GoldMine regularily polls the Calendar table to ensure that the calendar is always up to date. This polling interval can be increased to lower the amount of network traffic. Go to Edit -> Preferences (Tools -> Options in GMPE) and in the dialog box select calendar. Change the 'calendar refresh...
Month: February 2010
How to Display the Activity Code in GoldMine History Tab
By default, GoldMine’s history tab does not show the activity’s activity code, which is a code of up to three letters used to categorise activities (e.g. NEW if it is a ‘new’ sales enquiry or TS if its a 'technical support' activity). If you want this to show, open up your username.ini...
How to Filter/Display All Activities in History Tab for a Single Contact.
Have you ever looked through the history of a contact record and said “I would just like to be able to read over the emails I sent to Kevin”. GoldMine is structured in such a way that all history activities for the Primary and Additional contacts are displayed together in...
Find Information in any GoldMine Tab (History, Pending, Details…)
When on any of the GoldMine Tabs (History, Pendings, Details, etc.) press 'F3' to bring up a search box.
Upcoming Sharpen Your GoldMine Knowledge Webinars.
Sharpen Your GoldMine Knowledge We provide these Online Training & Events as a service to you! Learn practical information from an expert that will help you stay up-to-date on the latest trends and best practices. Date Event Name 02/19/2010 QuickBooks and GoldMine Integration 02/22/2010 An Introduction to Microsoft SQL Queries...
Thinking of leaving GoldMine?
Thinking of leaving GoldMine? Here's a checklist of items to consider BEFORE making your first move! There are quite a number of CRM systems vying for your attention these days and, as the old saw goes, everybody "hates" the CRM they're on and haven't learned to hate the one they're...
GoldMine’s Calendar Shortcut Buttons
In GoldMine Premium Edition, the GoldMine Calendar has a shortcut button for performing various functions. While you can drop down and select any of the options on the “local menu,” the button is “sticky” meaning it will stay set to your last choice. The default setting/option is “Today” which when pressed...
GISMO Licensing Change
With the release of GoldMine Premium 9.x there will be a signficant improvement in the integration between GoldMine and Outlook. And, FrontRange expects more users to use Outlook clients in conjunction with their GoldMine CRM. As part of this progression, FrontRange Solutions has new licensing requirements for users of this...
GoldMine Filters have a 255 Character Limit
There is a limit of 255 characters for a filter expression in GoldMine. When doing a large OR comparison the 255 character limit can be reached quite easily. For example, you may want to filter based on a group of contact records whos state is CA, MA, NY, KY, OH, and so on....