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...
Month: July 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 Here's one way to clean house - and deal with outdated activities that hang over you.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...