Changing GoldMine Tab Names (GM+View etc)

Matt Shadbolt — Fri, 20 Mar 2009 01:04:07 +0000

I’ve just worked out a nifty way to rename your GoldMine tabs to be more specific to the data enclosed. For example, I wanted to load our intranet with GoldMine variables in the GM+View tab – but wanted the tab name to look more appropriate.

You can add the following string to each USERNAME.ini file and it will override the default tab names on a user by user basis:

ROTabs1=Summary,Fields,INTRANET,Notes,Contacts,Details,Referrals,Pending,History,Links,Members,Tracks,Opptys,Projects,Tickets,Events,Licenses,Products,Renewal,Sales,Sent

Or, alternatively, you can change every users tab names by adding the following to the GM.ini file:

[User-OverRide:GoldMine]
ROTabs1=Summary,Fields,INTRANET,Notes,Contacts,Details,Referrals,Pending,History,Links,Members,Tracks,Opptys,Projects,Tickets,Events,Licenses,Products,Renewal,Sales,Sent

As you can see, you need to just change the tab name to the required text. Simple as that!

Please note that adding the ROTabs1 field to the .ini file won’t affect the ROTabItems1 values. The ROTabItems1 option holds the order in which each users tabs are displayed – and fickle users will get angry if you change it! All we are doing here is changing the default name mappings, NOT the order of the tabs.

Goldmine and SQL 2005 Reporting Services

Matt Shadbolt — Fri, 03 Oct 2008 02:49:47 +0000

I just wanted to touch on implementing Microsoft SQL 2005 Reporting Services on for use with the Goldmine CRM application.

I am currently using GM 6.7 with a SQL 2005 back-end that was previously migrated from a SQL 2000 environment. When upgrading from SQL 2000 to 2005, Goldmine 6.7 requires the SQL 2000 Server Tools installed and also requires that the database is in Compatibility mode 80. Also, a big mistake is enabling the Auto-Creation of SQL Statistics… I had to roll back to the old server as the Goldmine database indexes couldn’t handle the auto-create Statistics.

The SQL 2005 Reporting Services don’t work with Goldmine 6.7 for two reasons.

Firstly, the Reporting Services require the use of Database Diagrams. Sadly, you can’t enable and configure the Database Diagrams while the database is in Compatibility Mode 80.
Secondly, Frontrange don’t officially support Reporting Services. In fact – they have only officially started to support Microsoft SQL Server 2005 for the Enterprise edition of Goldmine 7.+

Unfortunately you will need to stick with Crystal.

If you know of any other way to get the Reporting Services to work with Goldmine 6.7 feel free to let me know.

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Changing GoldMine Tab Names (GM+View etc)

Goldmine and SQL 2005 Reporting Services