Tuesday, September 6, 2016

GoldMine : Partial E-mail Quoting

If you use and love GoldMine email like I do, this is a nice little tip.

When replying to an email you may only want to quote part of the original text.

To do this, select the text you would like to quote with your mouse (highlight it).

Then hit Reply. You'll see that only the selected text is now quoted at the bottom of your reply.

If your GoldMine email doesn't quote by default, go to

Tools | Options | Email | More Options

Make sure that "Quote original message by default" is selected.

GoldMine : Changing E-mail Template Names

Did you know that you can change the name of any E-Mail Template at any time? This is useful, as when creating a new template, it's usually not obvious how you want the name to look.

1. Select GoTo | Document Templates from the top level menu.

2. Find the template in question, right click on it and select Edit.

3. Simply replace the text in the subject line with your new name.

4. Hit the "Save" button in the upper left hand corner.

Pro Tip : If your version of GoldMine is "new" enough, you should be able to rename right from the Document Templates window by selecting the template and hitting the F2 key.

GoldMine : Using Colors in Expressions

I would like to make certain fields more visible to users based on the importance of the field. Is this difficult?

If you have already identified what fields are important for users to notice, then it is actually very easy. One of the most effective ways to make fields stand out is by using color to grab the user's attention.

For example, there may be fields you want users to notice when it is filled in. For these fields, make the data red.

If you want users to also notice certain fields when they are not filled in, then make the label red.

Here’s how to do both:

The first example, making the data in a field a specific color is the easiest. Right click on the field and select Properties. In the Color tab, assign a 'Fixed Color' to the 'Data Color'.

In the second example, to make the label stand out if the field is empty, requires an expression that will remove a special label color when the field data has been filled in. Here’s the expression you need and where it goes.

Note: The following expression will make the Source field label red if it is empty and black if it is not empty.

Right click on the field > select Properties
On the Color tab, select Expression under Label Color

iif(Empty(CONTACT1->source), 255, 0)

Your expressions can be much more advanced, for example, controlling the color of one field based on the value in another field. So, instead of using GoldMine's default colors, use specific colors to catch your users’ attention.