In this video demonstration I show you several options for exporting data out of GoldMine CRM. I start by showing you basic options (but limited), to more advanced options for exporting just about any data stored anywhere in the database and finally discuss ways to automate the export process for...
Category: Golden Nugget
GoldMine SQL Queries Demonstration
In this video demonstration, I present the GoldMine SQL Queries window and the benefit/power of using the SQL Queries tool to display reports, export data and analyze your GoldMine database. If you have GoldMine Premium Edition with a SQL Server database backend, then you should be using the SQL Queries...
How to easily remove unwanted email attachments (jpg, gif, png, jpeg, bmp) from your GoldMine Mailbox/Attach directory
In this video demonstration I walk you through how to use a free, easy-to-use Windows program for automatically removing duplicated images from your Windows PC. This program can be very useful for cleaning up and removing duplicated logos, signature pictures, and other email attachments that you may collect over the...
How to Implement GoldMine Web Import
With GoldMine’s Web Import feature every time someone fills out a web form on your web site, submits an online order (purchases a product) or does something in any number of web based applications, the contact information that is submitted can be automatically imported into your GoldMine CRM system to create...
Constant Contact integration for GoldMine CRM
A video presentation of a self-hosted web application for integrating Constant Contact and GoldMine CRM. Do you use Constant Contact for your marketing emails? Do you use GoldMine as your CRM system? Then this video presentation might be of interest to you. Watch as I demonstrate a web application that...
MALFORMED E-MAIL ADDRESSES CLEANER FOR GOLDMINE CRM (Video 2)
Here is an update video for the Malformed E-mail Address Cleaner application for GoldMine. In this video I demonstrate the ability to update/edit a malformed email address to be a valid email address. There are times when a malformed or invalid email address just needs to be updated to make...
How to Link Your GoldMine with a Custom Application
A video presentation/demonstration on how to extend or enhance your GoldMine by connecting it with a custom application. Over the years many GoldMine customers have asked about ways of customizing GoldMine or extending GoldMine features to track complex data relationships, ie Project Management, Order Tracking, Inventory Control systems, etc. The...
Click-To-Call / Click-To-Dial from within GoldMine
A short video presentation of several different ways of setting up Click-To-Dial or Click-To-Call Taskbar items within GoldMine to be able to automatically dial the phone. Watch the video presentation online. https://vimeo.com/642339817
SMS Messaging with GoldMine for Automated Appointment Reminders
A video presentation on how to setup true SMS messaging between GoldMine and an SMS Service Provider for automated Appointment Reminders. Watch the video presentation online. https://vimeo.com/640492226 For additional information please contact First Direct Corp. at (845) 221-3800 or contact us online.
Calendly.com integration with GoldMine
The following video presentation demonstrates how to integrate Calendly.com with GoldMine CRM using Zapier.com and a self-hosted RESTFUL API for GoldMine. Watch the video presentation online. https://vimeo.com/637961016 If you are interested in integrating your Calendly.com account with GoldMine please contact First Direct Corp or call (845) 221-3800.