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...
Category: Tech Tips
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....
Getting Started Checklist for a New GoldMine User
When most organizations start with GoldMine they assign someone to be the System Administrator. This person generally tends to be someone with technical skills. Often times they have never used GoldMine because they're not in sales, marketing or customer service. They may never become a proficient user of GoldMine let...
Keep Two GoldMine Contact Records Open
Most GoldMine users are aware that they can have open multiple application windows (TABS). The TABS can be opened in the order of the user's preference. By default, the Record Tab (Company/Contact) is the first tab. I prefer to keep open the following other TABS: Search Center, Activity List, Calendar...
Server Side Calendar, Email and Contact Synchronization
Article Written by: Debbi Harvie of Riva We all live by our calendars, whether it’s a meeting with a client, a lunch with your administrator, or your child’s soccer match. Regardless of what the appointment is, you have an obligation to be there and there are often stringent consequences if you...
Using “Grid Controls” in GoldMine Premium CRM to Organize Data
Organizations find that over time that their GoldMine CRM system tends to collect a substantial amount of data, especially if an organization has a multiple users and is doing a good job tracking activities and linking emails. GoldMine has a feature called "Grid Controls" which makes it easier for users...
Time for some GoldMine “Spring Cleaning”
One of the things that's important to do with your CRM system from time-to-time, is to ensure your database is "clean". What do I mean by that? Well as you and the other users of your system enter data, modify data, and delete data, your database of customers, prospects, etc....
Creating an .Exe file from a Powershell script that sends GoldMine data to a Webhook
In some of my previous posts/articles I have written about Webhooks. Today I'd like to discuss how you can convert a Powershell script to an .exe file that extracts specific data from the GoldMine SQL database and posts that data to a Webhook. PowerShell allows you to import .NET namespaces...
Tips on integrating GoldMine with other solutions
It's not uncommon for GoldMine users to want to be able to achieve a certain task with GoldMine, only to find that GoldMine does not have that feature or capability "out-of-the-box". Here is a very helpful tip on how to go about finding solutions when GoldMine alone does not meet...
GoldMine Web User Settings
(Note: This article does not delve into the deployment of GoldMine Connect which is needed in order to use GoldMine Web.) GoldMine Web allows GoldMine Premium CRM users to access their firm's GoldMine database via a mobile or desktop Internet browser. The intended purpose of GoldMine Web is to allow...