This “Tech Tip” deals with GISMO (Goldmine Integration Services for Microsoft Outlook) which is included with Goldmine Corporate and Premium Editions. GISMO is an add-in to your Microsoft Outlook email client that offers the following features: Link e-mails sent and received in MS Outlook to a Goldmine contact Create new...
Author: admin_jy9kswgb
Email Rules Are A Great Productivity Tool
GoldMine 5.0 introduced the ability to create business rules for handling incoming email. In the upgrade to 5.5 this feature now also covers outgoing email. Email Rules, as this feature is called in GoldMine, is often overlooked as a way of improving productivity. Email Rules enable the GoldMine user to...
OmniRush Isn’t Just for Sending Faxes!
While most companies that purchase OmniRush do so for the ability to send faxes, an equipment manufacturer loves OmniRush for handling incoming faxes. The executive secretary that administers OmniRush is able to receive, route and link incoming faxes with GoldMine. She states, "With OmniRush, the moment an incoming fax arrives,...
The Easiest & Fastest Way to Divide Up a List of Calls
Do you have a big prospect list that you want to split up evenly for several telemarketers or sales reps to call? Use the Group Scheduling feature in GoldMine to equally divide the calls between multiple users. Once the list is in GoldMine, filter or group the records. Then schedule...
Get More Done, In Less Time with Toolbar Macros
Almost anything anyone does repeatedly in GoldMine can be done in less time and with less effort through the use of Toolbar Icons/Macros. GoldMine lets you modify the existing Toolbar in order to add and delete icons. You can also create a custom toolbar with macros for the features you...
Use Merge Codes to Reach Key Contacts
The "Merge Code" feature in GoldMine can help you to market better by assisting you to reach more decision makers and influencers within the firms you are targeting. Adding key additional contacts to your direct mail and email campaigns is one way to better penetrate targeted firms, thereby helping to...
Ways To View More Records
In the History Tab: You can set the number of history records listed in the History Tab by simply right clicking and selecting Options>Max Records and entering the number you wish to view. In Filters, Groups and Contact Listing: If you are using GoldMine with MS SQL database, you can...
Find a Dealer Near You
Several manufacturers and distributors have applied this approach to help their staff locate reps or dealers who carry a certain line of products within a geographic area. To begin with, you can track all the "lines" that their dealers carry in the Details tab. Then they build groups based on...
Cleaning Up Old Activities
Ever feel like no matter how hard you try you can never get caught up? Here's one way to clean house - and deal with outdated activities that hang over you. One nice feature in the Activities List is the option to "Auto Update" your pending activities. This local menu...
On-the-Fly Email Templates
On-the-Fly Email Templates are possible in the GoldMine email client. Rather than creating and saving an email template for one-time usage with a single record or a small audience such as a tagged list of records, it's very handy to build a template on-the-fly. I love using this feature in...