GoldMine software has long offered a very useful automation capability know as "Automated Processes." Just the term automated processes conjures up something elaborate, powerful, and complex to set-up. Frankly it's fair to say those are true adjectives. But there are some rather simple, yet efficient and effective ways to use...
Category: Golden Nugget
QB2CRM – QuickBooks and GoldMine Integration
This issue's Golden Nugget is not about any one customer, but a general need that people have for integrating their GoldMine CRM with their Accounting or ERP data. First Direct has been called upon by many customers to do this from ACCPAC to Macola to vertical applications such as eQuantum...
Tracking Referrals
If you’re new to GoldMine or an old-time user like me, there’s always something new to learn. This situation was brought to us by a customer recently and they needed a solution. It’s a common practice in many businesses to offer an incentive for referrals from customers. Have you come...
Details Plus – Get More Out of Details
GoldMine’s Details tab has always been an area with great potential for customization and can be used to solve many common data storage problems. It makes sense to use a custom detail, rather than a custom field, any time there is a one-to-many relationship between a contact and some type...
Feedback from a Customer
Listen to another customer! Here is what Tracey had to say about her upgrade to GoldMine Premium ... Recently First Direct Corp. helped our customer (Integrated Marketing Concepts, Inc.) to upgrade from GoldMine Standard to GoldMine Premium. The GoldMine Administrator, Tracey, is a very capable person which makes her feedback...
Customer Service Delivers ROI
A GoldMine customer was looking for reasons to upgrade from their Corporate Edition GoldMine to Premium. With 21 users they were concerned they could justify the investment in software and services. Demonstrations and discussions were enough to convince them that it was the right move and they opted to move...
RSight Takes GoldMine to the Next Level
Our Golden Nugget this issue is about company called RSight Investigations, Inc.. (http://www.rsight.com) As their name implies, RSight provides investigative services to the insurance industry, employers, TPAs, and others. The RSight organization started using GoldMine since its inception in 1999. The customer had originally contacted First Direct back in Sept....
wMobile – Wireless CRM
The wMobile product enables users to have live wireless access to a GoldMine based CRM system from their handheld device. Users can access all contact information contained on a GoldMine contact record including information in customized GoldMine fields. Users can add and edit contact information with updates instantly available on the...
DbNetGrid
DbNetGrid is a fully encapsulated AJAX enabled grid component designed for use in Intranet/Internet development. It provides a fast and flexible way of presenting and updating database information in a browser environment. DbNetGrid can be used as a simple grid component integrated with your own applications, a web-reporting tool or...
Campaign Tracker
Campaign Tracker is an email newsletter tool built for those who want to send and track their own email campaigns. We design a template and you log in to your own account to manage your subscribers, create and send your own emails and view reports on the results. Reports you...