For all the talk and attention that the Internet, Mobile, and Social Media are getting, one might think "Print" is dead. Wrong. In fact, the facts might surprise you. Recently I came across an article on a blog of the firm, MindFire Inc. They produce innovative automation software, called MindFire...
Category: Master Rights & Wrongs
Audacious Honesty as a Sales Strategy
au·da·cious /ôˈdāSHəs/ (adjective) - showing a willingness to take surprisingly bold risks. synonyms: bold, daring, fearless, intrepid, brave, courageous, valiant, heroic, plucky. hon·es·ty ˈänəstē/ (noun) - the quality of being honest. synonyms: integrity, uprightness, honorableness, honor, morality, morals, ethics, principles, high principles, righteousness, right-mindedness. Sales can be thought of as...
The Name Behind the Software: Who Owns GoldMine Software
Since First Direct started using and selling GoldMine software nearly 25 years ago, the program has changed ownership hands a few times. From the original entrepreneurs who started the firm, to the firm out of South Africa that acquired it first, Bendata, to the present owners. Along the way, the...
IMPORTING DATA INTO GOLDMINE FROM EXCEL USING A PIPE ( | ) AS THE FIELD DELIMITER CHARACTER
Many clients over the years have asked for instructions on how to import contact data into GoldMine and in fact there are many different ways to import data into GoldMine and what method/process you use is up to you. For those wanting to import data from an Excel document there...
QuoteWerks and ‘QuickBooks Online’ Integration
The QuickBooks Online Integration enables users to quickly, easily, and accurately send any QuoteWerks document to QuickBooks Online as an Estimate, Invoice, Sales Receipt, or Purchase Order. Once exported, QuoteWerks will: Create items that do not currently exist Create customers that do not currently exist Write all line items into...
How to find the IMAP folder structure for “Sent emails” on your mail server using Microsoft Outlook?
Issue: Emails sent from mobile devices or other email clients are not auto-linking in GoldMine when users log into GoldMine Web. This is most likely due to the incorrect configuration of GoldMine Web/GoldMine Connect, and the name used for the SENT ITEMS folder on your mail server. Resolution: [STEPS] 1....
How To Restore Your CompanionLink License After a Recent Windows 10 Update Removed Your License Info
A Microsoft Windows update recently published causes some licensed copies of CompanionLink to lose their license info. The result is that CompanionLink will open as an expired evaluation and prompt you to register or buy the software. NOTE: This problem only appears to mostly affect systems running Windows 10. To...
Linking Outlook Email of a MAC User to GoldMine Records
Recently I had a customer who is using Outlook on a MAC and wanted a way to have their email copied/linked to respective records on their firm's GoldMine database. The key distinction is the fact that they are a MAC user, not a PC user. With Outlook on a PC...
Protect your GoldMine data from… you!
Sometimes, we can be our own worst enemy. Everybody makes mistakes, we're human after all. And a simple little mistake can cause big problems. Have you ever deleted a GoldMine contact by accident? Then all the years of emails and history linked to that contact are gone. Yes, the data...
Create simple, interactive charts and data grids of your GoldMine data using Google Charts
Data experts and IT professionals have a tough job — no matter how bad or dirty your data is, we need to come up with different ways to make your data consumable. At First Direct Corp., we’ve worked with many different Reporting and Business Intelligence tools that allow the most complicated...