Globally Exchanging the Values of Two Fields

Use the Global Replace Wizard to update data in one field with data from another field by:

■ Exchanging values of two specified fields on a contact record

■ Replacing the value of one field on a contact record with the value of another field

To Globally Exchange the Values of Two Fields

Select Tools > Data Management > Global Replace.

At the Global Replace Wizard, select Exchange the values of two fields, and then click Next.

Select one option:

○ Exchange the values of both fields. Trades the value of one specified field with the value of a second specified field.

○ Replace value of the left field with the value of the right field. Inserts the value in the first specified field with the value in the second specified field. The original field remains unchanged.

Select the fields to update in the drop-down lists.

○ Update this field. The field to replace or exchange.

○ With this field. The field to exchange data with the first field or provide the replacement value.

NOTE: GoldMine converts the replacement data into the appropriate data type before copying the data into the selected replace field.

Click Next.

Use the Global Replace Wizard setup dialog box to check fields and replacement values before initiating the process.

○ Expand partial contact records. Expands partial records in the database into complete records if the field to replace is contained in the Contact2.dbf file. If so, this option is selected by default. If you clear Expand partial contact records, partial records are not expanded, and field values in these records are not updated.

○ Update linked fields (based on lookup.ini). Changes values in linked fields according to the instructions in the [AutoUpdate] section of the Lookup.ini file. This option is available only if one or more selected fields include the fields listed in the Lookup.ini.

You can globally replace more than one field at a time. To add another field and replacement value, click Back.

Select Remove to delete the highlighted global replacement entry.

NOTE: If you have more than one replacement entry, Remove becomes active. You can delete any entry other than a single entry.

Click Next. The Global Replace Wizard displays a list of available filters and groups to apply to limit the records to be updated by the global replacement. The filter or group does not have to be activated prior to selection.

Select the filter or group o apply, then click Next. The final Global Replace dialog box opens.

10.

Click Finish.