In this video presentation I demonstrate the potential to integrate an SMS Service such as ClickSend.com with GoldMine CRM. This video talks about the possibilities for integrating GoldMine with an SMS Service and potentially other Cloud Service providers using a webhook and a self-hosted RESTful (web based) API for GoldMine....
Category: Tech Tips
Now is a Good Time to Review Your Backup
Now that warmer weather is arriving, in our neck of the woods anyway, many people are taking the opportunity to clean up their yards, their garages, their vehicles, and all the other tasks that need attending. The trees are budding and the flowers are beginning to display signs of life. ...
Email Security Tip – 3 Simple Steps
In this post I will answer the following question: Is there a way to have a password protected folder in GoldMine? The answer is YES! And, here is how in 3 Simple Steps: Step 1) Go to your GoldMine Email Center and select the "Filed" (saved) folder that you want...
Why You Should Start Using Website and Email Templates?
Having a user-friendly website and professional-looking email templates is always an advantage for any business. It is time-consuming to reinvent the wheel every time we create something new, whether you build a website or create an email template. This is why design templates have become so famous in the past...
A Guide to Website Redesign and Redevelopment
Why Redesign Your Website? There are many reasons and factors that may go into the decision to redesign a website. Here are some of the most common reasons: Does your website look a little outdated? Is it difficult to make changes to your existing website? Are you frequently looking at...
How the new PHP version 8.1.3 Could Affect Your Website?
Have you received a notice from your hosting provider about upgrading to a new version of PHP, and are wondering what it means for your website? What is PHP? PHP is an open-source programming language that runs on a web server. It is one of the most popular languages...
GoldMine Email Attachments and Document Management Best Practices
The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals, PDFs, Word Docs, etc. Many customers complain that their GoldMine is slow and sluggish and often times this is due to a...
How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.
Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because IVANTI, the manufacturer of GoldMine has not released a version of the GoldMine Link for Word that works on 64 bit versions...
Why you should be using webhooks with your GoldMine to automate workflow and data entry.
What are webhooks? Webhooks are a way for you to tell a web app to send information automatically to another application when certain events occur in said web app. It's how PayPal tells your Accounting app when your clients pay you, it's how Twilio routes phone calls to your cell...
Ways to Enhance GoldMine Email Templates
Email personalization tips and tricks GoldMine doesn't claim to have the best "email editor," but it serves the purpose and it does have features which users can leverage rather nicely in conjunction with the CRM database. Here are some functions within GoldMine's email template editor to consider:Personalization - Personalizing an...