GoldMine Hints and Tips : Plus View to Find Customer Address
Hints and Tips for GoldMine
Frequently asked question! For any more let us know and we can address on this blog!
The GM+View Tab, introduced in GoldMine 6.0, can display relevant information about the contact you are on from just about any web site out there, including the contact’s own web site!
Great for finding out more about a prospect or current customer before you call!
To set this up go to File | Configure | GM+View or Web | Setup GM+View in GoldMine Premium Edition.
Note: You do need Master Rights to do this.
Then click the New button.
Type in the Template name, e.g. Web Site, then click down into the white space below, then click on the <H> button in the upper right. This allows us to tell the view what we want to display.
Note: If your <H> button is greyed out it indicates you’re using a version of GoldMine below 6.70.70226 with Internet Explorer 7.0 installed. Uninstall Internet Explorer 7.0 or, better yet, it’s time for a GoldMine update.
After clicking <H> you’ll see some HTML code… Highlight all of it and delete it.
In its place copy and paste this:
<!DOCTYPE HTML PUBLIC “-//W3C//DTD HTML 4.0 Transitional//EN”>
<HTML><HEAD>
<SCRIPT>
<!–
function redirect()
{
window.location = “<<&website>>”
}
setTimeout (“redirect();”, 0000)
// –>
</SCRIPT><META content=”MSHTML 6.00.6001.18203″></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1></BODY></HTML>
Then choose Save & Exit.
Click OK from the GM+View Tab Settings screen.
Now, the GM+View tab you can select your contact’s web site!