In this video demonstration I show you how to programmatically create a PDF using a FREE PHP Library for generating PDFs and dynamically merging GoldMine contact data into that PDF. I've had many customers ask me over the years can I merge GoldMine data into my Acrobat PDF or create...
Blog
Automatically Process Mailchimp Unsubscribes and Hard Bounces plus much more
In this video presentation I demonstrate how to setup Mailchimp webhooks to automatically process unsubscribe and hard bounced emails using Zapier.com and/or a self-hosted web script. This video is intended to give GoldMine customers a better understanding of the potential of integrating web apps with GoldMine CRM and many other...
Integrating GoldMine with other applications
In the following video presentation I demonstrate one way of integrating GoldMine with a number of different web applications. Whether that be integrating GoldMine with an email marketing system to add/subscribe contacts to a subscriber list, such as MailChimp or Constant Contact, OR if it's adding GoldMine contacts to an...
Creating Filters in GoldMine based on data in the Tabs
Out-of-the box, GoldMine does not allow you to build filters based on information in the tabs (History, Pending, Details, Cases, etc.) Filters in GoldMine can only be created based on the values in the fields on the screen(s). There are two "types" of fields in GoldMine, a system defined field...
Chickens, Goats and CRM
With Labor Day behind us, the end of Summer, Sat. Sept. 23rd, is around the corner. I hope your year is shaping up nicely. This year I decided to raise chickens and goats. I built coops, barns, shelters, fencing. I studied and learned what I could to prepare myself. Finally,...
Quoting – One of the Best Reasons for Using QuoteWerks and Integration with QuickBooks
If you've been using your accounting software like Quickbooks to create quotes or estimates, you're likely familiar with the challenges that arise from this approach. Accounting software often requires pre-existing part numbers along with descriptions, costs, and other details for quoting. Granting salespeople access to add part numbers to accounting...
First To Admit About GoldMine
First Direct offers two CRM solutions: GoldMine CRM and Zoho CRM. Throughout my workday, I actively use both products side-by-side. It is important to acknowledge that GoldMine is not the most modern technology. Its design may not be the most "dated" one. Over the years, I believe that Ivanti should...
Now is a Good Time to Review Your Backup
Now that warmer weather is arriving, in our neck of the woods anyway, many people are taking the opportunity to clean up their yards, their garages, their vehicles, and all the other tasks that need attending. The trees are budding and the flowers are beginning to display signs of life. ...
RingCentral integration with GoldMine CRM
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...
Reasons to Read and Write a Blog
Reasons to READ our Blog. Reasons to WRITE your own blog. Reason to Read Blogs For most businesses, blogs are one of the most effective ways to build brand awareness, nurture relationships with customers, and create value. At First Direct Corporation, we know the power of blogging and the power of...