7 Replies Latest reply on Jan 19, 2018 9:38 AM by TGreen2

    eMail Merge Defaults

    TGreen2 Apprentice

      Does anyone know if there is a way to set eMail Merge defaults?  Ours defaults to ALL Contacts. 
      I dread the day I get a call from one of our people saying they accidently hit the wrong button and
      10k emails are getting sent out.  I got to this screen by right clicking on a eMail template in the

      documents menu's and selecting new.

       

      Thanks in advance

      Tim Green

       

        • 1. Re: eMail Merge Defaults
          John Neighbors Expert

          To the best of my knowledge, there is NOT a way to change this default.

           

          It's always been a mystery to me WHY they make ALL Contact Records! the default, but it is pervasive all throughout GoldMine.  It's always made me shake my head in amazement.

           

          Whenever the new/forthcoming "enhancement request" system is put into place, we can get the WORLD to vote for this to be changed?!?!?

          • 2. Re: eMail Merge Defaults
            RCruis Apprentice

            Its not great alright. The only saving grace is that the Delivery option will remember what was selected, so we just drum into users to make sure that Queue For Delivery is selected! At least this gives some level of security.

            • 3. Re: eMail Merge Defaults
              DCastell Expert

              I've had it happen to multiple customers and all of them then sent in impassioned enhancement requests to allow for an option, at the very least, to remove 'all contacts' from that list or provide a user-security permission to allow merging to all contacts..  Crickets, unfortunately, was the response.

              • 4. Re: eMail Merge Defaults
                JErste Specialist

                You can't disable the 'All Contacts' option but you can set the default for all users by adding these lines to the GM.INI file in the GoldMine root directory:

                [User-Override:EmailMerge]
                ContSel=0
                Delivery=1

                ContSel= determines the Contact Selection option:

                0 = This Contact

                1 = All contacts linked to [&Contact]

                2 = All contacts in the following filter/group

                 

                Delivery= determines the Delivery option:

                0 = Send now

                1 = Queue for delivery

                 

                Now every time a user right-clicks on an e-mail template and merges, it will default to 'This Contact' & 'Queue for delivery'.

                4 of 4 people found this helpful
                • 5. Re: eMail Merge Defaults
                  RCruis Apprentice

                  Would you look at that! Never knew that was an option.

                   

                  Would be very helpful if FrontRange had documented all of those settings at some point...

                  • 6. Re: eMail Merge Defaults
                    John Neighbors Expert

                    Awesome! Thanks for sharing, Professor Erste.  Like Ronan, I, too, never knew that was an option.  Great to know.

                    • 7. Re: eMail Merge Defaults
                      TGreen2 Apprentice

                      GREAT ANSWER Thank you for posting!