By default, whenever you go to send a new email in GoldMine, the emails are set to font style Tahoma with a font size of 2. If you decide to change this to something more preferrable like Arial, the setting does not stay so you have to do this everytime...
Month: July 2007
Creating a Professional e-Mail Signature
You may send dozens, if not hundreds, of email messages every day. Something as simple as a professional email signature says a lot about you and your organization, and gives contacts everything they need to reach you and learn more. A signature file may or may not contain an actual...
Where Does GoldMine Store Organization Charts?
Organization Tree Data is stored in the “CONSUPP” Table under the RecType “O.” Here is how the ConSupp Fields are used: Fieldname Used For (Data Stored In) ACCOUNTNO AccountNo of the Linked Record RECTYPE “E” CONTACT Date/Time AP was attached. In format: YYYYMMDDHH:MM:SS CONSUPREF Next event to be triggered. Duplicate...
Using Lookups to Control Data Integrity
If you’ve ever taken a GoldMine training class with Bob Ritter, President of First Direct Corp. I’m sure you have heard the expression “Dirty data is the enemy of marketing!” Sometimes with all the bells and whistles of an advanced CRM system we forget that the most important element of...
DbNetGrid
DbNetGrid is a fully encapsulated AJAX enabled grid component designed for use in Intranet/Internet development. It provides a fast and flexible way of presenting and updating database information in a browser environment. DbNetGrid can be used as a simple grid component integrated with your own applications, a web-reporting tool or...
GoldMine Premium Introduces “Case Management”
Since day one GoldMine has been a great tool for tracking activities (Calls, Appointments, Actions, Email, etc.). Now with the new GoldMine Premium Edition and its new Case Management capabilities you can manage technical support issues, customer service requests, and other types of matters. Case Management will be very useful...
Build Voice into Your CRM Solution
These are just a few of the big reasons why integrating your telephone system with your CRM system is appealing: Power-dialing (where your phone system dials contacts in a campaign automatically)can increase telesales productivity by as much as 300%! Using low cost Voice over Internet solutions versus traditional telecommunications carriers...
New “Grouping” Capabilities in GoldMine Premium
Use GoldMine Premium’s new “Grid Controls” technology to do “Grouping” within Record Tabs. This feature makes it easier to sort and filter the rows of data in History, Pending, etc. using the ability to Group (see local menu in the corresponding tab). In records with considerable data in the tab...
Learn to Use the CRM Tools You Have
A week doesn’t go by that First Direct does not get several “tech support calls” from a GoldMine user who needs help to do something related to marketing and/or sales with GoldMine. Although “support calls” are procedurally directed to our “help desk,” the real basis for such calls is often...