Creating Counter Fields

GoldMine can track an unlimited number of uniquely named counters. The counter values are stored in the LOOKUP table. For example inserting ~COUNTER("ID",1) into the lookup pick list for a field provides a unique number starting at 0 that increments by 1 each time it is selected by the user.

It’s In Every Sales Course – Is It in Your CRM?

High on the list of important topics in any sales methodology or training program is the need to “sell to the people most likely to buy.”  And, it ought to be in every CRM system!  Is it in yours? Every salesperson, worth their salt, knows they need to qualify a...

The Advantages of News – You Can Use!

“News,” most any “news” has its own intrinsic appeal.  Humans are conditioned, probably evolved, to being attracted to things which come across as “news.” The appeal of news is hard-wired into our psyche, and it is our nature to be drawn to news.   In ancient times, news could be...

Vanity Phone Numbers

How many times in a month do you get one of those vanity phone numbers i.e.1-800-BeefLog and have to sit by the phone converting the letters into numbers? Did you know GoldMine could convert those numbers for you? Here is how it works. Just type in the 10-character string into...

GoldMine Help File Not Helping?

Microsoft recently released a security update which prevents GoldMine's Help feature from working properly. When your users go to view the help files it says the page can’t be displayed. Of course, these updates/patches have also made your machine more secure, so you should consider that before you decide to...

Reasons for Touching Base

Who hasn’t heard the following expressions to describe sales: contact sport, a numbers game, and dialing for dollars.  I’m sure you all have.  Surely the sales professional is a lot more than these things.  But let’s face it – if we wait for the business to come to us, we...

Removing Duplicate Records

Now that GoldMine has enhanced duplicate checking, those irritating little dupes should not appear too often. However accidents do happen and they are easy to merge together using record tagging. Having spotted a pair of dupes, simply bring up the Contact Listing Window to show the duplicate records. A double...

Logging into GoldMine Automatically

To setup your GoldMine so that it automatically logs in with your GoldMine username  here is what you need to do: 1. Right Click on the Short Cut Icon that you use to login to GoldMine with. 2. Select Properties 3. In the Target line you want to enter  after...

Creating and Using User Variables

You are not restricted to the four variables in the Personal tab in User Preferences when it comes to User Variables. Create extra variables by amending the username.ini file. (Bob.ini, John.ini, etc.), which can be found in your GoldMine root directory: C:/Program Files/GoldMine or G:/GoldMine, etc. Create your own custom user variables...

GoldMine® Integration Services for Microsoft® Outlook®

GoldMine® Integration Services for Microsoft® Outlook® provides you with a complete view of email correspondence for contacts shared by GoldMine and Outlook. Created for companies so GoldMine and Outlook users are on the same page and have a complete history for all prospects, customers and vendors. And now there’s no...

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