In virtually any tab or center it is possible to display a count of the number of items/rows in view. For example, you’re in your Activity List and you want to know how many calls you have pending for the month or how many you’ve completed for the last 30...
Category: Tech Tips
How to Add Icons to Your Premium Tool Bar
With GoldMine Premium version 8.00.80208 and higher you can easily add any GoldMine pull-down menu item to your toolbar. Just click on the options button on the end of your toolbar for editing your toolbar. Choose “customize.” (Don’t confuse the taskbar customize button with the toolbar.) Once that window opens...
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...
Where Does GoldMine Store Automated Process Tracks and How to Search for Records with APs.
Once you start using GoldMine Automated Processes, no doubt you will run into situations where you realize you have a problem with your process, or for some reason you need to identify all the records in your database with certain Automated Processes. Here’s what you need to know to do...
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...
Frustrated with GoldMine’s default HTML email font style and font size?
By default, whenever you go to send a new email in GoldMine, the emails are set to font style Tahoma with a font size of 2. If you decide to change this to something more preferrable like Arial, the setting does not stay so you have to do this everytime...