IntelliClick 2020.9.15 version is now available. You can update IntelliClick by clicking here and following the instructions on the download page. You may be also prompted for the update, the next time you access the IntelliClick Wizard. This latest release has been tested and confirmed compatible with the latest GoldMine 2020.1.xx version...
Year: 2020
What’s Your Organization’s Backup Strategy?
Is your organization prepared for a disaster? A solid backup strategy is one of the key elements of being prepared. Get started developing your organization's backup strategy with these tips and best practices. Regular backups are vital insurance against a data-loss catastrophe. In this article, we'll offer some best practices...
THE MOST IMPORTANT THING I DID ALL WEEK
With today being 9/11 I wanted to post something of a more inspiring nature. Since there is so much already being said about this subject, I figured I would come at it from a different angle. It's Friday morning and I have 17 more tasks (calls, actions and appointments) plus...
Blogging versus Broadcasting
Thank you for subscribing to my blog! If you haven't already subscribed, I hope you will choose to subscribe after you read this post. I also hope your company will consider being a more active blogger. In this article I will speak to the advantages of blogging over broadcast email. ...
GoldMine Premium 2020.1 Now Available
GoldMine Premium Edition 2020.1 has been released. If your GoldMine annual software maintenance is current, then your firm is entitled to this upgraded. (If your GoldMine software maintenance has expired, First Direct can assist you with your renewal or reinstatement.) IMPORTANT: You must request a new GoldMine license before upgrading to...
A better way to write and deliver sales quotes
If your business writes quotes and proposals in a Word Processor or Spreadsheet and then delivers them via an email, please consider an alternative. First Direct orders a tool for writing quotes that can be delivered via a web portal. Consider the reasons and benefits of doing quotes the following...
How to eliminate or suppress blank spaces and/or blank lines within GoldMine Word templates?
Within GoldMine there may exist some contact records that have a value in a field, and some records that do not. Like this: and also like this: when performing mail merges the letter for the second contact shows undesired blanks or even blank lines. Is there a way to suppress...
IntelliClick 2020.8.15 is now available.
IntelliClick 2020.8.15 is now available. This latest release introduces enhanced "ONE CLICK" CALL TO ACTION REQUESTS for all versions of IntelliClick. Highlights/benefits include: A new intermediary landing page asking for confirmation to proceed with the action request A new final landing page confirming the action being requested Eliminate the likelihood of false...
THE BIG PICTURE – The Case for 3 Monitors
Here you have a look at my "desktop." I recently went from two widescreen (landscape) monitors to three. I am not "looking back." Monitors cost about $150.00 each. I also purchased a monitor stand that allows me to mount all three together. Here's a pictures of what they look like...
What You Can Do with Additional Contacts in GoldMine
GoldMine Premium CRM is one of the few CRM applications which allows users to store "additional contact" information within a GoldMine Contact Record. So while there is a always a "Primary Contact" in the "Primary View" (top half) of a GoldMine Record, there is also a Tab for other Contacts...