Category: Master Rights & Wrongs

Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab allows you to create a completely customizable information page using the capabilities of HTML. You can configure it to insert linked images and documents, insert GoldMine fields, and display graphics. The information in the GM+View tab is...

If you turn to the Internet to find out more information about a contact in our database you’ll love this. (e.g. driving directions, company research, etc.)  By customizing GoldMine’s Internet Search feature you can automatically pass necessary GoldMine Record information to web forms. Let’s look at the following example, using...

Remember when we used to ask, "Do you have an email address?" Now the question is, "Which email address do you want me to use." If you're managing multiple email addresses/accounts yourself, you can use your GoldMine email Center to retrieve emails from all your accounts. Goldmine has the ability...

Did you know you could test your dbase filter expressions using the "dBase Expression Tester" built into GoldMine? This tool is accessed from within GoldMine by pressing down the Control, Shift and letter "D" key simultaneously. This tool allows you to test any dBase expression against the active record. After...

Setting up a synchronization profile allows for remote end-users to "sync" with just a few mouse clicks without being too technically knowledgeable. For our example we will choose to Create a Transfer Set. Use the following steps to set up the profile: Go File/Synchronize/Synchronization Wizard Choose Start a new session,...

There's a tendency for GoldMine Administrators to leave it up to the GoldMine user to change their "User Preferences" (Edit > Preferences). The assumption being that since they are "User Preferences" the user should do it themselves. This is reasonable; however, practically speaking, most users don't get around to making...

GoldMine offers powerful security capabilities. To be based on each "user's properties." However, the security is only as effective as you've set it up. Since GoldMine is designed by default to give users almost complete access to menus and your data, it is imperative that consideration is given and steps...

There may be a lot of controversy over human cloning, but when it comes to GoldMine, cloning lets you play it safe and save time. The concept of cloning in GoldMine is simply a way of creating an exact duplicate of something. Why clone? There are basically two reasons: To...

As companies increase their use of technology, they also increase their dependence. As companies increase their dependence of technology, the value of their data increases. In many cases, the entire survival of an organization balances on the availability, reliability, and accuracy of information. Your company may not be the extreme...