I had a customer who recently did a marketing campaign for a new product they offer. The "Call To Action" was a link in the email campaign to "BUY" the advertised product. They had sent this nicely formatted HTML email campaign to approx 1000 of their customers/prospects. Unfortunately the results...
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How To Configure MS SQL Server to send an email if a SQL Server (Backup) Job fails
Here is a great article on how to setup and configure your MS SQL Server to send you an email if your nightly backup fails. It isn’t difficult, but if you miss one step, it won’t work. Ugh!! It requires that you know your mail servers SMTP settings for sending...
Record Ownership and Record Curtaining
I recently had a conversation with a customer about how to prevent other Sales Reps from calling/contacting other Sales Reps customers or even seeing the email communications between other Sales Reps and their customers/prospects. This conversation comes up a lot, so I wanted to add this post so people are...
FREE SQL Backup Software for MS SQL Server 2008, 2012 and 2005 (Express) databases
SQLBackupAndFTP is a straightforward tool to automate the backups of SQL Server of any edition, especially SQL Server Express 2005 and SQL Server Express 2008, since they don't have built in tools for backup. Most remote GoldMine users that sync from a laptop are using a MS SQL Server Express...
When to use parentheses when building GoldMine filters
GoldMine filters allow you to segment contact records based on data in the record fields. When creating a filter with multiple values in the same field in conjunction with other fields you need to use the OR and AND boolean operaters. It is important to understand how and when to...
Insert a Signature “John Hancock” image into your Word templates/documents
It is possible to insert/merge an image of your John Hancock "signature" into your MS Word documents from a GoldMine Document Template. You will need to create a bitmap image of your signature by scanning your signature on paper and then converting it to a bitmap using a graphics program....
SQL Query – Count of Contacts By Record Type
I had a customer who wanted to be able to determine how many Prospects, Customers, Leads, etc they had in GoldMine. They keep track of their customers in a single database and use the KEY1 field to classify them as Prospects, Customers, Leads, etc. etc. The best way to do...
How To Make Skype Calls with GoldMine
For those that don't know, Skype allows you to make free Video and Voice calls to anyone else on Skype and you pay for Calls to mobile phones and landlines worldwide at low rates. Many people are using Skype as their "phone system" at work and have asked about being...
How To Create & Code Your Own HTML Emails
Want to learn how to create your own HTML email campaigns? This course is great for anyone who wants to create great looking emails. No prior experience necessary. Attendees should have a strong desire to create email campaigns that just work. We will cover all the basics with examples presented...
GoldMine Premium Edition Version 2013.1 Hotfix 1 (2013.1.0.249) Released
What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 1 (2013.1.0.249) To prevent performance issues, a maximum of 500 cases can be viewed in the Service Center. You may select an option from the Show dropdown to filter your Cases or use the Service Center Search function to search for a Case....