Now that warmer weather is arriving, in our neck of the woods anyway, many people are taking the opportunity to clean up their yards, their garages, their vehicles, and all the other tasks that need attending. The trees are budding and the flowers are beginning to display signs of life. ...
Category: Master Rights & Wrongs
Email Security Tip – 3 Simple Steps
In this post I will answer the following question: Is there a way to have a password protected folder in GoldMine? The answer is YES! And, here is how in 3 Simple Steps: Step 1) Go to your GoldMine Email Center and select the "Filed" (saved) folder that you want...
How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.
Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because IVANTI, the manufacturer of GoldMine has not released a version of the GoldMine Link for Word that works on 64 bit versions...
Do or Die CRM Best Practices
I have been a CRM consultant and practitioner for over 30 years. We support both GoldMine Premium CRM and Zoho CRM along with various add-on applications. Whether you're a GoldMine administrator, VP of Sales & Marketing or the business owner, the importance of CRM best practices can not be overstated....
GO-Global Version 6.2.031099 Released
We are pleased to report the release of an update to GO-Global. Here is What's New: Single Sign-On SupportSingle Sign On (SSO) has historically only been able to authenticate users to web applications, not Windows applications. GO-Global rectifies this situation by providing support for OpenID Connect (OIDC), a simple identity...
Get your GoldMine database ready for 2021
With 2020 happily coming to a close, there are a few things I recommend that GoldMine users and administrators do to maintain the quality of their organization's GoldMine CRM database, to ensure GoldMine is running and performing at its best into the new year. Mary Ritter Join me, Mary Ritter, for a complementary* webinar...
What’s Your Organization’s Backup Strategy?
Is your organization prepared for a disaster? A solid backup strategy is one of the key elements of being prepared. Get started developing your organization's backup strategy with these tips and best practices. Regular backups are vital insurance against a data-loss catastrophe. In this article, we'll offer some best practices...
GoldMine Premium 2020.1 Now Available
GoldMine Premium Edition 2020.1 has been released. If your GoldMine annual software maintenance is current, then your firm is entitled to this upgraded. (If your GoldMine software maintenance has expired, First Direct can assist you with your renewal or reinstatement.) IMPORTANT: You must request a new GoldMine license before upgrading to...
Personalizing GoldMine Emails with Custom Fields
Personalizing emails is a great way to break through. The more personalized and relevant your message the more likely you are to receive a response. The most obvious first step is the creation of a list that is suitable for your message. GoldMine fields are the basis for creating targeted...
GoldMine Filters, Groups and SQL Queries – Building Lists in GoldMine CRM
One of the most practical and common uses for a CRM database is to build a list. There are a variety of reasons for needing a list of your GoldMine CRM contacts/records. Groups can be "Activated" in order to create a subset of your overall GoldMine database. Below are the...