Wednesday, October 29, 2014

GoldMine : Understanding Codes in Picklists

Ah, codes! Where would the marketing world be without you? I'm talking about those three-character codes that every GoldMine system seems to accrue over the years. Consider the "Result Code" field on the Complete a Phone Call window. It's used to specify a call result, but only allows three characters. So, a typical Result Code picklist might look like this;

COM
FUP
LVM
NI

And COM might stand for "Complete", FUP for "Followup Needed", LVM for "Left Voicemail", etc. But what about users new to the system? It may not be immediately apparent what NI (Not Interested) means, or FUP.

The answer is to comment your picklist items. If you use a double-slash ("//") within a picklist entry, everything after the slashes is ignored. So, the same list with comments would look like;

COM //Call Completed
FUP //Followup Needed
LVM //Left Voicemail
NI //Not Interested

Choosing any of those items automatically ignores everything after "//".

Confession: The more astute readers amongst you will undoubtedly realize that BECAUSE the Resultcode field is only three characters long, there is no harm in using picklist items of any length. Only the first three characters will ever be captured in this example. But comments are good to get into the habit of using. 

7 comments:

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Clifford Blodgett said...

I have a call center and I have been looking all over for these codes when people call our retirement strategies website. Thank you so much, I will definitely be using these. Especially FUP, forgot that one!

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