If you are finding your GoldMine Email Center slow (when moving from one Email to another, deleting, replying, or filing Emails) you may want to turn off the “Sync Contact” feature that keeps the GoldMine Contact Record in sync with the your email center. This capability can be toggle “on/off”...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
Opening Multiple Contact Windows
Did you know that you can have more than one GoldMine Contact Record tab opened at the same time? It’s easy – from the “Window” pull down menu in GoldMine Premium simply select “New Contact Window.” At times when you are trying to go back and forth between two contact...
Tracking Referrals
If you’re new to GoldMine or an old-time user like me, there’s always something new to learn. This situation was brought to us by a customer recently and they needed a solution. It’s a common practice in many businesses to offer an incentive for referrals from customers. Have you come...
When E-mail Stops E-mailing
It is seemingly inevitable with computers that when things can go wrong, they will go wrong. It is also seemingly inevitable that this will happen at the worst possible moment. You’ve been trying to get that important quote sent out to your customer or you’ve won an all-expenses paid trip...
Assessing, Benchmarking your GoldMine Database
“If you can’t measure it, you can’t manage it.” And there is probably nothing worth measuring and managing more than the quality of your GoldMine database. The trouble is figuring out where to start and how to get a worthwhile read on the quality of your GoldMine database. First Direct...
Knowledge Is Power
Knowledge is power – the problem is who can remember it all? That’s why it’s more important today that you have an effective and efficient way of storing and accessing information. One the key roles of the marketing department is to supply the sales people with key product information such...
Raising The Bar With The GoldMine Taskbar!
One of the many advantages of GoldMine® over other CRM applications is the GoldMine® Taskbar. The GoldMine Taskbar is a great way of having quick, one-click access to common things like: GoldMine Main Menu Items Launching external applications and web sites (web resources like Google Maps, Dun and Bradstreet, Spoke,...
Dialing Out of Goldmine with the GoldMine Softphone – Dream or Reality
Have you ever wondered “What is the GoldMine Softphone and does it work?” Firstly, let’s explain what a “softphone” is. A softphone is a software-based phone that sits on your computer’s desktop and acts very much like a typical phone handset except that it operates off your computer with or...
Setting up Gmail (or other SSL Mail Clients) with GoldMine Premium 8.5
Many people are moving to Gmail for their email. Its solid Spam filter and low cost (free) make it very attractive. Goldmine made some enhancements to Goldmine Premium Edition 8.5 which now allows you to use Gmail and other providers SSL email in their robust email client. To add your...
Create Useful SQL Queries
If the GoldMine Administrator doesn’t take responsibility for helping the firm to deploy SQL queries this feature in GoldMine will probably not get done; Which would be a real shame because this is one of the most valuable features in GoldMine Corporate and Premium Editions! I’ve written about SQL queries...