Due to a recently discovered anomaly on a single Windows 10 machine, First Direct Corp. is advising our QB2CRM customers to NOT upgrade their users’ computers to Windows 10. Specifically, users’ machines that have both GoldMine and QuickBooks installed should avoid upgrading to Windows 10. Users’ machines with just GoldMine...
Category: Manage Smarter
The Grass Isn’t Always Greener …
About one month ago I got the news from a customer of nearly 8 years that they were leaving us and GoldMine for Salesforce. Needless to say, I was rather disappointed. It was some consolation that they told us that they loved First Direct and the decision was not a...
Creating a Sales Performance GoldMine Dashboard
Creating a Sales Performance GoldMine Dashboard Part 1 Training Video Part 2 Training Video
Sometimes we become content!
My friend, Bill Smith, has a blog/web site where he writes about his life experiences and his ambitions for the future. His blog/web site is called "Chasing My Dream Life". Bill likes to run, bike and swim and regularly competes in Iron Man competitions all over the country. He likes...
WordPress and GoldMine Integration
Does your company use WordPress, the popular CMS (Content Management System) for building web sites? Did you know you could integrate your WordPress web site with GoldMine? GoldMine can be integrated with most web sites via a web script that formats your web sites posted form data into an .ini style...
Using the Lookup.ini to Automatically Fill-in and Update GoldMine Fields
In this class we will go over how to create a Lookup.ini script/file for GoldMine. The Lookup.ini script can automatically update a field based on when a contact record is created or when changes are made to another field on an existing contact record. Examples of Using Lookup.ini Entering/Changing Data...
Use GoldMine Email Rules to filter incoming messages and minimizing the amount of unwanted e-mail.
Creating E-mail Rules Create rules set to specify conditions and actions for handling e-mail. For example, use e-mail rules to filter incoming messages, minimizing the amount of unwanted e-mail. 1. In the E-mail Center, right-click and select Options > Set up E-mail rules or click Set up E-mail Rules from...
FrontRange Solutions discontinuing support for GoldMine Premium 8.x by end of year 2014
FrontRange Solutions has announced that it will be discontinuing support for GoldMine Premium Edition 8.x at the end of 2014. Please contact our sales team at 845 221 3800 for information about upgrading your GoldMine and/or renewing your Maintenance. GoldMine Premium Edition 2014.2 is the current version of GoldMine at...
Premise vs. Cloud CRM: Which is Right for you?
With all the recent attention on Cloud on-demand, or software-as-a-service (SaaS) CRM solutions, it might seem like this is the future of software. On the surface, it sounds attractive. The CRM vendor houses the application and your data, and your employees access it via the Web. With on-premise software, you...
Cobian Backup and SQLBackupandFTP
There are 2 free backup programs that we recommend our GoldMine customers download/install/use for backing up the GoldMine installation directory and SQL databases. Cobian Backup http://www.cobiansoft.com/cobianbackup.htm Cobian Backup is an excellent file backup tool with lots of features. You get full, differential and incremental backups, for instance; zip or 7zip...