Creating Filters

GoldMine contains a filter generator that builds a search expression based on menu and browse window selections. Filters operate on the entire database.

After the criteria are met, a filter moves through the database one record at a time, searching for a match. Filters rerun every time they are activated.

Filters are often used for reporting purposes or as the basis for creating a group of frequently accessed records. Filters can also limit the amount of data synchronized from one GoldMine system to another.

Filters operate only on the Contact Record 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.’s primary information and the Summary, Fields, and Notes tabs. To select records based on other tabs, you must use the Groups feature or a SQL query.

IMPORTANT: Influencers (contacts for projects), team members, and competitors associated to a contact record that are outside a sync send filter will not appear on the opportunity/project after synchronization.

To Create a Filter

1.

Select Tools > Filters.

The Filters and Groups dialog box opens.

2.

On the Filters tab, click New.

The New Filter Sort condition used to select a subset of records from the entire database. dialog box opens.

3.

On the Properties tab, type the name of the filter in the Filter Name field.

5.

Enter the filter expression in the Filter Expression field.

For more information, see Filter Expression Operators.

6.

Click the radio button to indicate how to enter the filter expression:

○ in English

○ SQL Query

7.

To edit an expression, click Edit and at the Edit Expression dialog box, make your changes.

8.

Click the Build tab and at the Field name field, select the field name in the drop-down list.

○ Select the Operator Specifies the value a field must have in order to be included in a record selection criteria. Examples of operators include the following: equal to, greater than, lesser than or equal to. in the drop-down list.

○ Type the Value in the text box or select a value from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. to specify the comparison value.

○ Click Insert Condition. The expression you constructed is inserted in the large text box.

○ Click AND or OR to insert a Boolean operator and then construct the additional expression using Field, Operator, and Value.

Click OK to return to the Filters and Group Fixed set of contact records that meet an initial set of conditions. Once selected, member records subsequently have instantaneous access to the subset. This method can be used instead of filters, to maintain a subset of data. dialog box.

9.

Select Optimize to improve the performance of a filter with a Sort field.

10.

See Using the Optimizing Filters Options.

11.

Click OK. The filter appears in the Filters and Groups window.

12.

Click Properties to view and edit the filter.

13.

Select the filter and click Delete to delete the filter.