Tips & Tricks
ACT!
Checking and Repairing
Databases
Administrator users can use the Check and Repair feature to identify errors
in a database and repair them. Managers and Standard users can be granted
permission to check and repair a remote database they belong to. Checking
and repairing a database can improve performance. For example, when you
delete a record or information you no longer need, such as transaction
logs or cleared activities, the disk space that holds the information
becomes fragmented and cannot be used. When you check and repair your
database, you remove the fragmented space so that your database processes
information faster. You can also re-index your database to rebuild the
indexes, which assist with searches and managing data.
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GoldMine
Working with the
Lookup Wizard
The new GoldMine Lookup Wizard is a centralized search tool that helps
users build SQL query strings to locate specific records and contact information
stored in your GoldMine database. Guided by a step-by-step wizard, users
can customize query parameters to quickly locate the information they
need. You can then use the query results to create a grouping of contacts,
which can then be used as a contact range for actions such as campaigns,
mail merges, and so on. Query storage features allow users to save and
re-use custom query parameters. To access the Lookup Wizard, select Lookup>>SQL
Queries and click Build. The queries that are generated are based on Category
radio buttons. You can choose Contact Information, Pending Activities
(Calls, Forecasted Sales, Emails, etc.), or Completed Activities (Calls,
Sales, Emails, etc.). The next series of inputs will be based on which
of the Category radio buttons the user selects. After the user selects
the appropriate criteria, the GoldMine Lookup Wizard: Summary dialog box
will appear containing the automatically generated SQL query. The user
may choose to edit the SQL query by clicking the Edit SQL button. Select
the Activate SQL Statement check box to automatically run the query when
you click Finish. You may also choose to run the query after selecting
Finish by clicking the Query button.
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SalesLogix
Forget to install
Outlook first?
If SalesLogix is installed before Outlook is installed or configured for
the first time, the SalesLogix installation will not register the two
files required to use Advanced Outlook Integration. To register these
files, run the InstallOutlookIntegration.bat file in the SalesLogix folder.
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