Before trying to use the interface, you must first tell RemoteDesk where to find your GoldMine database.
Click on the Profile button and then select Company Profile from the drop down menu.
From the Profile screen select the Data Options tab.
Under the Data Directories section you have to enter your Contact Management data path.
When you click on the Browse button, the following screen appears.
Ensure that GoldMine is selected for External CM System.
Locate the GoldMine data directory and select the appropriate GoldMine database file.
For GoldMine v5.0, select v4.0 for now and select version 3.0 for version 4.0.
RemoteDesk v3.0 version going through release right now will have this corrected.
Click on OK when this is entered. The path is updated with your selection.
Click on the Save button on the Profile screen to save the changes.
You must now proceed to the next step and select the data fields from GoldMine to match with RemoteDesk
Choosing Data Fields From GoldMine
To provide maximum flexibility in relating your GoldMine contact data
to RemoteDesk customers, there is a special screen that allows you to make
changes. This data relationship has a default setting and will provide
basic information exchange between GoldMine and RemoteDesk.
To access user defined fields in GoldMine and any others, click on the
Configure button on the bottom of the GoldMine interface screen.
The screen is split into two columns.
The column on the left lists all of the RemoteDesk customer master fields
that can be filled in. The column on the right, list the GoldMine contact
record fields that relate to each of the RemoteDesk fields.
By scrolling through the list, you can see which GoldMine field is passed
into the RemoteDesk customer record.
Pressing the Enter key or clicking on a selected line will either
Unassign the field if there was a previous entry or will bring up a window containing
the list of GoldMine fields that can be accessed.
Unassigned indicates that no GoldMine field is currently used
here and that RemoteDesk defaults will be used to fill in the field.
You can scroll through the complete list of GoldMine fields, including the user definable ones, to assign
the right field that pertains to the customer data selected. Clicking on the Select button will update the data
settings list with the selected GoldMine field.
Simply select the contact, company name and applicable address fields for display on the customer record in
You must re-start RemoteDesk in order for the updated changes take effect.
Once restarted, RemoteDesk can now access your GoldMine data.
Using RemoteDesk with GoldMine
The GoldMine add-on provides a direct link to your contact profiles stored in your GoldMine database.
During the entry of a new sales order in RemoteDesk, you can add new customers from your GoldMine contacts
instead of entering all customer name, address and phone details manually.
During sales order entry, new customer records can be created.
Typically their information must be manually entered.
Now on the order entry screen GoldMine data can be accessed.
When the contact management interface is installed into RemoteDesk, there is a new icon added
to the regular sales order entry screen.
Note - if the Contact Management icon does not appear on the order screen, check the
Company Profile setup on the Data Options
tab for your contact management type and data path setting.
The sales order entry screen is displayed when you click on the Orders
button and select Enter New Orders
from the drop down menu. The icon appears with the Customer number
field and is marked with a CM for Contact Management.
Adding a new customer from GoldMine
To add a new customer from your GoldMine database click on new customer
icon, and then click on the Contact Management icon CM
next to the Customer number field. To update an existing customer record
from GoldMine, display that customer on the screen and then click on the CM icon.
The program uses similar search and grouping definitions that have been
set up in GoldMine and are used to find your contacts. Scroll through the
contact list to find the right one. Click on the Select client
button to use it in RemoteDesk.
You can also search for a contact by selecting a field to search on for example, the contacts last name.
Click on the Search for field drop down list to find the contact record
field you want to search for. In this case 4. Contacts last name
Once you choose a field to search for then enter the Search Text field. Enter part of the last name
that you want to find.
The Find button then becomes active and you can click on it to begin the
search. The program begins the search of last names from the top of your contact
list. The program will either stop on a name that matches the search criteria,
or it stops at the end of your contact list. You can use the record position
buttons to move through the file. Use the button on the left to re-position the search
at the top of the contact list to begin a new search.
Once you have the name you were looking for, click on the
Select Client button to pass the highlighted client record to RemoteDesk.
Consideration for Special Fields
Most of the fields in RemoteDesk customer profile are string or text fields
and have no special requirements. There are a few fields that do have specific
constraints and they are described here. If a field is unassigned
then the RemoteDesk Order Template is checked for a default for the
specific field when the customer is added.
Tax status: The program can accept any existing tax scheme number from 0' to 9'.
Only the first non-blank character of the selected field coming from GoldMine is checked.
If it not the characters 0 to 9 then RemoteDesk uses the Order Template as a default.
Territory: Only the first two characters of the selected fields from GoldMine are used as the
territory code. For example from an GoldMine field containing WO - West Ontario the territory field
would be set to WO.
Terms: Only a valid RemoteDesk Terms code is acceptable. Anything else is not used and the Order Template
is used as a default.
Sales person: Only a valid RemoteDesk Salesperson code is acceptable. Anything else is not used and the
Order Template is used as a default.
Discount level: Only first non-blank character is considered. It can be either be a digit from '0' to '5'
or letter from 'A' to 'E' . (case is not important). A letter 'O' or 'N' mean no discount.
Credit Limit: Any numeric values from GoldMine can set the credit limit. For example if the field contains
"1000.00" then the credit limit is set to one thousand. If there are other characters in the field
the Order Template default may be used.