Tis the season to be mailing … cards, calendars, gifts! So it’s time to dust off your GoldMine label reports. Since some of you may be rusty, here are some thoughts on the subject. Printing mailing labels for Primary contacts is generally not much of a problem. You just need...
Category: Master Rights & Wrongs
Using Lookups to Control Data Integrity
If you’ve ever taken a GoldMine training class with Bob Ritter, President of First Direct Corp. I’m sure you have heard the expression “Dirty data is the enemy of marketing!” Sometimes with all the bells and whistles of an advanced CRM system we forget that the most important element of...
A Little Email Administration Oversite Which Causes a Big Problem
This article is for those of you who use the GoldMine email center for sending and receiving emails. When configuring your e-mail account settings in the GoldMine email center there is the option to auto-retrieve and auto-delete emails. If you are going to auto-retrieve emails you MUST either check the...
Handling Mass Undeliverables
Here is a tip to help you deal with the large volume of "non-deliverable email" one gets back as a result of doing a broadcast email with GoldMine. Rather than dealing with the returned (failed) email messages in your email center inbox, create an email rule that automatically files these...
GoldMine Help File Not Helping?
Microsoft recently released a security update which prevents GoldMine's Help feature from working properly. When your users go to view the help files it says the page can’t be displayed. Of course, these updates/patches have also made your machine more secure, so you should consider that before you decide to...
Word Link Security Issue
Hopefully, if you are a Goldmine user you are already taking advantage of GoldMine’s link to Microsoft Word. This link allows users to easily create MS-Word templates for use with GoldMine’s Document Management Center features. There are a few settings we recommend you change in MS-Word in order to make...
Create Eye Catching HTML Email Campaigns
GoldMine has the ability to send HTML email messages, which allows more sophisticated text formatting, such as selected fonts, colors and styles as well as inserted image files. Even though GoldMine has the ability to send HTML emails, its not necessarily the best option for creating HTML emails. In order...
GoldMine 7.0 GM+ Browser
The GM+ Browser, available in GoldMine 7.0 Corporate Edition is an extension of the popular GM+View functionality that allows you to view information from external sources such as other databases, back office systems as well as internet and intranet websites. The new GM+Browser allows you to add GM+Views to the...
Email Rules Are A Great Productivity Tool
GoldMine 5.0 introduced the ability to create business rules for handling incoming email. In the upgrade to 5.5 this feature now also covers outgoing email. Email Rules, as this feature is called in GoldMine, is often overlooked as a way of improving productivity. Email Rules enable the GoldMine user to...
Ways To View More Records
In the History Tab: You can set the number of history records listed in the History Tab by simply right clicking and selecting Options>Max Records and entering the number you wish to view. In Filters, Groups and Contact Listing: If you are using GoldMine with MS SQL database, you can...