Field Colors
Can you tell at a glance what type of GoldMine information is in your report?
MasterMine gives you a number of important visual cues to help you get oriented inside a report. This can also help you pick through several reports quickly to determine if you have "the right one".
Most importantly, field colors tell you a lot about what you're looking at. All fields are color-coded according to which table the came from in GoldMine CRM. Most reports include Blue (Contact1) fields, as these are the most basic contact-level fields, and they figure into most reports at some level. Other tables' color codes are as follows:
Blue - Contact1 (C1) - Main Contact table
Red - Contact2 (C2) - User-defined Contact fields
Green - Cal (CA) - Pending Activities
Brown - ContHist (CH) - History Activities
Pink - ContSupp (CS) - Details or Secondary Contacts
Orange - OpMgr (OM) - Opportunities or Projects
If you see another non-black color and it's not in this list, chances are you're using data from one of the sub-tables of GoldMine (like, say, Opportunity Influencers) in which case you should be able to identify the data from the name of the report, or using one of the tricks below.
Sometimes, particularly if you use Excel's "Autoformats", your field colors will have been changed for decorative reasons, even if they are from the main tables listed above. If so, you can still look "under the hood" to see where the fields originate.
For an individual field, just select the field and click the Information button  on the MasterMine toolbar. On the "Stats" page, under "selected field", "field expression" you can see the GoldMine CRM Database name of the field, preceded by the 2-character table code.
You can see all the fields at once by going further in the Information Display to the SQL Query tab. There, you can see the underlying SQL query to trace any field's origins all the way back to GoldMine CRM.
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Get the current release
For those current on annual maintenance, MasterMine periodically provides interim releases, adding minor features and addressing bugs that crop up from time to time. If you installed MasterMine version 6.0 soon after release in September 2008, we recommend that you download and install the most current release, which was version 6.0.322 as of March 23, 2009.
Here are a few enhancements and fixes since September:
Create Reports Dialog:
- Add fields for EmailMergeCodes and EmailRecID, available with all standard reports. Improve compatibility with GoldMine filters, especially to handle "Empty" or "not Empty" fields.
- Add fields for LastOppHistoryDate, LastOppCallDate, LastOppApptDate, LastOppHistoryRef, LastOppHistoryCode, etc. in Opportunity templates<
- Fix QuoteWerks database designation in Preferences to handle
dbo (database owner).
- Add rtrim() on user-defined OpMgr and Project character fields
- Add WebSite field to show website as field, similar to primary
e-mail address
- Fix Projects templates, "Linked Doc" field to pull full path to
Linked Doc
- Fix problem of repeating "Report appears to be from earlier
version". Attempt is made to update, if it succeeds Version number in custom property is updated so old version will no longer trigger it.
- Fix error when opening report if Windows/Excel has "Recently used documents" turned off.
- Allow use of GM Groups with "No Pending Activity" report
- Restore usage of GoldMine CRM Groups with dBase reports - and update default report name with group name.
- Show Projects userdef fields (not just Opportunity) when toolkit chosen from radio buttons.
- Fix dBase History Log report: error trap in LogField field
- When stripping HTML from notes fields, replace & with & Fix Opportunity Manager error ("Method PivotTableWizard of Workbook failed")
Excel Add-in:
- On drilldown, allow selection of row vertical alignment (Top, Center, Bottom)
- Allow user to launch MM User Manual from Information dialog
- 50 Fix Notes concatenation when column A data is blank
MMUpdater:
- Allow selection of RecID as match for Contact2 table, so deletion of extra Contact2 records is possible
- Allow update of Linked Documents
- Allow update of E-mail addresses and E-mail Mergecodes
- Allow update of notes fields (first 253 characters only)
- Add drilldown to GoldMine record from Log screen
MasterMine: "Can you hear me now?"
 Does this slogan sound familiar? Reply to this e-mail with the name of the product it originally promoted, and you'll be entered into a drawing to win a 16oz. MasterMine ceramic mug, emblazoned with the classic Iron Rule of GoldMine CRM:
"if it's not in GoldMine... IT DIDN'T HAPPEN!"
These attractive mugs are also available for purchase. Order here, in quantity, for your GoldMine CRM users to help promote correct GoldMine usage throughout your company. Except for widespread MasterMine usage, there's no better way to ensure the success of your efforts with GoldMine CRM.
Winner for February 2009 is Daniel Duff, Network Administrator for Kuder Inc. in Adel, IA. He was among several MasterMine users who correctly answered that "It takes a licking and keeps on ticking" was the slogan for Timex watches. From 1950 to 1980, Timex watches were sold through a series of advertisements emphasizing durability by putting watches through "torture tests," such as falling over the Grand Coulee Dam or being strapped to the propeller of an outboard motor.
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Love MasterMine?
If you love MasterMine, please give us a testimonial so we can share it with the world.
If you're not pleased or have some difficulty, please let us know and we'll work to get it fixed - then share it with the world.
Here's a testimonial:
"Our IT person calls MasterMine 'Excel on steroids.' We spent four years struggling without being able to give reports to our bosses, without being able to get our information out of GoldMine -- until we discovered MasterMine. The bottom line is, if you have GoldMine, you'd better get MasterMine. That's all there is to it."
- Kim LeFevers, Sales Systems Manager,
Deltec Homes
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Membership in MasterMine Masters is available for a monthly "booster shot". This MasterMine users group attends a monthly webinar discussion with the software's developer, Rob Machalek. Recorded sessions are available afterwards on a special webpage.