Wednesday, August 15, 2012

GoldMine : HTML Everywhere!

You may have noticed that GoldMine allows HTML text virtually anywhere text is stored. This includes (obviously) e-mail messages, but also includes History and Pending Notes, the Notes Tab on the Contact Record and anywhere you see a free-form text field.

And this is all well and good, but can wreak havoc with third party reports which cannot interpret HTML encoding. In these cases, reports produce notes which are "messy", including the actual HTML tags.

To change this behavior in GoldMine, you can make sure that HTML notes are enabled or disabled by going to Tools | Configure | System Settings | Display Tab.

Select the "HTML" or "Plain Text" radio button in the Notes Format area.

Now, the case *for* HTML Notes is this;

GoldMine Premium has the ability to use HTML when entering in notes (for instance, when completing a call). What this really means is that you will have the ability to use different fonts and font styles (underline, italics, etc).

Where this really shines, however, is in the fact that when you Paste text [into GoldMine] from another application, the formatting is retained (for the most part).

What you also may not realize is that you can also copy and paste a selection from a spreadsheet. One of our clients pastes in a portion of a customer quote (as cells from a spreadsheet) right into the history notes of the sales call.

Pro Tip : This is a System-wide setting and will take effect for all users.

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