If you’ve ever taken my basic end-user GoldMine training, you’ve heard me say “do your day.” One of the key points about a workgroup CRM system for the sales team (reps, support, management, etc.) is that everyone should just do their day, the same way, in GoldMine! The famous comedian...
Year: 2010
Missing Primary Email Addresses
GoldMine has long allowed users to store multiple email addresses in a contact record. It’s not uncommon for someone to have multiple email addresses, let alone the email addresses associated with additional contacts within the same GoldMine record. By the same token only one address can be marked (identified) as...
Aligning Your Marketing With Your CRM Tools
Staying with the alignment theme, marketing and CRM go together like your car and its tires. Without your tires your car isn’t going anywhere. And, without your CRM system you’re going to have a hard time targeting your marketing message to the right audience. CRM is crucial to marketing because...
Speeding Up Your Email Center
If you are finding your GoldMine Email Center slow (when moving from one Email to another, deleting, replying, or filing Emails) you may want to turn off the “Sync Contact” feature that keeps the GoldMine Contact Record in sync with the your email center. This capability can be toggle “on/off”...
Opening Multiple Contact Windows
Did you know that you can have more than one GoldMine Contact Record tab opened at the same time? It’s easy – from the “Window” pull down menu in GoldMine Premium simply select “New Contact Window.” At times when you are trying to go back and forth between two contact...