The Taskbar is an incredibly handy feature in GoldMine. And, because I find a lot of organizations and users are either not aware of or are not using it, I should begin with a brief explanation of the GoldMine Taskbar. On a tangent note, it never ceases to amaze me...
Month: March 2008
Time To Revisit Your Users’ Menu Rights
As you know, in GoldMine Premium some pull down menus have changed. And, some new features have been added. So for all of you GoldMine Administrators out there, it’s time to revisit your “User Properties” and “Security Profiles” in order to update their available “Menus.” When you do, the User Properties dialogue...
RSight Takes GoldMine to the Next Level
Our Golden Nugget this issue is about company called RSight Investigations, Inc.. (http://www.rsight.com) As their name implies, RSight provides investigative services to the insurance industry, employers, TPAs, and others. The RSight organization started using GoldMine since its inception in 1999. The customer had originally contacted First Direct back in Sept....
SQL Queries
In this issue of GoldMine Success I’ve already mentioned SQL Queries. But I realize that many of my readers don’t know what I’m talking about when I say “SQL Queries,” let alone why this is such a great feature in GoldMine Premium. So, this article will provide you a brief...
Access to Information
This article begins with comments about the value of information and then progresses on to offer some suggestions for using GoldMine Premium. If “information is power” then your access to it will determine your power to sell. Here’s another old adage that speaks to the point of this article. Know...
One-Too-Many Details
One of the many advantages of GoldMine over other CRM applications like ACT! and Outlook Business Contact Manager is the “Details Tab” that GoldMine has for storing “one-too-many” types of information. Unlike a “Flat Field” which can only store one entry per field per record, the “Details Tab” stores data...