Working with Macros
In GoldMine, a macro is a button or hot key shortcut representing an instruction, action, or a series of instructions, actions, or text inputs. For example, create a macro to launch the Schedule a Call window with a code, color reference, notes predefined, and the cursor waiting in the date field for you to finish editing the activity and save.
TIP: Record a macro using keystrokes rather than mouse-clicks. To use the GoldMine menus, type ALT+ <Underlined letter of menu item>. Use the arrow keys or ALT+ <Underlined letter of menu item> to navigate the menu options.
NOTE: Macro buttons are not displayed on the Standard Toolbar by default. To show the Record, Edit, Stop, and Pause buttons, add them to the Standard Toolbar. For more information, see Customizing Toolbars .
To Record Macros
|
1.
|
With Macro buttons activated in the Global Toolbar, click Record. |
The macro is ready to record. Also start the recording process by typing CTRL+SHIFT+HOME.
TIP: Record a macro using keystrokes rather than mouse-clicks. To use the GoldMine menus, type ALT+<Underlined letter of menu item>. Use the arrow keys to navigate the menu options
|
2.
|
Begin the steps to record. |
|
3.
|
When finished, click Stop on the Global Toolbar or press CTRL+SHIFT+END. |
The Define Macro Button dialog box opens.
|
4.
|
In the Status Bar Description field, type a description of the macro to serve as the button name and pop-up text. |
|
5.
|
The Optional Hot Key is optional. Type the hot keys you are assigning to the macro; for example, to use ALT+9 as the hot key, hold down the ALT key and the 9 key. The Optional Hot Key box displays Alt+9. |
IMPORTANT: Define hot keys carefully. SHIFT and a letter runs the macro every time it is typed. For example, using SHIFT+ g as your hot key, and then trying to type a company or contact name that begins with G in a new Contact record, the capital letter will not work. In other areas, such as the Contact Search Center, it runs the macro rather than searching for contacts beginning with capital G.
|
6.
|
From the Playback drop-down list, select the playback speed for the macro. |
Select Full Speed to launch or run the macro quickly, or Recorded Speed to run the macro at the speed it was recorded.
To Add Macros to the Taskbar
After creating macros (see To Record Macros) use the following procedure to add a macro to the GoldMine .
|
1.
|
Click the Customize button on the Taskbar. |
|
2.
|
Right-click in the task group area and select Add New Item. |
|
3.
|
At the Taskbar Item Selection dialog box, select GoldMine Users’ Macro from the Item Type drop-down list. |
|
4.
|
Select the user who created the macro from the User drop-down list. Highlight the macro to add to the taskbar. |
|
5.
|
Browse to an icon file. |
The options display in the area below. Select an icon.
|
6.
|
Click OK to add the item to the taskbar. |
To Delete Macros
|
1.
|
With Macro buttons activated in the Global Toolbar, click Edit. The Edit Macro Button dialog box appears. |
|
2.
|
Select the macro to delete, then click Delete. The Macro button on the Global Toolbar button is deleted. |
Contains frequently used GoldMine Menu commands and macros, links to documents and files, and quickly launches applications and web sites.. 