How to Export GoldMine CRM Data

GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To initiate the CSV data export, navigate to the 'File' main...

How to Easily Clean Up Duplicated Contact Records in GoldMine CRM

In this video tutorial/demonstration I show you how to easily identify contact records in your GoldMine CRM that are duplicated contact records, and use the Merge/Purge wizard to deduplicate your GoldMine database. Always ensure that you have a SQL database backup before performing this sort of task, as there is...

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 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...

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. ...

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