Key Features of GoldBox:
- What’s New in 9?
- Import-Update
- Contact File Verifier
- Merge-Purge Main Contacts
- Export
- Automation
- GoldBox Views
- Other Features
What’s New in GoldBox 9 PRO Edition?
Double-click any field in Source List displays value. Ideal for coded/auto-generated field names (i.e. FLD0057) as guide to accurate mapping.
Map indicators at Source List now switchable with push-pin bar above list box. When off, mapping occurs faster (no repositioning of Target List fields). Source field now displays up to 3 indicators: default mapping, secondary field mapping, usage in field replace expression.
Self-document Field Mapping Template. Every Target List entry for new and existing setups contains editable 250-character Comment displayed along bottom. Perfect for describing user-defined fields, customized Detail fields or any entry where field label is too brief to indicate actual usage.
Query-by-Entry now allows user to select or key in one or more fields used by the ORDER BY clause in SQL for sorting result.
Improved LookupDesc() function. If a GoldMine Lookup List is created for ORDER BY field selection, LookupDesc() returns a comma-separated value if user chooses more than one field. Ideal to display plain-language field descriptions atop a GoldBox Viewform Report, for example.
ASCII / CSV Text File Converter:
This module now stays open after processing and can also be minimized. Perfect for a large number of repetitive conversions.
Interface Screens:
All were brightened (gray to white) and clarified for less clutter, easier viewing.
Contact File Verifier – U_field discrepancies were falsely indicated when the original field length is wider than the U_field counterpart. For example, the COMPANY field might be 55 length while the U_COMPANY field might be 40 in length.
ACCOUNTNO Regenerator: When procedure completed, an error displayed if NO GoldMine records were handled. Did not affect the actual processing.
Icons Changed:
Green pyramid used by GoldBox 7 gone forever, replaced by newly-designed GoldBox logo. Icons for GoldBox Views changed from colored pyramids to highly-polished gems.
IMPORT/UPDATE:
Here is the GoldBox operation that many GoldMine users encounter first. This is the best way to integrate data from another CRM system into GoldMine. And once you’ve got GoldMine up and running? You now possess the most powerful and flexible tool available for occasional or recurring data imports and field refresh scenarios:
Every Import/Update is different. GoldBox adjusts to YOUR unique implementation of GoldMine. Features include pure alpha-numeric ACCOUNTNO field generation, live mapping Flags, Date auto-formatting, Double-field Mapping, options for field Translation, Source fields Write-Back, Plug-in of Tab records to a new or existing Main Contact, instant Field/Expression Result display and more. The full power of Structured Query Language (SQL) is available for record matching and field replace. Combine SQL with return-values from GoldBox’s 250-plus library of functions for SQL Query merge-fields, table filters and field replace expressions.
It didn’t happen overnight. Today’s best CRM Import/Update found inside the GoldBox product line results from engineering efforts which began in 1993. Make the difficult task of data integration as painless as possible. Put GoldBox through its paces for automating the vital flow of data into your GoldMine system!
CONTACT FILE VERIFIER:
This point-and-shoot Data Diagnostic analyzes and displays vital information about the integrity of your valuable GoldMine data. A report is auto-generated with the results:
MERGE-PURGE MAIN CONTACTS:
Fail-safe dupe deletion for GoldMine began with GoldBox in 1993, boilerplating the tough standards for this sophisticated database operation.
Previewing is a key for dupe detection and the COUNT Mode delivers. You can analyze identified dupes before any changes are made to your GoldMine data. That’s critical – because a Merge-Purge can only be backed out with a restore from backup.
Since BATCH Mode is automated, GoldBox provides audit and control features to make it as failsafe as possible. Each Main Contact field can be coded with one of 5 Backfill options. Field differences can be written to History. And, an Additional Contact of the *Deleted* record is ALWAYS created and appended to the Survivor, with an option to track the original field values of the entire deleted Main Contact.
EXPORT:
Outputting sets of GoldMine data and any ODBC-accessible data on your system has never been easier. Migrating targeted sections of your GoldMine business information to other formats and programs can be a challenge. Especially when it’s recurring – when you need to script and automate these types of operations. GoldBox puts you into the center seat for Exporting data with its point-and-shoot technology.
AUTOMATION:
The scripting of Data Management operations upon your business data is icing on the cake with GoldBox’s unprecedented Q-file logic. The deep analytical work in GoldBox is mostly expended upon the design of your data management processes. Once you’re ready to automate? It’s a breeze. You simply pick out the events with Saved Setups from a master list and that’s it. Changing the order of the event processing is as easy as spinning up (or down) the Event Sorter.
GOLDBOX VIEWS:
In GoldMine, your Detail record is viewable across several Tab choices, presenting a real challenge to see everything at a glance. You can energize record display and data entry in a GoldBox View like this first Detail pictured above.
Also, remove History, Email Messages and Attachments from GoldMine’s ACTIVE tables, then View the Archived data directly from GoldMine.
Additionally, preview auto-generated Charts on-the-fly, then send to GoldMine’s Relationship Tab.
OTHER FEATURES:
