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  1. Bring back the macro list on the side

    In the older versions, we could put the macro list on the main screen, now there is no where to put it

    1 vote
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      1 comment  ·  Admin →
    • I would like to be able to replicate entries that are in my tabs.

      I have certain tabs created to enter items purchased. If the customer purchases more than one item I have to create several tabs for each item. If I could copy the first tab I created with all the order information to another tab it would be helpful, so I don't have to key in the order data again while entering the second item ordered.

      2 votes
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      • 1 vote
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        • Macintosh/Apple

          I am personally getting so royally tired of Microsoft and their good ideas that somehow forces us to redesign our business processes every time they get a new idea.

          I would love to have Goldmine adapted so - like many years ago - there was an apple version that utilized the platform and ease of use.

          There are two things that are keeping us windows centric against our will CAD and CRM Software

          2 votes
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            1 comment  ·  Admin →
          • In Screen Design - Allow for more customization

            Add Font features(Style, Size) Borders / Blocking, Color shading, Adding lines. In general allow some basic ability to differentiate some fields or groupings of fields. Bottom line there currently is no screen design functionality and everything single screen looks exactly like the last other than field location, text color, white space and ascii characters if you want to get a bit creative to block or group items.

            1 vote
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            • Ensure that GoldMine obeys Windows keyboard shortcuts and conventions

              The cut-and-paste shortcuts (Ctrl-C, Ctrl-V and Ctrl-X) do not work consistently throughout GoldMine. An easy win, I'd've thought.

              Furthermore, all function keys should obey Windows standards. F5 in Windows refreshes the screen; in GoldMine it opens the Email Centre - why???

              While we're on the subject, the scroll wheel should act as it would in any other Windows program, and scroll the current window up and down - not switch to the next (i.e. a random) contact.

              4 votes
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                1 comment  ·  Admin →
              • Import data for existing contacts

                An easier way to import data from, for instance, an excel file to update existing contacts would be great!

                1 vote
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                • When moving an email attachment using an e-mail rule - handle existing files

                  When an e-mail attachment is moved manually and a file with the same name existst at the destination, depending on settings the moved file will be renamed (keeping the existing file).
                  If there is an e-mail rule moving an email attachment, to a location where a file with the same name exists, the existing file is always overwritten.

                  Goldmine should handle moving using an email rule the same way as moving manually, or at least have a setting that prevents overwriting existing files.

                  1 vote
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                    1 comment  ·  Admin →
                  • Show message when Email Attachment Directory doesn't Exist

                    If the Attachment directory does not exist when receiving an email with an attachment, GoldMine automatically puts the attachment in the GoldMine runtime directory. It also CHANGES THE USER'S ATTACHMENT DIRECTORY TO THIS GOLDMINE DIRECTORY!!!
                    This can easily happen if a user is using Goldmine on a computer that does not have access to his/her attachment directory.

                    GoldMine shoul ddisplay a message that the attachment directory doesn't exist before the attachemnt is saved.
                    Regardless, it should NEVER permanently change the user's attachment directory (in the user.ini file).

                    7 votes
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                    • Allow a change of background color for record typing

                      Allow a change of background color for record typing:

                      An inactive account could have a gray background
                      A good account could have a gold background
                      Different color for suppliers
                      Etc...

                      2 votes
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                      • Use Contact2 Fields for Relationship Trees

                        I have a Contact2 field that would be ideal for us to build relationship trees on. I don't want to give up any of my Contact1 fields to do so.

                        1 vote
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                        • The Attach File Filter needs to be updated to support Office 2007 files

                          When attaching files from the goldmine email tab, the filters:
                          "WordProcessor Files"
                          "SpreadSheet Files"
                          filter for *.doc and *.xls respectively. They don't show DOCX or XLSX files.

                          6 votes
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                          • Make Case screen customizable

                            When working on a case we need to be able to see more information about the contact and company. I don't like switching back and forth between the tabs. I would prefer to add some fields such as department and key5 (our account number) to the case screen. Other user defined fields such as product and version would also be helpful when working on a case.

                            3 votes
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                              1 comment  ·  Admin →
                            • Show when document templates and email templates were last used

                              It would be nice to know which document and email templates are not being used much for merges. So a way to see the last submission date would be helpful.

                              1 vote
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                              • Preview for activity messages and emails should include the sender's name

                                The Activity list does not show the sender's name in the list or the preview window. You can see the user and sender of calls, actions, and other activity types, but emails only include the message body. You have to read the email in a separate window or go to the Mail list to read mail.

                                2 votes
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                                • 3 votes
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                                  • Add fields to the Company List search

                                    Currently there are five fields you can search on in the Company List search. (Not the Contact Search Center) I would like to add the key fields which includes things like Customer # and Salesperson to this list.

                                    1 vote
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                                    • Confirmation when pressing escape while completing an activity

                                      If I complete an unscheduled call, and accidentally press ESCAPE while in the process, everything I've typed is instantly lost. It doesn't matter if I've got pages and pages of notes... it's all lost instantly. There should be a confirmation.

                                      6 votes
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                                      • Mobile and Remote Access to Goldmine (Integrated)

                                        Mobile and Remote access to Goldmine should be included as a standard feature in the base product. As a customer who has paid maintenance for many years it’s very upsetting to see no real development has been put into Goldmine; Mobile access is a major requirement for any modern business and should have been included into the package many years back (and we have been asking for it!)

                                        Mobile and Remove assess should NOT be a separate package at an additional cost per seat. We have already purchased user licenses which should cover a user accessing Goldmine if it’s a…

                                        68 votes
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                                        • Have one lookup for a contact/additional contact

                                          Allow the ability to search both areas contact/additional contact when you click on the contact field. Makes it alot easier.

                                          6 votes
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