Creating Filters in GoldMine based on data in the Tabs

Out-of-the box, GoldMine does not allow you to build filters based on information in the tabs (History, Pending, Details, Cases, etc.) Filters in GoldMine can only be created based on the values in the fields on the screen(s). There are two "types" of fields in GoldMine, a system defined field...

Now is a Good Time to Review Your Backup

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. ...

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...

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...

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