Updates and Freeware

ENHANCED: Contact File VERIFIER (GoldBox-7 and GoldBox-SQL). An option was added to identify and/or update discrepancies between GoldMine fields and their U_Field counterparts. 10 tables in GoldMine contain U_Fields, which are indexed for fast response on SQL Queries. GoldBox handles all tables, all fields, and notates each on the auto-generated report.

ENHANCED: Import Mapping screen. The right-click menu now contains options to LOCATE a particular entry in the Target List by a portion of a Field Name or Field Description. Especially useful for large numbers of GoldMine user-defined fields.

ENHANCED: SQL Query Builder. Logic was added to handle UPDATE and DELETE FROM commands as a SQL Statement upon a table. UPDATE is for field replacement, DELETE FROM is for record deletion. USE WITH CAUTION! Choose either option from the KEYWORDS dropdown, at the bottom of that list. A rough template of the statement appears in the Query window. UPDATE and DELETE FROM statements contain no SELECT keyword - they are directly executed in SQL.

ADDED: Contact File VERIFIER. Found at the GoldBox {Service} menu. Recommend this process be run prior to ANY Merge-Purge of Main Contacts. This vital feature performs 3 general operations:

3. Analyzes (optionally, selected by you individually) Group Members, History, Additional Contacts, Details, Referrals, Linked Documents, A/P Track References and Record Alerts for Un-Linked and Blank ACCOUNTNO field values.

This is the easiest operation in GoldBox to setup. You select the Contact File, click START, and the totals are generated on the screen. A report then auto-displays in your default TXT File Editor.

ENHANCED: GoldBox Views. You can now designate any data entry Character field as a Dropdown List. Found at the Field Properties screen, dropdown for Entry Mask.

ENABLED: Single Table Dedupe for BASIC Editions of GoldBox-5 and GoldBox-SQL. This was done to provide full normalization of CONTACT1 and CONTACT2 prior to a Merge-Purge.

ENHANCED: History / E-mail Archive Setup screen (on 10-Sep-08). You can now directly open the Archive tables in GXBrowser from the screen.

BUG FIXES: (on 10-Sep-08). The VU01AARK.ZIP file was refreshed, as one variable in the Template was missing and was not being translated during the Configure operation. For GoldBox-7: Several right-click options (seldom-used) at a few Setup screens were maintained but re-assigned, so as not to conflict with the right-click popup menu.

ENHANCED: Interface (GoldBox-7 only). All screens improved. At the 20 Setup screens, right-click for extra features popup menu. At the Field Mapping screen for Import/Update, a right-click popup exists.

ENHANCED: GoldBox Batch Processor. When running a Q-file, the Q-file name will appear at the end of the displayed lines. Also, the Q-file Event Window nows displays up to 13 events, increased from 11.

IMPROVED: GoldBox Batch Processor. In previous versions, the Batch Processor window blanked out if another application was run on top of it. GoldBox runs at such a high rate of speed that the label and counter items on the screen could not refresh. Now, the green status bar at the bottom is used to insert a 1/1000th of a second pause every time a new green element is added, allowing screen refresh. Also, the Batch Processor can now be overlaid by any other application.

ADDED: (GX7 / GXSQL ONLY) At the Import / Update Setup screen, you can now select to auto-convert a Text File into the Source Table. Previously, you could only do this with a Q-file entry. Ideal for RECURRING Imports.

ADDED: (GX7 / GXSQL ONLY) Source-driven Direct E-mail Address Matching. Ideal if you have a Source list of Bad E-mail Addresses and you wish to identify, or later, update or delete their exact matches in GoldMine. See the F1 Help panel: DIRECT E-MAIL ADDRESS MATCHING for instructions on setup and usage.

ADDED: (GX7 / GXSQL ONLY) Source-driven Direct DELETE. Found at Import/Update Setup Screen, when you select BYPASS Matches. Allows you to DELETE matching records rather than Update them. Main Contacts, and their linked records, can also be deleted in this procedure. For Tab records: Alternative to the RECID-based Quick Delete, when you Source table does NOT have a RECID value, but does have a match to the Main Contact and to a particular Tab record attached to that Main Contact. For Main Contacts: Much faster than the Global Archive and Delete under the Export operation.

ADDED: (GX7 / GXSQL ONLY) Variables for SQL Login / Password for ODBC Conversion, Mirror Update and GoldBox Views. Ideal when transferring these Saved Setups to a client, and the operation or View is based on a GoldMine Database table. GoldBox, when encountering these variables, will on-the-fly pull the Login / Password from the Service / Config Screen. For Login, use VSQLUSER and for Password, use VSQLPASSWORD

ADDED: (GX7 / GXSQL ONLY) Ignore FIELDS5 for Labels. At Service / Config Screen. Cosmetic effect only. Bypasses error when attempting to open GoldMine's FIELDS5 table.

RE-DESIGNED: COPY / MOVE of GoldMine TAB Records. Although older capability exists in primary GoldBox Views, new green GoldBox View templates created for Copy / Move of Calendar, History, Additional Contacts and Detail records. For MOVE of Additional Contacts: Attached HISTORY will also move to the receiving Main Contact.

ENHANCED: Virtual Org Charts. For 2-Level Charts based on GoldMine data, you can now choose to "prune" Member record(s) if they match (by ACCOUNTNO) the Book record.

ENHANCED: Q-file Event. You can now launch a Table Cleanse of any DBF. Use with extreme caution. Option is found under the DBF Zap operation.

ENHANCED: GoldBox Views. You can now place screen items (such as Labels and Buttons) directly on the Toolbar at the top of the View. If Label, key in 95 as the Height for optimum fit. If Button, key in 100. Also, several standard Graphics character sets were added to the Fonts dropdown, including Marlett, Symbol, Webdings, Wingdings.

ENHANCED: Import / Update. At the Field Mapping Template: CASE Conversion button is now a 4-way switch (UPPER / Proper / lower / <none>).

-- Lookup List allows user to select Multiple items with Ctrl-click, then click Multiple button. Items can be auto-wrapped in quotes and comma-separated (for SQL List variable to IN clause), or can be unwrapped and comma / space separated.

-- Lookup List, for any particular field, can be made to display as centered and screen-height, for huge lists. Ideal for multiple item selection, such as a large number of GoldMine User Names.

-- Screen Buttons can be used as blocks of customizable text to present on-screen information to users. Each button can contain up to 508 characters. Button text length greater than 80 characters will cause the text to auto-justify to the left (otherwise, button text is auto-centered).

-- Default Data Entry view added, uses ASKVUSER.DBF as default table. Ideal for creating entry screens to users, to supply merge field variables to GoldBox Batch Operations.

ADDED: Tools for GoldBox implementers, to assist in design and transfer of setups to clients. Ability to Clear Out local Database Names / Contact Files in AD2SETUP.DBF at implementer side, allowing client to re-select those entries from their system. Under {Views} menu, option {Validate Batch Operation Databases} added for quick-select of local Contact Files and BDE Alias names. Indicator of missing or bad Database Names also added to Global Selector. Added a Q-file event to force Acknowledgment by user to continue. Ideal as "sanity check" when user launches Q-files from desktop, and as hard stops in the middle of a Q-file (to allow other processing to complete, for example).

-- ( / rem ) Button added. You can now Remark Out one or more fields, for testing and troubleshooting. Mapping info is preserved, but when Remarked Out, the field is ignored by the Import operation. Ideal when you have a large number of Map Expressions and one or more is causing an error.

-- When you Right-Click on a Target List field, a Quick View displays for easy review of all that is to occur upon that field during the Import operation.

ENHANCED: GoldBox System Table Maintenance. Borrowing from the "Cleanse the Table" operation in the BR7 Utility, Table Cleansing will now occur automatically for many system tables when the Maintenance (Pack / Index) is run.

ENHANCED: Org Chart Builder. Virtual Org Chart (in GoldBox Views) now allows Expression result as Chart Title (Book) value; GoldBox will now include a Member Count at the end of each Book record; Member Count now tracked in a separate CONTSUPP field of the Book record (in ADDRESS3 field); Quick-Delete of Org Charts now allows you to generate the Source table (via SQL Query or Export of RECID) of ONLY Book records, and all Section and Member entries underneath are auto-deleted. Ideal for eliminating Singleton Charts. Please see the F1 Help panel called: GoldBox Views - Virtual Org Charts.

ENHANCED: Import/Update (for GX7 and GXSQL). At the Setup screen, you can now select a Query Conversion Setup to create the Source dBase table. This eliminates the need to create a Q-file just for the purpose of Querying a Table, and then running the Import.

ENHANCED: Import / Update. When importing into or updating Main Contacts, you can now select a global switch to turn OFF the Plug-in of TAB records. Especially useful for TESTING matching scenarios to Main Contacts, typically used in conjunction with the Bypass Matches checkbox.

ENHANCED: Import / Update. You can now use Quick-Delete (RECID-based matching) for the CONTACT2 table (user-defined fields for Main Contact). This can be used in conjunction with the new Preview option at Table Dedupe. See below.

ENHANCED: Import / Update. When importing into GoldMine, you can now click a button to instantly 'park' 5 Source records into GXI.DBF. Button is QUIK PARK, at Import Setup screen, Source section. This option works directly, and does not require you to select the PARK and STOP checkbox.

ENHANCED: Import / Update. When importing into GoldMine with GoldBox-7 or GoldBox-SQL, the Direct SQL Query button will now allow you, at the Query Builder, to directly build Merge Field expressions from GXI.DBF and easily append them to your SQL Query. You will be able to Interpret them, and test the Result of the SQL Query while still in Import Setup mode. See next.

ENHANCED: SQL Query Builder. A new purple button called {INTERPRET} has been added. If you are using Merge Fields or GXinput() fragments in your SQL Query, this option will do an onscreen interpretation in the SQL Query. In addition, if you wish to run the SQL Query at the GoldBox interface and you have Merge Field fragments, you can Double-Right-Click the RESULT button to interpret the fragments for your Result Set. Especially useful for the VLinkByQuery() function.

ENHANCED: Function VLinkByQuery(). You can now use Merge Field expressions directly in the SQL Query. The Assembler (at the Service Menu) has been altered to make the creation and appending of Merge Field expressions easier. VLinkByQuery() is similar to VLink2dBase(), whereby you can dynamically link to a GoldMine or outside ODBC table during a GoldBox batch operation (such as Export, Import, Global Replace, Group Builder, etc.)

ENHANCED: Single Table Dedupe. You can now cause the identified Dupes to be exported out to a dBase table called GOLDDUPE.DBF, instead of deleting. Ideal for archiving Dupes before deletion, and to use for comparing to GoldMine. For GoldMine tables containing the ACCOUNTNO field, you can open GOLDDUPE.DBF in the GXBrowser, where a DDE Link is attempted to GoldMine (if open). NOTE: For GoldBox-5 and GoldBox-SQL, Single Table Dedupe is only in the PRO Edition.

ENHANCED: Merge-Purge. When creating a new setup, GoldBox auto-inserts a matching scheme of Smoothed Companies and Smoothed Contact Names. GoldBox will now add the 2nd limiting parameter of 'C' to the SmoothComp() function call, to limit searches to Company entries only. NOTE: The inserted matching scheme is only a suggested entry, and can be easily changed to whatever matching scheme you wish.