When to use parentheses when building GoldMine filters

GoldMine filters allow you to segment contact records based on data in the record fields.  When creating a filter with multiple values in the same field in conjunction with other fields you need to use the  OR and AND boolean operaters.  It is important to understand how and when to...

SQL Query – Count of Contacts By Record Type

I had a customer who wanted to be able to determine how many Prospects, Customers, Leads, etc they had in GoldMine. They keep track of their customers in a single database and use the KEY1 field to classify them as Prospects, Customers, Leads, etc. etc. The best way to do...

How To Make Skype Calls with GoldMine

For those that don't know, Skype allows you to make free Video and Voice calls to anyone else on Skype and you pay for Calls to mobile phones and landlines worldwide at low rates. Many people are using Skype as their "phone system" at work and have asked about being...

Global Replace a Field Using a Dbase Expression

I had a customer who wanted to Update the Company field so that it would say:  The "Lastname" Family (ie, The Ritter Family, The Johnson Family, ) for all contacts. The way to do this is to do a Global Replace using Advanced Options and then choosing to update using...

Create a Filter/Group from the GoldMine Contact Search Center

In GoldMine Premium Edition it is very easy to create Filters and Groups from the Contact Search Center.  Most people may be familiar with using the Filter or Group creation wizard for creating Filters and Groups, but there are times where using the Contact Search Center provides a faster way....

Online GoldMine Training Classes

We (First Direct Corp.) have a list of GoldMine training events that we schedule every week, and repeat throughout the year. These are great, short and affordable ways to get up to speed with using your GoldMine more effectively. Classes are held online and usually are no more then 1...

Virtual Machines

Yesterday I had a customer that was still using a version of GoldMine 5.5 Standard Edition (GMSE 5.5) and they had purchased the upgrade to the current version, which at the time of this writing is GoldMine Premium Edition 2013.1. In order to upgrade from GoldMine SE 5.5  to GMPE...

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