Have you received a notice from your hosting provider about upgrading to a new version of PHP, and are wondering what it means for your website? What is PHP? PHP is an open-source programming language that runs on a web server. It is one of the most popular languages...
Year: 2022
QuoteWerks Wins 3 Big Awards
QuoteWerks earn top rated consumer award. * QuoteWerks has earned the Top Rated Award for CPQ Software, Proposal Software, and Quote To Cash Software from TrustRadius. TrustRadius Top Rated B2B Awards are based on entirely on customer feedback. QuoteWerks is the #1 Award winning software for creating quotes and proposal....
GoldMine Email Attachments and Document Management Best Practices
The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals, PDFs, Word Docs, etc. Many customers complain that their GoldMine is slow and sluggish and often times this is due to a...
What is SPF Email Authentication and Why You Need It!
After reading this article you will be able to: Define what a DNS SPF record is Explain the benefits of a DNS SPF record Understand a DNS SPF record’s components Just about every business today is doing some level of email marketing and in some cases they are using a...
How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.
Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because IVANTI, the manufacturer of GoldMine has not released a version of the GoldMine Link for Word that works on 64 bit versions...
Integrating with GoldMine using a self hosted RESTful API
It's not too uncommon to have a customer ask me, "Does GoldMine integrate with, "XYZ" app." For many years that answer was simply "NO". That's because there wasn't a lot of development work/integration work being done by inside or outside developers to create integrations between GoldMine and other applications. The...
Big Announcement for GoldMine users who use O365 or Gmail/Gsuite for email.
Microsoft and Google have made changes to the way subscribers can access their email accounts using an email client such as GoldMine. They are forcing users to use MFA or 2 Step Verification with the use of App Passwords OR if your GoldMine supports OAuth 2.0, to use this more...
Why you should be using webhooks with your GoldMine to automate workflow and data entry.
What are webhooks? Webhooks are a way for you to tell a web app to send information automatically to another application when certain events occur in said web app. It's how PayPal tells your Accounting app when your clients pay you, it's how Twilio routes phone calls to your cell...
GoldMine Email Authentication
If you are currently using GoldMine’s email client you may have already or could soon find yourself not being able to retrieve emails if using the POP or IMAP protocols with Gmail or Microsoft accounts. The reason behind this is an industry trend toward using something called OAUTH2 and an...
Do or Die CRM Best Practices
I have been a CRM consultant and practitioner for over 30 years. We support both GoldMine Premium CRM and Zoho CRM along with various add-on applications. Whether you're a GoldMine administrator, VP of Sales & Marketing or the business owner, the importance of CRM best practices can not be overstated....