The Purpose of “Codes” in GoldMine CRM

Before I explain how to use "Codes" in GoldMine today, I want to provide a little history about them. GoldMine software is one of the originators of the class of applications best known today as Customer Relationship Management (CRM) software. GoldMine goes back to the even before Microsoft Windows existed....

A Case for Rolling Over Activities

This week my 82 year old mother fell and couldn't get up.  The ambulance arrived and we all assessed the situation.  Fortunately, nothing was broken, but the incident triggered a number of things that needed to be handled in the life of my Mom, and as her care givers, the...

Keep Two GoldMine Contact Records Open

Most GoldMine users are aware that they can have open multiple application windows (TABS).  The TABS can be opened in the order of the user's preference.  By default, the Record Tab (Company/Contact) is the first tab.  I prefer to keep open the following other TABS: Search Center, Activity List, Calendar...

Using “Grid Controls” in GoldMine Premium CRM to Organize Data

Organizations find that over time that their GoldMine CRM system tends to collect a substantial amount of data, especially if an organization has a multiple users and is doing a good job tracking activities and linking emails.  GoldMine has a feature called "Grid Controls" which makes it easier for users...

Tips on integrating GoldMine with other solutions

It's not uncommon for GoldMine users to want to be able to achieve a certain task with GoldMine, only to find that GoldMine does not have that feature or capability "out-of-the-box".  Here is a very helpful tip on how to go about finding solutions when GoldMine alone does not meet...

How to use Zapier to integrate GoldMine with other Apps

I've written several posts/articles in the past about Zapier.com and how it allows you to integrate hundreds of different Apps with each other via a very simple user interface and without you needing to know any coding. Zapier.com does most of the heavy work for you as far as utilizing...

What Are Webhooks and Why You Should Be Using Them

Webhooks have been around for quite a while now, but surprisingly very few people, other than programmers/developers, know much about them or what they are used for. I am going to attempt to explain that in this article and hopefully you'll see where your organization can start to take advantage...

The most common email mistakes most people make

If you prefer to create your own HTML email templates, rather than use our email design services, there are a few things to keep in mind when you create your own email content. Below, I will go over some common HTML email coding errors and how to avoid them. Images,...

How to stop unwanted emails from showing up in your inbox.

I received a few emails/calls this month from users who wanted to setup complex email rules in GoldMine to automatically delete unwanted emails from their inbox. I wanted to share my answer/response for how to deal with those emails here, but first let's clarify what emails were talking about. For...

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