In the History Tab: You can set the number of history records listed in the History Tab by simply right clicking and selecting Options>Max Records and entering the number you wish to view. In Filters, Groups and Contact Listing: If you are using GoldMine with MS SQL database, you can...
Year: 2003
Find a Dealer Near You
Several manufacturers and distributors have applied this approach to help their staff locate reps or dealers who carry a certain line of products within a geographic area. To begin with, you can track all the "lines" that their dealers carry in the Details tab. Then they build groups based on...
Cleaning Up Old Activities
Ever feel like no matter how hard you try you can never get caught up? Here's one way to clean house - and deal with outdated activities that hang over you. One nice feature in the Activities List is the option to "Auto Update" your pending activities. This local menu...
On-the-Fly Email Templates
On-the-Fly Email Templates are possible in the GoldMine email client. Rather than creating and saving an email template for one-time usage with a single record or a small audience such as a tagged list of records, it's very handy to build a template on-the-fly. I love using this feature in...
Blocked and Banned – Now What?
Too much of anything, even a good thing, can lead to problems. So it is with the popular use of SPAM email and mass faxing. With anti-spam blocking and FCC banning unsolicited faxes, what are businesses to do? To begin with, careful attention to documenting and honoring opt-in and requests...
To Give or Not To Give
Ok, you have your GoldMine installed and you want to add a user. You open up the User Settings and click ‘New’. You fill in the desired username, full name and the password. You also see this curious checkbox with the word ‘Master Rights’. You are not exactly sure what...
Don’t Keep GoldMine a Secret
The public relations department of a firm that already owned GoldMine was in need of a solution to help them with their responsibilities. It was by chance that they discovered that their company owned GoldMine software and sales people were already using it. PR folks decided to take a closer...
Increase Selling Time
Here’s a little circular logic that’s worth thinking about. Increase sales by increasing selling time by decreasing non-selling time. It’s really very simple. A sales guru put it this way, “Sales people should sell, and everybody else should do everything else.” First let me explain and then I’ll tell you...
GoldMine Can Decide What To Do For You
This article begins with the premise that you already know what GoldMine Automated Processes (AP) are. What you may not recognize is that one of most important GoldMine Automated Process may be the one that decides which other Automated Processes should be assigned to a record(s). Automated Processes (AP) can...
Ways We Work Together
So much focus is given to how GoldMine is used for sales and marketing that we sometimes overlook GoldMine’s tremendous value as an interoffice workgroup solution. Nearly 15 years ago, before MS Windows was even introduced, the founders and creators of GoldMine, Jon Ferrara and Elan Susser, had the vision...