Database clean-up is often overlooked and problems are often hiding out under the surface and can bite you in a big way. One reason is that GoldMine administrators don't know where to look. Consider the following 10 places where problems in your GoldMine database can lie: Is the integrity of...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
Send a GoldMine Alarm Reminder to Mobile Device
GoldMine's Options (in 9.2.1.72 and higher) now make it easier to set your preferences so that GoldMine will automatically send a message to your mobile device if an alarm is overlooked. In your User's Options, under the tab for "Messaging" you can specify the email address for your device. ...
New Year’s Database Resolution
We make New Year's resolutions for all sorts of areas in our life and business that we want to improve, why not for your CRM database? After all, there is no tool in your business that is more critical for the success of your business than your prospect &...
Are You In Control of Your Network
First Direct's GoldMine customer, Western NRG, Inc. is an expert on internet security. They also sell the leading next generation security appliance by SonicWALL. The world of network security threats has changed radically and there's a good chance your firewall isn't providing the security you need. One of the services...
GoldMine Shortcut Keys
Even with the new GoldMine Premium interface you still have many "Shortcut Keys" available. For a complete listing you can refer to "HELP" under Getting Started > Menu Command Shortcut Keys. In addition to the list below that is supplied within Help, it's useful to keep in mind that when...
The GoldMine Single User Dilemma
Hardly a week goes by at my First Direct office that I don't have an inquiry from single user of an older version of GoldMine who is faced with the dilemma of whether to drop GoldMine or upgrade to the new Premium Edition. Since I get this situation so often, I decided...
Before You Search In GoldMine
You may have heard the expression “it’s not what you know, but knowing where to find it.” This is certainly true when it comes to your GoldMine database, where your ability to find a piece of information or a record(s) containing that information will depend on knowing how to go...
QuoteWerks In the News
As a leading solutions partner (reseller) for the award-winning quoting application QuoteWerks, First Direct is thrilled for Jon Lewe IV and the entire QuoteWerks/Aspire Team for their greater write-up in MSP Mentor. Check out the article here. Please contact First Direct if you're interested in a demonstration of either QuoteWerks...
The Mystery of GoldMine Email Distribution Lists
Time to clear up the mystery about GoldMine's email distribution lists feature! I was on a call helping a GoldMine customer with Groups. In the midst of my call, which involved two individuals within the same firm, one of them raised the topic of GoldMine Email Distribution Lists. He was...
CRM in the Press … recommendations from experts
A recent report by national research firm provided insights on CRM for small and midsize businesses. This firm benchmarks best practices in technology-enabled business initiatives. Their findings provide actionable insights that allow companies to make smart business decisions and match their needs with vendor solutions. In this recently published...