GoldMine's Universal Search tool, which leverages MS SQL full text indexing and searching capabilities, offers "Advanced" settings inside the Universal Search dialogue window that allow you to specify what tables to search by telling it where to "find these items." It also provides a drop down filter that lets the...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
ATTENTION: QuoteWerks Users with Custom Integration!
We here at First Direct Corporation were just notified by Aspire Technologies, the makers of QuoteWerks, that the soon to be released QuoteWerks v5.0 includes a breaking change regarding the QuoteWerks API (Application Programming Interface). If you have done custom integration of your QuoteWerks, you should contact your programmer as...
My Thoughts on Business
Recently I was interviewed by a business coach, Sean Ackerman, owner of You Leading You. Sean and I spoke about my firm First Direct Corporation and in particular my thoughts about running my company. The conversation covered a broad range of topics and it was fun for me. But more...
7 Best Practices Which Lead to a Better CRM Database
In my "Getting Started with GoldMine" training class, I begin with a review of 7 best practices which lead to a better CRM database. Right from the beginning, I believe it is important to establish a fundamental view about usage with an explanation of certain day-to-day habits which are critical...
Tax Benefits for Investing in Technology Expiring Soon!
Time is Running Out on Tax Benefits! The Time is right for investing in technology! Make your technology investments before the clock strikes 2014! Business taxpayers stand to have substantially less ability to expense large purchases, as the 50% bonus depreciation provision lapses on 12/31/13, while the maximum limit...
What’s Happening with MS SQL Server and GoldMine Premium Edition??
Come November 1, 2013, the maker of GoldMine Premium CRM software - FrontRange Solutions - is changing their offering. For nearly 10 years GoldMine has included a special license of Microsoft SQL Server with their CRM software. This was possible because of a licensing agreement between FrontRange Solutions and Microsoft. ...
GoldMine In the News
As a GoldMine Partner, First Direct is pleased to see very exciting developments happening with the GoldMine product. The manufacturer, FrontRange Solutions, is working harder than ever to deliver a better GoldMine Premium CRM solution. And, they are getting traction in the news as a result of their efforts. SYNETY...
Outlook Auto-Complete List
Most people that have used Outlook know that it will remember addresses you have sent E-mails to, but it only relies on E-mails already sent for this functionality to work. This is done with Outlook’s Auto-Complete function, which is a list that Outlook uses to store E-mail addresses that have...
Get To Know MS SQL SERVER 2012
Since GoldMine Premium 9.x now supports Microsoft SQL Server 2012, and since many customers have been operating on older versions of MS SQL , firms are starting to consider an upgrade of their MS SQL. To help with that choice I'd like to offer this list of benefits that I've...
Boosting your WiFi Signal … Does Yelling Really Work?
Does Yelling Really Work? Have you ever installed a wireless router at home or in your office and found that the performance isn't what you hoped for? Poor signal strength and/or intermittent connectivity or no connectivity is usually the result. Your first action should be to reposition the router in an attempt...