Telephony integration with your CRM is a critical element of running your business. Many customers over the years have asked about the ability to integrate their phone system with GoldMine and in most cases it involved the purchase of a GoldMine Add-on. First Direct Corp. has been selling, supporting and...
Author: Jay Dymond
Sending SMS Messages Automatically via GoldMine Automated Processes
I recently had a customer ask me about being able to automatically send SMS Messages via GoldMine Automated Processes, etc. by using an SMS API. The quick and short answer is yes, but the details of how is pretty complex so I decided to create this demonstration video to show...
Scheduling the Emailing of GoldMine Reports
In this video demonstration, I demonstrate scheduling the emailing of a GoldMine Daily Real-Time Completed Activities Report using a self-hosted RESTful API for GoldMine and a custom PHP script. If you have a need/interest in viewing GoldMine reports in a web browser or having GoldMine reports emailed to you or...
First Direct Corp. wins Top QuoteWerks Partner award for 2022!
Aspire Technologies, Inc, the manufacturer of QuoteWerks software has announced that First Direct Corp. has been named a Top 10 World Wide Solutions Partner for 2022 (Top USA Partner). QuoteWerks® enables companies in every industry to create detailed quotes and proposals with speed and efficiency. If you want to...
QuoteWerks 10% OFF Winter Special
As a valued QuoteWerks customer, we would like to let you know in advance about our QuoteWerks Winter Special, which starts December 1st, 2022 and ends Dec 23rd, 2022. Now is the time to use up your end of the year budget! If you've been thinking about adding more licenses, upgrading,...
What are GoldMine Webhooks?
A webhook is a URL endpoint or HTTP-based callback function (web script) that allows lightweight, event-driven communication between 2 applications via an application programming interface (API). Webhooks are used by a wide variety of web apps to receive small amounts of data from other apps. To set up a webhook,...
GOLDMINE 2022.3, 2022.3.1 AND 2022.4 RELEASED!
GOLDMINE VERSION 2022.3 RELEASE NOTES WHAT’S NEW IN GOLDMINE VERSION 2022.3 GOLDMINE PREMIUM EDITION Linking messages encrypted with Office 365 Message Encryption and Microsoft Information Protection WHAT’S CHANGED IN GOLDMINE VERSION 2022.3 GOLDMINE PREMIUM EDITION Upgraded cURL library to 7.84.0 Replaced the embedded browser with Edge WebView2 in the Constant...
QUOTEWERKS VERSION 5.7 BUILD 4 IS HERE!
Did you see that Aspire Technologies recently released QuoteWerks Version 5.7 Builds 3 and 4? These releases introduce over 50 new features including: GoldMine 2022.3 is now supported, a completely redesigned Act! For Web integration, the ability to show/hide toolbar icons, more ‘Save as PDF’ options, Re-Upload Options for QuoteValet...
GoldMine Email Attachments and Document Management Best Practices
The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals, PDFs, Word Docs, etc. Many customers complain that their GoldMine is slow and sluggish and often times this is due to a...
What is SPF Email Authentication and Why You Need It!
After reading this article you will be able to: Define what a DNS SPF record is Explain the benefits of a DNS SPF record Understand a DNS SPF record’s components Just about every business today is doing some level of email marketing and in some cases they are using a...