTACT1 or any other items

Justin Hill said...

I'm not sure what you mean...
What happens when you run SELECT * FROM CONTACT1.
There is a slight chance that your Admin has the SQL Query tool disabled but this is rare.

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