How to setup a GM+View so that any contact who has an image file available the picture would be displayed in the GM+View?

Version 1

    Details

    How to setup a GM+View so that any contact who has an image file available the picture would be displayed in the GM+View?


    Resolution

    [RESOLUTION 1 - in this scenario GM+View will refer to a specific document type in the Links (linked documents)

    Requirements:
    - Have received or manually linked the contact picture on the network and accessible path and available in Links tab, since GoldMine 2015.2 it is also possible to add instead of a real file link also a web link which would work in this scenario in the same way.
    -  Rename the document name (NOT the file name) to match the specific value you are using in GM+View,  for example set the specific Document Name, for example all contact pictures should have a document name Contact_picture (*)
    - it might be necessary to change the document owner to (public) so that all users can see the contact picture 

    Advantages:

    - Many times contact pictures are provided within email signatures and available locally and are already available in the tab Links
    - Since GoldMine 2015.2 it is also  possible to add instead of a real file link also a web link which would  work in this scenario in the same way.


    -  Initial configuration necessary, but after that was the file exist and  is correct usually does not need to be maintained anymore as it will not  be changed or removed
    - (*) Via this way more than one contact picture (*) for example also for additional contacts can be displayed within one GM+View. This  requires additional document name values like contact_picture, contact_picture1, contact_picture2 etc.
    - No rename off files and conversion of picture file types necessary

    Disadvantages:
    - It might be necessary to download files unnecessarily
    - Over the time, contact pictures may not be accurate anymore and are outdated

    Steps:
    1. Login into GoldMine with master rights
    2. Web >> Setup GM+View
    3. Button New
    4. Provide a Template Name, for example LinksPictures
    5. Click into the template body
    6. From the Insert drop-down >> Contact details >> Select Linked Image


    7. Enter into
    a. Linked Image the specific Document Name for example contact_picture
    b. If applicable and 10 alternative text which appears if there is no linked document with the Document Name contact_picture available
    c. If applicable select from the drop-down Linked Image's Alignment and add more HTML Attributes

    8. Ok
    9. (*) If desired, repeat steps 6. to 8. for further Document Name types for displaying more than one picture when they are available, this could be used for example for additional contact records or if the primary contact has provided more than 1 picture


    Steps for users at a certain contact record:
    1. Browse to the Links tab
    2. Identify the desired contact picture (via the Preview)
    3. Right click on the specific link >> Edit
    4. Adjust the Document Name with the correct and specified document name from the GM + View (as above contact_picture and/or contact_picture1 etc.)
    5. Verify the document owner as it might be necessary to set this on (public)
    6. Ok
    7. If applicable proceed with the next contact picture on the Links tab
    ATTENTION: Please keep in mind that only one, means the 1st picture is displayed in the GM+View if there are more than one identical document name types (for example contact_picture) available.


    8. Once the preparation is done, verify the GM+View








    RESOLUTION  2 -  in this scenario the GM+View will refer to locally stored files in the network]

    Requirements:

    - Have a physical file available on the network and accessible path
    - Rename the file to match the specific value you are using dynamically, for example when using the CONTACT value the file needs to have the identical name as the contact value, otherwise it should be considered to have/create a user defined field containing a the specific file name.
    - When using a static picture extension for example jpg. retrieved or downloaded files may need to be converted e.g. from bmp to jpg
     
    Advantages:
    - Many times contact pictures are provided within email signatures and available locally
    - Initial configuration necessary, but after that was the file exist and is correct usually does not need to be maintained anymore as it will not be changed or removed

    Disadvantages:
    - It might be necessary to download files unnecessarily
    - It might be necessary to convert existing files from other picture formats to the used one
    - Over the time, contact pictures may not be accurate anymore and are outdated
    - Only one picture available

    Steps:
    1. Login into GoldMine with master rights
    2. Web >> Setup GM+View
    3. Button New
    4. Provide a Template Name, for example ContactPic locally
    5. Click into the template body
    6. Activate the HTML icon <H>
    7. Copy and paste (via overwrite the existing default content with the following code


    <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
    <HTML><HEAD>
    <META name=GENERATOR content="MSHTML 11.00.9600.17801"></HEAD>
    <BODY leftMargin=1 rightMargin=1 topMargin=1>
    <DIV><IMG border=0 hspace=0 alt="No pic available" src="\\w12r2\GMData\&lt;&lt;Contact1->Company&gt;&gt;\&lt;&lt;Contact1->Contact&gt;&gt;.jpg" align=baseline></DIV></BODY></HTML>


    8. Save button
    9. Now make sure to adjust the path and field information in the code
    - the above example considers to have a shared path \\W12r2\GMdata\ available, this needs to be replaced with a fixed path from the current environment
    - the above example considers to have for each company a sub folder which optional and here represented by &lt;&lt;Contact1->Company&gt;&gt;\
    - the above example considers to have the file name identical to the contact name which is represented by
    &lt;&lt;Contact1->Contact&gt;&gt;
    - the above example considers to have a static file extension
    .jpg
    10. Save button after the necessary adjustments
    11. Verify and test results


    >> RESULT:


    if there is no matching contact picture available



    [RESOLUTION 3 -  in this scenario the GM+View will refer via an URL to a picture either stored in the network or on the web]


    Requirements:
    - Have an additional user defined field available (recommended character 200), if desired to be available on GMWeb this field needs to be placed into a custom screen
      
    Advantages:
    - No download onto the local environment is many times not necessary as via this way contact pictures which are already available anyway on the contact’s official website, can be referenced simply by their image URL (for example in Google Chrome >> Open the website >> Browse to the desired picture >> Right click >> Copy image address >> Paste this into the user defined field, for Internet Explorer >> Open the website >> Browse to the desired picture >> Right Click on the desired image >> Properties >> Highlight and copy the (image) Address (URL) >> Paste this into the user defined field
    - As the complete reference to the picture file is entered into the user defined field extensions do not matter
    - Different URL references should be possible, means http:// and also file:// URLs
    - Pictures on websites may be updated more frequently and only the file is replaced on the back end so that the link many times remains the same, so the GM+View will also change dynamically then (this could be also considered as disadvantage if the website is changed)
    - GM+View is not available via GMWEB the user defined field (can be set into a custom screen and then also GMWEB user can load the contact picture manually by copy and paste of the website address, of course this only applies to available pictures and may not be possible for file:// URLs)

    Disadvantages:
    - A new additional user defined field needs to be setup
    - When contact records change the website the URL reference might not be correct anymore
    - Only one picture available

    Steps:
    1. Login into GoldMine with master rights
    2. Web >> Setup GM+View
    3. Button New
    4. Provide a Template Name, for example ContactPic URL
    5. Click into the template body
    6. Activate the HTML icon <H>
    7. Copy and paste (via overwrite the existing default content with the following code


    <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
    <HTML><HEAD>
    <SCRIPT language=JavaScript>

    function redirect()
    {
    window.location="&lt;&lt;contact2->UPICLOC&gt;&gt;"
    }
    setTimeout ("redirect();", 0000)

    </SCRIPT>

    <META name=GENERATOR content="MSHTML 11.00.9600.18125"></HEAD>
    <BODY leftMargin=1 rightMargin=1 topMargin=1>
    <DIV></DIV></BODY></HTML>



    - Alternatively also the following code would be possible:

    <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0  Transitional//EN">
    <HTML><HEAD>
    <STYLE type=text/css>  P, UL, OL, DL, DIR, MENU, PRE { margin: 0 auto;}</STYLE>

    <META  content="0; url=&lt;&lt;contact2->UPICLOC&gt;&gt;"  http-equiv=refresh>
    <META name=GENERATOR content="MSHTML  10.00.9200.17606"></HEAD>
    <BODY leftMargin=1 rightMargin=1  topMargin=1><FONT size=2 face="Segoe  UI">
    <DIV></DIV></FONT></BODY></HTML>


    8. Save button
    9. Now make sure to adjust the user defined field in the code
    - the above example considers to have a user defined field UPICLOC which is referenced by 
    &lt;&lt;contact2->UPICLOC&gt;&gt;

    10. Save button after the necessary adjustments
    11. Verify and test results

    >> RESULT:












    Information also available on GMWEB