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...
Category: Featured
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...
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...
Why You Should Start Using Website and Email Templates?
Having a user-friendly website and professional-looking email templates is always an advantage for any business. It is time-consuming to reinvent the wheel every time we create something new, whether you build a website or create an email template. This is why design templates have become so famous in the past...
Happy Holiday Season
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,...
It’s Beginning to Look a Lot Like . . .
December is a month for many important things - holidays, taxes, charity, family, travel, etc. It is also a time when many people do a review of their old goals and set new goals. Here's some thoughts to consider with regard to your CRM system: Improve system speed - database...
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...