GoldMine software allows users to store information in many places. Where you should put it depends on the nature of what you want to store and track, as well as how you want to search for and report on the data. The purpose of this post is not to address that decision,...
Category: Tech Tips
Attachments with GoldMine User-to-User Email
You may already know there are two different kinds of emails you can send in GoldMine: Internet email and GoldMine user-to-user email. User-to-user email can be used when one GoldMine user wants to send an email to another GoldMine user who is on the same company GoldMine system. An advantage...
Using the GoldMine Knowledge Base
The GoldMine Knowledge Base The GoldMine Knowledge Base provides a resource for maintaining any type of information useful to an organization or an individual. It can provide easy accessible storage for graphics, multimedia files, and/or program applications. This information can then be linked to a contact record (displays the record...
GoldMine Universal Search Should Not Be Your Default Search
GoldMine's Universal Search is set to be the "default" search in the search box of the new "Left Navigation" area in GoldMine Premium. I do NOT recommend that! First of all, the new GoldMine Universal Search capability is great when you need to find a needle in a haystack. So if you're looking for...
How to permanently delete email attachments that you receive in GoldMine.
Your Mailbox/Attach folder is where all the attachments you receive from GoldMine e-mails ends up. Over time this folder can get cluttered with unwanted attachments from SPAM emails, forwards, and chain mails. When you delete an email in GoldMine, the attachments WILL NOT be removed, by default. If you want...
Add New Taskbars to your GoldMine
The GoldMine taskbar is great for GoldMine users to have quick, one-click access to common things like: all of the menus in GoldMine external files external applications web resources (like Multimap, Dun and Bradstreet, etc...) GoldMine Macros (and Macros once created, can be shared with other GoldMine Users) Taskbars...
How To Make Scheduling Activities Easier in GoldMine
We’ve all said it! ... “’I'll follow-up with you next week.” Then we go into GoldMine and schedule ourselves a call for the next week so we actually remember to call the person back. Here’s a GoldMine tip/trick to make that process a little bit easier. In the Date field...
Using Override Controls To Disable Users Access To Certain GoldMine Features
Back in GoldMine 6.x, GoldMine administrators were introduced to a new feature called User Override Controls that allows administrators to centrally control/override what the users set for their preferences. This is done from the GM.ini under the [GoldMine] section via the [User-Override:<user.ini section>] header. Through the GM.ini, the GoldMine Administrator,...
Changing GoldMine Tab Names
Here's how to rename your GoldMine tabs to something more meaningful to your organization. For example, if you use the GM+Views tab, you might want to rename it to Intranet, or Web – this makes the tab name look more appropriate, as the GM+Views tab is a built in web...
GM Error Message: Another GoldMine Installation Is Already Running
If you attempt to run a workstation installation (GMSetup.exe) for GoldMine Premium Edition and for some reason decide to cancel it before it finishes, the next time you try to run the installation you might get the following error message: Another GoldMine installation is running. What you need to do...