I had a customer who wanted to Update the Company field so that it would say: The "Lastname" Family (ie, The Ritter Family, The Johnson Family, ) for all contacts. The way to do this is to do a Global Replace using Advanced Options and then choosing to update using...
Month: September 2013
QuoteWerks Releases Update for GoldMine PE 2013.1 Compatibility
QuoteWerks has released an update that makes QuoteWerks compatible with GoldMine PE 2013.1 To view the full release notes please click here.
Does your web site integrate with GoldMine?
Wouldn’t it be nice if every time someone filled out a web form on your web site, the contact information automatically created/updated a contact record in GoldMine and notified your internal GoldMine users? Never re-key information again. Capture Web Form Data into GoldMine With GoldMine's web import feature you can...
Create a Filter/Group from the GoldMine Contact Search Center
In GoldMine Premium Edition it is very easy to create Filters and Groups from the Contact Search Center. Most people may be familiar with using the Filter or Group creation wizard for creating Filters and Groups, but there are times where using the Contact Search Center provides a faster way....
Online GoldMine Training Classes
We (First Direct Corp.) have a list of GoldMine training events that we schedule every week, and repeat throughout the year. These are great, short and affordable ways to get up to speed with using your GoldMine more effectively. Classes are held online and usually are no more then 1...
IntelliClick Product Overview Video
There are thousands of e-mail marketing tools out there, but they all fail in one fundamental way - they're not linked to your internal sales process or your CRM database. They allow you to create an e-mail and send to your uploaded contact list and then you can view some...
The GoldMine Guide to SQL Queries – $34.95
Filters & Groups sometimes are great for segmenting and finding data, but sometimes a SQL Query just works best or is the only option, The GoldMine Guide to SQL Queries will teach you how to write those queries so you can get the most out of your GoldMine database. The...
CCleaner removes the junk from your hard drive or SSD.
Want to clean and optimize your PC? You've probably heard of CCleaner, arguably the world's most popular tool for doing the job. It cleans out temporary files, cleans the Windows Registry, erases browser histories, and so on. The big news is CCleaner Version 4.05 now cleans Windows Event Logs and...
IntelliClick vs GoldMine’s Constant Contact Integration
The following is a link to a pdf that shows the major differences between using IntelliClick to create/send/track your email campaigns vs using GoldMine's built in Constant Contact integration. http://www.1stdirect.com/IntelliClick/GM_CC_Comparison.pdf
Virtual Machines
Yesterday I had a customer that was still using a version of GoldMine 5.5 Standard Edition (GMSE 5.5) and they had purchased the upgrade to the current version, which at the time of this writing is GoldMine Premium Edition 2013.1. In order to upgrade from GoldMine SE 5.5 to GMPE...