Stonefield Query for GoldMine®

Hot New Features in the Latest Version

You can now report on additional information about referral contacts, such as the company and contact name, address, email, etc.

Support for GoldMine 6.0: HTML tags in Calendar and History notes are automatically removed.

A new "Combined Pending and History" table was added, allowing you to query on a combined set of both calendar (or pending) and history items. This is useful for reports that show the entire range of activities for a contact.

There are three new output file types: Rich Text Format (or RTF) and "full" versions of Word and HTML files.

Stonefield Query now supports querying on email merge code fields. These fields, which are separate from the contact merge code fields, are often useful for creating specific groups of people to send mass emails to.

Features

Stonefield Query has many advantages over the report writer built into GoldMine.

In addition to the usual features, Stonefield Query for GoldMine has the following features:

All fields (even user-defined fields) appear with the caption you've assigned (global or local label) rather than the field name or 'User-Defined 2'.

Fields are organized into logical groups (matching the tabs that appear in GoldMine) rather than their actual tables.

Contacts, History, and Details information is displayed as you expect it, rather than in the overloaded tables in which the data is actually stored. For example, sales fields, such as Price and Amount, are displayed correctly as numeric values rather than the character values that are actually stored in the GoldMine database. Email and Web site are displayed as Contacts fields in addition to Details. Doing this in other report writers is either not possible at all or requires very complex SQL SELECT statements.

Although forecasted and completed sales records are stored in the Calendar and History files, respectively, Stonefield Query includes Forecasted Sales and Sales History tables, making it much easier to get at sales records without having to filter Calendar or History on the record type.

Detail types you've customized (such as assigning headings for Fields 1 - 8 or creating tabs for) in GoldMine appear as separate tables in Stonefield Query, showing only the appropriate information for the detail type rather than all details records. Even better, if you use Details Plus, a GoldMine add-on product from Solica Consulting, Stonefield Query will use the customized headings and data types you specify in Details Plus, allowing you to, for example, properly filter on date values and sum numeric values.

If address information for other contact records is blank, the address information for the main contact is automatically displayed.

Pre-defined calculated fields, such as City/State/Zip (combined into a single concise field, handy for labels and envelopes), make it easier to report on the data you want.

Stonefield Query can report on information in Quotewerks, a quoting system that integrates seamlessly with GoldMine.

You can switch between GoldMine databases by simply choosing the "Open Database" function in the File menu.