Configuring Send Options

1. Use the Send Options dialog box to determine what data to include in the transfer set (a database of all changes made to GoldMine contact records during a specified time frame that is sent to other GoldMine locations and retrieved, updating that database with the new information).
2. In the Send Record Types area, specify record types to include in the transfer set.

NOTE: Selecting a record type in the send options includes it in the transfer set; however, this does not guarantee the data will be retrieved at the retrieving site.

TIP: If a User is added, deleted, or modified on the server, checking the Users option under Customization will propagate these changes to a remote undocked site. This option is only available for U and S Licenses. Also be sure that the remote users have retrieval rights by checking the Users option in the Retrieve Options on the SynchronizationClosed A proprietary remote synchronization process that can update one GoldMine system with new or changed information that has been entered in another GoldMine system. Wizard for the remote site (see Configuring the Retrieve Options).

3. In the Send users' calendar area, select one or more users whose calendar activities should be included in the transfer set. To include the calendar activities of all users, select (all).

NOTE: For the user name(s) to be made available in the drop-down list of the remote's calendar, the user names(s) must be synchronized with the Users database. Add user names in the Users Master File. History items are treated as user calendar items, and are only synchronized between users when user calendars are synchronized.

4. Select your Encryption level in the drop-down list. All transfer sets are encrypted at 128 or 32 bits.
5. Click Next. The Send Contact-related Options dialog box opens (see To Configure Send Contact-Related Options).

To Configure Send Contact-Related Options

After configuring the Send Options (see Configuring Send Options), use the Send Contact-related Options dialog box to evaluate records and send all new or changed contact records, send records based on whether they are linked to the names in the Send Users' calendars area of the Send Options dialog box, or all filtered records and records linked to selected users' activities.

1. In the upper drop-down list select one option:

○ Only the current contact record: (Available only in the Synchronization Wizard - see About the Synchronization Wizard). Includes all the data, without regard to a cutoff date, for the active Contact RecordClosed Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. only.

○ All changed contact records: Includes all new or changed records since the cutoff date in the transfer set.

○ Contact records linked to the 'Send user's calendar' list: Includes all new or changed records linked to the users selected in the users' calendar send options and then evaluates those records for changes since the cutoff date.

○ All filtered records and user scheduled activity records: Includes records that meet your filter criteria and those that do not fit the filter but have scheduled appointments linked to users selected in the Send users' calendar list.

2. In the Please select contact sets you wish to send to the remote site area, select the Contact SetClosed Database consisting of the contact information: Contact1, Contact2, ContSupp, ContHist, ContGrps, ContUdef, Conttlog, and sometimes Lookup. GoldMine allows you to have more than one contact set or sets to include in the transfer set.

NOTE: When synchronizing multiple databases, they should have file codes. The database codes should be same on the remote and on the main site.

3. Click Next. If you selected:

○ Only the current contact record, the Retrieve Options dialog box appears.

○ All changed contact records, Contact records linked to the 'Send user's calendar' list, or All filtered records and user scheduled activity records, the Send FilterClosed Sort condition used to select a subset of records from the entire database. Options dialog box appears (see To Configure the Send Filter Options).

To Configure the Send Filter Options

Use the Send Filter to limit the number of records included in a transfer set the same way a filter limits the number of Contact Records you are working with in GoldMine. The filter must already exist in the Filters and Groups dialog box before you can apply it to the synchronization process.

1. Click the drop-down list to select All Contact Records or select records based on a filter owned by the user.
2. To select a different user, click <Filters of: username>. The Select a User dialog box appears. Select the user in the drop-down list and click OK. Once a different user is selected, the user's filters and the public filters display.
3. Select Reset Auto-Territory Realignment to send both records selected by your old filter and records selected by your new filter. This enables GoldMine to hold old records for one last synchronization; then you can send a deletion filter to remove unwanted records.
4. Click OK to return to the Send Filter dialog box.
5. Click Next. If you are:

○ Using Synchronization Wizard, the Cutoff Date/Time dialog box appears (see GoldMine Record Selection and User’s Calendars).

○ Configuring GoldSync Site Groups, the Retrieve Options dialog box appears (see Configuring the Retrieve Options).