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Macro's in Goldmine

Posted on 2009-05-05
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Last Modified: 2013-11-24
Hi,

Im trying to setup a macro which will work on all my users PC's which runs within Golmdine.

The Macro is to pull up an email template and populate the To box with an address (example@home.com) and not the contact email address which is associated with the Goldmine Record. I can get the Macro working on my goldmine without any hitches but when I run the macro on other pc's, is doesnt work since the screen layouts are different from client to client. To this end, when I recorded the Macro, I used keyboard shortcuts which worked better but there is no keyboard shortcut on the subject line to allow me to select the template, there is only a drop down arrow at the end of the subject line. By clicking the drop down arrow, Im able to pick the email template but this wont work when I record it has a macro due to the different screen layouts which are used throughout the company.

Ideally, I would like to click the macro button and an email pops us with the correct address populated in the To box and the correct details in the body (as per the template email which is already setup)

Any ideas?
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Question by:daiwhyte
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stevengraff earned 500 total points
ID: 24304236
Macros, in GoldMine, are imprecise for doing this type of thing, as you have discovered. And, yes, recording the macro with keystrokes only is the right way to do it.

Suggestion: try giving the template a name that begins with an underscore (i.e. _mytemplate) to force it to be at the alphabetical top of the template list. Then you may be able to snag it with a down-arrow keystroke. Shift-F4 does the same as clicking the drop-down arrow.
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Author Closing Comment

by:daiwhyte
ID: 31577969
Ah, Shift+F4 thats the answer. Got it working now on all pc's. thanks Steven
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