In a previous article I discussed how to Integrate hundreds of Web Applications with GoldMine CRM via Zapier.com. In that article I wrote about the need to use a Webhook in order to integrate the web apps you use with GoldMine CRM. The Webhook would capture data sent to it...
Category: Tech Tips
Merging Versus Deleting Duplicate GoldMine Records
One of the most common tasks I have as an administrator of our firm's GoldMine database, is dealing with duplicate records. And, one of the most common causes on those duplicate records is web forms which create new records in our system which are actually duplicates of existing records. The...
IMPORTING DATA INTO GOLDMINE FROM EXCEL USING A PIPE ( | ) AS THE FIELD DELIMITER CHARACTER
Many clients over the years have asked for instructions on how to import contact data into GoldMine and in fact there are many different ways to import data into GoldMine and what method/process you use is up to you. For those wanting to import data from an Excel document there...
Linking Outlook Email of a MAC User to GoldMine Records
Recently I had a customer who is using Outlook on a MAC and wanted a way to have their email copied/linked to respective records on their firm's GoldMine database. The key distinction is the fact that they are a MAC user, not a PC user. With Outlook on a PC...
Protect your GoldMine data from… you!
Sometimes, we can be our own worst enemy. Everybody makes mistakes, we're human after all. And a simple little mistake can cause big problems. Have you ever deleted a GoldMine contact by accident? Then all the years of emails and history linked to that contact are gone. Yes, the data...
Create simple, interactive charts and data grids of your GoldMine data using Google Charts
Data experts and IT professionals have a tough job — no matter how bad or dirty your data is, we need to come up with different ways to make your data consumable. At First Direct Corp., we’ve worked with many different Reporting and Business Intelligence tools that allow the most complicated...
Emails sent with GoldMine Web are not auto linking
ISSUE: Emails sent with GoldMine Web are not linking back to GoldMine Details: Emails sent from default mail client when using GoldMine Web are not linking back to GoldMine. [CAUSE] There are two primary causes for this 1. You have not set the correct "sent items" folder under Tools >...
Demonstration Video of the New Outlook Plugin for GoldMine 2017
Ignore at Your Own Risk
In the world of information technology, bad things happen. Viruses, hardware failure, hackers, human error, natural disasters… to name a few. And by some accounts, a shocking 70% of businesses that suffer a major data loss, are out of business within 18 months. While, we try our best to protect...
10 Windows Task Manager Tricks You Don't Know About
If you’re like most Windows users, the only time you pull up the Task Manager is when an application is frozen and you need to kill it. It’s perfectly fine to use the Task Manager for that, but you should know that you may be overlooking some features that you’d...