How Many Records Do I Have?

Ever wonder how many primary contacts, secondary contacts, or history items you have in your GoldMine database? Here are three simple SQL Queries to give you an answer! First, go to Lookup | SQL Queries or Go To | Filters & Groups | SQL Queries Tab in GoldMine Premium Edition....

Use Color to Flag a Field

One of the simplest and most effective ways to improve your CRM system’s design is to use color to flag users’ attention. For example, if there’s a field you want users to notice when it is filled in, make the value of the data red. On the other hand, if...

How to Find Contacts with a Certain Email Merge Code

For those using GoldMine Email Merge codes to identify additional contacts, it’s going to be helpful for you to know how you can search for additional contacts based on merge code. This could be useful to get a count, or even to generate a targeted list for some purpose. The...

How to put a “Folder” on your GoldMine Taskbar

The Taskbar is an incredibly handy feature in GoldMine. And, because I find a lot of organizations and users are either not aware of or are not using it, I should begin with a brief explanation of the GoldMine Taskbar. On a tangent note, it never ceases to amaze me...

Import Excel Data into GoldMine

Have you ever tried to import contact data from Excel into GoldMine? If so you've probrobly run into some trouble. The best way is to save the contact data stored in a Microsoft® Excel spreadsheet as a dBASE IV (.dbf) file and then import those contacts into GoldMine using the...

HTML Editing Options

It would be nice if GoldMine’s email editor offered as many features as Outlook. The most common HTML editing functions/actions are available on the email composition toolbar, but here are a few features that GoldMine offers that users are often not aware of. Bullets – Adding bullets to emails is...

Creating a Professional e-Mail Signature

You may send dozens, if not hundreds, of email messages every day. Something as simple as a professional email signature says a lot about you and your organization, and gives contacts everything they need to reach you and learn more. A signature file may or may not contain an actual...

Where Does GoldMine Store Organization Charts?

Organization Tree Data is stored in the “CONSUPP” Table under the RecType “O.” Here is how the ConSupp Fields are used: Fieldname Used For (Data Stored In) ACCOUNTNO AccountNo of the Linked Record RECTYPE “E” CONTACT Date/Time AP was attached. In format: YYYYMMDDHH:MM:SS CONSUPREF Next event to be triggered. Duplicate...

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