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Q1: What do I do when I get the message “Corrupted Database/Unrecognized Database”?
Q2: What do I do when I get an “Error 429”?
Q3: What should I do when I get an “Error 91” when trying to open AGENCY EXPERT?
Q4: How can I get my Contact Partner database converted to AGENCY EXPERT?
Q5: What do I do If the Agency Expert button disappears from your Microsoft Outlook window?
Q6: What do I do if I got an “Error 52” when trying to open AGENCY EXPERT?
Q7: How do I create a “Unique Mail Merge Letter”?
Q8: How do I create a “Custom fax cover page”?
Q9: How do I create a label to print for an Individual?
Q10: How do I create a label to print for a Business?
Q11: How do I create a mail-merge letter and print it for a group of individuals or businesses?
Q12: How do I Import data to AGENCY EXPERT?
Q13: How do I Export data from AGENCY EXPERT?
Q14: How can I move AGENCY EXPERT to different or new server?
Q15: How do I create a “Palm Group”?
Q16: What do I do if I get the message “HTTP Send Request Failed”?
Q17: How do I run Palm Pilot “Group Queries (searches)”?
Q18: I am getting a message saying that there are too many users logged in. What should I do?
A1:
To do a Database Repair, make sure first that absolutely everyone is out of Gbs.
Now click on Start > Programs > Gbswin > Program Utility 32bit.
Click on the + next to Database.
Click on DAO Repair > Start DAO Repair.
If it succeeds, click on Compact/Repair Database > Start Compact/Repair.
A2:
Close Gbs.
Now click on Start > Programs > Gbswin > Program Utility 32bit.
Click on the + next to Application Files.
Click on Reregister DLL/OCX > Start Reregister DLL/OCX.
Once it's done, log back in to Gbs and see if this fixes your problem.
A3:
Click on Start > Run > In the Open box type:
Gbs32.ini
Click OK .
When the Notepad opens, find any lines that start with "MainForm".
Highlight these lines and backspace to delete.
Once deleted, click on File > Save.
Close the Notepad and try logging in to Gbs.
A4:
To send us your Contact Partner Database for conversion, please do the following:
Click on Start > Programs > Gbswin > Program Utility (32bit).
Click on the + next to File Transfer.
Make absolutely sure no one is in Contact Partner
Click on Send to GBS > Start Send to GBS.
A window will pop up defaulting you to the Gbswin32 folder.
Click on the drop down and go to the C: drive.
Find your FDP folder - it is usually labeled "FDP- ". Within it look for an Access file which will usually be called Visions.mdb, but may also be named after your agency (agencyname.mdb).
Double click on the file and it will automatically start sending.
Email techsupport@gbsinc.com when it is done transferring.
IMPORTANT NOTE: If you have been using GBS and need to save that newly entered information, let us know as we will need to get your current GBS database to import your Contact Partner Database into.
A5:
Close Gbs and Outlook.
Now click on Start > Programs > Gbswin > Program Utility 32bit.
Click on the + next to Application Files.
Click on Reregister DLL/OCX > Start Reregister DLL/OCX.
Open Outlook and see if the button is now there.
If it isn't, click on Tools > Options > Advanced Options > COM Add-Ins.
If Gbs Add-In is listed, click on it and then click on remove.
Now click on ADD.
Browse to that machine's local C: > Gbswin32 > Bin folder.
Find Gbsoutl.dll and double click on it.
Close the Add-In window and the options window and see if the Agency Expert button is now there
A6:
This usually means there was a loss of connection to the Server.
Click on Start > Run > Browse.
Browse to the Server > Gbswin32 > Bin folder.
Double click on the Aewin_ws.exe file and click OK to run,
If you are not able to browse to the server it is probably an actual network connection problem.
You can try shutting down the workstation, rebooting the server and turning the workstations back on - see if that machine regains connection to the server.
If it does not, you'll need to contact your networking person to see what's going on.
A7:
Click File > New.
Document Name: Template.
Check the Mail Merge checkbox.
Select the Mail Merge type you want for this Template (i.e: Individual)
Click OK.
Right click and Insert fields you want (most should be found within the "Base Field" section. Address fields and salutations can be entered in at once by going to the Field Blocks > Block Letter)
Click File > Save As Template.
Give the template name, such as "Letter Template".
Click OK.
Close Template. When it asks if you want to save the letter, say NO. (You don't want to save the letter, you just saved it as a template instead).
Now in the future if you want to send a unique letter to a client:
Open the client.
Right click under the EXIT button.
Left click on Print Letter.
Click on the One Time Letter checkbox
On the "Based on Template" drop down, select the Template
Click Continue.
When the letter comes up, type in the letter below the fields.
Print and Exit.
A8:
To create a Fax Cover Page Template:
Click File > New.
Document Name: Fax Cover Page.
Check the Mail Merge check box.
Select the Mail Merge type you want for this Template (i.e: Individual)
Click OK.
Right click and Insert fields you want (most should be found within the "Base Field" section.
Click File > Save As Template.
Give the template name, such as "Fax Cover Page".
Click OK.
Close Template. When it asks if you want to save the letter, say NO. (You don't want to save the letter, you just saved it as a template instead).
Now in the future if you want to send a cover page to a client:
Open the client.
Click on Abc.
Click File > New.
Give document Name: "Fax sent to John Doe on 7/28/04"
Select the mail merge type the template was previously created as (i.e: Individual).
Select the template you want.
Click OK.
Below the fields already entered, type any note you want to add to the cover page.
Then click on File > Mass Fax.
It will ask if you want to send to the Current Record, click YES.
From the next window you can attach files that you want to send by clicking on the "Attach Files" button.
A9:
Click on the Envelopes / Label Icon.
Click on File > New.
Give the label a name such as "Individual Client Label".
Click on the button with the 3 dots (...) under the table field.
Under "Category" change from "Envelope" to " Avery Standard Cut" or whatever labels you use.
Under "Name" select your label number.
Click Ok.
You're now back to the New Label window. Under "Label Type" check "Mail Merge".
Click on the drop down menu and select "Individual".
Click OK.
The label box now comes up. Right click from within this box and go to "Insert" > "Field".
Click on the + next to "Field Blocks" (on the 6.3.0 upgrade this will be called "Templates (Blocks)")
Click on "Block Address" and click on "Select". Close the field Window.
You now will see the label with the fields inserted. Click on File > Save.
Click on File > Print Mail Merge. This opens the Summary of Queries.
Click on Add (bottom left).
This brings up the Query Builder.
For the Description type "All Individual Clients".
Click on "Add criteria" (bottom left).
Under "Table" select "Individual Clients".
Under "Field" select "Last Name".
Under "Operation" select "IS".
Under "Value" select "Not Null".
Click on Save and Exit.
In the Summary of Queries, Select "All Individual Clients".
Click on the Details tab of the Mail Merge manager to preview the list, if all looks good click on Print and Exit.
A10:
Click on the Envelope / Label Icon.
Click on File > New.
Give the label a name such as "Business Client Label".
Click on the button with the 3 dots (...) under the table field.
Under "Category" change from "Envelope" to " Avery Standard Cut" or whatever labels you use.
Under "Name" select your label number.
Click OK.
You're now back to the New Label window. Under "Label Type" check "Mail Merge".
Click on the drop down menu and select "Business".
Click OK.
The label box now comes up. Right click from within this box and go to "Insert" > "Field".
Click on the + next to "Field Blocks" (on the 6.3.0 upgrade this will be called "Templates (Blocks)")
Click on "Block Address" and click on "Select". Close the field Window.
You now will see the label with the fields inserted. Click on File > Save.
Click on File > Print Mail Merge. This opens the Summary of Queries.
Click on Add (bottom left).
This brings up the Query Builder.
For the Description type "All Business Clients".
Click on "Add criteria" (bottom left).
Under "Table" select "Business Clients".
Under "Field" select "Company Name".
Under "Operation" select "IS".
Under "Value" select "Not Null".
Click on Save and Exit.
In the Summary of Queries, Select "All Business Clients".
Click on the Details tab of the Mail Merge manager preview the list, if all looks good click on Print and Exit.
A11:
Click on the Word Manager Icon (ABC).
Go to File and New.
Give this document a Title.
Click on the Mail Merge Check box.
Select what type of Mail Merge it is. For this example, I'll use Individual. Click OK.
Right click and enter your fields. (Click on Insert > Field-… Select the field you want and click Select. Repeat, moving the cursor in between each insert so as to have the fields located where desired in the letter. This is the information that will be pulled out of your database). The Field Block section of the Field Window will add a group of fields at once.
Type in your letter.
Once finished, go to File > Save
You are now ready to print the letter. Go to File, Print Mail Merge.
You may be asked if you want to use the current record (if you have an Individual Client open). Say Yes if you do, otherwise say No.
It now will bring you to a Summary of Queries box just like you see in the report section. If you have a query that matches the list of clients (previously created in the same report type in the reports module) you want to mail to, check the "All Queries" check box and you will see the query you previously made listed.
If you don't have one already created, do the following:
a) If you've never run a query before, click on Add at the bottom left corner of the screen.
b) You will be prompted to give the query a title. For this example let’s say you want to send all your individual clients a letter. Name the query "All Individual Clients"
c) Click on "Add Criteria" at the bottom left corner of the screen. A box pops up with a down arrow next to it.
d) Click on the down arrow and scroll down to Individual Clients.
e) Now the Field box pop up. For this example let’s say you want to send a "Thank You" letter to all your Prospect clients.
Under field select "Status"
f) Operation stays at "Equal To"
g) Value is "Prospect".
f) You basically have chosen to see all clients that have a status of "Prospect" in the status box in the ICM module.
g) Click Save and Exit.
Once the query is created, select it. The print box will come up. The Details tab will show you a preview of the list you are about to print to. The General Tab is where the Save record and Save Copy boxes are. Once you're ready to Print, click on Print and Exit.
A12:
Click HERE to open Import document.
A13:
Click HERE to open Export document.
A14:
If you are needing to move Gbs to a new Server and need to make the current host a workstation, here is what you need to do:
Before Proceeding with this the new server needs to be networked to the current host.
A- Moving Gbs to the New Server:
Physically go to the Server. Right click on Start and go to Explore.
Find the Workstation through the network (either through the Network Neighborhood or a mapped drive).
Find the Gbswin32 folder. Right click on this folder and Copy.
Right click on the Server's C: Drive and paste.
While still physically at the server, browse to the Server's C: drive and go into the Gbswin32 > Bin folder.
Double click on Aewin_ws.exe. Click next at each prompt not changing any of the defaults.
Once that's done go to Start > Run > in the Open box type Gbs32.ini
Click OK. Confirm that the Server Location is = to C:\Gbswin32\
If it is proceed to the next step, if it isn't call GBS.
B- Making the old host a workstation:
Physically go to the Old Host.
Right click on Start and go to Explore.
On the left side, scroll up and look for the Gbswin32 folder under this computer's C: drive.
Right click on the Gbswin32 and delete.
Browse to the new Server through the Network Neighborhood or a mapped drive.
Go into the Gbswin32 > Bin folder.
Double click on the Aewin_ws.exe file to run. Click next at each prompt not changing the defaults.
A15:
You need to login to GBS as the person that is syncing GBS to the PDA.
Get into GBS and go to Utility’s and then click on Group\Member Manager.
Click ADD and in the Group name box type in a name for your Palm Group.
(Like Palm Clients) now go to Group Type and click the arrow down and select Palm Sync and then click save.
And then click on the Members-2 tab in the top right corner.
Click Query then click on individual and OK.
Then click on ADD. In the Query description type Palm Individual Clients (or what ever you want to call this query.)
Click on Add Criteria and click the arrow down and click on Individual.
The Field will be FullName.
The Operation is “IS”.
The Value is NOT NULL.
Then click save and then exit.
Select the query that we just built (Palm Individual Clients).
Now click on Add to Member and YES to All.
Now this can take a while if you have a large database. Once the scroll button is all the way up then it’s done. From here you can go to Query and then build a query from the Business Manager the same way except you need to use Company Name instead of full name for the Field. Now go to Maintenance and then User and click on the your name on the left and then on the right go to Palm Group and click the arrow down and select the Palm Group that we just made (Palm Clients) and click on Save Changes. Don’t forget that you will have to run these queries at least once a week. If you add a client into the database and do a HotSync that client will not sync over until you run the Palm Group queries again and then do a Hotsync. When you need to run the query’s all you do is select the one’s that you just built. Once the queries are built you don’t have to build them again all you have to do is select them and run them.
A16:
Disable Firewall or Anti-Virus software (Let me know if you have McFee).
Are you connected to the Internet?
Go to your web browser and go to this IP address and it should say “No Public Access” does it?
Send me the WengProp.xml from the servers GBSWIN32\Data folder.
Try from another workstation or the server.
Your ISP could be having problems.
Try the web update again.
Reregister DLL/OCX
(File needs to be Reg)
Go to Start>Programs>GBSWIN>Program Utility 32-Bit and click YES
Click on the + next to Application
Double click on Register DLL/OCX
Then click “Start Reg”.
A17:
To do this you would have had to build your Palm Group queries already.
Get into GBS and go to Utility’s then Groups\ Members Manager. Select the Group Name. Most people named the group Palm Clients or something like it. Highlight the Group and go to the Members-2 tab at the top right.
Now click on Query. If you have a query built under Individual then click OK.
Now select the Individual query that you have built. (Most people named it Individual Palm Clients). Highlight the query and select it. At this point in time you should see Individual’s in the Candidates Summary. Now click on Add to Member and then yes to ALL. Now if you have a Business query to run also then click on Query and then click on Business and then OK. Select your Palm Business query and then add to member.
You are done now and all you need to do is close the Groups\Members Manager window. Now you are ready to hotsync. After the hotsync you should have your new clients in your PDA’s address book under the Agency Expert category.
If you have any problems syncing then send GBS Technical support your hotsync.log.
A18:
All you need to do is get everybody out of GBS and run the Program Utility 32-bit.
So go to Start>Programs>GBSWIN> Program Utility 32-bit>Database>Current User’s and then click on the Start Current User’s button on the right.
This should clear out any user that is locked into the system.
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