Organization Tree Data is stored in the “CONSUPP” Table under the RecType “O.” Here is how the ConSupp Fields are used: Fieldname Used For (Data Stored In) ACCOUNTNO AccountNo of the Linked Record RECTYPE “E” CONTACT Date/Time AP was attached. In format: YYYYMMDDHH:MM:SS CONSUPREF Next event to be triggered. Duplicate...
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Using Lookups to Control Data Integrity
If you’ve ever taken a GoldMine training class with Bob Ritter, President of First Direct Corp. I’m sure you have heard the expression “Dirty data is the enemy of marketing!” Sometimes with all the bells and whistles of an advanced CRM system we forget that the most important element of...
DbNetGrid
DbNetGrid is a fully encapsulated AJAX enabled grid component designed for use in Intranet/Internet development. It provides a fast and flexible way of presenting and updating database information in a browser environment. DbNetGrid can be used as a simple grid component integrated with your own applications, a web-reporting tool or...
GoldMine Premium Introduces “Case Management”
Since day one GoldMine has been a great tool for tracking activities (Calls, Appointments, Actions, Email, etc.). Now with the new GoldMine Premium Edition and its new Case Management capabilities you can manage technical support issues, customer service requests, and other types of matters. Case Management will be very useful...
Build Voice into Your CRM Solution
These are just a few of the big reasons why integrating your telephone system with your CRM system is appealing: Power-dialing (where your phone system dials contacts in a campaign automatically)can increase telesales productivity by as much as 300%! Using low cost Voice over Internet solutions versus traditional telecommunications carriers...
New “Grouping” Capabilities in GoldMine Premium
Use GoldMine Premium’s new “Grid Controls” technology to do “Grouping” within Record Tabs. This feature makes it easier to sort and filter the rows of data in History, Pending, etc. using the ability to Group (see local menu in the corresponding tab). In records with considerable data in the tab...
Learn to Use the CRM Tools You Have
A week doesn’t go by that First Direct does not get several “tech support calls” from a GoldMine user who needs help to do something related to marketing and/or sales with GoldMine. Although “support calls” are procedurally directed to our “help desk,” the real basis for such calls is often...
A Little Email Administration Oversite Which Causes a Big Problem
This article is for those of you who use the GoldMine email center for sending and receiving emails. When configuring your e-mail account settings in the GoldMine email center there is the option to auto-retrieve and auto-delete emails. If you are going to auto-retrieve emails you MUST either check the...
Campaign Tracker
Campaign Tracker is an email newsletter tool built for those who want to send and track their own email campaigns. We design a template and you log in to your own account to manage your subscribers, create and send your own emails and view reports on the results. Reports you...
Tracking Service Issues
As most know, GoldMine is a great tool for tracking activities (Calls, Appointment, Actions, Email, etc.). However, GoldMine lacks functionality and features in the User Interface (UI) which demanding customer service/help desk environments require. Here are just of few of the types of needs such departments have: Auto Ticket/Issue ID#...