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Integrating with Goldmine API Specifications and Examples Goldmine Versions 5 Through 9

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Integrating with Goldmine API Specifications and Examples Goldmine Versions 5 Through 9 Integrating with GoldMine API Specifications and Examples GoldMine Versions 5 through 9 490 N. McCarthy Blvd., Suite 100 Milpitas, CA 95035 USA TEL: 800.776.7889 www.heatsoftware.com Rev: 90-05-27-15 Copyright © 2005-2015 HEAT Software USA Inc. All Rights Reserved USE OF THIS SOFTWARE, SUBSCRIPTION SERVICES, AND RELATED USER DOCUMENTATION IS SUBJECT TO THE TERMS AND CONDITIONS OF THE APPLICABLE HEAT SOFTWARE END-USER LICENSE AGREEMENT, HEAT CLOUD SUBSCRIPTION SERVICES AGREEMENT, AND ANY TERMS OF SERVICE (“SUBSCRIPTION AGREEMENT”). YOU MUST AGREE TO THE TERMS AND CONDITIONS OF THE SUBSCRIPTION AGREEMENT IN ORDER TO USE THE SOFTWARE AND SUBSCRIPTION SERVICE. WARNING: The software described in this manual and its related user documentation is protected by copyright law. In no event, shall any part of the software or related user documentation be copied, reproduced, distributed, transmitted, stored in a retrieval system, or translated into any language, without the express written permission of HEAT Software USA Inc. HEAT Software Trademark Information The following are trademarks of HEAT Software USA Inc. and/or its affiliates in the United States and/or other countries: GoldMine®, GoldSync®, GoldMine® Answer Wizard™, GoldMine® Management Intelligence™, GoldMine® Manager's Console™, iGoldMine™, HEAT®, HEAT® Service & Support™, HEAT® PowerDesk™, iHEAT™, HEAT® Self Service™, HEAT® Manager's Console™, HEAT® Answer Wizard™, HEAT® Quick Start Wizard™, InfoCenter®, Automated Processes™, First Level Support®, enteo®, DeviceWall®, Centennial Discovery®, Discovery Dashboard®, MicroAudit®, SAM™, The HEAT Is On™, and other HEAT Software products and brands. Other Trademark Information Microsoft® SQL Server™ is Copyright© 2008, Microsoft Corporation. All rights reserved. This software includes software developed by the Apache Software Foundation (http://www.apache.org/). This program includes Firebird SQL Database Engine v1.5. Firebird SQL Database Engine v1.5 was developed by InpriseCorporation, now called Borland Software Corporation Copyright © 2001-2005. All Rights Reserved. For FBExport see http://fbexport.sf.net. The Sentry Spelling-Checker Engine Copyright © 1999 Wintertree Software Inc. Portions Copyright © 1998-2008. The OpenSSL Project. All rights reserved. The Edraw Component provided in this product is copyrighted by EdrawSoft. Microsoft products, brands and trademarks, including Microsoft, Windows, Windows Server, Windows Vista, SQL Server, and Internet Explorer, are the property of Microsoft Corporation in the United States and/or other countries. Contact HEAT Software USA Inc. at [email protected] (JUN15) Table of Contents Introduction to Integrating with GoldMine 15 Introduction . 15 Methods of Integrating with GoldMine . 15 Integrating via Dynamic Data Exchange . 15 Integrating via GMXS32.DLL . 15 Integrating via the GoldMine XML API (GMXMLAPI.DLL) . 16 Interacting with GoldMine via the GoldMine COM Server. 16 Integrating via GoldMine Plug-ins. 16 Integrating via a Database Engine. 16 Comparing Integration Methods. 16 Resources and Support . 17 Technology Partner Program. 17 Open Developer Community . 17 Technology Partner Program. 17 Integration Tools . 18 Working with Dynamic Data Exchange (DDE) 19 Overview . 19 Using DDE in GoldMine . 19 Merging Data into a Document. 19 Updating Database Information . 20 Querying for Data. 20 Identifying Telephone Numbers Automatically . 20 Linking Contact Records to an Accounting Application. 20 Inserting Incoming E-mail . 20 Linking GoldMine to MS Word for Windows . 20 Entering Application, Topic, and Item Names . 20 Establishing a DDE Conversation . 21 Working with DDE Functions. 22 Accessing Data Files . 22 Closing an Opened File . 23 Deleting the Current Record . 24 Creating a Subset of Records . 24 Checking for an Xbase or SQL Table . 25 GoldMine API Guide Table of Contents • 3 Moving to a Specified Record . 25 Opening a Data File . 28 Limiting GoldMine Search Range . 28 Reading a Field Value . 29 Checking the Current Record Number or Record ID . 29 Changing a Field Value . 30 Performing a Sequential Search . 30 Unlocking a Record . 32 Accessing Contact Records . 32 Linking GoldMine Fields with an External Application . 32 Accessing Specialized DDE Functions . 36 Retrieving Login Credentials for Use with the GMXS32.DLL . 36 Retrieving the RecID of the Current Opportunity . 37 Completing a Calendar Activity . 37 Displaying the Contact Record of an Incoming Caller . 38 Running a Counter . 39 Returning GoldMine Record Data . 40 Processing a Web Import Instruction File . 42 Reading an Xbase Expression Without Opening a File . 42 Adding Merge Fields to a Form . 43 Deleting Fields from a Form . 44 Closing a Form Profile . 44 Creating an Xbase File with Registered Fields . 44 Returning a Field Name for an Expression . 45 Returning a Value for Unattached Fields . ..
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