Every database software has "system fields" The system fields that users are familiar with are the ones we edit. For example in GoldMine there are fields where one enters the company name and the contact name, etc. In addition, there are fields which store data that the software system updates...
Category: Tech Tips
Get your GoldMine database ready for 2021
With 2020 happily coming to a close, there are a few things I recommend that GoldMine users and administrators do to maintain the quality of their organization's GoldMine CRM database, to ensure GoldMine is running and performing at its best into the new year. Mary Ritter Join me, Mary Ritter, for a complementary* webinar...
How to eliminate or suppress blank spaces and/or blank lines within GoldMine Word templates?
Within GoldMine there may exist some contact records that have a value in a field, and some records that do not. Like this: and also like this: when performing mail merges the letter for the second contact shows undesired blanks or even blank lines. Is there a way to suppress...
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...
Asking For Help Doesn’t Mean You’re Weak, It Means You’re Wise
I recently assisted a long time GoldMine user/client with their GoldMine sync issues. This client has contacted me many times over the years when things "break" or when something doesn't work, as in this case with his sync between the GoldMine on his main PC and the GoldMine on his...
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...