With the release of GoldMine Premium Edition 2014.2 we are introduced to the new GoldMine Web feature. This feature allows you to view/access your GoldMine data in a web browser using a desktop, laptop, or tablet device. This new feature is available at no cost to GoldMine customers current on...
Category: Did You Know?
Easy Way to Review Completed Activities
The GoldMine "Activity List" lets you easily view complete activities (Calls, Appointments, Next Actions, and so forth). Looking back over your own, or other users' completed activities has many benefits including: Identifying the need future follow-up, assessing the results of sales efforts and using findings for coaching, getting a sense...
Schedule Email
Did you know that you can schedule an email to go out to a contact on a certain date and time with GoldMine CRM? In the options tab of the GoldMine email there is a button labeled "Queue, Calendar, and History options." When you select that a scheduling dialog window...
“Change The Size Of All Items” on your Windows PC
Higher resolution, lower readability Desktop image sizing options: Not just for the hard-of-seeing. Windows 8 has spurred a whole new hardware type: the laptop-tablet hybrid. Many of these devices sport 1080p IPS displays that are breathtaking to behold. I've found that the blessing of a high-resolution display comes with an accompanying...
GoldMine Premium Edition 2014 No Longer Supports Windows XP
Thinking about upgrading your GoldMine? Did you know that the latest versions of GoldMine no longer support/run on Windows XP? Microsoft has ended Windows XP support. Windows XP is 12 years old—that’s pretty old for an operating system. In the past 12 years you’ve probably gotten a new phone, maybe a new...
Targeting A Universal Search
GoldMine's Universal Search tool, which leverages MS SQL full text indexing and searching capabilities, offers "Advanced" settings inside the Universal Search dialogue window that allow you to specify what tables to search by telling it where to "find these items." It also provides a drop down filter that lets the...
Searching Your Emails in GoldMine
GoldMine Premium Edition introduced the Universal Search functionality. That is, the ability to search for just about anything/anywhere in GoldMine. Customers not on the latest build/version of GoldMine are really missing out on this powerful feature. However, those on older versions of GoldMine are able to search your E-mails in...
GoldMine Contact Search is Slow/Delayed
I recently noticed that I was having performance issues when searching for contacts in my GoldMine. When using the Search Center, I noticed there was some serious lag time while I was typing. It was almost as if GoldMine was trying to "catch up" with what I was searching for....
How To Disable HTML Formatting for Notes in GoldMine
You may have noticed that GoldMine allows HTML text virtually anywhere text is stored. This includes (obviously) e-mail messages, but also includes History and Pending Notes, the Notes Tab on the Contact Record and anywhere you see a free-form text field. And this is all well and good, but can...