Many clients over the years have asked for instructions on how to import contact data into GoldMine and in fact there are many different ways to import data into GoldMine and what method/process you use is up to you. For those wanting to import data from an Excel document there...
Month: October 2017
QuoteWerks and ‘QuickBooks Online’ Integration
The QuickBooks Online Integration enables users to quickly, easily, and accurately send any QuoteWerks document to QuickBooks Online as an Estimate, Invoice, Sales Receipt, or Purchase Order. Once exported, QuoteWerks will: Create items that do not currently exist Create customers that do not currently exist Write all line items into...
GoldMine 2017.1 Hotfix 3 Released
What’s Fixed in GoldMine 2017.1 Hotfix 3 Unable to set the GMGoogleSync configuration, error when trying to access http://localhost/goldmine/configuration - Server error in ‘. Goldmine/Configuration' Application If a non-master user has the option 'Add New' unchecked under the Access Tab of Tools > User's Settings > Properties, they won't be...
How to find the IMAP folder structure for “Sent emails” on your mail server using Microsoft Outlook?
Issue: Emails sent from mobile devices or other email clients are not auto-linking in GoldMine when users log into GoldMine Web. This is most likely due to the incorrect configuration of GoldMine Web/GoldMine Connect, and the name used for the SENT ITEMS folder on your mail server. Resolution: [STEPS] 1....
Email & Newsletter Design Considerations
Email marketing consists of much more than just sending an email newsletter. While most business owners focus on their email newsletter, and invest in a custom, branded email template design — they forget about the many other types of email marketing messages they will need to send and then end...
GoldMine Email Attachment Best Practices
GoldMine's auto email linking capability has long been a popular feature of GoldMine users. Emails you send and receive in GoldMine are automatically linked to the contact records in GoldMine based on matching email address in the sent/received email and the contact record in GoldMine. When your contacts send you...
CompanionLink 8 Now Available
CompanionLink 8 Features: CompanionLink for Google - new simpler setup system, realtime sync performance. Outlook - Revised faster folder load, better realtime sync performance Act! - Act! v20 Support Dedupe Option for all Apps and Handhelds Automatically checks for program updates New tech support email system with automatic logging Upgrades...
How To Restore Your CompanionLink License After a Recent Windows 10 Update Removed Your License Info
A Microsoft Windows update recently published causes some licensed copies of CompanionLink to lose their license info. The result is that CompanionLink will open as an expired evaluation and prompt you to register or buy the software. NOTE: This problem only appears to mostly affect systems running Windows 10. To...
ATTENTION QUOTEWERKS OWNERS
Announcement for QuoteWerks Owners The QuoteWerks Development Team is planning to release Version 5.3 in the next month or so. In preparation for the upcoming release, you may need to upgrade your SQL server or migrate your QuoteWerks database to a newer SQL server. If you do not know what...