Tuesday, October 30, 2012

GoldMine : Keeping Occupied when there's Nothing to Do

Housekeeping. Ugh. There is a reason why we never do this unless there is no other option; it's not fun. But when the Internet is out, power is down at work and, say, a hurricane is brewing, it's a good way to pass the time.

So... Let's identify all the records in GoldMine with no History!

The easiest way to do this is with an SQL Query. The idea is to;

  a. Run a Query against Contact History
  b. Add records to a GoldMine Group based on the Query Results
  c. Profit(??)

Seriously, it is always a good idea to weed out records without history once in awhile. So we start by;

1. Select Tools | SQL Query from the top level menu.

2. Let's start by pasting in the following query;

SELECT ACCOUNTNO, COMPANY, CONTACT, STATE, PHONE1 FROM CONTACT1
WHERE
ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST)

3. Hit the "Query" button. The SQL Query window will now display all the records that have NO history. You can also navigate to any of the records by clicking on it. This query essentially is asking "who out of all my Contacts has NO ROWS in the History table?".

You could also modify the Query to only return records where there is no history in 2012 like this;

SELECT ACCOUNTNO, COMPANY, CONTACT, STATE, PHONE1 FROM CONTACT1
WHERE
ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST WHERE YEAR(ONDATE) = 2012)

4. Once rows are returned by an SQL Querty, we can create our Group. Select Tools | Groups from the top level menu.

5. In the Top half of the Groups window, right click and select "New"

6. Give the Group a friendly name, like "Contacts without History"

7. Make sure "Build the Group" is checked and hit Ok

8. Select "SQL Query Records", Next, Next then Finish.

9. You'll notice your Process monitor come up and add records to the Group based on your Query.

Now that these folks are a GoldMine Group, they enjoy all the functionality that offers. Want to update their Customer Type to "Discarded"? Use Tools | Data Management | Global Replace. Want to outright Delete them (not highly recommended)? Use Tools | Data Management | Delete Records. E-mail a template, schedule some calls, all based on the Group.

Try it!

1 comment:

lin liyi said...

While discouraging while it can be, you'll find strategies you'll be able to command a new leaking rolex replica sale. Discover a medical expert pertaining to tips in exercises you may accomplish for you to bolster your muscle tissues that will command bladder seapage. In addition there are drugs that could support. Accomplish defend your epidermis versus creases along with melanoma by simply donning right sunblock though never around undertake it on the magnitude that you just deny on your own involving very much needed vitamin and mineral Deborah! All the injury while excessive sun's rays are able to do, they want involving this may also injure anyone consequently discover a correct fake rolex submariner that could end destruction with no absolutely barring your current absorption involving incredibly valuable sun rays. Pertaining to perhaps better growing older, take additional sea food along with a lesser amount of hublot replica various meats. Crimson various meats could ruin way up your current veins by simply staying on your linings. Fish and shellfish contains the actual complete opposite influence. Fish and shellfish not simply will not remain all the on the veins, the idea perhaps allows end various other goods via keeping also! Just as one additional dietary supplement, check into having hublot replica sale gas, a similar gas discovered throughout fish and shellfish, daily. Once we have demostrated within this hublot replica uk, maturing has no for you to necessarily mean your loss of life of your respective making love lifestyle!