Article Written by: Debbi Harvie of Riva We all live by our calendars, whether it’s a meeting with a client, a lunch with your administrator, or your child’s soccer match. Regardless of what the appointment is, you have an obligation to be there and there are often stringent consequences if you...
Month: March 2019
Resources for GoldMine Users
One of the ways First Direct Corp. seeks to assist organizations to make greater use of GoldMine Premium CRM is by providing FREE resources. One of the ways we fulfill our mission to help organizations market, sell and service better is to publish a blog for GoldMine users and administrators. Below are other sources...
Using “Grid Controls” in GoldMine Premium CRM to Organize Data
Organizations find that over time that their GoldMine CRM system tends to collect a substantial amount of data, especially if an organization has a multiple users and is doing a good job tracking activities and linking emails. GoldMine has a feature called "Grid Controls" which makes it easier for users...
Time for some GoldMine “Spring Cleaning”
One of the things that's important to do with your CRM system from time-to-time, is to ensure your database is "clean". What do I mean by that? Well as you and the other users of your system enter data, modify data, and delete data, your database of customers, prospects, etc....