Document #318, DDE Linking to Excel
Covers GoldMine versions 4.x or higher
1. GoldMine’s group merge feature will not work, only one contact record can be linked at a time.
2. Printing or Faxing from GoldMine is not supported and must be done from Excel.
3. Only the information from the Primary Contact can be transferred by the link.
4. A template created for use with GoldMine 4.x will not work with GoldMine 5.x or higher.
1. Start Excel and then start and log into GoldMine. The Alt>>Tab key sequence can be used to toggle between the applications.
2. Select the field you want to link to Excel and highlight the contents of the field if they are not highlighted. Then Use the Copy option on the Edit pull down menu to copy the field data. Using the Ctrl>>C key sequence will only copy the contents of the field.
3. In Excel, select Edit>>Paste Special and the Paste Special window object will appear.
Choose the Paste Link radio button. Repeat steps 2 – 3 until all of the desired field links have been inserted into your spreadsheet.
4. Save the spreadsheet and note the filename and location it was saved to on your hard drive. This information will be needed latter on. Make sure that you choose a location and file name that does not exceed 40 characters due to a database limitation.
5. In GoldMine, select Edit>> Custom Templates… to open the Document Management Center.
6. Select Spreadsheets, right-click and then select New… from the popup menu to add the newly created template to the list. This will open a blank Document Template Properties window defaulting to the currently logged GoldMine user as the Document User:.
7. Type in the name of the template in the Document name: box.
8. Choose the GoldMine user the form will appear under from the drop down list in the Document User: box. The Document Management Center will default to (public) for the User when it is opened.
9. Type in the full path and filename in the Template Filename: box from step 4. You can also click on the … button to browse to the location of the file.
10. Choose Excel.Sheet.8 from the F2 Lookup list for the App Identifier: box for Excel 97 or Excel 2000. If this is not an option, it can be added by clicking on the New button on the Lookup window.
11. Type [open(“C:\My Documents\template.xls”)] in the DDE Command: box. This is limited to 50 characters by the size of the field in the database where it is stored.
12. Click on Ok to complete the process.
Note: The steps for creating the template in Excel 97 or Excel 2000 are the same for versions of GoldMine 4.x or higher.
1. Select Merge Forms from the File menu, this will open the Merge Forms dialog box.
2. Select the Spreadsheets radio button.
3. Right click beneath Form Description and select New from the popup menu. This will open the Form Template Properties dialog box defaulting to the GoldMine user currently logged in as the Form User:.
4. Type in the name of the template in the Form name: box.
5.< Choose the GoldMine user the form will appear under from the drop down list in the Form User: box. The Merge Forms dialog box will default to (public) for the Forms of User: when it is opened.
6. Type in the full path and filename in the Template Filename: box from step 4. You can also click on the … button to browse to the location of the file.
7. Select the Spreadsheet radio button in the Form Type box.
8. Choose Excel.Sheet.8 from the F2 Lookup list for the App Identifier: box for Excel 97 or Excel 2000. If this is not an option, it can be added by clicking on the New button on the Lookup window.
9. Type [open(“C:\My Documents\template.xls”)] in the DDE Command: box. This is limited to 50 characters by the size of the field in the database where it is stored.
10. Click on Ok to complete the process.
With Goldmine 5.x or higher, open the Document Management Center and follow the easy steps provided.
1. Select the spreadsheet template you wish to use.
2. Click on the Merge and Edit Template
icon on
the toolbar of the Document Management Center.
With GoldMine 4.x, open the Merge Forms dialog box and follow these steps.<
1. Select the Spreadsheets radio button in the Forms of User box.
2. Select the template you want to use and click on the Merge & Edit button.
After completing the merge print, you can link the spreadsheet to the contact record. Be sure to save it with a unique file name and note the location where it is at on your network or hard drive. These steps are the same for GoldMine versions 4.x or higher.
1. Select the Links tab.
2. Right click or hit the space bar to get the popup menu and select New. This will open a Linked Document dialog box.
3. Type in the name of your document in the Document Name: box.
4. Click on the … button to browse to the location of the file or type in the path and filename.
5. Click on the Ok button to complete the process.
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