Quick Way to View or Analyze Activities in GoldMine

Here's a tip for a quick way to view OR to get a count of GoldMine users' closed activities.  By activities I am specifically referring to: Calls (unscheduled incoming and outgoing, scheduled) Appointments Next Actions Sales (closed, lost) Forms Other Actions To-dos Literature Requests Email Messages FOR A VIEW: STEP...

Personalizing GoldMine Emails with Custom Fields

Personalizing emails is a great way to break through.  The more personalized and relevant your message the more likely you are to receive a response. The most obvious first step is the creation of a list that is suitable for your message.  GoldMine fields are the basis for creating targeted...

GoldMine RESTful API

REST and HTTP(S) The internet works via HTTP(S). HTTP is a stateless protocol that has a standard set of methods. Your web browser (Google, Firefox, Internet Explorer, Opera, etc.) communicates with web servers by speaking in HTTP verbs like GET, POST, PUT, and DELETE and the web servers are configured...

riVa roCks!

RIVA IS SOC 2 CERTIFIED! WHY RIVA: GoldMine Customers looking for tight, reliable and secure integration between their GoldMine CRM and G-Suite, Gmail, or MS Exhange/Outlook Address Book, Calendar, Tasks and Email Folders find that there is no stronger solution than RIVA CRM Integration for GoldMine.  Riva offers an exceptional...

The Purpose of “Codes” in GoldMine CRM

Before I explain how to use "Codes" in GoldMine today, I want to provide a little history about them. GoldMine software is one of the originators of the class of applications best known today as Customer Relationship Management (CRM) software. GoldMine goes back to the even before Microsoft Windows existed....

GoldMine Database At A Glance

One of the most important screens in your GoldMine CRM system is the Primary View of a Contact Record. The Primary View is the top-half of the screen when you're looking at a Contact Record in your GoldMine database. On the Primary View are the following GoldMine fields: Contact1 Fields...

Causing Your GoldMine Database to Slow Down

GoldMine CRM has been used by some firms for 10, 15 and even 25 years! First Direct Corporation is one of the few Solution Partners that have been active since GoldMine was run on a DOS operating system. We did hundreds of upgrades to the first "Windows" edition of GoldMine...

Why It’s Important to Update Your Software and Hardware Devices

For business owners and consumers, software patches and updates are probably one of the most annoying aspects of technology. They force you to unexpectedly stop whatever you’re doing and wait until your software is brought up to date. In rare cases they might even crash your device, adding to your frustration....

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