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# GoldMine Success

Tips and& Add-ons for Greater GoldMine Success

## Sitemaps

- [XML Sitemap](https://goldminesuccess.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog](https://goldminesuccess.com/blog/)
- [Instant Recall](https://goldminesuccess.com/2001/04/01/instant-recall/) - It’s impossible to recall everything we need these days to sell, service and operate a business. Actually, the key is not remembering everything but knowing where to find it. A manager’s success depends on their people having access to the information they need to do their job. The issue boils down to access – quick
- [What Good Is a Funnel?](https://goldminesuccess.com/2000/01/07/what-good-is-a-funnel/) - GoldMine makes forecasting business extremely simple. It will also present our forecasted sales or opportunities in the form of a "funnel" analysis or report. Let's consider the benefits of this type of representation of our sales pipeline. By virtue of associating a probability with each sale in progress we can generate a sales funnel. A
- [Simple Common Sense](https://goldminesuccess.com/2000/01/07/simple-common-sense/) - Once upon a time there was a company that made special kinds of products that were sold to special kinds of companies. This company made lots of sales each year, and each sale was worth a lot of money. One day, their GoldMine consultant was trying to help them work out some better ways to
- [Your Most Valuable Assets](https://goldminesuccess.com/2000/01/07/your-most-valuable-assets/) - As companies increase their use of technology, they also increase their dependence. As companies increase their dependence of technology, the value of their data increases. In many cases, the entire survival of an organization balances on the availability, reliability, and accuracy of information. Your company may not be the extreme case, but chances are, the
- [When the Going Gets Tough, the Tough Get CRM](https://goldminesuccess.com/2001/04/01/when-the-going-gets-tough-the-tough-get-crm/) - The strong economy can't last forever! Some economist say a mild recession is a good thing - in the way evolution thins the herd. If you plan to be one of the survivors, you better have CRM and the discipline to use it! CRM is designed to help you with the things that are more
- [Remember Me!](https://goldminesuccess.com/2000/01/07/remember-me/) - A 1997 study by Cahners Publishing of 40,000 sales inquiries showed that only 11% of people bought within 90 days of their initial inquiry. About 17% bought between 4-6 months after their inquiry. And another 25% bought 6-12 months after inquiry. Almost 50% took a year to make a purchase. Do the math and you
- [Call Scripts Get the Job Done.](https://goldminesuccess.com/2001/04/01/call-scripts-get-the-job-done/) - Call scripts aren't just for telemarketing reps! GoldMine's "Scripts" feature is a great tool for anyone that wants to collect information efficiently and effectively. If your sales process involves a series of questions and you're using GoldMine, then you've got to check out its "Scripts" feature. This feature is found under "Sales Tools" under the
- [Out of Sight, Out of Mind](https://goldminesuccess.com/2000/01/07/out-of-sight-out-of-mind/) - The adage "out-of-sight, out-of-mind" is truer than ever. Modern society has caused "attention deficit." A state wherein there are more things vying for our limited attention than we can possibly focus on at once. In computer terms, you might say we're trying to process more information than we have the "RAM" to do it with.
- [Score Your Success](https://goldminesuccess.com/2001/08/01/score-your-success/) - How do you measure GoldMine® Success™? Test your GoldMine® Success™ by answering the questions below. Consider whether your organization is doing the ten things below with GoldMine. In each case that you are give yourself 10 points. Total your score to see how you are doing with GoldMine. (Or, for that matter, any contact management
- [Big Brother](https://goldminesuccess.com/2001/09/01/big-brother/) - Just because people love to hate the "big brother" aspect of CRM, doesn't mean it is not a valid application for the tool. Sure there are better ways to manage and motivate people than to spy on them and hover over their shoulder. You can choose what to do with this information. I'm just going
- [■#1) Know the Competition, #2) Spread the News, and #3) Automating Event Registration](https://goldminesuccess.com/2001/09/01/1-know-the-competition/) - #1) Know the Competition A manufacturer that uses GoldMine wanted to keep a better handle on the market share they and their competition had. Knowing that their sales reps are speaking to the same national pool of dealers, they recognize that this would be possible if the reps asked certain qualifying questions and tracked the
- [Getting Users On Board](https://goldminesuccess.com/2001/04/01/getting-users-on-board/) - An office products dealer was looking for a way to promote more consistent use of GoldMine as well as push users to the next level. They had some very devoted GoldMine users along with some very infrequent users. Key sales staff attribute increased sales directly to their commitment to GoldMine while others are more timid
- [Exercise Your Rights](https://goldminesuccess.com/2001/08/01/exercise-your-rights/) - GoldMine offers powerful security capabilities. To be based on each "user's properties." However, the security is only as effective as you've set it up. Since GoldMine is designed by default to give users almost complete access to menus and your data, it is imperative that consideration is given and steps are taken to remove menu
- [Synchronization Profiles](https://goldminesuccess.com/2001/09/01/synchronization-profiles/) - Setting up a synchronization profile allows for remote end-users to "sync" with just a few mouse clicks without being too technically knowledgeable. For our example we will choose to Create a Transfer Set. Use the following steps to set up the profile: Go File/Synchronize/Synchronization Wizard Choose Start a new session, Next Choose Create a Transfer
- [Cloning Condoned!](https://goldminesuccess.com/2001/04/01/cloning-condoned/) - There may be a lot of controversy over human cloning, but when it comes to GoldMine, cloning lets you play it safe and save time. The concept of cloning in GoldMine is simply a way of creating an exact duplicate of something. Why clone? There are basically two reasons: To save the time it would
- [Default Doesn't Mean Better](https://goldminesuccess.com/2001/08/01/default-doesnt-mean-better/) - There's a tendency for GoldMine Administrators to leave it up to the GoldMine user to change their "User Preferences" (Edit > Preferences). The assumption being that since they are "User Preferences" the user should do it themselves. This is reasonable; however, practically speaking, most users don't get around to making changes. Oftentimes they just don't
- [Overlooked Details Translate Into Missed Opportunities](https://goldminesuccess.com/2003/02/10/overlooked-details-translate-into-missed-opportunities/) - What we sometimes take for granted as salespeople can dampen marketing effectiveness. A lack of record details can mean the difference between one prospect being sent a campaign and another being overlooked. Marketing and sales should be a symbiotic relationship. An action in one area supports and compliments an action in another area. Mutual understanding
- [Sometimes, Less Is More](https://goldminesuccess.com/2002/04/01/sometimes-less-is-more/) - Whether you have a big or small marketing budget…sometimes less is more. Here's what I mean. Short, simple text-only communications to prospects and customers can be just as effective as expensive fancy marketing pieces. In fact, they can even be better. Consider these four drawbacks to more elaborate campaigns. Today, the attention span of consumers
- ["Return to Sender" takes on a New Meaning](https://goldminesuccess.com/2002/09/05/return-to-sender-takes-on-a-new-meaning/) - I don't suppose your prospects generally take the time to tell you that your decision maker has left their company and to please redirect all future sales and marketing communications to the new person who has replaced them. (Yeah right!) Maybe your customers even forget to do this. Suppose there was a free service that
- [Use the Group Reference for Easy Reference](https://goldminesuccess.com/2002/12/07/use-the-group-reference-for-easy-reference/) - When building and managing Groups in GoldMine, you can opt to have any Contact1 or Contact2 field displayed in the "Reference" column of the Group. Often this data can be helpful to view data from the record when viewing and working with Group Membership. To populate the Reference column with field data, you use an
- [Handling Mass Undeliverables](https://goldminesuccess.com/2002/02/20/handling-mass-undeliverables/) - Here is a tip to help you deal with the large volume of "non-deliverable email" one gets back as a result of doing a broadcast email with GoldMine. Rather than dealing with the returned (failed) email messages in your email center inbox, create an email rule that automatically files these emails into a special folder
- [Sales Automation Just Got Easier with GoldMine Business Contact](https://goldminesuccess.com/2002/02/20/sales-automation-just-got-easier-with-goldmine-business-contact/) - If you are one who truly walks-the-talk with regard to sales automation, then you're going to appreciate the ability that the latest version of GoldMine - 5.7 Business Contact Manager - gives you to create "global toolbars." While this new feature is not nearly as robust as what third-party products like "SalesMagic" or "AIM ToolBars"
- [Fewer Steps - More Results](https://goldminesuccess.com/2003/02/10/fewer-steps-more-results/) - It just stands to reason that the more steps to complete a task, the longer it takes. When it comes to redundant types of tasks, reducing steps is key to increasing productivity. One thing GoldMine enables you to do is to eliminate steps, a.k.a."mouse clicks." Sales Automation is one of GoldMine's strong features. Macros, Automated
- [Boost Productivity with new 5.7 Task Bar Items](https://goldminesuccess.com/2002/04/01/boost-productivity-with-new-5-7-task-bar-items/) - The new task bar area in GoldMine 5.7 Business Contact Manager provides greater capability to add icons to perform various functions including: Macros to drive main menu commands Custom user recorded macros Launch other applications Launch documents or executable files Go to favorite web sites Think of the possibilities! You can quickly appreciate how these
- [Make Your "LM" More Effective](https://goldminesuccess.com/2002/09/05/make-your-lm-more-effective/) - Since it is so common to be put into voicemail on prospecting/sales calls, consider an alternative approach that leverages GoldMine in order to make more effective use of your "LM" (Left Message) calls. Here is a strategy you or your whole sales force can deploy to make the most of voicemail on "prospecting calls." To
- [Tag Your Way to a Better Follow-up](https://goldminesuccess.com/2002/12/07/tag-your-way-to-a-better-follow-up/) - You can use GoldMine's "tagging" feature to select records for targeted follow-up. Tagging is a means of building a temporary filter. You can tag records on the Contact Listing, Members in Groups, and Records on the Activity List. To Tag records, hold your "Control Key" down and select items from the views above with a
- [What If You Took Away Outlook?](https://goldminesuccess.com/2002/09/05/what-if-you-took-away-outlook/) - Perish the thought of taking away Outlook? Maybe not! Believe it or not, there are thousands of GoldMine users who have no need for Microsoft Outlook and many who frankly don't miss it a bit. While at the same time GoldMine offers more features for integrating with your Microsoft Outlook than ever before, there are
- [Auto-fill Saves Time and Improves Data Quality](https://goldminesuccess.com/2002/12/07/auto-fill-saves-time-and-improves-data-quality/) - GoldMine's "AutoUpdate" feature within the GoldMine system Lookup.ini allows you to automatically populate the data in fields to save time and improve data quality. Some common examples of when it is appropriate to do so include: ■Entering Territory and/or Sales Rep based on State or Logged-in User ■Entering "User Login" name for appropriate sales rep
- [Measuring It to Manage It](https://goldminesuccess.com/2002/04/01/measuring-it-to-manage-it/) - It's been said, "If you can't measure it, you can't manage it." GoldMine is a great tool for tracking and measuring sales activities, but it can often be challenging to analyze the data. GoldMine's "Statistical Analysis" feature is effective for tabulating overall calls, appointments, etc. It's also useful for counting one-up "Activity Codes" during a
- [Plug the Lead Leakage Leak](https://goldminesuccess.com/2002/02/20/plug-the-lead-leakage-leak/) - If you're a sales manager who's constantly drilling home the importance of follow-up, let GoldMine notify your salespeople, and you if you'd like, if they are failing to follow-up on new leads. GoldMine Automated Processes are useful mechanisms for this. All automated processes start out with planning. ■To begin with, determine the criteria you believe
- [1 + 1 = 3](https://goldminesuccess.com/2002/02/20/1-1-3/) - Here's a classic case of synergy. A building supply manager achieved many desired benefits by integrating their accounting system with their GoldMine data. For one, they could better manage longer sales cycles - thanks to integration that allows them to keep track of quotes in their Accounting system and manage their pipeline more effectively. Other
- [Better Task Delegation](https://goldminesuccess.com/2002/09/05/better-task-delegation/) - A mortgage finance firm looking for a better way to delegate interoffice action requests immediately recognized the benefits of GoldMine's new Global Task Bar. Their Mortgage Processors regularly need to ask certain staff to order credit reports, title reports, payoff statements, etc. The people who perform those actions then let the processor know that they've
- [Out-of-the-box Thinking](https://goldminesuccess.com/2002/04/01/out-of-the-box-thinking/) - A water testing firm needed a way to track correspondence between themselves, their clients, and testing laboratories, as well as maintain a comprehensive testing schedule. A GoldMine Solutions Partner suggested an approach that has proven to be very useful for the firm. Due to the need for the firm to track information about multiple sites/wells,
- [Testing Filter Expressions](https://goldminesuccess.com/2002/02/20/testing-filter-expressions/) - Did you know you could test your dbase filter expressions using the "dBase Expression Tester" built into GoldMine? This tool is accessed from within GoldMine by pressing down the Control, Shift and letter "D" key simultaneously. This tool allows you to test any dBase expression against the active record. After writing or pasting your expression
- [Internet Searches Made Easy](https://goldminesuccess.com/2002/09/05/internet-searches-made-easy/) - If you turn to the Internet to find out more information about a contact in our database you’ll love this. (e.g. driving directions, company research, etc.) By customizing GoldMine’s Internet Search feature you can automatically pass necessary GoldMine Record information to web forms. Let’s look at the following example, using the search engine Google.com: First
- [Managing Multiple Email Accounts](https://goldminesuccess.com/2002/04/01/managing-multiple-email-accounts/) - Remember when we used to ask, "Do you have an email address?" Now the question is, "Which email address do you want me to use." If you're managing multiple email addresses/accounts yourself, you can use your GoldMine email Center to retrieve emails from all your accounts. Goldmine has the ability to communicate with different mail
- [When You Know You're Really Using Your CRM](https://goldminesuccess.com/2003/02/10/when-you-know-youre-really-using-your-crm/) - One tell tale way to know if you're really using your CRM/Sales Automation System is whether you're relying on reports. Rolling up data into useful views can serve any number of purposes, from pipeline to market analysis. Successful reporting, which is akin to successful CRM, depends on good data integrity and good report design/layout. We've
- [Small Call Center with Big Capabilities](https://goldminesuccess.com/2003/02/10/small-call-center-with-big-capabilities/) - A successful national human resources firm, which does lead generation for its national field sales force, decided to equip a small internal sales call center (2-3 telemarketers) with GoldMine. Previously, all tracking, reporting and follow-up was done manually. In fact, the telemarketers didn't even have computers! The project leaders evaluated a number of solutions, including
- [New GM+View Tab](https://goldminesuccess.com/2003/02/10/new-gmview-tab/) - Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab allows you to create a completely customizable information page using the capabilities of HTML. You can configure it to insert linked images and documents, insert GoldMine fields, and display graphics. The information in the GM+View tab is stored in the Mailbox table
- [Ways We Work Together](https://goldminesuccess.com/2003/05/10/ways-we-work-together/) - So much focus is given to how GoldMine is used for sales and marketing that we sometimes overlook GoldMine’s tremendous value as an interoffice workgroup solution. Nearly 15 years ago, before MS Windows was even introduced, the founders and creators of GoldMine, Jon Ferrara and Elan Susser, had the vision for a workgroup contact management
- [GoldMine Can Decide What To Do For You](https://goldminesuccess.com/2003/05/10/goldmine-can-decide-what-to-do-for-you/) - This article begins with the premise that you already know what GoldMine Automated Processes (AP) are. What you may not recognize is that one of most important GoldMine Automated Process may be the one that decides which other Automated Processes should be assigned to a record(s). Automated Processes (AP) can do a whole host of
- [Increase Selling Time](https://goldminesuccess.com/2003/05/10/increase-selling-time/) - Here’s a little circular logic that’s worth thinking about. Increase sales by increasing selling time by decreasing non-selling time. It’s really very simple. A sales guru put it this way, “Sales people should sell, and everybody else should do everything else.” First let me explain and then I’ll tell you about a way to do
- [You've Gotta Fax](https://goldminesuccess.com/2001/08/01/youve-gotta-fax/) - Not too long ago faxes would be announced each time one was received. Nowadays, as email inboxes and snail-mail boxes get bloated, targeted broadcast faxing is still a medium that reaches decision makers with a hard-copy printed page. Unlike email that is often deleted based on the subject alone before it's even viewed, faxes deliver
- [Database Fundamentals](https://goldminesuccess.com/2001/09/01/database-fundamentals/) - Before anyone started using the term CRM, direct marketers were using databases. And, while CRM is the latest buzz, direct marketing gurus have been telling marketers about database fundamentals before Elan Susser (inventor of GoldMine) wrote his first line of code. The fundamentals are still relevant. Fortunately, however, GoldMine makes it a heck of a
- [Fielding Questions](https://goldminesuccess.com/2001/08/01/fielding-questions/) - How you capture information is crucial for later use. If we're making the effort to ask intelligent qualifying questions, then we also can benefit by databasing the answers in predetermined GoldMine fields. Unlike "Notes", fields are superior for filtering, reporting, sorting and analyzing. Marketing campaigns can be targeted. Sales activities can be focused on more
- [By The Numbers](https://goldminesuccess.com/2001/09/01/by-the-numbers/) - Selling has been called a "numbers game." Clearly it is much more than that. However, it's obvious that sales and marketing depend, in part, on getting out there and reaching as many as you can. While rejection is unavoidable, any sales professional also recognizes the need to reach enough targeted suspects, prospects and current customers
- [Blocked and Banned - Now What?](https://goldminesuccess.com/2003/07/15/blocked-and-banned-now-what/) - Too much of anything, even a good thing, can lead to problems. So it is with the popular use of SPAM email and mass faxing. With anti-spam blocking and FCC banning unsolicited faxes, what are businesses to do? To begin with, careful attention to documenting and honoring opt-in and requests for removal/opt-out. Then make sure
- [On-the-Fly Email Templates](https://goldminesuccess.com/2003/07/15/on-the-fly-email-templates/) - On-the-Fly Email Templates are possible in the GoldMine email client. Rather than creating and saving an email template for one-time usage with a single record or a small audience such as a tagged list of records, it's very handy to build a template on-the-fly. I love using this feature in combination with the ability to
- [Cleaning Up Old Activities](https://goldminesuccess.com/2003/07/15/cleaning-up-old-activities/) - Ever feel like no matter how hard you try you can never get caught up? Here's one way to clean house - and deal with outdated activities that hang over you. One nice feature in the Activities List is the option to "Auto Update" your pending activities. This local menu feature, within any of the
- [Find a Dealer Near You](https://goldminesuccess.com/2003/07/15/find-a-dealer-near-you/) - Several manufacturers and distributors have applied this approach to help their staff locate reps or dealers who carry a certain line of products within a geographic area. To begin with, you can track all the "lines" that their dealers carry in the Details tab. Then they build groups based on those Details in order to
- [Ways To View More Records](https://goldminesuccess.com/2003/07/15/ways-to-view-more-records/) - In the History Tab: You can set the number of history records listed in the History Tab by simply right clicking and selecting Options>Max Records and entering the number you wish to view. In Filters, Groups and Contact Listing: If you are using GoldMine with MS SQL database, you can enter the following under the
- [Don't Keep GoldMine a Secret](https://goldminesuccess.com/2003/05/10/dont-keep-goldmine-a-secret/) - The public relations department of a firm that already owned GoldMine was in need of a solution to help them with their responsibilities. It was by chance that they discovered that their company owned GoldMine software and sales people were already using it. PR folks decided to take a closer look at what GoldMine could
- [To Give or Not To Give](https://goldminesuccess.com/2003/05/10/to-give-or-not-to-give/) - Ok, you have your GoldMine installed and you want to add a user. You open up the User Settings and click ‘New’. You fill in the desired username, full name and the password. You also see this curious checkbox with the word ‘Master Rights’. You are not exactly sure what this means, but you’ve heard
- [How to Double or Triple Your Marketing List Without Spending a Dime!](https://goldminesuccess.com/2006/03/07/how-to-double-or-triple-your-marketing-list-without-spending-a-dime/) - I’m going to explain a way you can double or even triple the size of your marketing list. In the process, and as a result, you find that you can increase your closing percentage, and increase the lifetime value of your customer base. Let’s start with a basic premise regarding any established organization that does
- [A Name is Not Enough](https://goldminesuccess.com/2005/12/18/a-name-is-not-enough/) - A name, address and phone are not enough for marketing and sales purposes. And, most of what’s missing belongs in fields, rather than notes. But for too many organizations the challenge to do much better gets the better of them! Your organization’s house file, its database of prospects and customers, is one of its most
- [Use Merge Codes to Reach Key Contacts](https://goldminesuccess.com/2005/10/10/use-merge-codes-to-reach-key-contacts/) - The "Merge Code" feature in GoldMine can help you to market better by assisting you to reach more decision makers and influencers within the firms you are targeting. Adding key additional contacts to your direct mail and email campaigns is one way to better penetrate targeted firms, thereby helping to ensure that your message reaches
- [Personalization and You](https://goldminesuccess.com/2006/03/07/personalization-and-you/) - It’s a me, me, and me world. Yet, in the world of sales, it’s all about you! “You” being the prospect and the customer. So what is it about “you” that matters? Ultimately, if sales people and marketers have any intention of serving our consumers, our focus must point to the needs and wants of
- [Schedule Your Next Email](https://goldminesuccess.com/2005/12/18/schedule-your-next-email/) - This sales scenario happens just about every day. So, here’s a trick that will save you time and ensure timelier sales follow up! First I’ll describe the problem situation … You speak to a prospect or customer and as a result, for whatever reason, you need to follow up with them some specific period of
- [Get More Done, In Less Time with Toolbar Macros](https://goldminesuccess.com/2005/10/10/get-more-done-in-less-time-with-toolbar-macros/) - Almost anything anyone does repeatedly in GoldMine can be done in less time and with less effort through the use of Toolbar Icons/Macros. GoldMine lets you modify the existing Toolbar in order to add and delete icons. You can also create a custom toolbar with macros for the features you use frequently and activities you
- [If It's Not In GoldMine It Didn't Happen](https://goldminesuccess.com/2006/03/07/if-its-not-in-goldmine-it-didnt-happen/) - When it comes to accountability, as a manager I often take the position “if it’s not in GoldMine it didn’t happen.” Here’s what I mean and why it works so well. GoldMine can be used to document a lot of things! And, as a workgroup solution, the information is easily accessible. GoldMine lends itself to
- [The Power of Reporting](https://goldminesuccess.com/2005/12/18/the-power-of-reporting/) - Recently I wrote a paper called “How to Use Reporting to Grow and Manage a Business". It has a powerful message and one that needs to get out there more. So, I want to mention some of the key points of the paper and direct you to a link where you can download and read
- [The Easiest & Fastest Way to Divide Up a List of Calls](https://goldminesuccess.com/2005/10/10/the-easiest-fastest-way-to-divide-up-a-list-of-calls/) - Do you have a big prospect list that you want to split up evenly for several telemarketers or sales reps to call? Use the Group Scheduling feature in GoldMine to equally divide the calls between multiple users. Once the list is in GoldMine, filter or group the records. Then schedule a call with the proper
- [GoldMine Plus for Accounting](https://goldminesuccess.com/2005/12/18/goldmine-plus-for-accounting/) - Thanks to the new GoldMine Plus for Accounting QuickBooks link, a construction subcontractor can now quickly and easily check the associated GoldMine contact's accounts receivable, past invoices and credit balance while they have their customer on the phone. The new link integrates GoldMine BCM or FrontOffice Sales and Marketing with QuickBooks Pro and provides extremely
- [OmniRush Isn't Just for Sending Faxes!](https://goldminesuccess.com/2005/10/10/omnirush-isnt-just-for-sending-faxes/) - While most companies that purchase OmniRush do so for the ability to send faxes, an equipment manufacturer loves OmniRush for handling incoming faxes. The executive secretary that administers OmniRush is able to receive, route and link incoming faxes with GoldMine. She states, "With OmniRush, the moment an incoming fax arrives, I am automatically notified. I
- [GoldMine Web Import](https://goldminesuccess.com/2006/03/07/goldmine-web-import/) - Do you have a web site that you generate leads from via web forms? If the answer is "yes," this is for you! With GoldMine's Web Import functionality every time someone fills out a web form on your web site the information can be automatically imported into your GoldMine database? Think about the advantages: ■
- [Email Rules Are A Great Productivity Tool](https://goldminesuccess.com/2005/10/10/email-rules-are-a-great-productivity-tool/) - GoldMine 5.0 introduced the ability to create business rules for handling incoming email. In the upgrade to 5.5 this feature now also covers outgoing email. Email Rules, as this feature is called in GoldMine, is often overlooked as a way of improving productivity. Email Rules enable the GoldMine user to instruct GoldMine to automatically handle
- [Create Eye Catching HTML Email Campaigns](https://goldminesuccess.com/2005/12/18/create-eye-catching-html-email-campaigns/) - GoldMine has the ability to send HTML email messages, which allows more sophisticated text formatting, such as selected fonts, colors and styles as well as inserted image files. Even though GoldMine has the ability to send HTML emails, its not necessarily the best option for creating HTML emails. In order to create truly eye catching
- [Word Link Security Issue](https://goldminesuccess.com/2006/03/07/word-link-security-issue/) - Hopefully, if you are a Goldmine user you are already taking advantage of GoldMine’s link to Microsoft Word. This link allows users to easily create MS-Word templates for use with GoldMine’s Document Management Center features. There are a few settings we recommend you change in MS-Word in order to make this link work better for
- [GoldMine 7.0 GM+ Browser](https://goldminesuccess.com/2005/12/11/goldmine-gm-browser/) - The GM+ Browser, available in GoldMine 7.0 Corporate Edition is an extension of the popular GM+View functionality that allows you to view information from external sources such as other databases, back office systems as well as internet and intranet websites. The new GM+Browser allows you to add GM+Views to the floating GM+Browser window as well
- [Drag and drop to schedule activities in GoldMine](https://goldminesuccess.com/2006/03/04/drag-and-drop-to-schedule-activities-in-goldmine-2/) - You can drag and drop a contact from GoldMines Contact Listing window to the Calendar Window to schedule an activity. You can drop the contact into a date or time slot of the Day, Week, Month or Year. When you drop, 'Schedule an Appointment' window appears with date/time of the slot you had selected. Enter
- [Verification Code Error for Remote GoldMine Users](https://goldminesuccess.com/2006/03/04/verification-code-error-for-remote-goldmine-users/) - An issue occurs where the user receives a chronic verification code error, this appears to be caused by Sync profile changes made in GoldMine on the undocked users machine: In the GoldSync Administration center on the Main GoldMine Server, right click on the user profile and select Generate Verification Code, provide the code to the
- [Setup your Microsoft Outlook to display the linked GoldMine Record](https://goldminesuccess.com/2005/12/05/setup-your-microsoft-outlook-to-display-the-linked-goldmine-record/) - This “Tech Tip” deals with GISMO (Goldmine Integration Services for Microsoft Outlook) which is included with Goldmine Corporate and Premium Editions. GISMO is an add-in to your Microsoft Outlook email client that offers the following features: Link e-mails sent and received in MS Outlook to a Goldmine contact Create new contacts in Goldmine and link
- [SQL To The Rescue](https://goldminesuccess.com/2005/10/11/sql-to-the-rescue/) - GoldMine’s SQL Query Tab has to be one GoldMine’s most important features. Other than using an external report writer or database utility, there is no other way within GoldMine to find and view data from any GoldMine table in a layout of your liking. What you’ll like about SQL Queries – It’s free because it’s
- [How Activity List Filters Can Save You](https://goldminesuccess.com/2006/04/01/how-activity-list-filters-can-save-you/) - If you’re a busy person, struggling to keep up with a load of calls and emails, here’s a way to use GoldMine that I find extremely efficient. It uses a feature in GoldMine most users aren’t even aware exists – “Activity Filters.” Open your activity list and go to any of the pending tabs (Open,
- [Build a Superhuman Salesperson](https://goldminesuccess.com/2006/04/01/build-a-superhuman-salesperson/) - What would you say if I offered you a salesperson that works tirelessly, or never forgets to follow-up, or never complains about compensation no matter how successful they are, is 100% loyal, and completely focused on what you direct them to do? What if I told you this sales rep costs less than any other
- [GoldMine® Integration Services for Microsoft® Outlook®](https://goldminesuccess.com/2006/04/01/goldmine-integration-services-for-microsoft-outlook/) - GoldMine® Integration Services for Microsoft® Outlook® provides you with a complete view of email correspondence for contacts shared by GoldMine and Outlook. Created for companies so GoldMine and Outlook users are on the same page and have a complete history for all prospects, customers and vendors. And now there’s no more time wasted manually copying
- [Creating and Using User Variables](https://goldminesuccess.com/2006/04/04/creating-and-using-extra-user-variables/) - You are not restricted to the four variables in the Personal tab in User Preferences when it comes to User Variables. Create extra variables by amending the username.ini file. (Bob.ini, John.ini, etc.), which can be found in your GoldMine root directory: C:/Program Files/GoldMine or G:/GoldMine, etc. Create your own custom user variables under the [user_var] section e.g.
- [Logging into GoldMine Automatically](https://goldminesuccess.com/2006/04/04/logging-into-goldmine-automatically/) - To setup your GoldMine so that it automatically logs in with your GoldMine username here is what you need to do: 1. Right Click on the Short Cut Icon that you use to login to GoldMine with. 2. Select Properties 3. In the Target line you want to enter after the .exe" a SPACE and
- [Tap the Fortune Teller in You](https://goldminesuccess.com/2006/12/04/tap-the-fortune-teller-in-you/) - What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I was explaining to a group of their department heads how they could do
- [The Advantages of News - You Can Use!](https://goldminesuccess.com/2006/08/25/the-advantages-of-news-you-can-use/) - “News,” most any “news” has its own intrinsic appeal. Humans are conditioned, probably evolved, to being attracted to things which come across as “news.” The appeal of news is hard-wired into our psyche, and it is our nature to be drawn to news. In ancient times, news could be a matter of life or
- [Reasons for Touching Base](https://goldminesuccess.com/2006/04/04/reasons-for-touching-base/) - Who hasn’t heard the following expressions to describe sales: contact sport, a numbers game, and dialing for dollars. I’m sure you all have. Surely the sales professional is a lot more than these things. But let’s face it – if we wait for the business to come to us, we can go out of business
- [Using GoldMine Activity & Result Codes](https://goldminesuccess.com/2006/12/04/using-goldmine-activity-result-codes/) - GoldMine has a feature that is available when scheduling and completing activities which is unlike other Contact Management solutions. GoldMine offers users the ability to “Code” Activities (Calls, Appointment, Actions, Sales, Emails, etc.), as well as the “Results” of those Activities. The value of “Coding” Activities and Results can come into play in several ways
- [It's In Every Sales Course - Is It in Your CRM?](https://goldminesuccess.com/2006/08/25/its-in-every-sales-course-is-it-in-your-crm/) - High on the list of important topics in any sales methodology or training program is the need to “sell to the people most likely to buy.” And, it ought to be in every CRM system! Is it in yours? Every salesperson, worth their salt, knows they need to qualify a lead. There are hot buyers,
- [Tracking Service Issues](https://goldminesuccess.com/2006/12/04/tracking-service-issues/) - As most know, GoldMine is a great tool for tracking activities (Calls, Appointment, Actions, Email, etc.). However, GoldMine lacks functionality and features in the User Interface (UI) which demanding customer service/help desk environments require. Here are just of few of the types of needs such departments have: Auto Ticket/Issue ID# Generation Issue Tracking – record
- [A New Way to Report and Analyze Your Data](https://goldminesuccess.com/2006/08/25/a-new-way-to-report-and-analyze-your-data/) - Imagine being able to see detailed and vivid analysis of your GoldMine data or data pulled from an external database in the form of professional looking charts, graphs, and reports right within your GoldMine screen, even within the GoldMine Contact Record. What’s more, how nice would it be to have immediate access to this information
- [A Clear Vision](https://goldminesuccess.com/2006/08/25/a-clear-vision/) - At First Direct Corp. we discuss CRM needs with literally thousands of individuals and organizations. Some prospects and customers are very unsure of their sales processes, while others have done a better job of defining things. The customer who is the subject of this issue’s “Golden Nugget” impressed me from the very beginning with their
- [Handling Mass Undeliverables](https://goldminesuccess.com/2006/08/25/handling-mass-undeliverables-2/) - Here is a tip to help you deal with the large volume of "non-deliverable email" one gets back as a result of doing a broadcast email with GoldMine. Rather than dealing with the returned (failed) email messages in your email center inbox, create an email rule that automatically files these emails into a special folder
- [GoldMine Help File Not Helping?](https://goldminesuccess.com/2006/04/04/goldmine-help-file-not-helping/) - Microsoft recently released a security update which prevents GoldMine's Help feature from working properly. When your users go to view the help files it says the page can’t be displayed. Of course, these updates/patches have also made your machine more secure, so you should consider that before you decide to implement any of the ‘fixes’…
- [Inserting "Source Tags" and "Mailto" Links into GoldMine Emails](https://goldminesuccess.com/2006/12/04/inserting-source-tags-and-mailto-links-into-goldmine-emails/) - When composing GoldMine HTML emails it is possible to insert links, for example to a website, or to a reply email address. You may have discovered that simply typing the link in proper format, e.g. http://www.1stdirect.com, will convert the text to an active link. For most purposes this is fine, however, there’s another way to
- [What Can You Do with GM+Views?](https://goldminesuccess.com/2006/12/04/what-can-you-do-with-gmviews/) - Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab is a web-based tab that can provide views of external data or views/reports of internal GoldMine data all within GoldMine itself. For example, use GM+Views to allow customer service reps to access order history and order details. Or, create your own application
- [Vanity Phone Numbers](https://goldminesuccess.com/2006/08/25/vanity-phone-numbers/) - How many times in a month do you get one of those vanity phone numbers i.e.1-800-BeefLog and have to sit by the phone converting the letters into numbers? Did you know GoldMine could convert those numbers for you? Here is how it works. Just type in the 10-character string into any phone number field. Note
- [Creating Counter Fields](https://goldminesuccess.com/2006/08/25/creating-counter-fields/) - GoldMine can track an unlimited number of uniquely named counters. The counter values are stored in the LOOKUP table. For example inserting ~COUNTER("ID",1) into the lookup pick list for a field provides a unique number starting at 0 that increments by 1 each time it is selected by the user.
- [Removing Duplicate Records](https://goldminesuccess.com/2006/04/04/removing-duplicate-records/) - Now that GoldMine has enhanced duplicate checking, those irritating little dupes should not appear too often. However accidents do happen and they are easy to merge together using record tagging. Having spotted a pair of dupes, simply bring up the Contact Listing Window to show the duplicate records. A double click search on the Company
- [Campaign Tracker](https://goldminesuccess.com/2006/12/04/campaign-tracker/) - Campaign Tracker is an email newsletter tool built for those who want to send and track their own email campaigns. We design a template and you log in to your own account to manage your subscribers, create and send your own emails and view reports on the results. Reports you will actually understand Our simple
- [A Little Email Administration Oversite Which Causes a Big Problem](https://goldminesuccess.com/2006/12/04/a-little-email-administration-oversite-which-causes-a-big-problem/) - This article is for those of you who use the GoldMine email center for sending and receiving emails. When configuring your e-mail account settings in the GoldMine email center there is the option to auto-retrieve and auto-delete emails. If you are going to auto-retrieve emails you MUST either check the auto-delete checkbox or remember to
- [One-Too-Many Details](https://goldminesuccess.com/2008/03/07/one-too-many-details/) - One of the many advantages of GoldMine over other CRM applications like ACT! and Outlook Business Contact Manager is the “Details Tab” that GoldMine has for storing “one-too-many” types of information. Unlike a “Flat Field” which can only store one entry per field per record, the “Details Tab” stores data in an indexed table row.
- [Learn to Use the CRM Tools You Have](https://goldminesuccess.com/2007/07/07/learn-to-use-the-crm-tools-you-have/) - A week doesn’t go by that First Direct does not get several “tech support calls” from a GoldMine user who needs help to do something related to marketing and/or sales with GoldMine. Although “support calls” are procedurally directed to our “help desk,” the real basis for such calls is often less of a “tech support”
- [Access to Information](https://goldminesuccess.com/2008/03/07/access-to-information/) - This article begins with comments about the value of information and then progresses on to offer some suggestions for using GoldMine Premium. If “information is power” then your access to it will determine your power to sell. Here’s another old adage that speaks to the point of this article. Know your audience! Sales is contextual
- [To Sell More...Do More!](https://goldminesuccess.com/2007/12/12/to-sell-more-do-more/) - As some of my readers know, First Direct Corp. has won more than our share of sales awards. I could point to a few different reasons for this, but the one I wish to focus on in this article is one you can all benefit from. It’s also one that seems terribly obvious. To sell more … do
- [Build Voice into Your CRM Solution](https://goldminesuccess.com/2007/07/07/build-voice-into-your-crm-solution/) - These are just a few of the big reasons why integrating your telephone system with your CRM system is appealing: Power-dialing (where your phone system dials contacts in a campaign automatically)can increase telesales productivity by as much as 300%! Using low cost Voice over Internet solutions versus traditional telecommunications carriers can save your organization 50%
- [SQL Queries](https://goldminesuccess.com/2008/03/07/sql-queries/) - In this issue of GoldMine Success I’ve already mentioned SQL Queries. But I realize that many of my readers don’t know what I’m talking about when I say “SQL Queries,” let alone why this is such a great feature in GoldMine Premium. So, this article will provide you a brief explanation and hopefully some understanding
- [Managing Better with GoldMine Record Typing](https://goldminesuccess.com/2007/12/12/managing-better-with-goldmine-record-typing/) - Sometimes managing people is better accomplished by managing the technology they use. This certainly can be the case when it comes to your GoldMine database. Data quality, which I’ll define as accuracy and completeness, is largely in the hands of your users. What they do each time they’re on record or doing some activity that
- [GoldMine Premium Introduces “Case Management”](https://goldminesuccess.com/2007/07/07/goldmine-premium-introduces-case-management/) - Since day one GoldMine has been a great tool for tracking activities (Calls, Appointments, Actions, Email, etc.). Now with the new GoldMine Premium Edition and its new Case Management capabilities you can manage technical support issues, customer service requests, and other types of matters. Case Management will be very useful for IT departments, customer service
- [DbNetGrid](https://goldminesuccess.com/2007/07/07/dbnetgrid/) - DbNetGrid is a fully encapsulated AJAX enabled grid component designed for use in Intranet/Internet development. It provides a fast and flexible way of presenting and updating database information in a browser environment. DbNetGrid can be used as a simple grid component integrated with your own applications, a web-reporting tool or as part of a fully
- [wMobile - Wireless CRM](https://goldminesuccess.com/2007/12/12/wmobile-wireless-crm/) - The wMobile product enables users to have live wireless access to a GoldMine based CRM system from their handheld device. Users can access all contact information contained on a GoldMine contact record including information in customized GoldMine fields. Users can add and edit contact information with updates instantly available on the live GoldMine database all from
- [RSight Takes GoldMine to the Next Level](https://goldminesuccess.com/2008/03/07/rsight-takes-goldmine-to-the-next-level/) - Our Golden Nugget this issue is about company called RSight Investigations, Inc.. (http://www.rsight.com) As their name implies, RSight provides investigative services to the insurance industry, employers, TPAs, and others. The RSight organization started using GoldMine since its inception in 1999. The customer had originally contacted First Direct back in Sept. of 2003, however, as it
- [Using Lookups to Control Data Integrity](https://goldminesuccess.com/2007/07/07/using-lookups-to-control-data-integrity/) - If you’ve ever taken a GoldMine training class with Bob Ritter, President of First Direct Corp. I’m sure you have heard the expression “Dirty data is the enemy of marketing!” Sometimes with all the bells and whistles of an advanced CRM system we forget that the most important element of any database is the data
- [Need Mailing Labels?](https://goldminesuccess.com/2007/12/12/need-mailing-labels/) - Tis the season to be mailing … cards, calendars, gifts! So it’s time to dust off your GoldMine label reports. Since some of you may be rusty, here are some thoughts on the subject. Printing mailing labels for Primary contacts is generally not much of a problem. You just need to apply a GoldMine Filter
- [Where Do Your Web Leads Go?](https://goldminesuccess.com/2007/12/12/where-do-your-web-leads-go/) - With all the PPC spending going on one must assume there’s a lot of websites getting hits. Where do all those web leads end up? It’s one thing to generate a hit, another to keep them from bouncing off your site, and another to bring them into your organization’s house-file. In a perfect world our
- [New "Grouping" Capabilities in GoldMine Premium](https://goldminesuccess.com/2007/07/07/new-grouping-capabilities-in-goldmine-premium/) - Use GoldMine Premium’s new “Grid Controls” technology to do “Grouping” within Record Tabs. This feature makes it easier to sort and filter the rows of data in History, Pending, etc. using the ability to Group (see local menu in the corresponding tab). In records with considerable data in the tab area, Grouping helps you find
- [Where Does GoldMine Store Organization Charts?](https://goldminesuccess.com/2007/07/11/where-does-goldmine-store-organization-charts/) - Organization Tree Data is stored in the “CONSUPP” Table under the RecType “O.” Here is how the ConSupp Fields are used: Fieldname Used For (Data Stored In) ACCOUNTNO AccountNo of the Linked Record RECTYPE “E” CONTACT Date/Time AP was attached. In format: YYYYMMDDHH:MM:SS CONSUPREF Next event to be triggered. Duplicate of Tracks.Name PHONE Duplicate of
- [HTML Editing Options](https://goldminesuccess.com/2007/12/07/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 possible! It’s not an icon,
- [Import Excel Data into GoldMine](https://goldminesuccess.com/2007/12/07/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 GoldMine Import Wizard not the
- [Creating a Professional e-Mail Signature](https://goldminesuccess.com/2007/07/11/creating-a-professional-e-mail-signature/) - You may send dozens, if not hundreds, of email messages every day. Something as simple as a professional email signature says a lot about you and your organization, and gives contacts everything they need to reach you and learn more. A signature file may or may not contain an actual signature. Most often, it provides
- [Frustrated with GoldMine's default HTML email font style and font size?](https://goldminesuccess.com/2007/07/11/frustrated-with-goldmines-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 you want to send a
- [The "Five W's" and Your Database](https://goldminesuccess.com/2008/09/07/the-five-ws-and-your-database/) - One of the basic lessons for a journalists learns is the “five W's" of journalism (who, what, where, when and why). Marketers could take a lesson from this adage as it relates to their CRM database. Can your database answer the “five W’s” about your business? Let’s consider this. A database is worthless without the
- [If Not, Why Not?](https://goldminesuccess.com/2008/07/01/if-not-why-not/) - I hear it all the time: We want to do more marketing with our CRM. We want to pull in leads from our website. We want to automate follow-up communications to qualified leads. We want to be able to maintain a library of template letters and emails and we want to track and see who
- [Adding a "Personal Touch" to a Mass Email](https://goldminesuccess.com/2008/09/07/adding-a-personal-touch-to-a-mass-email/) - Here’s an effective way to give a “mass email” a personal touch and thereby lift response. In other words, if your firm has developed fancy HTML email templates in your GoldMine Document Template library this is an easy way to enhance them when you want to give them a ‘one-to-one’ tone. Start by making a
- [Got Skills?](https://goldminesuccess.com/2008/07/01/got-skills/) - From surgeons to carpenters, from police officers to accountants … every profession uses tools. And, so it is with sales professionals. CRM is far and away one of the most important tools in a salesperson’s toolbox! Professionals need to know the terminology, trends, and facts in their field. They need an understanding of their customers’
- [Use Digital Dashboards](https://goldminesuccess.com/2008/09/07/use-digital-dashboards/) - Digital Dashboards, also known as Business Intelligence (BI) Dashboards, Enterprise Dashboards, or Executive Dashboards, are visually-based summaries of business data that show at-a-glance as a roll-up of business conditions through metrics and Key Performance Indicators (KPIs). Digital Dashboards have become a very popular BI tool that has arisen in the last few years because of
- [Penny Wise and Dollar Foolish](https://goldminesuccess.com/2008/07/01/penny-wise-and-dollar-foolish/) - Is a discount or promotion the reason to buy CRM? While special promotions help to close sales, they’re not the reason I sell CRM, and they certainly should not be the reason one purchases it! When it comes to CRM, you spend money to make money! You purchase CRM to significantly increase sales, productivity, and
- [Customer Service Delivers ROI](https://goldminesuccess.com/2008/07/01/customer-service-delivers-roi/) - A GoldMine customer was looking for reasons to upgrade from their Corporate Edition GoldMine to Premium. With 21 users they were concerned they could justify the investment in software and services. Demonstrations and discussions were enough to convince them that it was the right move and they opted to move forward with the purchase through
- [Feedback from a Customer](https://goldminesuccess.com/2008/09/07/feedback-from-a-customer/) - Listen to another customer! Here is what Tracey had to say about her upgrade to GoldMine Premium ... Recently First Direct Corp. helped our customer (Integrated Marketing Concepts, Inc.) to upgrade from GoldMine Standard to GoldMine Premium. The GoldMine Administrator, Tracey, is a very capable person which makes her feedback that much more credible. We’ve
- [When Is It Time To Backup?](https://goldminesuccess.com/2008/07/01/when-is-it-time-to-backup/) - When is it time to backup? BEFORE it’s too late! If suddenly there was a power surge and the hard drive(s) on your server crashed, what would you do? Would you reach for your most recent backup and restore it with confidence? What can I say, if you do not have a backup plan in
- [Create Useful SQL Queries](https://goldminesuccess.com/2008/09/07/create-useful-sql-queries/) - If the GoldMine Administrator doesn’t take responsibility for helping the firm to deploy SQL queries this feature in GoldMine will probably not get done; Which would be a real shame because this is one of the most valuable features in GoldMine Corporate and Premium Editions! I’ve written about SQL queries in previous issues of the
- [How to put a "Folder" on your GoldMine Taskbar](https://goldminesuccess.com/2008/03/11/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 how many fantastic features in
- [How to Find Contacts with a Certain Email Merge Code](https://goldminesuccess.com/2008/09/07/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 query below can be pasted
- [Where Does GoldMine Store Automated Process Tracks and How to Search for Records with APs.](https://goldminesuccess.com/2008/09/07/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 that. To begin with, you’ll
- [Use Color to Flag a Field](https://goldminesuccess.com/2008/09/07/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 there’s a field that you
- [Time To Revisit Your Users' Menu Rights](https://goldminesuccess.com/2008/03/07/time-to-revisit-your-users-menu-rights-2/) - As you know, in GoldMine Premium some pull down menus have changed. And, some new features have been added. So for all of you GoldMine Administrators out there, it’s time to revisit your “User Properties” and “Security Profiles” in order to update their available “Menus.” When you do, the User Properties dialogue window may confuse you because
- [Sharpening the Saw](https://goldminesuccess.com/2009/03/07/sharpening-the-saw/) - Question: If your consumers are buying less should you market less? My answer is NO!! You market better! That’s not to say you should be spending more on advertising. You may find you can spend less and get greater results. There are several reasons for this including but not limited to: Media and event promoters
- [Dial the Phone with GoldMine](https://goldminesuccess.com/2009/03/07/dial-the-phone-with-goldmine/) - What image do you conjure up when you think of someone who’s selling? Possibly you pictured someone talking on the phone. Surely you’ve heard the expression “dialing for dollars” as a way to describe the daily efforts by salespeople and telemarketers to reach prospects and customers. Whether you’re cold calling, introducing yourself to new web
- [Time To Get Help](https://goldminesuccess.com/2009/03/07/time-to-get-help/) - Recently we received a technical support call from a large customer about how to export data out of GoldMine. This is a red flag to us that something may be wrong. It’s not always a sign of a problem because often times the customer is just trying to supply mailing list data to an external
- [Details Plus - Get More Out of Details](https://goldminesuccess.com/2009/03/07/details-plus-get-more-out-of-details/) - GoldMine’s Details tab has always been an area with great potential for customization and can be used to solve many common data storage problems. It makes sense to use a custom detail, rather than a custom field, any time there is a one-to-many relationship between a contact and some type of data. Each detail can
- [Email Validation & Verification](https://goldminesuccess.com/2009/03/07/email-validation/) - As database administrators struggle to keep email addresses in databases clean and accurate, web site form validation becomes key. At this point, the state of email address validation is poor. Feel free to prove it to yourself: go to your favorite site that requires registration, and enter dlkjfdklj@djflkjdlkj.com as your email address. More often than
- [Raising The Bar With The GoldMine Taskbar!](https://goldminesuccess.com/2009/08/07/raising-the-bar-with-the-goldmine-task-bar/) - One of the many advantages of GoldMine® over other CRM applications is the GoldMine® Taskbar. The GoldMine Taskbar is a great way of having quick, one-click access to common things like: GoldMine Main Menu Items Launching external applications and web sites (web resources like Google Maps, Dun and Bradstreet, Spoke, etc.) Displaying documents and files
- [Knowledge Is Power](https://goldminesuccess.com/2009/08/07/knowledge-is-power/) - Knowledge is power – the problem is who can remember it all? That’s why it’s more important today that you have an effective and efficient way of storing and accessing information. One the key roles of the marketing department is to supply the sales people with key product information such as sales sheets, product requirements,
- [Assessing, Benchmarking your GoldMine Database](https://goldminesuccess.com/2009/08/07/assessing-benchmarking-your-goldmine-database/) - “If you can’t measure it, you can’t manage it.” And there is probably nothing worth measuring and managing more than the quality of your GoldMine database. The trouble is figuring out where to start and how to get a worthwhile read on the quality of your GoldMine database. First Direct has done this work to
- [How To Display A Count](https://goldminesuccess.com/2009/08/04/how-to-display-a-count-2/) - 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 days. Simply right click in
- [Add Any GoldMine Menu Choice to Your GoldMine Toolbar](https://goldminesuccess.com/2009/08/04/add-any-goldmine-menu-choice-to-your-goldmine-toolbar-2/) - The “toolbar” displays in a much more readable fashion in GoldMine Premium. It also takes up less space. It’s definitely worth revisiting your GoldMine toolbar and making sure you’ve added icons (shortcuts) for the functions that you use frequently, especially now that it’s so easy to add any menu choice you wish. Simply select the
- [How Many Records Do I Have?](https://goldminesuccess.com/2009/03/11/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. Copy and paste the queries
- [How to Add Icons to Your Premium Tool Bar](https://goldminesuccess.com/2009/03/11/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 up you can then go
- [Process Monitor Stuck and WILL NOT Open](https://goldminesuccess.com/2009/08/04/process-monitor-stuck-and-will-not-open/) - In the event a GoldMine Premium Edition user’s “Process Monitor” becomes stuck in a docked position or it will not open the following should release it: - Have the user log out of GoldMine - Log into SQL Management Studio - Select the Goldmine database - Expand the tables - Look for a table called "Environment" and
- [An Eye-Opening Look at Two Powerful MS SQL Server Features: Triggers and Database Mail](https://goldminesuccess.com/2009/08/04/an-eye-opening-look-at-two-powerful-ms-sql-server-features-triggers-and-database-mail/) - The idea is simple. Something happens in your CRM database and you want to automatically notify someone of that something. And you want it to happen immediately. In the past, using older GoldMine systems accomplishing the above was quite difficult, if not impossible. But now that GoldMine Premium Edition is standardized on Microsoft SQL 2005/2008,
- [Setting up Gmail (or other SSL Mail Clients) with GoldMine Premium 8.5](https://goldminesuccess.com/2009/08/04/setting-up-gmail-or-other-ssl-mail-clients-with-goldmine-premium-8-5/) - Many people are moving to Gmail for their email. Its solid Spam filter and low cost (free) make it very attractive. Goldmine made some enhancements to Goldmine Premium Edition 8.5 which now allows you to use Gmail and other providers SSL email in their robust email client. To add your Google email account to your
- [Dialing Out of Goldmine with the GoldMine Softphone – Dream or Reality](https://goldminesuccess.com/2009/08/04/dialing-out-of-goldmine-with-the-goldmine-softphone-dream-or-reality/) - Have you ever wondered “What is the GoldMine Softphone and does it work?” Firstly, let’s explain what a “softphone” is. A softphone is a software-based phone that sits on your computer’s desktop and acts very much like a typical phone handset except that it operates off your computer with or without a physical handset. A
- [When E-mail Stops E-mailing](https://goldminesuccess.com/2009/08/07/when-e-mail-stops-e-mailing/) - It is seemingly inevitable with computers that when things can go wrong, they will go wrong. It is also seemingly inevitable that this will happen at the worst possible moment. You’ve been trying to get that important quote sent out to your customer or you’ve won an all-expenses paid trip to Mars and you haven’t
- [Tracking Referrals](https://goldminesuccess.com/2009/08/07/tracking-referrals/) - If you’re new to GoldMine or an old-time user like me, there’s always something new to learn. This situation was brought to us by a customer recently and they needed a solution. It’s a common practice in many businesses to offer an incentive for referrals from customers. Have you come up with a good way
- [Speeding Up Your Email Center](https://goldminesuccess.com/2010/01/01/test/) - If you are finding your GoldMine Email Center slow (when moving from one Email to another, deleting, replying, or filing Emails) you may want to turn off the “Sync Contact” feature that keeps the GoldMine Contact Record in sync with the your email center. This capability can be toggle “on/off” as you see fit. Simply
- [Opening Multiple Contact Windows](https://goldminesuccess.com/2010/01/01/opening-multiple-contact-windows-2/) - Did you know that you can have more than one GoldMine Contact Record tab opened at the same time? It’s easy – from the “Window” pull down menu in GoldMine Premium simply select “New Contact Window.” At times when you are trying to go back and forth between two contact records this is an option.
- [Aligning Your Management With Your CRM Tools](https://goldminesuccess.com/2010/01/04/aligning-your-management-with-your-crm-tools/) - Management that is engaged and involved wants to be connected to the activities of the individuals and processes they are managing. They want to be able to touch and see for themselves the details that form the big picture they operate in. CRM gives managers a means to do so. With GoldMine CRM, managers can
- [QB2CRM - QuickBooks and GoldMine Integration](https://goldminesuccess.com/2010/01/04/qb2crm-quickbooks-and-goldmine-integration/) - This issue's Golden Nugget is not about any one customer, but a general need that people have for integrating their GoldMine CRM with their Accounting or ERP data. First Direct has been called upon by many customers to do this from ACCPAC to Macola to vertical applications such as eQuantum for the distribution industry. But
- [Aligning Your Network and Hardware with Resource Requirements](https://goldminesuccess.com/2010/01/04/aligning-your-network-and-hardware-with-resource-requirements/) - Skimping on hardware makes no sense today. The cost of virtually any piece of computer hardware from laptops to servers to switches & hubs has dropped so much over the last several years that you can make a case for replacing any piece of equipment that is slowing your users down and limiting their productivity.
- [Missing Primary Email Addresses](https://goldminesuccess.com/2010/01/04/missing-primary-email-addresses/) - GoldMine has long allowed users to store multiple email addresses in a contact record. It’s not uncommon for someone to have multiple email addresses, let alone the email addresses associated with additional contacts within the same GoldMine record. By the same token only one address can be marked (identified) as the “primary email address” . When
- [Aligning Your Marketing With Your CRM Tools](https://goldminesuccess.com/2010/01/04/aligning-your-marketing-with-your-crm-tools-2/) - Staying with the alignment theme, marketing and CRM go together like your car and its tires. Without your tires your car isn’t going anywhere. And, without your CRM system you’re going to have a hard time targeting your marketing message to the right audience. CRM is crucial to marketing because data is crucial to marketing
- [Aligning Your Sales With Your CRM Tools](https://goldminesuccess.com/2010/01/04/aligning-your-sales-with-your-crm-tools-2/) - If you’ve ever taken my basic end-user GoldMine training, you’ve heard me say “do your day.” One of the key points about a workgroup CRM system for the sales team (reps, support, management, etc.) is that everyone should just do their day, the same way, in GoldMine! The famous comedian Jack Benny once humored, “How
- [DATABASE DANGER](https://goldminesuccess.com/2010/01/19/database-danger/) - Attention all GoldMine Master Rights users!!! GoldMine Premium has certain reserved "System Fields" that are hidden. Problem is that you can "blow-up your database" if you happen to use them in the creation of your custom fields. Therefore, an unsuspecting person, or even a knowledgeable GoldMine administrator can inadvertently create a field that causes huge problems
- [The Publisher could not be verified. Are you sure you want to run this software?](https://goldminesuccess.com/2010/01/19/the-publisher-could-not-be-verified/) - Because of some new security features in Windows, when you launch GoldMine you may receive this error message: Not a big deal you can just click "Run" and GoldMine will operate normally, however, if you want to eliminate this message, here's how: 1) Choose Start | Run in Windows then type gpedit.msc and press
- [Hot Fix Released for GMPE 8.5](https://goldminesuccess.com/2010/01/29/hot-fix-released-for-gmpe-8-5/) - FRS released build 8.5.2.9 on 1/25/10. This fixes addresses a few important issues. WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 8.5.2 HOTFIX 1 Note: GoldMine Premium Edition 8.5.2 Hotfix 1 also provides the fixes and enhancements included with GoldMine Premium Edition 8.5.0, 8.5.1, and 8.5.2, listed below. ID # Issue Description 112858 Link to opportunity or project is
- [GoldMine Filters have a 255 Character Limit](https://goldminesuccess.com/2010/02/01/goldmine-filters-have-a-255-character-limit/) - There is a limit of 255 characters for a filter expression in GoldMine. When doing a large OR comparison the 255 character limit can be reached quite easily. For example, you may want to filter based on a group of contact records whos state is CA, MA, NY, KY, OH, and so on. A better way to do
- [GISMO Licensing Change](https://goldminesuccess.com/2010/02/05/gismo-licensing-change/) - With the release of GoldMine Premium 9.x there will be a signficant improvement in the integration between GoldMine and Outlook. And, FrontRange expects more users to use Outlook clients in conjunction with their GoldMine CRM. As part of this progression, FrontRange Solutions has new licensing requirements for users of this integration. In previous versions of
- [GoldMine's Calendar Shortcut Buttons](https://goldminesuccess.com/2010/02/08/calendar-shortcut-buttons/) - In GoldMine Premium Edition, the GoldMine Calendar has a shortcut button for performing various functions. While you can drop down and select any of the options on the “local menu,” the button is “sticky” meaning it will stay set to your last choice. The default setting/option is “Today” which when pressed will bring you to the current
- [Thinking of leaving GoldMine?](https://goldminesuccess.com/2010/02/18/thinking-of-leaving-goldmine/) - Thinking of leaving GoldMine? Here's a checklist of items to consider BEFORE making your first move! There are quite a number of CRM systems vying for your attention these days and, as the old saw goes, everybody "hates" the CRM they're on and haven't learned to hate the one they're moving to... yet. Before you
- [Upcoming Sharpen Your GoldMine Knowledge Webinars.](https://goldminesuccess.com/2010/02/18/upcoming-sharpen-your-goldmine-knowledge-webinars/) - Sharpen Your GoldMine Knowledge We provide these Online Training & Events as a service to you! Learn practical information from an expert that will help you stay up-to-date on the latest trends and best practices. Date Event Name 02/19/2010 QuickBooks and GoldMine Integration 02/22/2010 An Introduction to Microsoft SQL Queries and SQL Reporting Services 02/23/2010
- [Find Information in any GoldMine Tab (History, Pending, Details...)](https://goldminesuccess.com/2010/02/24/find-information-in-any-goldmine-tab-history-pending-details/) - When on any of the GoldMine Tabs (History, Pendings, Details, etc.) press 'F3' to bring up a search box.
- [How to Filter/Display All Activities in History Tab for a Single Contact.](https://goldminesuccess.com/2010/02/24/how-to-filterdisplay-all-activities-in-history-tab-for-a-single-contact/) - Have you ever looked through the history of a contact record and said “I would just like to be able to read over the emails I sent to Kevin”. GoldMine is structured in such a way that all history activities for the Primary and Additional contacts are displayed together in the history tab in date
- [How to Display the Activity Code in GoldMine History Tab](https://goldminesuccess.com/2010/02/24/how-to-display-the-activity-code-in-goldmine-history-tab/) - By default, GoldMine’s history tab does not show the activity’s activity code, which is a code of up to three letters used to categorise activities (e.g. NEW if it is a ‘new’ sales enquiry or TS if its a 'technical support' activity). If you want this to show, open up your username.ini file, (e.g. tim.ini in your
- [Reduce network traffic from GoldMine](https://goldminesuccess.com/2010/02/24/reduce-network-traffic-from-goldmine/) - GoldMine regularily polls the Calendar table to ensure that the calendar is always up to date. This polling interval can be increased to lower the amount of network traffic. Go to Edit -> Preferences (Tools -> Options in GMPE) and in the dialog box select calendar. Change the 'calendar refresh rate' to a higher value.
- [My SQL Query Window Only Shows 10000 Records](https://goldminesuccess.com/2010/02/24/my-sql-query-window-only-shows-10000-records/) - When running sql queries in the GoldMine SQL query window by default it will only show the first 10000 records of the results. This can be expanded by adding the following line into the [goldmine] section of the gm.ini file. Sqlquerylimit=xxxxxx Where xxxxxx is the number of records you wish to display. NB: the gm.ini
- [Automatically Update The 'Dear' Field With First Name When Contact Field Is Filled In](https://goldminesuccess.com/2010/02/24/automatically-update-the-dear-field-with-first-name-when-contact-field-is-filled-in/) - The script below when added to the lookup.ini file will automatically populate the Dear field when a name containing at least two words are entered into the Contact field. Lookup.ini Script [AutoUpdate] Contact=Dear [Dear] Lookup1=Contact Otherwise=&trim(substr(contact1->contact, 1, at(" ", contact1->contact))) Overwrite=1 Instructions for use. Open the lookup.ini file (Notepad is ideal for this) Add the
- [GoldMine SQL Query- Primary Contacts and Primary Email Address with Email & Mail Merge Code](https://goldminesuccess.com/2010/02/24/goldmine-sql-query-primary-contacts-and-primary-email-address-with-email-mail-merge-code/) - The following is a SQL Query that will display the Primary Contact with their Mailing Address, Email Address and the associated Email Merge Code and Mail Merge Code. Select c1.Accountno, c1.Company, c1.City, c1.Address1, c1.State, c1.Zip, cs.ADDRESS2 as Primary_Contact, cs.CONTSUPREF as Email_Address, cs.Mergecodes as Email_Merge, c1.Mergecodes as Mail_Merge, cs.zip From contsupp as cs, contact1 as c1
- [How to Close / Exit Out Of GoldMine Properly](https://goldminesuccess.com/2010/02/24/how-to-closeexit-out-of-goldmine-properly/) - Get into the habit of closing GoldMine correctly. There is a right way and a wrong way to close GoldMine. To exit GoldMine, go to File and click on Exit. Resist temptation to use the X in the upper right of your screen. When you close by File >> Exit, GoldMine closes open processes and
- [How To Make GoldMine's E-mail Template Name Something Other Than The Subject Line](https://goldminesuccess.com/2010/02/24/how-to-make-goldmines-e-mail-template-name-something-other-than-the-subject-line/) - When designing E-mail Templates, normally the default subject line of the template will be the name of the template in the Document Management Center, as you saved it. This does not have to be the case. Design your template, and make the subject line the default as you wish it to appear on the outgoing
- [How Many Emails Can I Preview / See In My Inbox?](https://goldminesuccess.com/2010/02/24/how-many-emails-can-i-previewsee-in-my-inbox/) - Did you know that GoldMine's e-mail inbox, and each e-mail center folder can only display 1000 e-mails at any one time. So it is really important to file or delete your e-mails if you are receiving large numbers into your inbox. If you don't when you go to retrieve new email you won't be able
- [How to Easily Find Duplicate GoldMine Contact Records Based on Company](https://goldminesuccess.com/2010/02/24/how-to-easily-find-duplicate-records/) - GoldMine has really good duplicate checks on the entry of new records (checking on one or combination of fields) and also the merge-purge feature. Here's a quick SQL Query you can run in GoldMine (go to your Filters and Groups, and click on the SQL Query Tab) to check on duplicate Company Records. select company
- [How to Suppress a GoldMine Word Merge Field if the GoldMine Value is 0 or Empty](https://goldminesuccess.com/2010/02/25/how-to-suppress-a-goldmine-word-merge-field-if-the-goldmine-value-is-0-or-empty/) - 1. In your Word template, put the cursor at the position you want the field. 2. Press CTRL + F9. 3. This puts a blank field code in the documents. Your cursor is now between the braces. 4. Type the word IF then a space then the " symbol. 5. Press CTRL + F9 to
- [How to Copy/Move Contacts From One GoldMine Database to Another](https://goldminesuccess.com/2010/02/25/how-to-copymove-contacts-from-one-database-to-another/) - Many GoldMine users prefer to have seperate databases for their Prospects and Customers, and when a Prospect finally becomes a Customer they simply Copy/Move the contact from the "Prospects" Database to the "Customers" Database. Here is how to do it: 1. Ensure you have current backups of both databases. 2. In GoldMine, open the database that
- [GoldMine SQL Query To Display Undeliverable / Malformed Emails](https://goldminesuccess.com/2010/02/25/goldmine-sql-query-that-displays-undeliverablemalformed-emails/) - The following SQL Query will display all the email addresses in your GoldMine database that will not be deliverable if you attempt to send to the contacts associated with the email address. Running this query will allow you to update/correct the addresses and cleanse your database for better email marketing. Because the below SQL query is
- [GoldMine SQL Query to Find Duplicates Between Primary and Additional Contacts](https://goldminesuccess.com/2010/03/01/goldmine-sql-query-to-find-duplicates-between-primary-and-additional-contacts/) - select contact1.company, contact1.contact from contact1, contsupp where contact1.contact = contsupp.contact and contact1.accountno = contsupp.accountno order by contact1.contact
- [GoldMine SQL Query- Additional Contacts and Email Address with Email & Mail Merge Code](https://goldminesuccess.com/2010/03/01/goldmine-sql-query-additional-contacts-with-email-and-mailing-address-merge-codes/) - The following is a SQL Query that will display Additional Contacts with their Mailing Address, Email Address and the associated Email Merge Code and Mail Merge Code. select c1.accountno, c1.key1, ac.contact, ac.city, ac.state, ac.mergecodes, em.contsupref, em.mergecodes, substring(em.mergecodes,1,1) as CHECKED from contact1 c1 join contsupp ac on c1.accountno=ac.accountno join contsupp em on ac.recid=em.linkacct where ac.rectype='c' and
- [How to Properly Backup Your GoldMine Database.](https://goldminesuccess.com/2010/03/02/how-to-properly-backup-your-goldmine-database/) - For GoldMine Standard Edition (dBase) Do not rely on GoldMine's backup utility. The best way to back up GoldMine is to copy the entire goldmine folder (and its contents) to another location. You can do this manually with a copy/paste or you can use any number of backup software programs or paid online backup services. You
- [GoldMine SQL Query - Duplicate Records based on Company](https://goldminesuccess.com/2010/03/03/goldmine-sql-query-duplicate-records-based-on-company/) - Many clients have databases that have duplicate records. The SQL query below will return information based on the company name being duplicated in the database. select company,contact,address1, address2, zip,phone1 from contact1 where company '' and company in (select company from contact1 group by company having count(*) >1) order by company
- [Importing Contacts into Goldmine via Excel 2000-2003](https://goldminesuccess.com/2010/03/03/importing-contacts-via-excel-into-goldmine/) - Introduction There are two stages to follow when importing records into GoldMine from an Excel data source. The first is the preparation of the data in Excel, and the second is the using the import feature of GoldMine. This guide should outline the key steps and help you understand the process. Please note: Excel 2007
- [GoldMine SQL Query - Show Duplicate E-mail Addresses](https://goldminesuccess.com/2010/03/03/goldmine-sql-query-show-duplicate-e-mail-addresses/) - select address2, contsupref from contsupp where contsupref '' and rectype='p' and contact='E-mail Address' and contsupref in (select contsupref from contsupp group by contsupref having count(contsupref) >1) order by contsupref
- [Importing Contacts into GoldMine (dBase) via Excel 2007](https://goldminesuccess.com/2010/03/05/importing-contacts-into-goldmine-via-excel-2007/) - There are three stages to follow when importing records into GoldMine from an Excel 2007 data source. The first is the preparation of the data in Excel, the second involves saving the Excel 2007 data as a csv file format and the third step involves using the import feature of GoldMine. This guide should outline the key steps
- [Insufficient Memory for This Operation](https://goldminesuccess.com/2010/03/05/goldmine-error-insufficient-memory-for-this-operation/) - Sometimes it may take a few seconds for the GoldMine login screen to show up after first clicking on the GoldMine icon to launch the program. We can get a tad impatient and double-click the GoldMine icon again, and again, and again, thinking it will launch even faster. Well it doesn't help at all!! GoldMine eventually
- [Invalid BLOB Handle In Record Buffer](https://goldminesuccess.com/2010/03/05/goldmine-error-invalid-blob-handle-in-record-buffer/) - GoldMine generates an ‘Invalid BLOB handle in record buffer’ when you are working in GoldMine. Typically this happens when you’re looking at the History Tab, Pending Tab, or Activities List. This is because these areas of GoldMine have more items being viewed with notes than can be handled by your Borland Database Engine for the
- [GoldMine Error Message: A referral was returned from the server](https://goldminesuccess.com/2010/03/05/goldmine-error-message-a-referral-was-returned-from-the-server/) - Recently, many GoldMine users have been encountering a problem, when they double-click the GoldMine shortcut, they’re presented with the error: “A referral was returned from the server.” After the error, GoldMine does not start. What’s going on is that every GoldMine version has a digital signature and the one used with GoldMine 8.0.x expired in
- [GoldMine Error Message: Waiting for Permission to Log In](https://goldminesuccess.com/2010/03/05/goldmine-error-message-waiting-for-permission-to-log-in/) - NOTE: This article applies to GoldMine Stardard Edition 6.7 and lower versions of GoldMine. Symptom: GoldMine does not let anyone login. Gives message "waiting for permission to log in" Cause: GoldMine license file has been renamed. Reason: Administrator may have reason for not allowing users to login. If you are the administrator and your system
- [GoldMine to Google Desktop Search](https://goldminesuccess.com/2010/03/05/goldmine-to-google-desktop-search/) - This free GoldMine utility allows the user to pass the field data from the current GoldMine contact to Google Desktop. Using this command-line driven utility, one can feed Google desktop any basic contact data, ampersand macros (such as &FirstName &Address1, &Company, etc.) and even simple dBase expressions. See the included readme file for more information.
- [GoldMine Universal Search Should Not Be Your Default Search](https://goldminesuccess.com/2010/03/24/goldmine-universal-search-should-not-be-your-default/) - GoldMine's Universal Search is set to be the "default" search in the search box of the new "Left Navigation" area in GoldMine Premium. I do NOT recommend that! First of all, the new GoldMine Universal Search capability is great when you need to find a needle in a haystack. So if you're looking for an obscure piece of information
- [How to Scroll Through The Last Five Contacts Viewed](https://goldminesuccess.com/2010/03/08/how-to-scroll-through-the-last-five-contacts-viewed/) - Have you ever had the need to go back to a record you were previously on, but can't remember who the contact or company was? In all versions of GoldMine, you can hold down the Shift Key and hit the Page Down key to scroll through the last five contacts that you previously visited. In GoldMine
- [How To Turn Off The HTML Coding In All Notes](https://goldminesuccess.com/2010/03/08/how-to-turn-off-the-html-coding-in-all-notes/) - In GoldMine if you attempt to print a GoldMine report with Notes in it you may run into an issue where all of the HTML coding that was used when creating the note is displayed. To turn off the HTML formatting in all Notes, place the following entry in the [GoldMine] section of your GM.INI
- [GM Error Message: Another GoldMine Installation Is Already Running](https://goldminesuccess.com/2010/03/09/gm-error-message-another-goldmine-installation-is-running/) - If you attempt to run a workstation installation (GMSetup.exe) for GoldMine Premium Edition and for some reason decide to cancel it before it finishes, the next time you try to run the installation you might get the following error message: Another GoldMine installation is running. What you need to do is: Run regedit (Start> Run>
- [Changing GoldMine Tab Names](https://goldminesuccess.com/2010/03/09/changing-goldmine-tab-names/) - Here's how to rename your GoldMine tabs to something more meaningful to your organization. For example, if you use the GM+Views tab, you might want to rename it to Intranet, or Web – this makes the tab name look more appropriate, as the GM+Views tab is a built in web browser for GoldMine. You can
- [Using Override Controls To Disable Users Access To Certain GoldMine Features](https://goldminesuccess.com/2010/03/09/using-override-controls-to-disable-users-access-to-certain-goldmine-features/) - Back in GoldMine 6.x, GoldMine administrators were introduced to a new feature called User Override Controls that allows administrators to centrally control/override what the users set for their preferences. This is done from the GM.ini under the [GoldMine] section via the [User-Override:] header. Through the GM.ini, the GoldMine Administrator, can set a global setting
- [How To Make Scheduling Activities Easier in GoldMine](https://goldminesuccess.com/2010/03/10/how-to-make-scheduling-activities-easier-in-goldmine/) - We’ve all said it! ... “’I'll follow-up with you next week.” Then we go into GoldMine and schedule ourselves a call for the next week so we actually remember to call the person back. Here’s a GoldMine tip/trick to make that process a little bit easier. In the Date field when scheduling a call, appointment,
- [Add New Taskbars to your GoldMine](https://goldminesuccess.com/2010/03/10/add-new-taskbars-to-your-goldmine/) - The GoldMine taskbar is great for GoldMine users to have quick, one-click access to common things like: all of the menus in GoldMine external files external applications web resources (like Multimap, Dun and Bradstreet, etc...) GoldMine Macros (and Macros once created, can be shared with other GoldMine Users) Taskbars can be 'Global' (for all
- [How to permanently delete email attachments that you receive in GoldMine.](https://goldminesuccess.com/2010/03/16/how-to-permanently-delete-email-attachments-that-you-receive-in-goldmine/) - Your Mailbox/Attach folder is where all the attachments you receive from GoldMine e-mails ends up. Over time this folder can get cluttered with unwanted attachments from SPAM emails, forwards, and chain mails. When you delete an email in GoldMine, the attachments WILL NOT be removed, by default. If you want to delete the attachments also
- [GoldMine Premium 9.x Coming Out ...](https://goldminesuccess.com/2010/03/17/goldmine-premium-9-x-new-release-coming-soon/) - FrontRange Solutions is about to release GoldMine Premium Edition 9. We are anticipating it to be near the end of May 2010. This is a major release with many significant enhancements including: 1. Dashboard Infrastructure Real-time, graphical, and interactive view of your CRM data provides you intelligent understanding of your business results and processes Benefit from intuitive and easy
- [GoldMine Training](https://goldminesuccess.com/2010/03/18/goldmine-training/) - Training is the key to unlocking the potential of any software, and its also true with GoldMine software. There are many resources for GoldMine training as well as many approaches. The most reliable source is from a certified GoldMine solutions partner with years of experience. In addition to technical expertise they bring a practical approach
- [OmniRush Sunset Announcement](https://goldminesuccess.com/2010/03/24/omnirush-sunset-announcement/) - Sadly, it is time to say goodbye to OmniRush. While OmniRush is a Swiss-army-knife of function (fax, print, shipping, email), over 90% of OmniRush is for fax. And fax has died. Fax is used in an ever-smaller circle of verticals. OmniRush has had quite a run. It began life as FaxRush in 1996, and grew
- [Using the GoldMine Knowledge Base](https://goldminesuccess.com/2010/03/26/using-the-goldmine-knowledge-base/) - The GoldMine Knowledge Base The GoldMine Knowledge Base provides a resource for maintaining any type of information useful to an organization or an individual. It can provide easy accessible storage for graphics, multimedia files, and/or program applications. This information can then be linked to a contact record (displays the record whenever you access that topic).
- [Attachments with GoldMine User-to-User Email](https://goldminesuccess.com/2010/04/08/attachments-with-goldmine-user-to-user-email/) - You may already know there are two different kinds of emails you can send in GoldMine: Internet email and GoldMine user-to-user email. User-to-user email can be used when one GoldMine user wants to send an email to another GoldMine user who is on the same company GoldMine system. An advantage of GoldMine "user-to-user" email is the
- [Why You Might Want to CRASH Your GoldMine](https://goldminesuccess.com/2010/04/09/why-you-might-want-to-crash-your-goldmine/) - That's right ... I said you might want to "Crash" your GoldMine! We have a salesperson who uses GoldMine all day long and has done a ton of personalization to his GoldMine toolbar. His toolbar saves him a lot of time and helps him to sell more. The other day this salesperson accidently hit the "Reset" on their GoldMine Toolbar. He freaked-out at the thought
- [Join us on Facebook](https://goldminesuccess.com/2010/04/22/join-us-on-facebook/) - First Direct Corp. is now on Facebook! Become a fan by clicking here to join our community and stay plugged into our work. If you don't have a Facebook account, you can set one up here. We hope to "see" you on our page! About Facebook Pages- A Facebook Page is a public profile that
- [Follow Us On Twitter!](https://goldminesuccess.com/2010/04/22/follow-us-on-twitter/) - First Direct Corp. is now on Twitter. You can Follow Us on Twitter @ - http://www.twitter.com/1stdirect About Twitter- Twitter is a rich source of instant information. Stay updated. Keep others updated. It's a whole thing. Customize Twitter by choosing who to follow. Then see tweets from those folks as soon as they're posted. Learn more
- [Searching for "Details in GoldMine"](https://goldminesuccess.com/2010/04/23/searching-for-details-in-goldmine/) - GoldMine software allows users to store information in many places. Where you should put it depends on the nature of what you want to store and track, as well as how you want to search for and report on the data. The purpose of this post is not to address that decision, rather to provide an answer
- [Stop Paying Rent on Your CRM Software](https://goldminesuccess.com/2010/04/29/stop-paying-rent-of-your-crm-software/) - Why pay rent year after year, and still not own your data? For less than a year's rent you can own your GoldMine CRM software license and use it as long as you want! Don't rent when you can own for less. Other Benefits: Off-Line Access - You can use GoldMine even when you don’t
- [Planning for Your New QuoteWerks Software](https://goldminesuccess.com/2010/05/03/planning-for-your-new-quotewerks-software/) - There’s more to a successful QuoteWerks implementation than just taking the CD out of the box and installing the software. Here is a list of things to consider when planning your QuoteWerks roll-out. We at First Direct are here to help you with your QuoteWerks project. We can assist you with the following tasks and
- [The Power of Repetition](https://goldminesuccess.com/2010/05/04/the-power-of-repetition/) - We hear the word repetition used over and over again in marketing. Especially from anyone trying to sell us advertising! Maybe they’re just trying to sell us something, or maybe they know something. Here’s eight (8) smart reasons to use repetition with your marketing communications and what it can do for you: Right Place at
- [GoldMine Premium 9.x Release Postponed](https://goldminesuccess.com/2010/05/24/goldmine-premium-9-x-release-postponed/) - On May 20th the GoldMine Product Team announced that in testing the latest GMPE 9.0 build FrontRange found issues that require additional investigation. As a result they've decided to postpone the release of9.x, which was previously anticipated in May. A target release date was not offered, and First Direct will announce the 9.x product release once it happens. While
- [New GoldMine Premium 9.0 is Released](https://goldminesuccess.com/2010/06/01/new-goldmine-premium-9-0-is-released/) - FrontRange Solutions announced the release of the latest update of GoldMine Premium Edition - GMPE 9.x. This update includes many significant enhancements. Product Features include: Configurable CRM Dashboards Compatible with the latest Microsoft® technologies, including in-depth integration with Microsoft® Outlook® Modern look and feel makes GoldMine Premium Edition easier to learn and use New Customer
- [GoldMine Premium 9.x - Upgrade Heads-Up List](https://goldminesuccess.com/2010/06/06/goldmine-premium-9-x-upgrade-heads-up-list/) - With any major release it's a story of the "good, bad, and the ugly." GoldMine 9.x is out of the gate and now we'll all start to find things that may be intended or otherwise, but which might be helpful to be aware of either going into the upgrade or after the fact. This post
- [GoldMine Premium 9. - "I Like ..."](https://goldminesuccess.com/2010/06/11/goldmine-premium-9-what-i-like/) - This post is intended to offer some highlights about features I and others like about the way 9.x works. With the release of GoldMine Premium 9.x there's a a lot to like and some things not to like. To read an announcement of the GoldMine Premium 9.x release click here. A good place to find
- [Adobe Acrobat PDF Maker and GoldMine Word Link](https://goldminesuccess.com/2010/06/22/adobe-acrobat-pdf-maker-and-goldmine-word-link/) - As you all know, the Adobe Acrobat PDF Maker toolbar can "disable" the GoldMine Word Link menu in Word. Here are some instructions for getting the GoldMine menu to come back: PDFMaker is an Acrobat feature that operates within many business applications, including Microsoft Office applications. When Acrobat is installed, PDFMaker controls appear in the Office
- [GoldMine Premium 9.x NetUpdate Issues](https://goldminesuccess.com/2010/06/23/goldmine-premium-9-x-netupdate-issues/) - We learned from the manufacturer of GoldMine that the NetUpdate for Premium Edition version 9 is working for some customers but not others, unfortunately, and it can be difficult to troubleshoot. FrontRange suggests that you try to netupdate as follows: Connect to netupdate (help, update GM) with your support username (email address) and password. (Forgot password - you can look up
- [Sending Attachments with GoldMine Email vs Internet Email](https://goldminesuccess.com/2010/06/24/sending-attachments-with-goldmine-email-vs-internet-email/) - Did you know that GoldMine handles user-to-user email attachments differently than Internet email. What are GoldMine user-to-user emails? GoldMine user-to-user emails are emails that are sent directly from one GoldMine user to another GoldMine user without using an email address. These inter-office emails are sent from one GoldMine user and the email ends up directly
- [Edit Undo in GoldMine Email](https://goldminesuccess.com/2010/07/16/edit-undo-in-goldmine-email/) - For years GoldMine users have wanted an "Undo" capability when editing GoldMine emails. Finally ... we have it!! Just use the standard "windows hot key function" CTRL-Z to "step back" your edits. You won't find it on the local menu or the toolbar in email client, but rest assured that GMPE 9.x it works. Prove
- [Update Word Document Links Automatically with MS Word Templates](https://goldminesuccess.com/2010/07/16/update-links-automatically-with-ms-word-templates/) - The link between GoldMine Premium and Microsoft Word has a minor change to the DDE command line which is inserted with GoldMine Merge fields. This effects whether or not the prompt in MS Word will pop-up when you show a template with GoldMine merge code. Prior to the change, if you had the "General Settings"
- [Create, Send, and Track your email campaigns with EmailCampaignTracker.com](https://goldminesuccess.com/2010/08/11/emailcampaigntracker-com-create-send-track-your-email-campaigns/) - Email Campaign Tracker allows you to quickly and easily create mailing lists for your marketing needs. Segment members of your list into groups for improved targeting. Compose HTML or plain text messages with ease then send your messages and monitor the results. The moment your campaign is sent you have access to a range of
- [Use this free tool to discover your perfect subject line](https://goldminesuccess.com/2010/08/16/use-this-free-tool-to-discover-your-perfect-subject-line/) - Your subject line is the most important factor for deciding whether people open your email. Depending on the email client they're using, your recipients might see just 25 characters of your subject line. This Subject Line Checker lets you preview your subject line across a range of email clients and devices instantly. You can also
- [How To Globally Update "Recently Viewed:" Contacts Count](https://goldminesuccess.com/2010/08/18/how-to-globally-update-recently-viewed-contacts-count/) - The default number of "Recently viewed:" contacts is 50, and it is suggested that users change this to 20-25 for better performance and usability. Ask the GoldMine Administrator to globally update/set the number of "Recently viewed:" contacts for all users, you can run the following SQL query from SQL Management Studio against the GoldMine database.
- [Definitive GoldMine GM.ini settings](https://goldminesuccess.com/2010/08/20/definitive-goldmine-gm-ini-settings-2/) - For a Definitive list of the GoldMine GM.ini settings please see the following PDF file. GoldMineDefINISettings
- [How to update (complete/delete) your old GoldMine Pending Activities (Calls, Appointments, Forecasts, etc)](https://goldminesuccess.com/2010/09/02/how-to-update-your-old-goldmine-activities/) - Auto-Updating Activities In situations that call for "filing" (completing) or deleting a list of pending activities, GoldMine provides a tool for making a global change to a list of activities. Perhaps a users is not longer with the organization and you want to file all their outstanding tasks. Or maybe you have calls from years
- [GoldMine Corporate 7.6 Release](https://goldminesuccess.com/2010/09/15/goldmine-corporate-7-6-release/) - FrontRange Solution's release an update to GoldMine Corporate Edition - Here are some notable points: Support for Microsoft Office 2010 (32-bit version) provides integration with the latest version of Microsoft Word, Excel, and Outlook. The 64-bit version of Office 2010 is not supported. Support for Windows 7 as an end-user operating system. Support for Microsoft
- [Twitter for GoldMine Administrators](https://goldminesuccess.com/2010/10/07/twitter-for-goldmine-administrators/) - The LAST thing you want is annoying Tweets with GoldMine promotions, product sales, and special events! But here is a good use of Twitter that is specifically for those firms that use GoldMine and more specifically for the person that is responsible for administering your system. First Direct Corp. offers a Twitter account that you
- [Social Media in Plain English](https://goldminesuccess.com/2010/10/06/social-media-in-plain-english/) - Confused about Social Media and tools like Twitter? You're not alone. Some liken it to the early days of the Internet when everyone felt they had to have a website but didn't know why. Eventually social media tools will be just another component of the overall media and communications construct, which doesn't make them any
- [Another Patch to GoldMine Premium Released in BETA](https://goldminesuccess.com/2010/10/18/another-patch-to-goldmine-premium-released-in-beta/) - GoldMine Premium Edition 9.x has a new update in BETA. 9.01.27 was released to the BETA group on 10/14/10 for BETA testing. FrontRange Solutions continues to work out issues with the latest edition of GoldMine Premium in BETA and has yet to provide a "general release" to address the issues that have been resolved in
- [Using GM's Details Tab Much? Here's a Helpful Tip!](https://goldminesuccess.com/2010/10/18/using-gms-details-tab-much-heres-a-helpful-tip/) - GoldMine has a Tab in a GoldMine Record called "Details" which is used to store a wide range of information. Because GoldMine displays email addresses and Web Site addresses in this tab by default, the Details Tab can end up being a bit cluttered. Here's a helpful tip for a simple way to filter what
- [Note:  Installing Crystal Report with GMPE](https://goldminesuccess.com/2010/10/27/note-installing-crystal-report-with-gmpe/) - GoldMine and Crystal Reports v9/v11 will only recognize System DSNs created using the 32 bit version of ODBC. On 64-bit machines, configure your DSNs using C:\Windows\SysWOW64\odbcad32.exe instead of the ODBC administrator in Control Panel.
- [Speed Kills … Except When It’s Your Computer](https://goldminesuccess.com/2010/11/12/speed-kills-except-when-its-your-computer/) - No doubt you’ve heard the expression “speed kills” as a reference to driving too fast. But there’s there one situation when it’s the other way around and the lack of speed kills. And, that’s when it comes to computers! With computers, the lack of speed kills productivity, nerves, and job performance, which in turn can
- [Out of Sight IS Out of Mind!](https://goldminesuccess.com/2010/11/23/out-of-sight-is-out-of-mind/) - When information in your CRM system (GoldMine Premium) is out of sight (not visible) it is, as the expression goes, also out of mind. That can be a problem, especially when the information (data) is important to your sales, marketing, and customer service efforts. It is up to the GoldMine Administrator and management see to
- [GoldMine 6.x "New Years" Error](https://goldminesuccess.com/2011/01/06/goldmine-6-x-new-years-error/) - If you're on GoldMine 6.x you've likely come across an unwelcome bug that appeared along with New Years 2011. There is a fix that can be credited to a post on FrontRange site from "AHarry" that we have seen work, albeit not test for all versions. Here it is "word-for-word', link edited for easier download:
- [GoldMine Premium Edition 9.0.1 Released January 10th 2011](https://goldminesuccess.com/2011/01/07/goldmine-premium-edition-9-0-1-due-for-release-january-10th-2011/) - The GoldMine product team is pleased to announce the release of GoldMine Premium Edition 9.0.1 which will be available next week. As with all GMPE service packs, the biggest driver for GMPE 9.0.1 is product quality. This release contains over 50 fixed issues for improved product stability and quality. For a complete list of fixes
- [Simple But Efficient Sales/Office Automation](https://goldminesuccess.com/2011/01/12/simple-but-efficient-salesoffice-automation/) - GoldMine software has long offered a very useful automation capability know as "Automated Processes." Just the term automated processes conjures up something elaborate, powerful, and complex to set-up. Frankly it's fair to say those are true adjectives. But there are some rather simple, yet efficient and effective ways to use Automated Processes. To begin with
- [Pros and Cons of Using an Online Backup System](https://goldminesuccess.com/2011/01/24/pros-and-cons-of-using-an-online-backup-system/) - Many people are starting to use an online backup service to store their documents. Businesses will use this to keep their files safe in case of a break-in or disaster at the actual office site. Home workers may do this in order to have a secure place to store their files without having to purchase
- [Warning to Carbonite and Other Online Backup Users](https://goldminesuccess.com/2011/01/24/warning-to-carbonite-and-other-online-backup-users/) - Carbonite is a popular online backup program. Although this is a great piece of software and in general online backups are a terrific supplement to an onsite backup solution, there is something GoldMine Premium/Corporate Edition administrators should know. By default Carbonite does NOT backup files with a .BAK file extension. This is important for GoldMine
- [GoldMine "Insufficient Disk Space" Error](https://goldminesuccess.com/2011/03/08/goldmine-insufficient-disk-space-error/) - If you've seen this error, likely while rebuilding your GoldMine database, it is the 'multiples of 4GB' error. If the FREE DISK SPACE on the hard drive that Goldmine is installed on is a multiple of 4 such as 4GB or 12GB or even any combination such as 4.5 GB or 16.4GB, you will get
- [Swapping Additional Contact Phones](https://goldminesuccess.com/2011/04/05/swapping-additional-contact-phones/) - Along the way, in the development of Premium Edition, FrontRange Solutions chose to change the label on the "additional contact" fax field from "Fax" to "Mobile." This created several problems for users who had actively been entering fax numbers into that field for the original purpose it was intended. To begin with, if you'd been
- [GoldMine Corporate Edition 6.7 and OLDER NOT Supported](https://goldminesuccess.com/2011/04/14/goldmine-corporate-edition-6-7-and-older-not-supported/) - FrontRange Solutions USA is ceasing support for GoldMine® Corporate Edition 6.6 & 6.7 Frequently Asked Questions (FAQ) Overview The purpose of this document is to provide product and support information for FrontRange Solutions GoldMine Corporate Edition 6.6 & 6.7 customers. Question: How long will FrontRange Solutions support GoldMine Corporate Edition 6.6 & 6.7? Answer: FrontRange
- [Hotfix for GoldMine PE 9.0.1](https://goldminesuccess.com/2011/04/25/hotfix-for-goldmine-pe-9-0-1/) - Since the GoldMine Premium 9.0.1 release, customers have reported a variety of data-related or environmental issues affecting the stability and performance of the GMPE Outlook add-in. FrontRange Solutions has tested a hotfix with several customers and have had enough positive response from this build to formalize it as GMPE 9.0.1 Hotfix 1. It is available
- [Managing Failure on the Road to Success](https://goldminesuccess.com/2011/05/10/managing-failure-on-the-road-to-success/) - Managing Failure on the Road to Success: In the competitive arena of sales, and generally where people’s activities are concerned, most of the emphasis is on recognizing and rewarding success. There is little attention given to failure. We tend to reward success and tell people to “keep up the good work.” Failure is success inside
- [Preferable User Preferences](https://goldminesuccess.com/2011/05/12/user-preferences-users-prefer/) - Please pardon my bad attempt at being clever with the title of this article. So you know what you're getting into, this post has to do with the importance of "User Preferences" in GoldMine software. (Not to be confused with "user rights" or "user properties.") Having trained thousands of GoldMine users over some 15 years,
- [You Do NOT Want to Make THIS Call!](https://goldminesuccess.com/2011/05/23/you-do-not-want-to-make-this-call/) - We live in a wild world where a computer virus or malicious software (Spy-ware and Mal-ware) can attack and shut your system and business down at any time! You don’t want to be making this call!! It is not uncommon for First Direct to get a call from a GoldMine customer/user who has effectively lost
- [GoldMine Dashboards Empower Everyone](https://goldminesuccess.com/2011/05/24/goldmine-dashboards-empower-everyone/) - GoldMine Premium 9.x saw the introduction of a reporting medium known as Dashboards. Dashboards offer benefits for both management and users. Dashboards function real-time with interactive access to data in GoldMine, as well as external MS SQL data on the server which may be stored in another system such as an accounting application. Dashboards provide
- [GMPE 9.0.2.36 Release](https://goldminesuccess.com/2011/06/13/gmpe-9-0-2-36-release/) - FrontRange Solutions has informed First Direct Corp. that the general announcement of GMPE 9.0.2.36 is being sent out Monday 6/13/2011. This release will be made available to all GoldMine Premium Edition customers that are current on the annual FrontRange Maintenance. If you are not current on your maintenance and you need costs and assistance you
- [Useful Query for GoldSync Sites and Activity](https://goldminesuccess.com/2011/06/14/useful-query-for-goldsync-sites-and-activity/) - GoldMine Administrators who have to manage remote GoldMine users and support their GoldSync database synchronization may like this handy SQL query. The following SQL query will list all of your undocked users and sync sites, along with the date of their most recent sync: select sname as Site, convert(varchar(20), cast(left(lastsync,8) as datetime),101) as LastSyncDate from
- [GM Plus Links with GMPE 9.0.2.36 Update](https://goldminesuccess.com/2011/06/28/gm-plus-links-with-gmpe-9-0-2-36-update/) - First Direct Corp. is finding with the 9.02.26 update that the GM Plus links (integration) with MS Word/Excel/Outlook may be broken and need to be replaced after upgrading from earlier versions of 9.x. Here’s one approach to dealing with the user and their GMPE workstation update. After performing the server upgrade but before deploying the
- [First Direct #1 GoldMine Solutions Partner](https://goldminesuccess.com/2011/06/28/first-direct-1-goldmine-solutions-partner/) - First Direct Corp. maintained its status as the #1 Award Winning GoldMine Solutions Partner for over 10 years with another #1 GoldMine Partner ranking and top 10# Partner Worldwide Award for all of FrontRange Solutions. Bob Ritter, President of First Direct Corporation, states "This award and the many others First Direct has earned over the
- ["Output To" Files Protected in Microsoft Office Excel 2010](https://goldminesuccess.com/2011/07/15/output-to-files-protected-in-microsoft-office-excel-2010/) - By default MS Office 2010 will open documents in protected mode that fail validation, have been downloaded from the internet, are located in potentially unsafe location and include attachments. Protected view opens the document in read-only mode and minimizes the exposure to some potential security threats. This added security presents an issue with GoldMine when
- [Beyond the "Click" - eMarketing That Takes Action](https://goldminesuccess.com/2011/07/26/beyond-the-click-emarketing-that-takes-action/) - Take your GoldMine e-mail marketing campaigns to new levels with IntelliClick. Send personalized email campaigns that track instantly back to your GoldMine database. IntelliClick alerts your sales team by e-mail, text message or scheduled phone calls in your GoldMine CRM system. As email campaign recipients access "intelligent" hyperlinks inserted into your campaigns, designated individuals in
- [Lookup.ini - Automatically Enter or Update Data in a GoldMine Field When Creating a New Record or Updating a Field](https://goldminesuccess.com/2011/07/26/lookup-ini-automatically-enter-or-update-data-in-a-goldmine-field-when-creating-a-new-record-or-updating-a-field/) - Did you know that you can instruct GoldMine to automatically enter information into a field or multiple fields when creating a new contact record or updating a field in an existing contact record? The time saving data entry benefits of this are alone enough to warrant use of this lesser known feature of GoldMine, not
- [Debugging Automated Processes](https://goldminesuccess.com/2011/09/02/debugging-automated-processes/) - Here's a nifty trick to help you debug a GoldMine Automated Process. GoldMine will trace the steps in a Automated Process during a scan and report each step/event in your GoldMine Process Monitor. Simply put the the following text in the User.ini for the individual who is testing the APs. Insert this within the [GoldMine]
- [Find a "needle in your haystack" with Universal Search](https://goldminesuccess.com/2011/09/23/find-a-needle-in-your-haystack-with-universal-search/) - GoldMine Premium introduced a powerful new search tool with GoldMine Premium 8.5 that is called Universal Search. Universal Search is a one-box search engine that allows you to quickly access a summary view of the information you are looking for, along with links to more detailed information. Universal Search is not your "everyday" search engine
- [The Greatest of Entrepreneurship Obstacles](https://goldminesuccess.com/2011/10/10/the-greatest-of-entrepreneurship-obstacles/) - There was a time when I, Bob Ritter, was quite active in promoting entrepreneurship. Coming from an entrepreneurial family background, my interest in this subject started early. I went on to graduate from Babson College among the first class to be able to major with a degree in Entrepreneurial Studies. Only five us graduated with
- [A Great GoldMine View](https://goldminesuccess.com/2011/11/11/a-great-goldmine-view/) - You never know where things end up! In this case the thing is a GoldMine windbreaker I gave away at a business conference. We gave it to a valued customer, Specialized Office Systems, Inc., who wore it to the Grand Canyon. If you're in the Pheonix, Arizona area check out his business or give
- [Which Way Do I Go?  Figuring out the mobile options for GoldMine](https://goldminesuccess.com/2011/11/11/which-way-do-i-go-figuring-out-the-mobile-options-for-goldmine/) - Are you trying to take your GoldMine Premium Software on the road with you? Are you confused about which solution to go with? With so many choices it is no wonder people are confused. One company wants to sell you iGoldMine, another wMobile, or CompanionLink, and now there’s the new GoldMine Mobile. And, then there
- [What's New In GoldMine Premium Edition 9.0.3 Release](https://goldminesuccess.com/2011/12/13/whats-new-in-goldmine-premium-edition-9-03-release/) - WHAT'S NEW IN GOLDMINE PREMIUM EDITION 9.0.3 The biggest reason that FrontRange released 9.03 is to accommodate changes that are needed for GoldMine Premium Edition to support its new GoldMine Mobile Edition 9. (** See note below.) A new Messaging tab appears in the user options screen when a GoldMine Mobile license is added to
- [Happy Holidays the "Jib Jab" Way](https://goldminesuccess.com/2011/12/22/happy-holidays-the-jib-jab-way/) - Let a group of the First Direct Singers entertain you as we wish you all a joyous holidays and a prosperous & healthy new year! Bob Ritter, President
- [The Balanced Entrepreneur](https://goldminesuccess.com/2012/02/08/the-balanced-entrepreneur/) - A little known fact about me, Bob Ritter President of First Direct Corporation, is that I attended Babson College in Mass. and I am the first of 5 students to graduate with what was a new major at that time "Entrepreneurial Studies." Babson has a world-class reputation in business education and entrepreneurship especially. A good
- [How To Make The GoldMine Login User Name, Default To Your Own Login Username](https://goldminesuccess.com/2012/02/09/goldmine-login-user-name/) - In order to configure your GoldMine to have your "Username" appear automatically in the window of the log-in splash screen and not some other usersname, here is what you need to do: 1. Log out of GoldMine and then find the GoldMine icon/shortcut on your desktop* and "right click" on it and choose "properties." 2.
- [How to check GoldMine SQL database size](https://goldminesuccess.com/2012/02/27/how-to-check-goldmine-sql-database-size/) - 1. Open GoldMine. 2. Go to menu Tools->SQL Query… 3. Copy/paste the following text into the query window: Select cast(convert(decimal, size)/(128*1024) as float) as Size_in_GB, Name from sysfiles 4. Add up all the values in the “Size_in_gb” column to get the total database size, data file plus log file. (below example: 7.63 + 0.28 =
- [GoldMine 9.0.4 Released](https://goldminesuccess.com/2012/03/09/goldmine-9-0-4-released/) - FrontRange Solutions (FRS) announced 3/8/12 the release of GoldMine Premium 9.0.4. Here is a link to the all the Premium Release Notes posted on First Direct's site. On FRS's cover to the announcement of the release they write and I quote, "As with all GMPE service packs, the biggest driver for GMPE 9.0.4 is product
- [GoldMine Adminstrators ... Do you have what it takes?](https://goldminesuccess.com/2012/03/26/goldmine-adminstrators-do-you-have-what-it-takes/) - Do You Have What It Takes To Be The GoldMine Administrator? No one is more relevant to the success of your CRM system than the GoldMine Administrator! These days, CRM software is an integral application that enables businesses to work more effectively as a team and improve productivity. It’s easy to see why the CRM Administrator's
- [Using SQL Queries to Trouble Shoot GoldMine Automated Processes](https://goldminesuccess.com/2012/03/30/using-sql-queries-to-trouble-shoot-goldmine-automated-processes/) - If you're a GoldMine Administrator or someone who builds Automated Processes in GoldMine then you are bound to run into the need for the following: Finding all records in GoldMine that have any Automated Process attached Finding which records in GoldMine have a particular Automated Process attached. Finding which records in GoldMine have an Automated
- ["You've Got Mail!" - Email Notification for GoldMine](https://goldminesuccess.com/2012/04/12/youve-got-mail-email-notification-for-goldmine/) - Would you like to be notified via a sound wave /audio file when new email arrives in GoldMine, just like AOL does with the "You've Got Mail!" voice. It's quite simple to setup and will allow you to be notified of and respond to your incoming emails right away. The first thing you will need
- [IntelliClick Version 7.6 is here!](https://goldminesuccess.com/2012/05/09/intelliclick-version-7-6-is-here/) - IntelliClick Version 7.6 is here! In addition to performance improvements for email message merge and send, new features released in version 7.6 include: Reporting Dashboard - "Real Time Campaign Analytics" Get a "real time" snap shot of your tracked campaign results using the IntelliClick Dashboard. Drill down to those who are showing the greatest interest
- [Are You Happy With How Your Email Campaigns Look?](https://goldminesuccess.com/2012/05/10/are-you-happy-with-how-your-email-campaigns-look/) - Whether it's email stationery for everyday correspondence or a monthly newsletter to keep your customers informed, we can create customized HTML email and newsletter templates that are professional and standards compliant and perfect for your businesses needs. Why Use Our HTML Email Design Services? Save Your Time First Direct Corp. can provide you attractive HTML
- [Capture Your WebSite's Form Submission Data into GoldMine Automatically!](https://goldminesuccess.com/2012/05/10/capture-your-websites-form-submission-data-into-goldmine-automatically/) - Wouldn’t it be nice if every time someone filled out a web form on your web site, the contact information was directly imported into GoldMine? Never re-key information again. TRY IT FOR YOURSELF Solidify your web marketing strategy and take advantage of the benefits associated with Internet marketing using GoldMine Web Import. Overview of GoldMine
- [Upcoming GoldMine Training Classes](https://goldminesuccess.com/2012/05/10/upcoming-sharpen-your-goldmine-knowledge-training-events/) - Sharpen Your GoldMine Knowledge We provide these Online Training & Events as a service to you! Learn practical information from an expert that will help you stay up-to-date on the latest trends and best practices. Date Event Name May 16 2012 GoldMine Filters, Groups, and SQL Queries May 21 2012 Two Terrific Productivity Tools May
- [Common Sense Database Practices](https://goldminesuccess.com/2012/05/10/common-sense-database-practices/) - Once upon a time there was a company that made special kinds of products that were sold to special kinds of companies. This company made lots of sales each year, and each sale was worth a lot of money. One day, their GoldMine consultant was trying to help them work out some better ways to
- [Do You Enter A Lot Of Information In GoldMines Notes Tab?](https://goldminesuccess.com/2012/05/11/do-you-enter-a-lot-of-information-in-goldmines-notes-tab/) - If you are one of those organizations who enters a lot of information into GoldMines Notes Tab, then this post is for you. NOTE: This is only true of GoldMine Standard Edition & Corporate Edition. GoldMine Premium Edition now stores Notes in a database table and each note is a separate entry in the table.
- [What's Another Word for "Code?"](https://goldminesuccess.com/2012/05/29/whats-another-word-for-code/) - What is another word for "code?" That's a question one needs to answer for best results with GoldMine software. The concept of "coding" shows up many times in GoldMine. Generally speaking, the GoldMine Administrator sets up your look-up list of "codes" and the users simply select the most appropriate choice. You will see it applied
- [First Direct Corp Awarded #1 WorldWide GoldMine Partner 2012](https://goldminesuccess.com/2012/06/04/first-direct-corp-awarded-1-world-wide-goldmine-partner/) - 5/31/2012, Colorado Springs, CO --- On a clear Colorado evening, Paul Petersen, Vice President and General Manager of FrontRange Solutions, maker of GoldMine, announced Bob Ritter, President First Direct Corp as the # 1 Worldwide GoldMine Partner in 2012. The announcement was made at the annual FrontRange/GoldMine Solutions Partner Conference. Top Partner awards were presented
- [Less Tabs - Less Clutter](https://goldminesuccess.com/2012/06/22/less-tabs-less-clutter/) - The GoldMine Administrator has the right to set the GoldMine Record Tabs for users on a global basis. Displaying less tabs in the record reduces clutter and choices. In addition, the Tab order can be set. For example, if your firm is not using GoldMine's Automated Processes capabilities, or even you are and you still
- [FrontRange Sunsets GISME (GoldMine and MS Exchange Integration)](https://goldminesuccess.com/2012/07/24/frontrange-sunsets-gisme-goldmine-and-ms-exchange-integration/) - We are disappointed with the FrontRange Solutions announcement to discontinue their GISME (GoldMine Integration for Microsoft Exchange) product. Below is the email that GoldMine Partners received 7/24/12 which explains what GISME users will be receiving: GoldMine customers are welcome to contact First Direct Corp. at (800) 935-4386 to discuss what this announcements means and the
- [GoldMine 9.2 Sneak Peek](https://goldminesuccess.com/2012/07/26/goldmine-9-2-sneak-peek/) - FrontRange Solutions is starting to give a "sneak peek" of the GoldMine 9.2, an upcoming release. (We do NOT have a scheduled release date.) This is by no means a big release, however, there are some notable improvements. And, more fixes. (I know how much we love those!) To get an idea of "what's new"
- [Training a NEW GoldMine User](https://goldminesuccess.com/2012/08/03/training-a-new-goldmine-user/) - Let's say your office has GoldMine and you've just hired a new employee and they need to be trained. And, you're wondering, "what is the best way to go about getting them trained?" As someone who has done GoldMine training for over 15 years and won "Trainer of the Year," here is what I suggest.
- [GoldMine Premium 9.2 Released](https://goldminesuccess.com/2012/08/15/goldmine-premium-9-2-released/) - FrontRange Solutions announced the release of GoldMine 9.2.xxx. This is a maintenance release, so all customers that are current on their GoldMine annual maintenance are eligible to download this release and apply it to their GoldMine Premium system. Highlights in this release include: New social media views and improved links to Google Search & Maps
- [GoldMine and Exchange Integration](https://goldminesuccess.com/2012/08/17/goldmine-and-exchange-integration/) - Now and again we here the call for Exchange Integration with GoldMine. While GoldMine does have Outlook integration native functionality in GoldMine Premium, server side integration between the GoldMine server and the Exchange server has been lacking. First a few words about Outlook integration. GoldMine Premium's native integration with MS Outlook provides users with the
- [GoldMine Power User Tips](https://goldminesuccess.com/2012/08/24/goldmine-power-user-tips/) - Over nearly 20 years of using GoldMine, or any software application, you acquire lots of tricks and techniques. On the long road to becoming the #1 GoldMine Award-winning Solution Partner I've learned and found short-cuts and methods that: Make me more productive Give me special abilities that give me an edge Help me to evaluate people’s performance
- [CRM and Your Office Administrator](https://goldminesuccess.com/2012/08/27/crm-and-your-office-administratormanager/) - A good Office Administrator/Manager is a gem! They keep the office running smoothly and without them some of us are lost! In addition, our customers come to rely on our Office Administrators for information and assistance they need from us. I know our companies are different, but our office administrative staff does a lot of
- [ERROR MSG: No browser is currently registered to handle URLs](https://goldminesuccess.com/2012/09/19/no-browser-is-currently-registered-to-handle-urls/) - When attempting to click on a URL or website link in GoldMine, you get the following error message: "No browser is currently registered to handle URLs, please install one to use this feature." This is a problem that Google Chrome creates when it is uninstalled. Google Chrome leaves some registry settings behind. This problem extends
- [OMG!  I Have to Print Holiday Labels ... ugh](https://goldminesuccess.com/2012/09/19/omg-i-have-to-print-holiday-labels-ugh/) - "OMG, it's nearly the holidays and I'm going to have to print my holiday labels using GoldMine." If this sounds like you, not to worry! For some people it has been a year since they had to do holiday labels and they've simply forgotten how. For others it's the first time. Either way, it
- [The Value of GoldMine's "Activity RSVP" Feature](https://goldminesuccess.com/2012/09/24/the-value-of-goldmines-activity-rsvp-feature/) - I don't believe the full value of GoldMine Software can be realized if you're not taking advantage of its ability to delegate (schedule) activities for other users in your office. The "work group" functionality of GoldMine is one of its great advantages for an office/organization that works as a team. When scheduling activities (calls, appointments,
- [What's A Case?](https://goldminesuccess.com/2012/10/12/whats-a-case/) - Ask "what's a case" to a lawyer, social worker, or liquor store clerk and you'll get three very different answers to the same question. The point is a "case" is what you make of it. And, such is the case with "Case Management" in GoldMine Premium CRM. The common uses for Cases and the Service
- [GoldMine "Help"](https://goldminesuccess.com/2012/10/12/goldmine-help/) - GoldMine "help" is at your fingertips, literally! From in GoldMine press your F1 function key (those keys along the top of your keyboard) and see how your "Help" opens up. The Help Center in GoldMine has improved substantially over the years. That's not to say its perfect. But it certainly is a useful tool/resource
- [Running GoldMine Over a WAN](https://goldminesuccess.com/2012/10/12/running-goldmine-over-a-wan/) - Now and then customers will ask if GoldMine can be run across WAN (Wide Area Network) links either directly or via VPN (Virtual Private Network). The thought is to allow remote users to run GoldMine as if they were operating on the local network in the office. While far better options are available, such as
- [Network Security Alert: Are you in control of your network?](https://goldminesuccess.com/2012/10/17/network-security-alert-are-you-in-control-of-your-network/) - The following article was submitted by Western NRG, Inc. This firm is a customer of First Direct Corp. Their specialty is network security, an area that is near & dear to many of our customers. Network Security Alert: Are you in control of your network? Today, your network is dealing with mobile devices, social networking
- [Is Your Office Administrator Afraid of GoldMine?](https://goldminesuccess.com/2012/10/17/is-your-office-administrator-afraid-of-goldmine/) - It’s Halloween … but don’t let your administrative staff get scared of GoldMine! Are your administrative personnel afraid of GoldMine? Does your executive assistant or secretary cringe when they’re asked to work with GoldMine? It might be Halloween, but there’s nothing scary about using GoldMine and I can show them in my layman voice how
- [A Reporting One-Two Punch: SQL Queries and Excel](https://goldminesuccess.com/2012/10/19/a-reporting-one-two-punch-sql-queries-and-excel/) - Whether you are a Sales Manager looking for reports, or if you are the office “Power User” tasked with providing reports, you need to know about SQL queries. SQL stands for Structured Query Language and the acronym is commonly pronounced “sequel”. What does this have to do with GoldMine, reports, and Excel? Let me explain.
- ["Select Contents of Fields" - an End-user Efficiency Tip](https://goldminesuccess.com/2012/10/29/select-contents-of-fields-an-end-user-efficiency-tip/) - Power-users of any application are always looking for little tricks & tips to save time. GoldMine power-users are no different. Here's one I like: Within your end-user options (preferences) under the "Record" tab is an option you can check called "Select contents of fields." Once that is selected, when you click into a field the
- [Why SATA Doesn't Belong In Your GoldMine Server](https://goldminesuccess.com/2012/10/29/goldmine-server-drives-sata-or-scci/) - In a world where saving money is a key concern for any business, the allure of SATA hard drives is hard to beat. They are relatively cheap and can be had with capacities that far exceed what many businesses will ever need. But, does that make them a good choice to have in your server?
- [One Day at a Time ...](https://goldminesuccess.com/2012/10/30/one-day-at-a-time/) - You may be in the area impacted by the horrible hurricane "Sandy." I don't know if you were directly impacted but, if you were, I wanted to wish you well. My area suffered mostly from power outages and some flooding, but it is awful what has happened to so many people in lower tidal regions.
- [My ONE & ONLY POST ABOUT POLITICS!](https://goldminesuccess.com/2012/11/08/my-one-only-post-about-politics/) - Facebook and Twitter are great! But I urge people, who value their friendships and the feelings of others, to consider my thoughts below ... One can understand the joy an Obama victory brings to many (about half the nation) but one should also understand the disappointment that this also brings to the other half of
- [Tapping the Fortune Teller In You!](https://goldminesuccess.com/2012/11/13/tapping-the-fortune-teller-in-you/) - What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! As sales and marketing professionals we don’t need a fortune teller to tell us the future. With a little experience and common sense, we can anticipate it. The other day I was in
- [The Power of Repetition](https://goldminesuccess.com/2012/11/13/the-power-of-repetition-2/) - Eight smart reasons to use repetition! We hear the word repetition used over and over again in marketing. Especially from anyone trying to sell us advertising! Maybe they’re just trying to sell us something, or maybe they know something. Here’s what I know about the power of repetition and what it can do for you: Right Place at
- [GoldMine Security - A Must To Consider](https://goldminesuccess.com/2012/11/13/goldmine-security-options-to-consider/) - GoldMine software stores one of your firm's most valuable assets - information on your prospects, customers and vendors, including your activity and communications with them. Protecting this information should be an important concern that is not overlooked. Risks to your data come from a few directions from accidental misuse on the one side, all the
- [Drop Down Lookup Basics](https://goldminesuccess.com/2012/11/13/drop-down-lookup-basics/) - One strategic planning move that will go a long way toward standardizing your company’s valuable contact data is populating the lookup lists of fields and activities. It may take a little while to create the lists and set up the security on them but in the long run you’ll find it invaluable when it comes
- [CRM in the Press ... recommendations from experts](https://goldminesuccess.com/2012/11/21/crm-in-the-press-recommendations-from-experts/) - A recent report by national research firm provided insights on CRM for small and midsize businesses. This firm benchmarks best practices in technology-enabled business initiatives. Their findings provide actionable insights that allow companies to make smart business decisions and match their needs with vendor solutions. In this recently published research, they ranked 15 different
- [The Mystery of GoldMine Email Distribution Lists](https://goldminesuccess.com/2012/11/27/the-mystery-of-goldmine-email-distribution-lists/) - Time to clear up the mystery about GoldMine's email distribution lists feature! I was on a call helping a GoldMine customer with Groups. In the midst of my call, which involved two individuals within the same firm, one of them raised the topic of GoldMine Email Distribution Lists. He was a big fan of them!
- [GoldMine Premium Edition 9.2.1 Release Notes](https://goldminesuccess.com/2012/12/04/goldmine-premium-edition-9-2-1-release-notes/) - GoldMine Premium Edition Version 9.2.1 - Release Notes Updated November 16, 2012 WHAT'S NEW IN GOLDMINE PREMIUM EDITION 9.2.1 GoldMine Premium Edition now supports Microsoft Windows 8 Pro and Enterprise editions. GoldMine Premium Edition now supports Microsoft Windows Server 2012. WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2.1 Data import is now enabled when a product
- [QuoteWerks In the News](https://goldminesuccess.com/2012/12/05/quotewerks-in-the-news/) - As a leading solutions partner (reseller) for the award-winning quoting application QuoteWerks, First Direct is thrilled for Jon Lewe IV and the entire QuoteWerks/Aspire Team for their greater write-up in MSP Mentor. Check out the article here. Please contact First Direct if you're interested in a demonstration of either QuoteWerks or their web portal solution
- [Before You Search In GoldMine](https://goldminesuccess.com/2013/01/07/before-you-search-in-goldmine/) - You may have heard the expression “it’s not what you know, but knowing where to find it.” This is certainly true when it comes to your GoldMine database, where your ability to find a piece of information or a record(s) containing that information will depend on knowing how to go searching for it. Since GoldMine
- [The GoldMine Single User Dilemma](https://goldminesuccess.com/2013/01/09/the-goldmine-single-user-dilemma/) - Hardly a week goes by at my First Direct office that I don't have an inquiry from single user of an older version of GoldMine who is faced with the dilemma of whether to drop GoldMine or upgrade to the new Premium Edition. Since I get this situation so often, I decided to write this little article
- [GoldMine Shortcut Keys](https://goldminesuccess.com/2013/01/15/goldmine-shortcut-keys/) - Even with the new GoldMine Premium interface you still have many "Shortcut Keys" available. For a complete listing you can refer to "HELP" under Getting Started > Menu Command Shortcut Keys. In addition to the list below that is supplied within Help, it's useful to keep in mind that when you are within a field
- [Are You In Control of Your Network](https://goldminesuccess.com/2013/01/18/are-you-in-control-of-your-network/) - First Direct's GoldMine customer, Western NRG, Inc. is an expert on internet security. They also sell the leading next generation security appliance by SonicWALL. The world of network security threats has changed radically and there's a good chance your firewall isn't providing the security you need. One of the services our friends at Western NRG
- [New Year's Database Resolution](https://goldminesuccess.com/2013/01/21/new-years-database-resolution/) - We make New Year's resolutions for all sorts of areas in our life and business that we want to improve, why not for your CRM database? After all, there is no tool in your business that is more critical for the success of your business than your prospect & customer database! Your marketing, sales,
- [Send a GoldMine Alarm Reminder to Mobile Device](https://goldminesuccess.com/2013/01/21/send-a-goldmine-alarm-reminder-to-mobile-device/) - GoldMine's Options (in 9.2.1.72 and higher) now make it easier to set your preferences so that GoldMine will automatically send a message to your mobile device if an alarm is overlooked. In your User's Options, under the tab for "Messaging" you can specify the email address for your device. There is also the option
- [Hiding Out in Your GoldMine Database](https://goldminesuccess.com/2013/01/21/hiding-out-in-your-goldmine-database/) - Database clean-up is often overlooked and problems are often hiding out under the surface and can bite you in a big way. One reason is that GoldMine administrators don't know where to look. Consider the following 10 places where problems in your GoldMine database can lie: Is the integrity of both the database and network
- [Harlem Wizards - Trick-Hoops & Alley-Oops](https://goldminesuccess.com/2013/02/12/harlem-wizards-trick-hoops-alley-oops/) - On Friday, January 11, 2013, the Harlem Wizards, a client of First Direct Corp and users of GoldMine software, were in town to perform at the Beacon High School, in Beacon NY. Members of the First Direct Corp. staff and their families got together and attended the event. At the Wizards game fans see amazing
- [Going Mobile with GoldMine Mobile Edition](https://goldminesuccess.com/2013/02/19/going-mobile-with-goldmine-mobile-edition/) - GoldMine Mobile Edition brings GoldMine to your iPhone or iPad. Using the standard touch-based gestures you expect on an iPhone or iPad, you can browse contacts, scheduled activities, and emails. You can complete and add notes – and you can also use one of the most powerful aspects of GoldMine: schedule tasks or activities for
- [Time To Rethink Your Email Marketing Strategy](https://goldminesuccess.com/2013/02/25/time-to-rethink-your-email-marketing-strategy/) - Admit it—your email marketing strategy has fallen to the wayside. Now is the time to shake the dust off your outdated email marketing strategy and reinvigorate your campaigns. There are thousands of e-mail marketing tools out there, but they all fail in one fundamental way - they're not linked to your internal sales process or
- [Build A Free HTML Email Template in 60 Seconds Without Knowing Any HTML](https://goldminesuccess.com/2013/03/05/build-a-free-html-email-template-in-60-seconds-without-knowing-any-html/) - If your idea of creating and sending an email campaign starts with using Word and then coping and pasting your content into an email client you're doing it all wrong. I understand you're not a web designer, coder, email marketing guru or techie, and you probably cringe when you see words like HTML, CSS and
- [Boosting your WiFi Signal ... Does Yelling Really Work?](https://goldminesuccess.com/2013/03/26/boosting-your-wifi-signal-does-yelling-really-work/) - Does Yelling Really Work? Have you ever installed a wireless router at home or in your office and found that the performance isn't what you hoped for? Poor signal strength and/or intermittent connectivity or no connectivity is usually the result. Your first action should be to reposition the router in an attempt to circumvent whatever might be
- [Get To Know MS SQL SERVER 2012](https://goldminesuccess.com/2013/03/29/get-to-know-your-ms-sql-2012/) - Since GoldMine Premium 9.x now supports Microsoft SQL Server 2012, and since many customers have been operating on older versions of MS SQL , firms are starting to consider an upgrade of their MS SQL. To help with that choice I'd like to offer this list of benefits that I've put together from an outside
- [Outlook Auto-Complete List](https://goldminesuccess.com/2013/04/10/outlook-auto-complete-list/) - Most people that have used Outlook know that it will remember addresses you have sent E-mails to, but it only relies on E-mails already sent for this functionality to work. This is done with Outlook’s Auto-Complete function, which is a list that Outlook uses to store E-mail addresses that have been used in the past
- [GoldMine In the News](https://goldminesuccess.com/2013/06/11/goldmine-in-the-news/) - As a GoldMine Partner, First Direct is pleased to see very exciting developments happening with the GoldMine product. The manufacturer, FrontRange Solutions, is working harder than ever to deliver a better GoldMine Premium CRM solution. And, they are getting traction in the news as a result of their efforts. SYNETY announces Cloub Integration for GoldMine
- [GoldMine 9.2.1 Hotfix 6 Released](https://goldminesuccess.com/2013/07/22/goldmine-9-2-1-hotfix-6-released/) - Note: GoldMine Premium Edition 9.2.1 Hotfix 6 includes fixes from all prior 9.2.1 releases, including hotfix 1 through 5. Transfer set creation fails if there is a missing document several Event log entries when moving an recurring activity on the calendar with having multiple Users activated - The multi-part identifier "C1.STATUS" could not be bound.
- [Learn How To Create & Code Your Own HTML Emails](https://goldminesuccess.com/2013/07/26/learn-how-to-create-code-your-own-html-emails/) - Want to learn how to create your own HTML email campaigns? This course is great for anyone who wants to create great looking emails. No prior experience necessary. Attendees should have a strong desire to create email campaigns that just work. We will cover all the basics with examples presented each step of the way.
- [GoldMine Premium Edition 2013.1 now in Beta](https://goldminesuccess.com/2013/07/31/goldmine-premium-edition-2013-1-now-in-beta/) - The latest version of GoldMine Premium Edition is now going through its final 'beta' testing phase before being released to the public. Whats New in GoldMine Premium Edition 2013.1: Integration with Constant Contact Office 2013 x86 Support (Outlook, Word and Excel links) 50+ Customer and Partner reported issues fixed, including 9.2.1 hotfix issues
- [POP3 vs IMAP vs Exchange/MAPI](https://goldminesuccess.com/2013/07/31/pop3-vs-imap-vs-exchangemapi/) - POP3, (Post Office Protocol) POP, or Post Office Protocol, is a way of retrieving email information that dates back to a very different internet than we are use to today. Computers only had limited, low bandwidth access to remote computers, so engineers created POP in an effort to create a dead simple way to download
- [How to Setup/Configuring GoldMine Email Center for IMAP](https://goldminesuccess.com/2013/07/31/how-to-setupconfiguring-goldmine-email-center-for-imap/) - GoldMine Premium Edition users are able to use the IMAP Protocol and POP3 Protocol. For most people setting up POP3 is pretty straight forward, however, setting up IMAP is a little different. The following is how to configure IMAP. To do this you will require an IMAP enabled email server or service provider. Your GoldMine
- [SQL Query - Possible Missed Follow-ups](https://goldminesuccess.com/2013/08/15/sql-query-possible-missed-follow-ups/) - The following SQL Query shows who you’ve had a call or appointment with in the last 60 days. The list generated can then be used to determine who you've followed up with and who you haven't. You can update/modify the query below to show more or less days and don't forget to change the h.
- [Is Your PC Running Slow? Maybe it's time to DEFRAG!!](https://goldminesuccess.com/2013/08/15/is-your-pc-running-slow-maybe-its-time-to-defrag/) - Defragging is one of those things – like doing the dishes or picking up the clothes off the floor – that you know you should get around to doing, but for some reason it’s so very difficult to find the time to do. There’s no doubt that it’s important. Yet, still it’s one of those
- [SQL Query - GoldMine Primary Contacts with Primary Email, and Email Merge Code](https://goldminesuccess.com/2013/08/15/sql-query-goldmine-primary-contacts-with-primary-email-and-email-merge-code-and-mail-merge-code/) - The following SQL Query will display all of the GoldMine Primary Contacts with their associated Primary Email Address, as well as the Email Merge Code. select contact1.contact, isnull(contsupp.contsupref,'') + isnull(contsupp.address1,'') as Email, contsupp.mergecodes from contact1 left outer join contsupp on contact1.accountno=contsupp.accountno where contsupp.rectype='P' and contsupp.contact='E-Mail Address' and contsupp.zip like '_1%'
- [SQL Query - Additional GoldMine Contacts E-mail Address and Email Merge Code](https://goldminesuccess.com/2013/08/15/sql-query-goldmine-additional-contacts-with-their-email-address-and-email-merge-codes/) - The following SQL Query shows all Additional GoldMine Contacts with their Email Address and Email Merge Code: SELECT Company, ac.contact AS 'Additional Contact', COALESCE(em.contsupref, '')+COALESCE(em.address1, '') AS 'Email Address', em.mergecodes FROM contact1 JOIN contsupp ac on contact1.accountno=ac.accountno JOIN contsupp em on ac.recid=em.linkacct WHERE ac.rectype='c' AND em.contact='E-Mail Address' AND (em.linkacct NOT LIKE '' AND em.linkacct IS
- [SQL Query - Duplicate Contacts](https://goldminesuccess.com/2013/08/15/sql-query-duplicate-contacts/) - The following SQL Query will display a list of contacts with the same contact name. You can then browse through the list to see if they are any potential duplicates. Select accountno, contact, company, phone1, city, state From contact1 Where contact in (Select contact from contact1 group by contact having count(contact)>1) and contact is not
- [Free Disk Space Analyzer](https://goldminesuccess.com/2013/08/15/free-disk-space-analyzer/) - I recently had a customer call in about not being able to save email attachments. Upon investigating the issue it turns out they had run out of disk space on the hard drive that they were storing email attachments on. The hard drive itself was about 500 gigs and it was puzzling to them as
- [SQL Query - ALL GoldMine Email Addresses (Primary and Additional)](https://goldminesuccess.com/2013/08/15/sql-query-all-goldmine-email-addresses-primary-and-additional/) - select contact1.company, contsupp.address2, isnull(contsupp.contsupref,'') + isnull(contsupp.address1,'') as Email, contsupp.mergecodes from contact1 left outer join contsupp on contact1.accountno=contsupp.accountno where contsupp.rectype='P' and contsupp.contact='E-Mail Address'
- [What's Fixed in GoldMine Premium Edition 9.2.1 HOTFIX 7 (9.2.1.175)](https://goldminesuccess.com/2013/08/16/whats-fixed-in-goldmine-premium-edition-9-2-1-hotfix-7-9-2-1-175/) - What's Fixed in GoldMine Premium Edition 9.2.1 HOTFIX 7 (9.2.1.175) Note: GoldMine Premium Edition 9.2.1 Hotfix 7 includes fixes from all prior 9.2.1 releases, including hotfix 1 through 6. Connection failed. access to the host was denied after applying Windows update KB2813170 on x64 Hosts Contact search center (CSC) window will always sync the first
- [Are Your GoldMine Email Marketing Campaigns Failing During The Sending Of The Emails?](https://goldminesuccess.com/2013/08/28/are-your-goldmine-email-marketing-campaigns-failing-during-the-sending-of-the-emails/) - Every so often I get a call on the Help Desk from someone who says that their GoldMine email campaign is failing in the middle of the send and they are not sure why. If this is happening to you, the following are most likely the reason(s) and some things you should do and/or check
- [IntelliClick Announces "OnClick" Tracking within Your Web Pages](https://goldminesuccess.com/2013/08/29/intelliclick-announces-onclick-tracking-within-your-web-pages/) - DIG DEEPER WITH GOLDMINE IntelliClick now provides you with even more information about your web site visitor behavior. In addition to tracking the pages they browse, now you can track what specific links they view within your web site pages. This "Digital Body Language" input is another way to engage your sales team and arm
- [Give Your Sales Quotes a Face Lift](https://goldminesuccess.com/2013/08/29/give-your-sales-quotes-a-face-lift/) - Are you already using QuoteWerks to produce sales quotes for your business? QuoteWerks is the #1 quote writing software on the market. Did you know you can now use MS-Word templates for your quote layouts? You still input all of the info into your QuoteWerks quote and a PDF file still gets produced as the
- [GoldMine Premium Edition 2013 Goes Gold](https://goldminesuccess.com/2013/09/04/goldmine-premium-edition-goes-gold/) - We are pleased to announce that the latest version of GoldMine is now available. (As a result of new version numbering system, whereby the main release number is based on the year followed by the build number, this release version is numbered 2013.1.0.2326 August 2013.) NOTICE: Please read about important changes coming to GoldMine
- [GoldMine and Constant Contact have teamed up](https://goldminesuccess.com/2013/09/09/2737-2/) - We are pleased to announce that GoldMine and Constant Contact have teamed up to provide you with a powerful new way to manage your email marketing. Constant Contact is the worldwide leader in email marketing – and GoldMine is a leader in premise based CRM. The Constant Contact integration with GoldMine Premium Edition 2013.1 provides
- [Are you using GoldSync and synchronising linked documents?](https://goldminesuccess.com/2013/09/13/are-you-using-goldsync-and-synchronising-linked-documents/) - As of GM 9.2.1.72 GoldSync has changed so that the Diagnostic Logging is on by default. This can have a huge impact on the times it takes to perform a linked document synch. It is important that you add the following setting to the GM.ini on all machines that use sync. [DiagnosticLogging] GoldSync=1 The default
- [Virtual Machines](https://goldminesuccess.com/2013/09/13/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 2013.1 you first need to
- [IntelliClick vs GoldMine's Constant Contact Integration](https://goldminesuccess.com/2013/09/16/intelliclick-vs-goldmines-constant-contact-integration/) - The following is a link to a pdf that shows the major differences between using IntelliClick to create/send/track your email campaigns vs using GoldMine's built in Constant Contact integration. http://www.1stdirect.com/IntelliClick/GM_CC_Comparison.pdf
- [CCleaner removes the junk from your hard drive or SSD.](https://goldminesuccess.com/2013/09/16/ccleaner-removes-the-junk-from-your-hard-drive-or-ssd/) - Want to clean and optimize your PC? You've probably heard of CCleaner, arguably the world's most popular tool for doing the job. It cleans out temporary files, cleans the Windows Registry, erases browser histories, and so on. The big news is CCleaner Version 4.05 now cleans Windows Event Logs and includes support for Windows Server
- [The GoldMine Guide to SQL Queries - $34.95](https://goldminesuccess.com/2013/09/17/the-goldmine-guide-to-sql-queries-34-95/) - Filters & Groups sometimes are great for segmenting and finding data, but sometimes a SQL Query just works best or is the only option, The GoldMine Guide to SQL Queries will teach you how to write those queries so you can get the most out of your GoldMine database. The Guide Will Be Invaluable To
- [IntelliClick Product Overview Video](https://goldminesuccess.com/2013/09/17/intelliclick-product-overview-video/) - There are thousands of e-mail marketing tools out there, but they all fail in one fundamental way - they're not linked to your internal sales process or your CRM database. They allow you to create an e-mail and send to your uploaded contact list and then you can view some fancy reports about who opened,
- [Online GoldMine Training Classes](https://goldminesuccess.com/2013/09/18/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 or 1.5 hours long. If
- [Create a Filter/Group from the GoldMine Contact Search Center](https://goldminesuccess.com/2013/09/18/create-a-filtergroup-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. This is true when the
- [Does your web site integrate with GoldMine?](https://goldminesuccess.com/2013/09/18/does-your-web-site-integrate-with-goldmine/) - Wouldn’t it be nice if every time someone filled out a web form on your web site, the contact information automatically created/updated a contact record in GoldMine and notified your internal GoldMine users? Never re-key information again. Capture Web Form Data into GoldMine With GoldMine's web import feature you can put the power of the
- [How To Make Skype Calls with GoldMine](https://goldminesuccess.com/2013/10/09/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 able to auto dial the
- [QuoteWerks Releases Update for GoldMine PE 2013.1 Compatibility](https://goldminesuccess.com/2013/09/24/quotewerks-releases-update-for-goldmine-pe-2013-1-compatibility/) - QuoteWerks has released an update that makes QuoteWerks compatible with GoldMine PE 2013.1 To view the full release notes please click here.
- [Global Replace a Field Using a Dbase Expression](https://goldminesuccess.com/2013/09/24/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 a dBase expression. The Expression
- [What's Happening with MS SQL Server and GoldMine Premium Edition??](https://goldminesuccess.com/2013/10/08/whats-happening-with-ms-sql-in-goldmine-premium/) - Come November 1, 2013, the maker of GoldMine Premium CRM software - FrontRange Solutions - is changing their offering. For nearly 10 years GoldMine has included a special license of Microsoft SQL Server with their CRM software. This was possible because of a licensing agreement between FrontRange Solutions and Microsoft. Come November, that agreement is
- [See the NEW Constant Contact Integration with GoldMine Premium Edition](https://goldminesuccess.com/2013/10/08/see-the-new-constant-contact-integration-with-goldmine-premium-edition/) - GoldMine Premium Edition 2013.1 was recently released and one of the new features introduced was integration with Constant Contact. Join us for this feature demonstration of the Constant Contact integration with GoldMine. In this webinar we will look at what this new integration feature offers and ways you can analyze the results from your Constant
- [GoldMine Premium Edition Version 2013.1 Hotfix 1 (2013.1.0.249) Released](https://goldminesuccess.com/2013/10/09/goldmine-premium-edition-version-2013-1-hotfix-1-2013-1-0-249-released/) - What's Fixed in GoldMine Premium Edition 2013.1 Hotfix 1 (2013.1.0.249) To prevent performance issues, a maximum of 500 cases can be viewed in the Service Center. You may select an option from the Show dropdown to filter your Cases or use the Service Center Search function to search for a Case. The top 500 cases are
- [How To Create & Code Your Own HTML Emails](https://goldminesuccess.com/2013/10/09/how-to-create-code-your-own-html-emails/) - Want to learn how to create your own HTML email campaigns? This course is great for anyone who wants to create great looking emails. No prior experience necessary. Attendees should have a strong desire to create email campaigns that just work. We will cover all the basics with examples presented each step of the way.
- [SQL Query - Count of Contacts By Record Type](https://goldminesuccess.com/2013/10/09/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 this is via a SQL
- [Insert a Signature "John Hancock" image into your Word templates/documents](https://goldminesuccess.com/2013/10/14/insert-a-signature-john-hancock-image-into-your-word-templatesdocuments/) - It is possible to insert/merge an image of your John Hancock "signature" into your MS Word documents from a GoldMine Document Template. You will need to create a bitmap image of your signature by scanning your signature on paper and then converting it to a bitmap using a graphics program. Then you need to add
- [When to use parentheses when building GoldMine filters](https://goldminesuccess.com/2013/10/14/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 use the parentheses when creating
- [FREE SQL Backup Software for MS SQL Server 2008, 2012 and 2005 (Express) databases](https://goldminesuccess.com/2013/10/15/free-sql-backup-software-for-ms-sql-server-2008-2012-and-2005-express-databases/) - SQLBackupAndFTP is a straightforward tool to automate the backups of SQL Server of any edition, especially SQL Server Express 2005 and SQL Server Express 2008, since they don't have built in tools for backup. Most remote GoldMine users that sync from a laptop are using a MS SQL Server Express version. What can SQL Backup
- [Record Ownership and Record Curtaining](https://goldminesuccess.com/2013/10/15/record-ownership-and-record-curtaining/) - I recently had a conversation with a customer about how to prevent other Sales Reps from calling/contacting other Sales Reps customers or even seeing the email communications between other Sales Reps and their customers/prospects. This conversation comes up a lot, so I wanted to add this post so people are aware that GoldMine can HIDE
- [How To Configure MS SQL Server to send an email if a SQL Server (Backup) Job fails](https://goldminesuccess.com/2013/10/15/how-to-configure-ms-sql-server-to-send-an-email-if-a-sql-server-backup-job-fails/) - Here is a great article on how to setup and configure your MS SQL Server to send you an email if your nightly backup fails. It isn’t difficult, but if you miss one step, it won’t work. Ugh!! It requires that you know your mail servers SMTP settings for sending email. If you don't know
- [Win more sales, by knowing what your customers & prospects need before they know it.](https://goldminesuccess.com/2013/10/17/win-more-sales-by-knowing-what-your-customers-prospects-need-before-they-know-it/) - I had a customer who recently did a marketing campaign for a new product they offer. The "Call To Action" was a link in the email campaign to "BUY" the advertised product. They had sent this nicely formatted HTML email campaign to approx 1000 of their customers/prospects. Unfortunately the results were not as good as
- [GoldMine Mobile Edition Now Included with Purchase of GoldMine!](https://goldminesuccess.com/2013/10/17/goldmine-mobile-edition-now-included-with-purchase-of-goldmine-additional-goldmine-licenses-or-maintenance-renewal/) - GREAT NEWS! GoldMine Mobile Edition is now FREE with the purchase of GoldMine Premium Edition. Features and Functionality of GoldMine Mobile Edition Real-Time Access Anywhere GoldMine Mobile Edition allows instant, wireless access to mobile users using the widely popular Apple iOS mobile device platform. Rich user interface GoldMine Mobile Edition user interface is designed with
- ["Round Robin" Assigning of New GoldMine Leads](https://goldminesuccess.com/2013/10/18/round-robin-assigning-of-new-goldmine-leads/) - Is your GoldMine connected to your website so that you can capture leads from your web forms and automatically create/update new Contact Records in GoldMine? Would you like to do a “Round Robin” assignment of the "New Leads" to your GoldMine Sales Reps? Well, with GoldMine, you can do that and it’s easy to set
- [24 Marketing Tips For Your Business](https://goldminesuccess.com/2013/10/21/24-marketing-tips-for-your-business/) - You've probably experienced it before - a promise of something great; however, never got the results you were promised or expecting. It is quite easy to feel at home with not spending money on marketing when this has been your experience. Small business owners will tell me, "I've tried that before. It doesn't work." I’d
- [Maintain Control of Your Email Reputation and Avoid Blacklists](https://goldminesuccess.com/2013/10/21/maintain-control-of-your-email-reputation-and-avoid-blacklists/) - Most businesses are not aware that their company has a status on the Internet; let alone what it is or how to check it. In fact, it is called a Reputation, and this is the grade that is given to either your domain name and/or the IP addresses/systems that you use to send email. When
- [5 Things That Influence Your Email Sender Reputation](https://goldminesuccess.com/2013/10/21/5-things-that-influence-your-email-sender-reputation/) - The holiday season is approaching, which means you’re busy crafting the perfect emails in hopes to drive up sales. But what if your emails don’t make it to the inbox? Deliverability concerns often get pushed aside, but Return Path reported that 20% of legitimate, non-spam emails will never reach the inbox. You want to avoid
- [Great Tips for Designing Your Own HTML Emails](https://goldminesuccess.com/2013/10/22/great-tips-for-designing-your-own-html-emails/) - This article is intended for the individual at your organization responsible for designing all your HTML emails. I would strongly suggest sending this article to them, if you are not that person. With that out of the way, lets begin. Building a rock-solid HTML email There are a whole host of factors that contribute to
- [Pixlr.com: Easy Online Photo Editing](https://goldminesuccess.com/2013/10/22/pixlr-com-easy-online-photo-editing/) - Pixlr is the most widely used free online photo editor on the web and mobile. It transforms any image with a fast, intuitive and robust tool set that is easy to use for the burgeoning photographer with no prior knowledge of photo editing, while also offering fully featured, per-pixel editing complete with layers, adjustment tools
- [Five Free Data Recovery Programs](https://goldminesuccess.com/2013/10/23/five-free-data-recovery-programs/) - While the best defense against data loss is redundant and real-time backup, we understand that sometimes data loss sneaks right up on you. Whether your important office documents accidentally got deleted from your computer or if your family photos have gone missing, having emergency data recovery tools handy is crucial to getting your data back
- [Embedding/Attaching Images In Email: Why Shouldn't I Do It?](https://goldminesuccess.com/2013/10/24/embeddingattaching-images-in-email-why-shouldnt-i-do-it/) - If you are new to sending marketing emails and need advice on how to design html email templates , or if you are currently sending email but aren't satisfied with the click-through or deliverability results, this article explains why embedding/attaching images in email may actually make your email less successful and get it blocked by
- [How To Backup Your GoldMine SQL Database Manually](https://goldminesuccess.com/2013/10/24/how-to-backup-your-goldmine-sql-database-manually/) - If you are using GoldMine Corporate or GoldMine Premium Editions, there are times when you will need to backup the GoldMine database manually. This is done through the MS SQL Server Management Studio wherever SQL Server is installed, and usually where your GoldMine is installed as well. SQL Server, which is GoldMine's database engine, is
- [Setting up a SQL Server Maintenance Plan to Backup Databases](https://goldminesuccess.com/2013/10/24/setting-up-a-sql-server-maintenance-plan-to-backup-databases/) - In this MS SQL Tutorial, we show you how to do SQL Server 2008 R2 database backup using SQL maintenance plans. This is an easy way for you to do Administration things like Backing up a SQL database, Updating statistics and other SQL Server DBA tasks. We show you How to use the Maintenance Plan
- [So you want to learn SQL?](https://goldminesuccess.com/2013/10/24/so-you-want-to-learn-sql/) - SQL is a standard language for accessing databases. These SQL tutorials will teach you how to use SQL to access and manipulate data in: MySQL, SQL Server, Access, Oracle, Sybase, DB2, and many other database systems. What is SQL? SQL stands for Structured Query Language SQL lets you access and manipulate databases SQL is an
- [What does "cloud computing" really mean?](https://goldminesuccess.com/2013/10/25/what-does-cloud-computing-really-mean/) - Cloud computing is all the rage. It's become the catch phrase for many people, looking to take advantage of what it has to offer. The problem is that (as with Web 2.0) everyone seems to have a different definition/idea of what cloud computing is. As a metaphor for the Internet, "the cloud" is a familiar
- [Backup Your Local Backups and Important Files/Documents with Online Backup Services](https://goldminesuccess.com/2013/10/25/backup-your-local-backups-and-important-filesdocuments-with-online-backup-services/) - The following is a great article that reviews 27 Online Backup Services. There are no excuses for NOT backing up your local backups and other important documents/files. Online backup services work much like traditional backup software. With an online backup service, however, your important data is transmitted over the Internet and securely stored on a
- [Tax Benefits for Investing in Technology Expiring Soon!](https://goldminesuccess.com/2013/11/22/tax-benefits-for-investing-in-technology-expiring-soon/) - Time is Running Out on Tax Benefits! The Time is right for investing in technology! Make your technology investments before the clock strikes 2014! Business taxpayers stand to have substantially less ability to expense large purchases, as the 50% bonus depreciation provision lapses on 12/31/13, while the maximum limit for the section 179 deduction
- [GoldMine Premium Edition 2013 HotFixes Released](https://goldminesuccess.com/2014/02/12/goldmine-premium-edition-2013-hotfixes-released/) - A list of hotfixes for GoldMine Premium 2013
- [First Direct has just identified a bug related to GoldMine Case Email Notifications.](https://goldminesuccess.com/2014/03/12/first-direct-has-just-identified-a-bug-related-to-goldmine-case-email-notifications/) - First Direct has just identified a bug related to GoldMine Case Email Notifications with GoldMine Premium Edition 2013 Hotfix 5. Please contact us regarding this issue if you use Cases and/or have recently upgraded to this build.
- [Are You Still running the Windows XP Operating System?](https://goldminesuccess.com/2014/04/02/are-you-still-running-the-windows-xp-operating-system/) - There isn't much time remaining. Come Tuesday, April 8th 2014, Windows XP will no longer be supported by Microsoft. What happens after April 8, 2014? Microsoft will no longer provide customer support for Windows XP. Microsoft will no longer provide security patch management for Windows XP. What if you're still running Windows XP? Running software
- [GoldMine Premium Edition 2014 Coming Soon](https://goldminesuccess.com/2014/04/08/goldmine-premium-edition-2014-coming-soon/) - On April 7th, 2014 FrontRange Solutions announced that GoldMine Premium Edition 2014 was expected to be released soon. First Direct Corp. had a sneak peek at the new release. One of the new features demonstrated was GoldMine sync with Google Calendar. As with any new major release of GoldMine, First Direct Corp. is advising
- [GoldMine Premium 2014.1 and GoldMine Mobile 2014.1 RELEASED!!!](https://goldminesuccess.com/2014/04/16/goldmine-premium-2014-1-and-goldmine-mobile-2014-1-released/) - What's New in GoldMine Premium Edition 2014.1 [IMPORTANT: First Direct Corp. does NOT recommend that our customers upgrade to ANY new major build immediately upon release. We do recommend that you give time for First Direct to apply the build and test it for at least 1 week. We installed GMPE 2014.1 on 4/18/14. This
- [IntelliClick Standard Edition - 20% Discount Offer Ends June 30th 2014](https://goldminesuccess.com/2014/04/24/intelliclick-standard-edition-20-discount/) - IntelliClick for GoldMine announced a SPECIAL PROMOTION that I think you might be interested in, but if you are interested in taking advantage of this special promotion do hurry as it expires at the end of June 2014. Does your organization use Constant Contact, MailChip, Vertical Response or another Email Service Provider for sending and tracking your email campaigns?
- [Learn How To Write SQL Queries for GoldMine](https://goldminesuccess.com/2014/04/24/learn-how-to-write-sql-queries-for-goldmine/) - The SQL Query Tab, accessed via Tools >> SQL Query, in GoldMine Premium Edition allows GoldMine users to write SQL Statements to display information contained in your GoldMine databases. SQL Queries can be used to display lists of contact related information regardless of where the information is stored in the GoldMine database. Filters and Groups
- [GoldMine PE 2014.1 Drops Support for Office XP and Office 2003](https://goldminesuccess.com/2014/04/25/goldmine-pe-2014-1-drops-support-for-office-xp-and-office-2003/) - With the release of GoldMine Premium Edition 2014.1 support for MS Office XP and Office 2003 has been dropped. The installer may still recognize Office being installed but the links no longer support XP or 2003 programmatically.
- [Microsoft Races To Fix Massive Internet Explorer Hack: No Fix For Windows XP Users](https://goldminesuccess.com/2014/04/28/microsoft-races-to-fix-massive-internet-explorer-hack-no-fix-for-windows-xp-users/) - Microsoft is scrambling to fix a major bug which allows hackers to exploit flaws in Internet Explorer 6, 7, 8, 9, 10 and 11, responsible for 55% of the PC browser market. The company has also confirmed it will not issue a fix for web browsers running on Windows XP after it formally ended support
- [7 Best Practices Which Lead to a Better CRM Database](https://goldminesuccess.com/2014/05/12/7-best-practices-which-lead-to-a-better-crm-database/) - In my "Getting Started with GoldMine" training class, I begin with a review of 7 best practices which lead to a better CRM database. Right from the beginning, I believe it is important to establish a fundamental view about usage with an explanation of certain day-to-day habits which are critical to success with CRM. From
- [My Thoughts on Business](https://goldminesuccess.com/2014/06/04/my-thoughts-on-business/) - Recently I was interviewed by a business coach, Sean Ackerman, owner of You Leading You. Sean and I spoke about my firm First Direct Corporation and in particular my thoughts about running my company. The conversation covered a broad range of topics and it was fun for me. But more importantly, it was intended to
- [Importing Records into GoldMine Using OpenOffice Calc vs MS Excel](https://goldminesuccess.com/2014/07/31/importing-records-into-goldmine-using-openoffice-calc-vs-ms-excel/) - I recently downloaded and installed OpenOffice Calc. It is an Open Source spreadsheet application, similar to Microsoft Excel, except its FREE. I was excited when I saw that it allowed you to save files in dbase file format, which MS Excel no longer allows you to do. This has always been my preferred file format
- [What's Changed/New in GoldMine 2014.1 Hotfix 4](https://goldminesuccess.com/2014/08/19/whats-changednew-in-goldmine-2014-1-hotfix-4/) - What's Changed in GoldMine 2014.1 Hotfix 4 GoldMine Premium Edition 2014.1.0.468 / GoldMine Mobile Edition 2014.1.0.662 Constant Contact Login Due to a change made by Constant Contact, an additional layer of authentication has been added for Constant Contact login. If you integrate with Constant Contact and get the error message ‘Login to Constant Contact failed’,
- [New "Sharpen Your GoldMine Knowledge" Training Classes & Webinars](https://goldminesuccess.com/2014/08/20/new-sharpen-your-goldmine-knowledge-training-classes-webinars/) - You may already be aware that First Direct Corp. provides online training classes for GoldMine. A list of our online training classes can be found via the following URL - http://www.1stdirect.com/events/index.php. If you miss a class or are not able to attend a class, don't worry, we recycle the events and hold them again at
- [How To Make A Good Email Signature](https://goldminesuccess.com/2014/08/21/how-to-make-a-good-email-signature/) - First impressions count and your email signature is no different. With over 500 billion emails sent every day, you need to make your emails stand out! In this class we will show you how to make a more creative email signature and at the same time improve your branding and marketing appeal. In This
- [10 of the Best Self-Hosted E-commerce Solutions](https://goldminesuccess.com/2014/10/13/10-of-the-best-self-hosted-e-commerce-solutions/) - First Direct Corp. recently launched our new online store using Magento. Our old shopping cart solutuon was quite out dated and it was time for an update. We researched several self hosted solutions and choose to go with Magento. The following online article lists 10 of the best self-hosted (FREE) e-commerce solutions. Please take a
- [Learn How To Import Contact Data into GoldMine](https://goldminesuccess.com/2014/10/13/learn-how-to-import-contact-data-into-goldmine/) - Do you need to import your leads, prospects and/or customers contact information into GoldMine from excel or some other file format? In this training session we will go over the steps involved with importing contact information into GoldMine using the Import Contact Records Wizard We will cover the following: Formatting your data/import file Saving your
- [How To Avoid SPAM Filters](https://goldminesuccess.com/2014/10/14/how-to-avoid-spam-filters/) - If you've been sending email campaigns for long enough, with out a doubt you've run into spam-filter issues. According to ReturnPath, you can expect 10-20% of your emails to get lost in cyberspace, mostly due to overzealous filters. Innocent email marketers who send permission-based emails to people who requested them get spam filtered all the
- [Can I run GoldMine on a Mac?](https://goldminesuccess.com/2014/10/16/can-i-run-goldmine-on-a-mac/) - "Can I run GoldMine on a Mac?" This is a question that comes up often when people are thinking about buying a new computer or upgrading their GoldMine. The answer might surprise you. The initial response is NO, GoldMine will not run on a Mac, however, Windows can run on a Mac, and GoldMine can
- [Cobian Backup and SQLBackupandFTP](https://goldminesuccess.com/2014/10/16/cobian-backup-and-sqlbackupandftp/) - There are 2 free backup programs that we recommend our GoldMine customers download/install/use for backing up the GoldMine installation directory and SQL databases. Cobian Backup http://www.cobiansoft.com/cobianbackup.htm Cobian Backup is an excellent file backup tool with lots of features. You get full, differential and incremental backups, for instance; zip or 7zip compression; AES 256-bit encryption; include
- [What's Fixed in GoldMine Premium Edition 2014.1 Hotfix 6](https://goldminesuccess.com/2014/10/17/whats-fixed-in-goldmine-premium-edition-2014-1-hotfix-6/) - GoldMine Premium Edition 2014.1.0.489 | GoldMine Mobile Edition 2014.1.0.681 Notes: To upgrade GoldMine Mobile, it is necessary to uninstall any existing version and install GMME 2014.1.0.681 as a new installation. It may also be necessary to clear device/browser cache. Messages sent by the GoldMine Messaging Service for GoldMine Mobile can be configured to include a link
- [Premise vs. Cloud CRM: Which is Right for you?](https://goldminesuccess.com/2014/10/22/premise-vs-cloud-crm-which-is-right-for-you/) - With all the recent attention on Cloud on-demand, or software-as-a-service (SaaS) CRM solutions, it might seem like this is the future of software. On the surface, it sounds attractive. The CRM vendor houses the application and your data, and your employees access it via the Web. With on-premise software, you install the application on your
- [ATTENTION: QuoteWerks Users with Custom Integration!](https://goldminesuccess.com/2014/11/04/attention-qoutewerks-users-with-custom-integration/) - We here at First Direct Corporation were just notified by Aspire Technologies, the makers of QuoteWerks, that the soon to be released QuoteWerks v5.0 includes a breaking change regarding the QuoteWerks API (Application Programming Interface). If you have done custom integration of your QuoteWerks, you should contact your programmer as soon as possible to answer
- [What's Fixed in GoldMine 2014.1 Hotfix 7](https://goldminesuccess.com/2014/11/11/whats-fixed-in-goldmine-2014-1-hotfix-7/) - What's Fixed in GoldMine 2014.1 Hotfix 7 GoldMine Premium Edition 2014.1.0.503 / GoldMine Mobile Edition 2014.1.0.686 Notes: To upgrade GoldMine Mobile, it is necessary to uninstall any existing version and install GMME 2014.1.0.686 as a new installation. It may also be necessary to clear device/browser cache. Messages sent by the GoldMine Messaging Service for GoldMine
- [How To Disable HTML Formatting for Notes in GoldMine](https://goldminesuccess.com/2014/11/12/how-to-disable-html-formatting-for-notes-in-goldmine/) - You may have noticed that GoldMine allows HTML text virtually anywhere text is stored. This includes (obviously) e-mail messages, but also includes History and Pending Notes, the Notes Tab on the Contact Record and anywhere you see a free-form text field. And this is all well and good, but can wreak havoc with third party
- [GoldMine Mobile - Overview Video](https://goldminesuccess.com/2014/11/12/goldmine-mobile-overview-video-2/)
- [GoldMine Premium Edition - Overview](https://goldminesuccess.com/2014/11/12/goldmine-premium-edition-overview/)
- [Everything You Need to Know about GoldMine](https://goldminesuccess.com/2014/11/12/everything-you-need-to-know-about-goldmine/)
- [Serverside Email Autolinking with GoldMine from a Smart Phone](https://goldminesuccess.com/2014/11/13/serverside-email-autolinking-with-goldmine-from-a-smart-phone/) - Serverside Email Autolinking with GoldMine from a Smart Phone
- [GoldMine Contact Search is Slow/Delayed](https://goldminesuccess.com/2014/11/13/goldmine-contact-search-is-slowdelayed/) - I recently noticed that I was having performance issues when searching for contacts in my GoldMine. When using the Search Center, I noticed there was some serious lag time while I was typing. It was almost as if GoldMine was trying to "catch up" with what I was searching for. If you experience a lag
- [Searching Your Emails in GoldMine](https://goldminesuccess.com/2014/11/13/searching-your-emails-in-goldmine/) - GoldMine Premium Edition introduced the Universal Search functionality. That is, the ability to search for just about anything/anywhere in GoldMine. Customers not on the latest build/version of GoldMine are really missing out on this powerful feature. However, those on older versions of GoldMine are able to search your E-mails in the Email Center. To search
- [Targeting A Universal Search](https://goldminesuccess.com/2014/11/14/targeting-a-universal-search/) - GoldMine's Universal Search tool, which leverages MS SQL full text indexing and searching capabilities, offers "Advanced" settings inside the Universal Search dialogue window that allow you to specify what tables to search by telling it where to "find these items." It also provides a drop down filter that lets the user select whether to search
- [GoldMine Premium Edition 2014 No Longer Supports Windows XP](https://goldminesuccess.com/2014/11/14/goldmine-premium-edition-2014-no-longer-supports-windows-xp/) - Thinking about upgrading your GoldMine? Did you know that the latest versions of GoldMine no longer support/run on Windows XP? Microsoft has ended Windows XP support. Windows XP is 12 years old—that’s pretty old for an operating system. In the past 12 years you’ve probably gotten a new phone, maybe a new TV, and possibly even a
- ["Change The Size Of All Items" on your Windows PC](https://goldminesuccess.com/2014/11/14/change-the-size-of-all-items-on-your-windows-pc/) - Higher resolution, lower readability Desktop image sizing options: Not just for the hard-of-seeing. Windows 8 has spurred a whole new hardware type: the laptop-tablet hybrid. Many of these devices sport 1080p IPS displays that are breathtaking to behold. I've found that the blessing of a high-resolution display comes with an accompanying curse. Many convertibles stick to
- [Schedule Email](https://goldminesuccess.com/2014/11/18/schedule-email/) - Did you know that you can schedule an email to go out to a contact on a certain date and time with GoldMine CRM? In the options tab of the GoldMine email there is a button labeled "Queue, Calendar, and History options." When you select that a scheduling dialog window opens up where you can
- [GoldMine Web](https://goldminesuccess.com/2014/12/03/goldmine-web/) - GoldMine Web is a new browser-based app that's included with GoldMine Premium Edition and installed as part of the GoldMine Connect package. GoldMine Web provides the look and feel of a web client and doesn't require installation for the end user on their workstation. GoldMine Web offers real-time access via any current Internet browser to your
- [What's New in GoldMine Premium 2014.2](https://goldminesuccess.com/2014/12/03/whats-new-in-goldmine-premium-2014-2/) - FrontRange Solutions released GoldMine Premium Edition 2014.2 on Tuesday December 9th 2014. If you have questions please call (845) 221-3800. To learn more about this build we encourage GoldMine users and prospective users to attend: GoldMine Roadmap Overview The following are the Release Notes for GoldMine 2014.2 Access GoldMine data in real time via a
- [FrontRange Solutions discontinuing support for GoldMine Premium 8.x by end of year 2014](https://goldminesuccess.com/2014/12/15/frontrange-solutions-discontinuing-support-for-goldmine-premium-8-x-by-end-of-year-2014/) - FrontRange Solutions has announced that it will be discontinuing support for GoldMine Premium Edition 8.x at the end of 2014. Please contact our sales team at 845 221 3800 for information about upgrading your GoldMine and/or renewing your Maintenance. GoldMine Premium Edition 2014.2 is the current version of GoldMine at the time of this posting.
- [Easy Way to Review Completed Activities](https://goldminesuccess.com/2015/01/05/easy-way-to-review-completed-activities/) - The GoldMine "Activity List" lets you easily view complete activities (Calls, Appointments, Next Actions, and so forth). Looking back over your own, or other users' completed activities has many benefits including: Identifying the need future follow-up, assessing the results of sales efforts and using findings for coaching, getting a sense of productivity, etc. Under the
- [GoldMine 2014.2 requires GoldMine Mobile to be uninstalled and reinstalled.](https://goldminesuccess.com/2015/01/07/goldmine-2014-2-requires-goldmine-mobile-to-be-uninstalled-and-reinstalled/) - With the release of GoldMine Premium Edition 2014.2 we are introduced to the new GoldMine Web feature. This feature allows you to view/access your GoldMine data in a web browser using a desktop, laptop, or tablet device. This new feature is available at no cost to GoldMine customers current on their Annual Maintenance. Customers who
- [GoldMine Premium Edition Version 2014.2 Hotfix 1  Released](https://goldminesuccess.com/2015/01/12/goldmine-premium-edition-version-2014-2-hotfix-1-released/) - GoldMine Premium Edition Version 2014.2 Hotfix 1 GoldMine Premium 2014.2.0.812 / GoldMine Connect 2014.2.0.531 Note: To upgrade GoldMine Connect, it is necessary to uninstall any existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2014.2.0.531 as a new installation. It may also be necessary to clear device/browser cache. What's New in GoldMine
- [IntelliClick Announces New Features & Enhancements](https://goldminesuccess.com/2015/01/13/intelliclick-announces-new-features-enhancements/) - IntelliClick Software has released version 8.6.5. In this release are 3 New Features and 1 Enhancement: "Add To Address Book" - vCard Link (NEW) Malformed Email Address Dashboard (NEW) Alternate Company Landing Page Logos (NEW) Action Request Link (ENHANCEMENT) vCard Link - "Add To Address Book" Improve your email campaign deliverability by encouraging recipients to
- [Create/Update GoldMine Contacts From Your Websites Form Submissions](https://goldminesuccess.com/2015/01/14/createupdate-goldmine-contacts-from-your-websites-form-submissions/) - With GoldMine's web import feature you can automatically create a contact record in GoldMine from information submitted from a web form on your website. Once the new contact record is created or existing contact updated, you can unleash the power of GoldMine Automated Processes. Automatically send an e-mail, automatically print a letter and envelope, automatically
- [You Can Use A SQL Query to Get Quick Totals](https://goldminesuccess.com/2015/01/19/you-can-use-a-sql-query-to-get-quick-totals/) - Most non-technical users of GoldMine are unaware of the vast capabilities of the SQL Database in which their GoldMine Premium Software runs on. The SQL Database allows us to write powerful queries to extract and manipulate data from our database. Aggregate Functions are one such basic feature. One of the more simple Functions is to
- [How To Make Skype Calls with GoldMine - Part 2](https://goldminesuccess.com/2015/01/22/how-to-make-skype-calls-with-goldmine-part-2/) - This is an alternative method for making Skype calls with GoldMine as previously described in an original article titled How To Make Skype Calls with GoldMine . This method uses the GM+View or GM+Browser feature of GoldMine to create HTML Links that when clicked will Start a Skype Call automatically based on the Phone number
- [Goldmine Roadmap Overview](https://goldminesuccess.com/2015/01/26/goldmine-roadmap-overview/) - See what is new in GoldMine Premium Edition 2014.2! FrontRange Solutions, the publishers of GoldMine, has released the latest version of GoldMine Premium Edition. Come see what this new version has to offer. Here is what we will cover: See what is new version 2014.2 Review the NEW GoldMine Web Client Review GoldMine Mobile Suppport
- [QuoteWerks Version 5.0 Builds 1 & 2 are now available!](https://goldminesuccess.com/2015/02/03/quotewerks-version-5-0-builds-1-2-are-now-available/) - QuoteWerks Version 5.0 Builds 1 & 2 introduced over 55 new features including: Opportunity Dashboard Auto-links Multiple Product Database Search Leasing Integration ConnectWise Sales Orders Dell Integration and much more. Check out all the recent updates and new features and also Watch the recorded Webinar Video
- [Dial directly from within GoldMine. Automatically display the details of incoming callers before you answer the phone and much more...](https://goldminesuccess.com/2015/02/16/dial-directly-from-within-goldmine-automatically-display-the-details-of-incoming-callers-before-you-answer-the-phone-and-much-more/) - Tapi Link for GoldMine enables GoldMine users to dial calls automatically and to present a caller's contact details when the phone rings (CTi capabilities). Once installed, Tapi Link becomes an integral part of GoldMine and enables users to dial directly from within GoldMine using a variety of methods, and to present calling party contact details
- [You can update GoldMine data directly from Excel?](https://goldminesuccess.com/2015/02/16/you-can-update-goldmine-data-directly-from-excel/) - MMUpdater is an optional add-in for MasterMine for GoldMine that "opens up" data management. Everyone knows how to update an Excel spreadsheet: Type over. Find/Replace. Copy down. What if you could update GoldMine data in Excel and push those changes back into the GoldMine CRM Database instantly, in a guided and synch aware way? Now
- [Use GoldMine Email Rules to filter incoming messages and minimizing the amount of unwanted e-mail.](https://goldminesuccess.com/2015/02/18/use-goldmine-email-rules-to-filter-incoming-messages-and-minimizing-the-amount-of-unwanted-e-mail/) - Creating E-mail Rules Create rules set to specify conditions and actions for handling e-mail. For example, use e-mail rules to filter incoming messages, minimizing the amount of unwanted e-mail. 1. In the E-mail Center, right-click and select Options > Set up E-mail rules or click Set up E-mail Rules from the toolbar. The E-mail Rules
- [Using the Lookup.ini to Automatically Fill-in and Update GoldMine Fields](https://goldminesuccess.com/2015/02/18/using-the-lookup-ini-to-automatically-fill-in-and-update-goldmine-fields/) - In this class we will go over how to create a Lookup.ini script/file for GoldMine. The Lookup.ini script can automatically update a field based on when a contact record is created or when changes are made to another field on an existing contact record. Examples of Using Lookup.ini Entering/Changing Data in One Field Updates Another
- [Wordpress and GoldMine Integration](https://goldminesuccess.com/2015/02/20/wordpress-and-goldmine-integration/) - Does your company use WordPress, the popular CMS (Content Management System) for building web sites? Did you know you could integrate your WordPress web site with GoldMine? GoldMine can be integrated with most web sites via a web script that formats your web sites posted form data into an .ini style email that when received in
- [Government Urges Lenovo Computer Owners to Remove Superfish Software](https://goldminesuccess.com/2015/02/20/government-urges-lenovo-computer-owners-to-remove-superfish-software/) - The U.S. Department of Homeland Security on Friday advised owners of Lenovo computers to remove a software program known as "Superfish," which it said the world's No. 1 PC maker started installing on some machines as early as 2010. Homeland Security said in an alert released through its National Cyber Awareness System that the software
- [How Can You Make Sure Your Files Are Deleted Forever?](https://goldminesuccess.com/2015/02/23/how-can-you-make-sure-your-files-are-deleted-forever/) - So, you’ve just deleted a file. Congratulations, that file is no longer a part of your life. Or so you thought! As it turns out, deleting files doesn’t actually mean they are gone forever. Instead, you need to jump through some hoops to make sure they’re really gone for good! It sounds more complicated than
- [Why You Shouldn't Wait Any Longer On Deciding To Upgrade From GoldMine Standard Edition](https://goldminesuccess.com/2015/03/02/why-you-shouldnt-wait-any-longer-on-deciding-to-upgrade-from-goldmine-standard-edition/) - This article is directed at those GoldMine users who are still using the long discontinued GoldMine Standard Edition. GoldMine Standard Edition was discontinued in 2007 and was technically only supported on Windows XP and Windows Server 2000/2003 Servers, which have also been discontinued at this point. Many GoldMine Standard Edition users have upgraded their computers
- [GoldMine Premium Edition 2014.2 Hotfix 3 Released](https://goldminesuccess.com/2015/03/05/goldmine-premium-edition-2014-2-hotfix-3-released/) - Whats Fixed In GoldMine Premium Edition 2014.2 Hotfix 3 GoldMine Premium 2014.2.0.830 / GoldMine Connect 2014.2.0.546 Updated March 5, 2015 Note: To upgrade GoldMine Connect, it is necessary to uninstall any existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2014.2.0.546 as a new installation. It may also be necessary to clear
- [Viewing The Tracks Tab](https://goldminesuccess.com/2015/03/10/viewing-the-tracks-tab/) - Viewing the Tracks Tab
- [Using the Contact Search Center](https://goldminesuccess.com/2015/03/10/using-the-contact-search-center/) - Using the Contact Search Center
- [The Relationships Tab](https://goldminesuccess.com/2015/03/10/the-relationships-tab/) - The Relationships Tab Related: What you can do with the Additional Contacts Tab.
- [The Links Tab](https://goldminesuccess.com/2015/03/10/the-links-tab/) - The Links Tab
- [The GM+View Tab](https://goldminesuccess.com/2015/03/13/the-gmview-tab/) - The GM+View Tab
- [The Document Management Center](https://goldminesuccess.com/2015/03/13/the-document-management-center/) - The Document Management Center
- [The Activity List](https://goldminesuccess.com/2015/03/13/the-activity-list/) - The Activity List
- [Sending an Email Merge](https://goldminesuccess.com/2015/03/13/sending-an-email-merge/) - Sending an Email Merge/Mass Email
- [Scheduling Recurring Appointments and Calendar Activities in GoldMine](https://goldminesuccess.com/2015/03/13/scheduling-recurring-appointments-and-calendar-activities-in-goldmine/) - Scheduling Recurring Appointments and Calendar Activities in GoldMine
- [GoldMine Plus for Microsoft Outlook](https://goldminesuccess.com/2015/03/13/goldmine-plus-for-microsoft-outlook/) - GoldMine Plus for Microsoft Outlook
- [Launching and Exiting GoldMine](https://goldminesuccess.com/2015/03/13/logging-inlaunching-and-existing-goldmine/) - Logging In/Launching and Existing GoldMine
- [Creating and Editing Word Templates](https://goldminesuccess.com/2015/03/13/creating-and-editing-word-templates/) - Creating and Editing Word Templates
- [The Document Management Center](https://goldminesuccess.com/2015/03/27/the-document-management-center-2/)
- [Overview of the GoldMine Calendar](https://goldminesuccess.com/2015/03/27/overview-of-the-goldmine-calendar/) - Overview of the GoldMine Calendar
- [Setting GoldMine Calendar Options and Preferences](https://goldminesuccess.com/2015/03/27/setting-goldmine-calendar-options-and-preferences/) - Setting GoldMine Calendar Options and Preferences
- [How To Print Your GoldMine Filters](https://goldminesuccess.com/2015/03/27/how-to-print-your-goldmine-filters/) - How To Print Your GoldMine Filters
- [GoldMine Plus for Microsoft Outlook](https://goldminesuccess.com/2015/03/27/goldmine-plus-for-microsoft-outlook-2/) - GoldMine Plus for Microsoft Outlook
- [How to Re-enable the GoldMine Plus Add-in for Outlook 2013](https://goldminesuccess.com/2015/03/30/how-to-re-enable-the-goldmine-plus-add-in-for-outlook-2013/) - Sometimes CRM software add-ins for Outlook become disabled when Outlook is forced to close unexpectedly or if they generate an unexpected error. To re-enable the GoldMine add-in again, please use the following steps: 1) Close all applications 2) Open Outlook 3) Click on the File menu 4) Click on Options 5) Click on Add-Ins 6)
- [You Can Use a Value in a GM Field to Trigger an Email](https://goldminesuccess.com/2015/03/30/you-can-use-a-value-in-a-gm-field-to-trigger-an-email/) - With a GoldMine Automated Process you can trigger an email to be sent to a record based on a value in a field. The same condition can also schedule an activity, such as a phone call, for a sale rep or other user. So let's say for example, you get a new lead and before
- [How to Query for Primary and Additional Email Addresses](https://goldminesuccess.com/2015/04/03/how-to-query-for-primary-and-additional-email-addresses/) - How to Query for Primary and Additional Email Addresses
- [GoldMine Premium Edition 2014.2 Hotfix 4 Released](https://goldminesuccess.com/2015/04/10/goldmine-premium-edition-2014-hotfix-4-released/) - What's Fixed in GoldMine 2014.2 Hotfix 4 (GoldMine Premium 2014.2.0.836 / GoldMine Connect 2014.2.0.552) GoldMine will sporadically crash with event viewer error referencing oleacc.dll when mouse cursor is moved over main menu items Incorrect syntax error and GoldMine crashes when downloading a Constant Contact campaign sent to a contact record with an apostrophe in the
- [How to disable some programs from automatically starting up when you turn on your Windows PC](https://goldminesuccess.com/2015/04/16/how-to-disable-some-programs-from-automatically-starting-up-when-you-turn-on-your-windows-pc/) - How to Disable Startup Programs in Windows The more software you install on your computer, the longer it may seem to take to start up your Windows PC and the performance of your PC may be sluggish due to all the programs running in the background at start up. Many programs add themselves to the
- [Let's get started with some simple SQL Queries for GoldMine](https://goldminesuccess.com/2015/04/16/lets-get-started-with-some-simple-sql-queries-for-goldmine/) - Let's get started with some simple SQL Queries for GoldMine
- [Some More Simple SQL Queries for GoldMine](https://goldminesuccess.com/2015/04/16/some-more-simple-sql-queries-for-goldmine/) - Some More Simple SQL Queries for GoldMine
- [JotForm - Easy to use web form builder](https://goldminesuccess.com/2015/04/22/jotform-easy-to-use-web-form-builder/) - It’s not every day you reach the millionth usage of something. In just 15 months JotForm widgets has reached one million uses. These embeddable form fields bring specialized features to your JotForm web forms. They give you the ability to create image sliders, take photos, add YouTube videos, collect signatures, plus much more. How The
- [Sometimes we become content!](https://goldminesuccess.com/2015/05/15/sometimes-we-become-content/) - My friend, Bill Smith, has a blog/web site where he writes about his life experiences and his ambitions for the future. His blog/web site is called "Chasing My Dream Life". Bill likes to run, bike and swim and regularly competes in Iron Man competitions all over the country. He likes to share his experiences during
- [Conditionally Including Content into Your GoldMine E-Mail Templates Based on the Value in a Field](https://goldminesuccess.com/2015/05/20/conditionally-including-content-into-your-goldmine-e-mail-templates-based-on-the-value-in-a-field/) - The ability to conditionally include email content via text files into a GoldMine HTML e-mail template can be quite valuable when building marketing campaigns and templates to be used for mass mailings or even one-off e-mails. The option in the GoldMine email template composition menu to include a text file is clear enough — you
- [How To Create a Simple Responsive HTML Email](https://goldminesuccess.com/2015/05/20/how-to-create-a-simple-responsive-html-email/) - In the following tutorial, Nicole Merlin from www.tutsplus.com will show you how to create a simple responsive HTML email which will work in every email client, including all the new smartphone mail clients and apps. It uses minimal media queries and a fluid width approach to ensure maximum compatibility. Here is the link to her tutorial!! Here's
- [GoldMine Cloud - Quick & Easy Access from Anywhere](https://goldminesuccess.com/2015/05/21/goldmine-cloud-quick-easy-access-from-anywhere/) - Get more from the cloud with GoldMine workspaces Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment. Goldmine Cloud is a virtual desktop that allows: Flexible sign up options for BYOL hosting or Subscription with
- [GoldMine Premium Edition 2015.1 Released](https://goldminesuccess.com/2015/05/26/goldmine-premium-edition-2015-1-released/) - What's New in GoldMine 2015.1 Functionality added since GoldMine 2014.2 release; functionality added in monthly 2014.2 hotfixes is included. GoldMine Web > Contacts Contact name on Contact list is link to Contact record. Left click to open in current window; right click to select to open in new tab/window. Fields on custom screens in Contact
- [Exporting Data From GoldMine To Excel](https://goldminesuccess.com/2015/06/03/exporting-data-from-goldmine-to-excel/) - Exporting Data From GoldMine To Excel
- [Creating An Email Signature File Template in GoldMine](https://goldminesuccess.com/2015/06/03/creating-an-email-signature-file-template-in-goldmine/) - Creating An Email Signature File Template in GoldMine
- [Creating An HTML Email Template in GoldMine](https://goldminesuccess.com/2015/06/03/creating-an-html-email-template-in-goldmine/) - Creating An HTML Email Template in GoldMine In this training video we'll demonstrate how to create an HTML email template in GoldMine and how to insert images and merge codes into the template so it pulls contact information from the GoldMine contact record into the email when the email is sent.
- [Creating a Sales Performance GoldMine Dashboard](https://goldminesuccess.com/2015/06/23/creating-a-sales-performance-goldmine-dashboard/) - Creating a Sales Performance GoldMine Dashboard Part 1 Training Video Part 2 Training Video
- [GoldMine Premium Edition 2015.1 Hotfix 2 Released](https://goldminesuccess.com/2015/07/15/goldmine-premium-edition-2015-1-hotfix-2-released/) - What's New in GoldMine 2015.1 Hotfix 2 When logged into GoldMine Web, view page source to determine the GoldMine Base and Contact Set database aliases currently in use. What's Fixed in GoldMine 2015.1 Hotfix 2 When in a detail tab, editing or creating new, when clicking the INFO tab, the dialogue box flickers, the recently viewed
- [Faster and Better Alternatives for Searching For Files On Your Windows PC!](https://goldminesuccess.com/2015/07/29/faster-and-better-alternatives-for-searching-for-files-on-your-windows-pc/) - Have you ever searched for a program, file or folder on your computer only to discover that the default search in Windows takes longer to display your search results than it would for you to go find it manually yourself? I sure have, and I’d imagine that most Windows users have as well. Although there
- [Windows 10 Is Here](https://goldminesuccess.com/2015/08/05/windows-10-is-here/) - Microsoft’s latest iteration of its 30-year-old Windows operating system has finally arrived. And with it, a flood of positive reviews. I've spent the last week upgrading 4 computers from Windows 7 to Windows 10 and here’s my two-minute take on Windows 10 that touches on the most important changes and saves you from wading through hundreds of
- [GoldMine 2015.1 Hotfix 3 Released](https://goldminesuccess.com/2015/08/18/goldmine-2015-1-hotfix-3-released/) - Note: Run the GoldMine Connect 2015.1 Hotfix 3 installer to upgrade an existing install of GoldMine 2015.1. To upgrade GoldMine Connect from a version previous to GoldMine Connect 2015.1, it is necessary to uninstall the existing version of GoldMine Mobile or GoldMine Connect and install GoldMine Connect 2015.1 HF3 as a new installation. It is recommended to clear
- [GoldMine 2015.1 Hotfix 4 Released](https://goldminesuccess.com/2015/09/15/goldmine-2015-1-hotfix-4-released/) - What's Fixed in GoldMine 2015.1 Hotfix 4 GoldMine Premium 2015.1.0.208 GoldMine Connect 2015.1.0.388 ([GMME] and [GMWEB]) [GMME] Unable to link a contact to an activity as the contact list only shows blank row or the top 100 contact records in the database (and no data available when searching for an existing contact) [GMME] Searching for
- [GoldMine 2015.1 Hotfix 5 Released](https://goldminesuccess.com/2015/10/13/goldmine-2015-1-hotfix-5-released/) - What's Changed in GoldMine 2015.1 Hotfix 5 Diagnostic logs for GoldMine Plus for Microsoft Office (Word and Excel) are now user specific. To enable logging: 1. Open the appropriate location to create folder and file for logging: a. Enter %appdata% in Windows Explorer address bar OR b. browse to user’s appdata folder – typically C:\Users\\AppData\Roaming
- [First Direct Corp launches its new website](https://goldminesuccess.com/2015/10/20/first-direct-corp-launches-its-new-website/) - Here at First Direct Corp. we’re very excited to announce the launch of our newly designed website which went live yesterday and is located at the same web address www.1stdirect.com. The site’s homepage features a clean and uncluttered design with an image banner slider at the top that features information about our services and the
- [GoldMine Premium Edition 2015.2 Released](https://goldminesuccess.com/2015/11/24/goldmine-premium-edition-2015-2-released/) - What's New in GoldMine 2015.2 GoldMine Premium 2015.2.0.159 / GoldMine Connect 2015.2.0.326 Functionality added since GoldMine 2015.1 release; functionality added in monthly 2015.1 hotfixes is included. GoldMine Premium Windows 10 compatibility Microsoft Office 2016 compatibility Add and access Links from Cloud storage GoldMine Web > Responsiveness GoldMine Web has a new responsive layout that is
- [First Direct Corp. Wins #2 QuoteWerks Partner in the World, #1 in the USA for 2015](https://goldminesuccess.com/2015/12/03/first-direct-corp-wins-2-quotewerks-partner-in-the-world-1-in-the-usa-for-2015/) - Aspire Technologies, Inc., the manufacturer of QuoteWerks, has announced that First Direct Corp. has won the #2 Worldwide QuoteWerks Partner Award for 2015 , #1 QuoteWerks Partner in the USA. About QuoteWerks: QuoteWerks enables companies in every industry to create detailed quotes and proposals with speed and efficiency. If you want to save time and money when quoting,
- [The Grass Isn't Always Greener ...](https://goldminesuccess.com/2015/12/22/the-grass-isnt-always-greener/) - About one month ago I got the news from a customer of nearly 8 years that they were leaving us and GoldMine for Salesforce. Needless to say, I was rather disappointed. It was some consolation that they told us that they loved First Direct and the decision was not a reflection on us. We were
- [IntelliClick for GoldMine Special Limited Time Offer](https://goldminesuccess.com/2016/01/08/intelliclick-for-goldmine-special-limited-time-offer/) - New IntelliClick customers get an additional 3 Months of service with their 1st year subscription if they purchase before March 31, 2016. There are thousands of e-mail marketing tools out there, but they all fail in one fundamental way – they’re not linked to your internal sales process or your CRM database. They allow you
- [Announcement from Maker of GoldMine (Heat Software)](https://goldminesuccess.com/2016/01/12/announcement-from-maker-of-goldmine-heat-software/) - Today, the maker of GoldMine Software, including GoldMine Web and GoldMine Mobile, made the following announcement. "The release of GoldMine 2015.2 with a mobile responsive design means that a GoldMine user can access their database using desktop, laptop, tablet, and smart phone – all with the same data display and features. We view this version
- [GoldMine Premium Edition 2015.2 HotFix 2 Released](https://goldminesuccess.com/2016/01/13/goldmine-premium-edition-2015-2-hotfix-2-released/) - GoldMine Premium Edition Version 2015.2 Hotfix 2 GoldMine Premium 2015.2.0.183 / GoldMine Connect 2015.2.0.357 Updated January 07, 2016 Note: Run the GoldMine Premium 2015.2 HF 2 installer for a new installation or to upgrade GoldMine Premium Edition 9.0 or newer. If you are upgrading from a version of GoldMine previous to 9.0.0, you must first
- [QB2CRM Customers Should Avoid Upgrading to Windows 10](https://goldminesuccess.com/2016/01/20/qb2crm-customers-should-avoid-upgrading-to-windows-10/) - Due to a recently discovered anomaly on a single Windows 10 machine, First Direct Corp. is advising our QB2CRM customers to NOT upgrade their users’ computers to Windows 10. Specifically, users’ machines that have both GoldMine and QuickBooks installed should avoid upgrading to Windows 10. Users’ machines with just GoldMine installed, and not QuickBooks, are
- [It’s Time to Build a Marketing Machine](https://goldminesuccess.com/2016/01/21/its-time-to-build-a-marketing-machine/) - Is it time to build a Marketing Machine … let’s examine the benefits. The Best of Both Worlds There’s marketing and there’s sales, and each has its pros and cons. To ensure your marketing and sales people work in concert with one another as teammates, like they should, you need a Marketing Machine. A Marketing
- [Seven Ways to Create a Sense of Urgency](https://goldminesuccess.com/2016/01/21/seven-ways-to-create-a-sense-of-urgency/) - Urgency Lifts Response - In Direct Response Advertising, “Later is Never!” Urgency is a stressful state from which a person seeks to remove him or herself from. Urgency is its own driving force. Therefore, a consumer may respond to the stress of urgency, as well to a motivating factor related to the product or service.
- [The Power of Repetition - Eight Smart Reasons to Use Repetition!](https://goldminesuccess.com/2016/01/21/the-power-of-repetition-eight-smart-reasons-to-use-repetition/) - We hear the word repetition used over and over again in marketing. Especially from anyone trying to sell us advertising! Maybe they’re just trying to sell us something, or maybe they know something. Here’s what I know about the power of repetition and what it can do for you: The Right Place at The Right
- [How to Use Reporting to Grow and Manage Your Business](https://goldminesuccess.com/2016/01/21/how-to-use-reporting-to-grow-and-manage-your-business/) - A two-part look at how organizations can use reporting of information in their customer relationship management (CRM) system to increase sales and manage more effectively. Part I - 5 Ways Reporting Can Increase Sales We all accept reporting as a means for management to evaluate business activity of one type or another. Reports provide management
- [Technology and Sales – A Love-Hate Relationship](https://goldminesuccess.com/2016/01/21/technology-and-sales-a-love-hate-relationship/) - By now most sales executives accept the need for technology, even though many still love to hate it. Then there are those sales people, probably the majority, for whom technology is a love-hate relationship which swings back and forth, albeit onesided. But strange as it seems, I love my technology! Oh sure, there are times
- [Tap Into the Fortune Teller … In You](https://goldminesuccess.com/2016/01/21/tap-into-the-fortune-teller-in-you/) - Invest Time to Save Time, and Make Money! What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I was explaining to a group
- [How to Enable Email Auto Linking with GoldMine Web and GoldMine Premium Edition](https://goldminesuccess.com/2016/01/25/how-to-enable-email-auto-linking-with-goldmine-web-and-goldmine-premium-edition/) - Here's some useful information about enabling email auto linking with GoldMine Web and GoldMine PE. For users of GoldMine Web: Configure the users devices mailto app with the same settings as the mail settings in GMPE. (IMAP recommended) When the user logs into GoldMine Web on their device, the connect service on the GoldMine Server
- [QuoteWerks is the Gold Winner in the Quoting Solution Category in the 2015 ChannelPro Readers’ Choice Awards](https://goldminesuccess.com/2016/01/26/quotewerks-is-the-gold-winner-in-the-quoting-solution-category-in-the-2015-channelpro-readers-choice-awards/) - For the third year in a row, QuoteWerks is the Gold Winner in the Quoting Solution Category in the 2015 ChannelPro Readers’ Choice Awards. Read the July 2015 issue of ChannelPro Magazine for the full list of winners. To learn more about QuoteWerks or to request a demo or free trial please visit our website.
- [How to Improve Your Undocked GoldMine Synchronization Speeds](https://goldminesuccess.com/2016/03/03/how-to-improve-your-undocked-goldmine-synchronization-speeds/) - One of our technicians recently did some tests with an undocked GoldMine install on a laptop to see how much of difference there was in performance between running the laptop from battery vs plugged in. Since GoldMine sync is something you can watch and see how long it takes our technician used a retrieval of
- [Attention! Important Notice for QuoteValet Users!](https://goldminesuccess.com/2016/03/16/attention-important-notice-for-quotevalet-users/) - The manufacturer of QuoteWerks has identified a possible issue in QuoteWerks Version 5.1 Build 1 that requires updating to Version 5.1 Build 4.23. An issue was reported that can cause the document to lose its QuoteValet link if the "Look for synchronized data in DTF files" on the Synchronization tab of the Tools-> Options menu
- [GoldMine's Special March Madness Promotional Discounts are here! ](https://goldminesuccess.com/2016/03/17/goldmines-special-march-madness-promotional-discounts-are-here/) - The GoldMine manufacturer has pulled out all the stops and is offering discounts for everything GoldMine! There is something for everyone: - New User Bundle Discounts - Upgrading (from an older edition of GoldMine) - Adding licenses (to an existing GoldMine Premium System) - Reinstating expired maintenance - For the first-time-ever GoldMine Premium Edition customers can choose a one-time
- [IntelliClick Special Promotional Offer](https://goldminesuccess.com/2016/03/17/3662-2/) - We have a fabulous IntelliClick promotion for you and it is available through April 30, 2016. Right now, if you purchase either the Standard or Premium Versions of IntelliClick, at the current prices, you will get a 15 month subscription for the price of a 12 month subscription. That's an additional 3 months added to your subscription. This results
- [GoldMine Toolbar Tips](https://goldminesuccess.com/2016/03/21/goldmine-toolbar-tips/) - Most desktop software applications have a toolbar, below the pull-down menu categories, that features buttons (icons) which are nothing more than shortcuts to features in the application. It’s true with GoldMine. GoldMine allows users to modify their toolbar in order to add/remove from a list of standard toolbar choices, as well as to add custom
- [Heat Software to end support for SQL Server 2005 in April 2016.](https://goldminesuccess.com/2016/04/01/heat-software-to-end-support-for-sql-server-2005-in-april-2016/) - Just a friendly reminder/notice that Heat Software, the manufacturer of GoldMine CRM, will be ending support for GoldMine installations using SQL Server 2005. If you are running an older installation of GoldMine Corporate or Premium Editions (7.x, 8.x, 9.x) and are hosting your data in SQL Server 2005 now is the time to start thinking
- [Automatically Scan Business Cards into GoldMine](https://goldminesuccess.com/2016/04/04/automatically-scan-business-cards-into-goldmine/) - Are you tired of manually entering your Business Cards into GoldMine CRM? If you are like me, the answer is yes! There has to be a better way? Turns out that yes, there is. Rather than muddle through the manual labor of typing in each card's contact info, let your smartphone do the heavy lifting
- [GoldMine Premium Edition 2015.2 Hotfix 4 Released](https://goldminesuccess.com/2016/04/08/goldmine-premium-edition-2015-2-hotfix-4-released/) - What's Fixed in GoldMine 2015.2 Hotfix 4 GoldMine Premium 2015.2.0.208 / GoldMine Connect 2015.2.0.366 Completed activities are completed against the current user not the user the activity was scheduled for Completing recurring appointments complete with current date and not the date scheduled while this works for single appointments Performance issue for non-master users when opening
- [Integrate Your GoldMine with Over 500+ Web Applications](https://goldminesuccess.com/2016/04/14/integrate-your-goldmine-with-over-500-web-applications/) - There are over 500+ Web Applications that can be integrated with GoldMine using Zapier. Zapier lets you create integrations between the business web applications you use every day and First Direct Corp. can assist you with integrating those applications with GoldMine. Integration scenarios: Automatically create/update a contact record in GoldMine when someone submits your GravityForms,
- [IntelliClick Version 9.5.0 - IMPORTANT RELEASE](https://goldminesuccess.com/2016/04/26/intelliclick-version-9-5-0-important-release/) - The latest IntelliClick 9.5.0 version has been released and it is confirmed compatible with the latest version of GoldMine. The next time you run the IntelliClick Wizard, you may be prompted with an option to update to the latest version. This version will update both the Wizard and IntelliSend modules. Access the version download page
- [Email Address Validation for GoldMine Users](https://goldminesuccess.com/2016/04/27/email-address-validation-for-goldmine-users/) - MailboxValidator is an easy to use email address validation service. Users have an option to validate a single email address or do a bulk validation of a list of email addresses. Using an email address verifier service like MailboxValidator can help lower your email marketing campaign costs. After you have performed an email address verification,
- [GoldMine Synchronization – Avoid the Pitfalls](https://goldminesuccess.com/2016/05/16/goldmine-synchronization-avoid-the-pitfalls/) - The ability of GoldMine to synchronize data with remote users is a powerful and unique feature, but one that requires diligence to be successful. Far too often users take synchronization lightly and then are surprised when things don’t go well. One of the most important aspects of synchronization is performing syncs regularly and resolving issues
- [GOLDMINE PREMIUM 2016.1 IS RELEASED - 5/20/16!](https://goldminesuccess.com/2016/05/20/goldmine-premium-2016-1-is-released-52016/) - Heat Software has officially released an update to GoldMine Premium. The new build numbers are as follows: GoldMine Premium - 2016.1.0.147 GoldMine Connect (for Web) - 2016.1.0.273 ATTN First Direct Customers: First Direct Corporation applied the update this morning. Before our customers deploy this latest build we encourage our customers to give us some time
- [Looking For A Better Way To Manage Your Mailing List Subscriptions?](https://goldminesuccess.com/2016/05/25/looking-for-a-better-way-to-manage-your-mailing-list-subscriptions/) - The new Subscription Management Module for IntelliClick allows you to use a web form to capture the mailing preferences of your email campaign recipients and keep this information automatically updated in GoldMine. Now you can send customized emails to your campaign recipients based on the content that they prefer to receive, giving you better target
- [Get more leads from your website with anonymous website visitor identification!](https://goldminesuccess.com/2016/05/26/get-more-leads-from-your-website-with-anonymous-website-visitor-identification/) - Did you realize that on average, only about 2% of your website visitors are identified? Well, that is unless you have a tool like Visual Visitor on your side. If you are interested in signing up for a Visual Visitor 14 Day Free Trial please contact First Direct Corp. and we can assist you with setting it
- [Why Pay for Cloud When GoldMine Web is Included with GoldMine Premium CRM?](https://goldminesuccess.com/2016/06/02/why-pay-for-cloud-when-mobile-is-included-with-goldmine-premium-crm/) - There's a lot of confusion about the terms: cloud, web-based, mobile access, and software as a service (SaaS). Some people think that in order to access their CRM software via their smart-phone or tablet that they need their CRM software to be "in the cloud" and that in order to do that they need to
- [GoldMine 2016.1 Hotfix 1 Released](https://goldminesuccess.com/2016/06/18/goldmine-2016-1-hotfix-1-released/) - GoldMine Version 2016.1 Hotfix 1 GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293 Release Notes Note: Run the GoldMine Premium 2016.1 HF1 installer for a new installation or to upgrade GoldMine Premium Edition 9.0 or newer. If you are upgrading from a version of GoldMine previous to 9.0.0, you must first upgrade to version 9.0.0 before upgrading
- [GoldMine Premium Edition 2016.1 Hotfix 2 Released](https://goldminesuccess.com/2016/07/11/goldmine-premium-edition-2016-1-hotfix-2-released/) - GoldMine Premium Edition 2016.1 Hotfix 2 Release Notes Version 2016.1 Hotfix 2 GoldMine Premium 2016.1.0.172 / GoldMine Connect 2016.1.0.304 Updated July 7, 2016 Note: Run the GoldMine Premium 2016.1 HF2 installer for a new installation or to upgrade GoldMine Premium Edition 9.0 or newer. If you are upgrading from a version of GoldMine previous to
- [How to Create a Call Campaign in GoldMine](https://goldminesuccess.com/2016/07/27/how-to-create-a-call-campaign-in-goldmine/) - There are many benefits to be derived from using the phones: —Increased interaction with prospects/customers —Reactivate former or inactive prospects/accounts —Ensure leads and prospects don’t fall through the cracks —Improved data quality and the benefits that it provides —Lower the cost of direct sales Calling campaigns can achieve many objectives: Lead Generation and Cross Selling
- [Convert your anonymous website visitors into sales opportunities](https://goldminesuccess.com/2016/08/02/convert-your-anonymous-website-visitors-into-sales-opportunities/) - Did you realize that on average, only about 2% of your website visitors are identified? Well, that is unless you have a tool like Visual Visitor on your side. If you are interested in signing up for a Visual Visitor 14 Day Free Trial please contact First Direct Corp. and we can assist you with setting it
- [Use IntelliClick to create, send and track HTML email marketing campaigns with GoldMine CRM](https://goldminesuccess.com/2016/08/11/3779-2/) - IntelliClick is a popular GoldMine - Email Marketing add-on product that allows you to do the following: Create professional looking HTML emails. Send/Merge your HTML Emails to your GoldMine CRM contact lists (Groups). Track who opened your email and update their contact record in GoldMine. Track who clicked on a link in your email and
- [Five CRM User Best Practices - that will make or break your success.](https://goldminesuccess.com/2016/08/16/five-crm-user-best-practices-that-will-make-or-break-your-success/) - Five CRM User Best Practices It is one thing to know how to use your CRM, and it’s another to follow best practices. All the training in the world won’t mean much if you’re not applying these best practices. I have been teaching people to use GoldMine CRM for nearly 20 years, and I can
- [GoldMine Premium Edition 2016.1 Hotfix 3 Released](https://goldminesuccess.com/2016/08/17/goldmine-premium-edition-2016-1-hotfix-3-released/) - What's Fixed in GoldMine 2016.1 HF3 GoldMine Premium 2016.1.0.179 / GoldMine Connect 2016.1.0.309 Create email to GoldMine internal user on Project's team tab does not create internal email to User but instead creates email to Project's primary contact [GMWEB] - Calendar loading with spinning wheel when the user has a lot of pending activities for
- [What Happens When You Don't Stay In Touch?](https://goldminesuccess.com/2016/08/22/what-happens-when-you-dont-stay-in-touch/) - Do you have a good friend in life when you were young, perhaps in school, who you are not friends with today? We all do. There’s a very good chance the chemistry would still be there if you happened to run into one another again. So, why is that friendship lost? In many cases the
- [Marketing Automation – Do I have your attention now?](https://goldminesuccess.com/2016/09/01/marketing-automation-do-i-have-your-attention-now/) - If you’re concerned about your organization’s marketing, the likelihood is that the term “Marketing Automation” interests you since in a new survey of marketing professionals, 76% say marketing automation is “very important.” Yet, according to this same survey of marketing professionals, over 58% are making limited use of marketing automation or want to make more
- [What can you do with GoldMine's Web Import feature?](https://goldminesuccess.com/2016/09/01/what-can-you-do-with-goldmines-web-import-feature/) - GoldMine Web Import Do you own a web-site, an e-store/shopping cart, or any of over 500+ other web based applications? If the answer is “yes,” then this article is for you! With GoldMine’s Web Import functionality every time someone fills out an online web form on your web site, submits an online order (purchases a
- [What Can You Do With Just a "Click of a Button" in GoldMine?](https://goldminesuccess.com/2016/09/02/what-can-you-do-with-just-a-click-of-a-button-in-goldmine/) - As more and more people begin to use more and more of the various web based applications available today in their everyday lives, the need to integrate these separate applications with one another becomes ever more important. This can be a very daunting and expensive task for those who are not well versed or skilled
- [30 Web Form Building Applications That Can Integrate with GoldMine and Many Other Applications](https://goldminesuccess.com/2016/09/06/30-web-form-building-applications-that-can-integrate-with-goldmine-and-other-applications/) - When you need to collect information, learn people’s preferences or gather feedback, there’s nothing better than a form. Sure, forms can be boring, but that depends on what tool you choose and how you use it. You can make a form interesting, simple to fill out, and then, with the help of Zapier, automatically put
- [Now that you own GoldMine CRM Software ... So What?](https://goldminesuccess.com/2016/09/06/now-that-you-own-goldmine-crm-software-so-what/) - In a perfect world, you could purchase software and it would do all the work for you. I'm not just talking about installing or signing up for the software; I'm talking about it performing all the functions it is designed for. Like I said, in a perfect world. Now let's talk about the real world.
- [GoldMine Premium Edition 2016.1 Hotfix 4 Released](https://goldminesuccess.com/2016/09/08/goldmine-premium-edition-2016-1-hotfix-4-released/) - Version 2016.1 Hotfix 4 GoldMine Premium 2016.1.0.182 / GoldMine Connect 2016.1.0.311 Release Notes Updated September 8, 2016 Installation/Upgrade Notes: Run the GoldMine Premium 2016.1 HF4 installer for a new installation or to upgrade GoldMine Premium Edition 9.0.0 or newer. If you are upgrading from a version of GoldMine prior to 9.0.0, you must first upgrade
- [IF ______ happens in GoldMine, DO _______ in another Web App](https://goldminesuccess.com/2016/09/08/if-______-happens-in-goldmine-do-_______-in-another-web-app/) - Have you ever asked the question - "If _______ happens in GoldMine, can I Do ______ in some other web application?" Here are some scenarios to help you better understand: If I schedule a call, appt, next action, etc. in GoldMine, can I have that activity added to my Google Calendar? If I schedule a
- [What is Slack and How Can You Use It for Your Team?](https://goldminesuccess.com/2016/09/12/what-is-slack-and-how-can-you-use-it-for-your-team/) - First Direct Corp. can help you learn more about this communications solution AND how to deploy and integrate it with GoldMine Premium CRM software. Call us today at (845) 221-3800 or fill out the request form at the bottom of this article. Interested in learning more about how First Direct Corp. is using and integrating
- [CRM as a Competitive Advantage](https://goldminesuccess.com/2016/09/20/crm-as-a-competitive-advantage/) - What business doesn’t have competition? And, what business isn’t looking for a competitive advantage? The more useful question worthy of answering is, “how can you gain a competitive advantage?” Let me offer you an answer you may not have considered! I won’t pretend to tell you I know how to make your product or service
- [10 Windows Task Manager Tricks You Don't Know About](https://goldminesuccess.com/2016/09/20/10-windows-task-manager-tricks-you-dont-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 find useful if only you
- [The Overwhelming Appeal of Old Technology: Why We Struggle to Let Go or Change](https://goldminesuccess.com/2016/09/21/the-overwhelming-appeal-of-old-technology-why-we-struggle-to-let-go-or-change/) - It's 2016 and many people believe that floppy disks are obsolete. You know, those Black plastic squares with pathetically low storage by today’s standards. By now, they should only serve as coasters, shoulder bags, and planters. Well they're wrong because the U.S. nuclear weapons force still uses floppy disks to store data. Why? Most likely because of the
- [10 Things You Didn't Know You Could Do With GoldMine](https://goldminesuccess.com/2016/09/30/10-things-you-didnt-know-you-could-do-with-goldmine/) - GoldMine CRM has been around a long time (since 1989), and it's chalk full of features and functions that help you run your business and manage your valuable customer relationships. Whether you've been using GoldMine for over 10 years or if you're just starting to use GoldMine, here are ten things you and your organization
- [Don't Miss This Weeks Upcoming GoldMine Webinars](https://goldminesuccess.com/2016/10/04/dont-miss-this-weeks-upcoming-goldmine-webinars/) - We've got some amazing GoldMine Webinars lined up for this week (Oct. 4 - Oct. 7 2016). Please have a look at our full list of events and register before its too late. --------------------------------------------------------------------------- Web Application & Web Site Integration with GoldMine October 4 @ 1:00 pm - 2:00 pm EST Cost: FREE Does your organization
- [What is Fixed in GoldMine 2016.1 Hotfix 5](https://goldminesuccess.com/2016/10/07/what-is-fixed-in-goldmine-2016-1-hotfix-5/) - What's Fixed in GoldMine 2016.1 Hotfix 5 Updated October 6, 2016 Issue # 214724 - French, German and also Danish characters corrupt in the email header when downloaded into the GoldMine inbox - displays fine online Issue # 247588 - GMWEB - JSON error when opening ACTVITIES page - Server Error Cannot deserialize JSON request
- [DRIFT - A messaging app for sales and customer success](https://goldminesuccess.com/2016/10/07/drift-a-messaging-app-for-sales-and-customer-success/) - First Direct Corp. recently implemented a new website chat app on our wordpress websites, called DRIFT. We are using the FREE version of DRIFT and have been really impressed with the results we've received in the last month. Drift makes it easy for you to talk to people while they're live on your website so
- [Thinking About The "R" in CRM](https://goldminesuccess.com/2016/10/09/thinking-about-the-r-in-crm/) - If your business wants strong relationships with your customers, prospects, and vendors, consider ways you can use your CRM, customer RELATIONSHIP management software, to put more emphasis on the meaning of a "relationship." While sales is certainly the lifeblood of a business, it's important not to lose sight of how human factors can contribute to
- [Ignore at Your Own Risk](https://goldminesuccess.com/2016/10/10/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 ourselves from these threats, but
- [What type of computer/software user are you?](https://goldminesuccess.com/2016/10/21/what-type-of-computersoftware-user-are-you/) - Nearly all computer users can be divided into three broad categories based on the way they think about and use their computers. Application-Oriented The vast majority of computer users, this might include yourself, are application-oriented. These types of users have training and experience exclusively with the commercial software they use on a day-to-day basis. They
- [Scarier Than Any Halloween](https://goldminesuccess.com/2016/10/31/scarier-than-any-halloween/) - Are you protected against Ransomware? There are a few different types of ransomware that vary from annoying to destructive. Their intended purpose is to keep you from using your computer in the ways you normally would. This can range from not allowing you to run certain applications to encrypting all the contents of your computer
- [QuoteWerks Version 5.2 Build 1.29 Released](https://goldminesuccess.com/2016/11/09/quotewerks-version-5-2-build-1-29-released/) - Summary: 28 New, 25 Fixes, and 1 Miscellaneous features New Features 1. ConnectWise 2016.6 is now supported! [Service Release: 1.28] 2. ConnectWise 2016.5 is now supported! [Service Release: 1.28] 3. QuickBooks USA 2017 is now supported! [Service Release: 1.28] 4. QuickBooks Australia 2016 is now supported! [Service Release: 1.28] 5. QuickBooks Canada 2017 is now
- [Training is the key to developing your most vital assets, your employees](https://goldminesuccess.com/2016/11/15/training-is-the-key-to-developing-your-most-vital-assets-your-employees/) - Would you agree that most of the software we own, can do a lot more than we know what or how to do with it? Yet, manufacturers are pressured to build more & more functionality into their products even though most users tend to under-use what they already have. I include myself in this! There
- [NEW Single-user and Two-user GoldMine Cloud Hosting Options](https://goldminesuccess.com/2016/11/15/single-user-and-two-user-goldmine-pe-cloud-hosting-options/) - Single-user GoldMine PE Cloud ($74.25/month) Includes: GoldMine Premium Edition (1 User) GoldMine Web (Web Browser/Mobile Access) Office 365 (Word, Excel, Outlook) MS SQL Server Express Google Chrome browser unlimited hard drive space and unlimited data under fair usage policy Two-user GoldMine PE Cloud ($97.50/month | $48.75 for each user) Includes: GoldMine Premium Edition (2 User)
- [Managing Failure On The Road to Success](https://goldminesuccess.com/2016/12/05/managing-failure-on-the-road-to-success-2/) - In the competitive arena of sales, and generally where people’s activities are concerned, most of the emphasis is on recognizing and rewarding success. There is little attention given to failure. We tend to reward success and tell people to “keep up the good work.” Failure is success inside out: It may seem strange to talk
- [[Survey] - What are you using for your bulk/mass email marketing system?](https://goldminesuccess.com/2016/12/07/survey-what-are-you-using-for-your-bulkmass-email-marketing-system/) - Molly K. McLaughlin of pcmag.com recently wrote a great article/review of the "The Best Email Marketing Software of 2016". In her article she states, "Email marketing is a proven affordable strategy with which to promote your business. Email marketing helps you attract new customers and maintain close relationships with existing loyal customers. There's a long
- [Killer App - Email Templates](https://goldminesuccess.com/2016/12/12/killer-app-email-templates/) - You’d have to live under a rock to not be using Email today. But a lot of businesses have failed to take advantage of one of the great features in most email applications – Templates. Simply put, an email template is a pre-written, pre-designed, and stored email that is ready to use when the need
- [Using Color to Support Your Message](https://goldminesuccess.com/2016/12/13/using-color-to-support-your-message/) - COLOR WHEEL: Graphic designers, interior decorators, and of course behavioral psychologists, have long made conscious use of color to create a mood or associate a feeling with their presentation. The color wheel is a tool that any design professional can quickly put their hands on. But many of us in marketing and sales don't have
- [3 Must Have Apps for Building an Effective Internal Communications Strategy](https://goldminesuccess.com/2016/12/19/3-must-have-apps-for-building-an-effective-internal-communications-strategy/) - The more effectively and efficiently an organization communicates internally, the greater that organization’s ability will be to serve its external prospects and customers! There are various technology tools to help with communication. What Modernist architect Louis Sullivan said in the 1930’s is still true today – “Form Follows Function.” This adage is why no one
- [New GoldMine Training Class - How to integrate your WordPress web site with GoldMine](https://goldminesuccess.com/2016/12/21/new-goldmine-training-class-how-to-integrate-your-wordpress-web-site-with-goldmine/) - Do you own a WordPress self hosted web site? Are you thinking about moving/switching to a WordPress self hosted web site? Would you like to learn how to integrate your WordPress self hosted web sites contact forms with GoldMine CRM? In this training webinar we will show you and teach you about the GoldMine web
- [Another Year Wiser - Humor for the holidays](https://goldminesuccess.com/2016/12/21/another-year-wiser-humor-for-the-holidays/) - With the holiday's upon us, and another New Year about to be marked, I suspect we all are feeling the a little bit older. This post is dedicated to growing wiser, in the spirit of holiday laughter. Humor is a funny thing - not everyone finds the same things funny, but I think this little
- [Is Your Kitchen More Organized Than Your CRM Database](https://goldminesuccess.com/2016/12/22/is-your-kitchen-more-organized-than-your-crm-database/) - Think about the tremendous organization that exists in most people's home kitchen. Everyone in the house knows where the silverware, plates, glasses, napkins go. Open the fridge and you know where to find the ketchup and the butter. Need a plastic container or aluminum foil, you know where to look. Emptying the dishwasher is speed
- [A New Way to Find the GoldMine Training You Want](https://goldminesuccess.com/2016/12/23/new-way-to-find-the-goldmine-training-you-want/) - We Made It Faster & Easier to Find the Training You Want! Here at First Direct Corporation, we rethought how we present our webinar training topics to you online. 1st, we removed events that were not popular. It doesn’t matter if we think they are useful -- the market rules! 2nd, we grouped all our events in new
- [Set CRM Goals for the New Year](https://goldminesuccess.com/2016/12/30/set-crm-goals-for-the-new-year/) - With a full new year ahead of us, now’s the perfect time to set goals for putting your GoldMine CRM to better use in 2017 and beyond. Here are 7 areas regarding your CRM system which you can brainstorm around to develop ideas that may lead to great goals and even greater Return on Investment (ROI) from
- [Is your PC performing slowly? Here are 10 ways to make your computer perform better](https://goldminesuccess.com/2017/01/10/is-your-pc-performing-slowly-here-are-10-ways-to-make-it-run-faster/) - There's nothing more frustrating than a sluggish computer, especially when you know it has performed faster/better in the past. Rather than buying a new laptop or PC, here are 10 ways to make your current computer run faster. 1) Uninstall unused and unwanted programs 2) Automatically delete temporary files or use CCLEANER 3) Use/Install a solid
- [Five CRM Essentials That WILL Increase Sales](https://goldminesuccess.com/2017/01/16/five-crm-essentials-that-will-increase-sales/) - Just because more & more organizations are deploying CRM doesn't mean they're getting their money's worth from it. There are numerous reasons why that is. But in this article I will focus on five things you can do to increase sales with your CRM: Distribute Leads Rapidly To Your Sales People - Cut down the
- [12 Ways to Increase "Selling Time" . . .](https://goldminesuccess.com/2017/01/31/12-ways-to-increase-selling-time/) - Increase Selling Time + Accelerated Sales Process = Big Increase In Sales! I remember a seminar/workshop that I attended nearly 20 years ago. The primary message that stuck with me all this time is this: "Sales people should sell, and everybody else should do everything else." The premise of the business development consultant that owned
- [Four Laws of Communication](https://goldminesuccess.com/2017/02/02/four-laws-of-communication/) - In the world of direct marketing, Herschell Gordon Lewis is without peer. Nobody has written more books. Nobody has written more articles. Certainly nobody is more respected. He is quite likely the world's best-known copywriter. So when this man makes a "Law" regarding communications you'd best know it and respect it. Many years ago, Mr. Lewis
- [Six "Red Lights" That Bring A HALT to Response!](https://goldminesuccess.com/2017/02/10/six-red-lights-that-bring-a-halt-to-response/) - In marketing, anything that causes your target audience to ignore your message is killer. Once you've lost them, you've lost them. Here are 6 "Red Lights" that will bring a halt to your response: Failing to Grab Attention - Before we can compete against our business competitors, we have to compete in the even
- [NEW & IMPROVED - MasterMine Software](https://goldminesuccess.com/2017/02/16/new-improved-mastermine-software/) - [sg_popup id=1] One of our favorite add-on products, MasterMine, has introduced a significant update - Version 9.0. MasterMine is a reporting & analysis tool for both MasterMine and QuoteWerks. Link to White Paper - How to use reporting to grow and manage your business. Below is a bullet list of "what's new" in MasterMine 9.
- [Many Business Owners Are Playing the Wrong Game](https://goldminesuccess.com/2017/02/28/businesses-are-playing-the-wrong-game/) - Many businesses approach their marketing like one goes bowling. Bowling is a game of skill, not strategy. In each frame and with every roll the objective is the same - knock down all the pins. Marketing is more like a game of chess, involving strategy and multiple tactics (tools). A chess play and marketer need to
- [How to control how Double-Click on Activities or Calendar items works in GoldMine](https://goldminesuccess.com/2017/03/13/how-to-control-how-double-click-on-activities-or-calendar-items-works-in-goldmine/) - Your GoldMine Activity List or Calendar is open in front of you. What do you want to happen when you double click on an Appointment or Activity List item? Some users would prefer to navigate to a contact when double clicking, others would like to edit the appointment. Your GoldMine 'Administrator' can customize the user
- [How to Import Contact Records into GoldMine from a CSV File (Excel, Open Calc, Libre Calc)](https://goldminesuccess.com/2017/03/22/how-to-import-contact-records-into-goldmine-from-a-csv-file-excel-open-calc-libre-calc/) - Import Contact Records into GoldMine From a CSV File The following PDF has Step-By-Step instructions on how to import data from a CSV file into GoldMine. You can use Excel, Open Calc or Libre Calc, the process is pretty much the same. Import Data Into GoldMine from CSV Preparation: Before saving the Excel sheet as
- [More to life ...](https://goldminesuccess.com/2017/04/11/more-to-life/) - Happy Passover and Happy Easter to all! From All of Us at First Direct Corp.
- [The Best Salespeople Ask the Best Questions](https://goldminesuccess.com/2017/04/17/the-best-salespeople-ask-the-best-questions/) - Would you like to know a simple and inexpensive communications technique that is powerful enough to dramatically increase sales? Would it interest you even more if you could use this same method to greatly improve all your relationships, from your customers, to your employees, and even your personal relationships? This technique will unlock marketing mysteries,
- [Dirty Data is the Enemy of Marketing](https://goldminesuccess.com/2017/04/18/dirty-data-is-the-enemy-of-of-marketing/) - How much do you value your house file and all the information it possesses? If it’s high on your list of most valuable assets, then it’s worth considering what you can do to preserve and enhance its value. Marketing directors know all too well the problems they face when data is missing, inaccurate, or not
- [Why Buying An Email Marketing List is a BAD IDEA](https://goldminesuccess.com/2017/04/24/why-buying-an-email-marketing-list-is-a-bad-idea/) - The following are some really great articles that will hopefully convince you that BUYING AN EMAIL MARKETING LIST IS A REALLY BAD IDEA. Don't take my word for it, these articles come right from the folks that provide email delivery services and email marketing services. The one thing you'll notice is that they are all
- [How to Validate Your E-mail Addresses with MailboxValidator.com and integrate with GoldMine CRM](https://goldminesuccess.com/2017/04/24/how-to-validate-your-e-mail-addresses-with-mailboxvalidator-com-and-integrate-with-goldmine-crm/) - If you have an online blog or newsletter sign-up form, or just want to scrub your database full of email addresses, MailboxValidator is a great option with affordable pricing options. You can upload an excel spreadsheet containing your email addresses, and MailboxValidator will scrub your list and let you know which ones are bad. They
- [The best way to sync your GoldMine calendar and contacts to your smart phone.](https://goldminesuccess.com/2017/04/26/the-best-way-to-sync-your-goldmine-calendar-and-contacts-to-your-smart-phone/) - If you own a smartphone and want to synchronize your contacts and/or scheduled calls/appointments (calendar items) in GoldMine CRM to your smartphone. This is the best/recommended way to do it. Create a Gmail/Google Account if you don't already have one. Download/Install Free Trial of CompanionLink Professional. The free trial is a 14 day free trial,
- [How Zapier Works and How To Connect The Apps You Use with GoldMine](https://goldminesuccess.com/2017/05/05/how-zapier-works-and-how-to-connect-the-apps-you-use-with-goldmine/) - I have updated this article to include a new way of connecting the Apps you use with GoldMine CRM. After reading this article - please see this related article for more information. How Zapier Works Zapier is a web automation app. With Zapier you can build connections between hundreds of different apps. These connections or
- [GoldMine Premium Edition 2017.1 is here!](https://goldminesuccess.com/2017/05/09/goldmine-premium-edition-2017-1-is-here/) - GoldMine 2017.1 is available this week for general public. Please read what is new and what is improved in this latest version of GoldMine Premium Edition. There have been some significant changes to the Outlook Link for email linking and new GoldMine Web user interface. View all of the tech docs (user guide, install guide,
- [How to Customize The NEW Outlook Link in GoldMine 2017.1](https://goldminesuccess.com/2017/05/17/how-to-customize-the-new-outlook-link-in-goldmine-2017-1/) - GoldMine revamped the Outlook add-in with the release of GoldMine Premium Edition 2017. The new Outlook add-in, now called the “Outlook Link”, works similarly to the old add-in but has been given a make-over. First, the GoldMine window pane has been removed. Users can access all Outlook Link functions via the GoldMine ribbon menu. And
- [QUOTEWERKS - SPECIAL DISCOUNT PROMO!  (Expires 6/23/17)](https://goldminesuccess.com/2017/05/31/quotewerks-special-discount-promo/) - CALL FIRST DIRECT CORP TODAY FOR A SPECIAL OFFER ON QUOTEWERKS SOFTWARE - (845) 221-3800 OR CLICK HERE TO CONTACT US AND REQUEST SALES ASSISTANCE. REQUEST A QUOTE:
- [Set It, So You CAN Forget It](https://goldminesuccess.com/2017/06/05/set-it-so-you-can-forget-it/) - Famous thought leader, the Canadian Sociologist, professor and author, Marshall McLuhan, is quoted as saying, "The spoken word was the first technology by which man was able to let go of his environment in order to grasp it in a new way." McLuhan's many writings and provocative philosophy was expressed well before the advent of the
- [Demonstration Video of the New Outlook Plugin for GoldMine 2017](https://goldminesuccess.com/2017/06/14/overviewdemonstration-video-of-the-new-outlook-plugin-for-goldmine-2017/)
- [GoldMine 2017.1 HotFix 1 Released!!](https://goldminesuccess.com/2017/06/21/goldmine-2017-1-hotfix-1-released/) - What’s New in GoldMine 2017.1 HF1 GoldMine Premium Edition ● If the “Encode E-mails using character set” value is empty in a user’s E-mail Options, GoldMine will use “utf-8” as the default character set. GoldMine Link for Microsoft Outlook ● When a contact has been suggested, you can select/click on the contact name or company
- [Emails sent with GoldMine Web are not auto linking](https://goldminesuccess.com/2017/06/21/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 > Configure > GoldMine Connect >
- [Create simple, interactive charts and data grids of your GoldMine data using Google Charts](https://goldminesuccess.com/2017/06/29/using-google-charts-free-to-create-simple-interactive-charts-and-data-grids-of-your-goldmine-data/) - 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 data sets to be visualized
- [GoldMine 2017.1 HF1a Released](https://goldminesuccess.com/2017/06/30/goldmine-2017-1-hf1a-released/) - What’s Fixed in GoldMine 2017.1 HF1a GoldMine Premium 2017.1.0.384 / GoldMine Connect 2017.1.0.484 Privilege errors when the Outlook Link is installed although both applications are started as the same user. with the new Outlook Link Since upgrading to HF1 of the GM Link, An exception is thrown when new emails are auto linked where this
- [14 Lessons for More Profitable Lead Management](https://goldminesuccess.com/2017/07/03/14-lessons-for-more-profitable-lead-management/) - Sales is the life blood of business, and new leads are the life blood of sales. An organization's effectiveness at generating and handling leads will greatly determine whether it is profitable or failing. Here is my list of 14 ways your organization can better handle its lead generation and handling process: Manage the flow or
- [Protect your GoldMine data from… you!](https://goldminesuccess.com/2017/08/03/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 can be restored from a
- [5 Ways to Use Your CRM Software to Build Trust](https://goldminesuccess.com/2017/08/10/5-ways-to-use-your-crm-to-build-trust/) - Cui bono? This famous little Latin phrase means, “Who benefits from this matter?” Our instincts generally tell us that people will place their personal self-interests ahead of others! If the consumer does not recognize a link between their self-interests and yours, it’s harder to gain their trust. The key to building trust is to demonstrate
- [13 Years and 12 Proposals for the Same Product Sale](https://goldminesuccess.com/2017/08/14/13-years-and-12-proposals-for-the-same-product-sale/) - Today my firm closed a sale that took us 13 years and 12 proposals to close. It was the same CRM product the entire time. The prospect ultimately purchased the same product that I first proposed in 2004, 13 years ago. Along the way, I demonstrated the same product 4 times, had 7 other
- [GoldMine 2017.1 Hotfix 2 Released](https://goldminesuccess.com/2017/08/17/goldmine-2017-1-hotfix-2-released/) - What’s Fixed in GoldMine 2017.1 HF2 Replying to email with an apostrophe and a comma in the alias will cause an error that the email address is not linked. Setting a filter (not grid filter but via Options) on a tab with a lot of records (e.g. with a certain reference) and scrolling down to
- [Spoken Word - Using Voice-to-Text to be More Productive](https://goldminesuccess.com/2017/08/21/spoken-word-using-voice-to-text-to-be-more-productive/) - I spoke this article ... I want to tell you about a way you can be more efficient and do a better job tracking notes that you need to take following a call or a meeting. Not everyone is a good or fast typist. But we know it's important to document conversations and other activities
- [Just the other day with GoldMine ...](https://goldminesuccess.com/2017/08/28/just-the-other-day-with-goldmine/) - Day in and day out I use GoldMine Premium CRM in ways that I might take for granted and other GoldMine users are not aware. But, my job is NOT to take these ways for granted. Therein lies a major reason why I write this blog - GoldMine Success. By telling the story of how I
- [Standard Operating Procedure for Kindness](https://goldminesuccess.com/2017/08/28/standard-operating-procedure-for-kindness/) - Do you have a Standard Operating Procedure for Kindness in your office? My name is Marjorie, and I've been the Office Manager for First Direct Corp. for over 16 years. Recently, I’ve embarked into empty-nester (both my children are graduated from college and starting their own lives), so I started cleaning out. While wading through
- [Thinking of our American Family](https://goldminesuccess.com/2017/09/01/thinking-of-our-american-family/) - Across our great nation, and the world, images of the devastation caused by Hurricane Harvey and looming Hurricane Irma are drawing our attention. I simply want to wish our business friends & families affected the prayers of myself and my co-workers from here in New York. May God's speed and your own courage and determination help
- [The 17 Best Web Form Building Apps](https://goldminesuccess.com/2017/09/06/the-17-best-web-form-building-apps/) - Forms can be frustrating to create and even worse to fill-out, with rows of text fields and hard-to-click bullets and more questions than you have time to answer. But they don't have to be. Forms can be great, as long as you use the right Form building app. Zapier.com has done the research for you.
- [The Better Way To Do Sales Quotes](https://goldminesuccess.com/2017/09/11/the-better-way-to-do-sales-quotes/) - Most sales quotes are emailed to prospects and customers. Businesses use a variety of methods for preparing the quote itself - word processor, spreadsheet, accounting software, etc. There is a better way, and it's called QuoteWerks. QuoteWerks is a the most decorated tool for generating professional sales quotes on the market. There are good reasons
- [Linking Outlook Email of a MAC User to GoldMine Records](https://goldminesuccess.com/2017/09/11/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 we can install the Outlook
- [Do you ship with FedEx, UPS, USPS, etc.? Then you need ShipRush Web!!](https://goldminesuccess.com/2017/09/19/do-you-ship-products-with-fedex-ups-usps-etc-then-you-need-shiprush-web/) - ShipRush Web features: Automatically import orders from over 60 carts and systems: eBay, Etsy, Amazon, Shopify, Salesforce.com and more Print shipping labels for FedEx, UPS, USPS, and other major US and global carriers Switch between Parcel, Freight & LTL Shipping on the fly - no extra programs needed Get discount postage, up to 60% off base
- [ATTENTION QUOTEWERKS OWNERS](https://goldminesuccess.com/2017/10/03/attention-quotewerks-owners/) - Announcement for QuoteWerks Owners The QuoteWerks Development Team is planning to release Version 5.3 in the next month or so. In preparation for the upcoming release, you may need to upgrade your SQL server or migrate your QuoteWerks database to a newer SQL server. If you do not know what version of SQL you are
- [How To Restore Your CompanionLink License After a Recent Windows 10 Update Removed Your License Info](https://goldminesuccess.com/2017/10/09/how-to-restore-your-companionlink-license-after-a-recent-windows-10-update/) - A Microsoft Windows update recently published causes some licensed copies of CompanionLink to lose their license info. The result is that CompanionLink will open as an expired evaluation and prompt you to register or buy the software. NOTE: This problem only appears to mostly affect systems running Windows 10. To fix the issue, follow the
- [CompanionLink 8 Now Available](https://goldminesuccess.com/2017/10/09/companionlink-8-will-be-available-in-october-2017/) - CompanionLink 8 Features: CompanionLink for Google - new simpler setup system, realtime sync performance. Outlook - Revised faster folder load, better realtime sync performance Act! - Act! v20 Support Dedupe Option for all Apps and Handhelds Automatically checks for program updates New tech support email system with automatic logging Upgrades to CompanionLink 8 are free
- [GoldMine Email Attachment Best Practices](https://goldminesuccess.com/2017/10/13/goldmine-email-attachments-best-practices/) - GoldMine's auto email linking capability has long been a popular feature of GoldMine users. Emails you send and receive in GoldMine are automatically linked to the contact records in GoldMine based on matching email address in the sent/received email and the contact record in GoldMine. When your contacts send you an email with attachment(s), the
- [Email & Newsletter Design Considerations](https://goldminesuccess.com/2017/10/16/email-design-considerations/) - Email marketing consists of much more than just sending an email newsletter. While most business owners focus on their email newsletter, and invest in a custom, branded email template design — they forget about the many other types of email marketing messages they will need to send and then end up scrambling at the last
- [How to find the IMAP folder structure for "Sent emails" on your mail server using Microsoft Outlook?](https://goldminesuccess.com/2017/10/19/how-to-find-the-imap-folder-structure-for-sent-emails-on-your-mail-server-using-microsoft-outlook/) - Issue: Emails sent from mobile devices or other email clients are not auto-linking in GoldMine when users log into GoldMine Web. This is most likely due to the incorrect configuration of GoldMine Web/GoldMine Connect, and the name used for the SENT ITEMS folder on your mail server. Resolution: [STEPS] 1. Create an Outlook Profile for
- [GoldMine 2017.1 Hotfix 3 Released](https://goldminesuccess.com/2017/10/20/goldmine-2017-1-hotfix-3-released/) - What’s Fixed in GoldMine 2017.1 Hotfix 3 Unable to set the GMGoogleSync configuration, error when trying to access http://localhost/goldmine/configuration - Server error in ‘. Goldmine/Configuration' Application If a non-master user has the option 'Add New' unchecked under the Access Tab of Tools > User's Settings > Properties, they won't be able to edit a contact
- [QuoteWerks and 'QuickBooks Online' Integration](https://goldminesuccess.com/2017/10/25/quotewerks-and-quickbooks-online-integration/) - The QuickBooks Online Integration enables users to quickly, easily, and accurately send any QuoteWerks document to QuickBooks Online as an Estimate, Invoice, Sales Receipt, or Purchase Order. Once exported, QuoteWerks will: Create items that do not currently exist Create customers that do not currently exist Write all line items into QuickBooks document Create terms and
- [IMPORTING DATA INTO GOLDMINE FROM EXCEL USING A PIPE ( | ) AS THE FIELD DELIMITER CHARACTER](https://goldminesuccess.com/2017/10/27/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 are 2 recommended methods. Use
- [The Name Behind the Software: Who Owns GoldMine Software](https://goldminesuccess.com/2017/11/01/the-name-behind-the-software-who-owns-goldmine-software/) - Since First Direct started using and selling GoldMine software nearly 25 years ago, the program has changed ownership hands a few times. From the original entrepreneurs who started the firm, to the firm out of South Africa that acquired it first, Bendata, to the present owners. Along the way, the parent company has changed names
- [The Formula for Success and Growth with Your CRM System](https://goldminesuccess.com/2017/11/22/the-formula-for-success-and-growth-with-your-crm-system/) - IS YOUR ORGANIZATION READY FOR THE NEW ECONOMY? This is a Simple Formula for Success and Growth with Your CRM System *U2 -> Total # CRM Users x Level of Usage Increasing the number of CRM users in your organization AND making greater use of your system, you achieve greater results through your CRM system
- [GoldMine 2018.1 Released](https://goldminesuccess.com/2017/11/28/goldmine-2018-1-released/) - What’s New in GoldMine 2018.1 GoldMine Premium 2018.1.0.261 / GoldMine Connect 2018.1.0.184 Includes all functionalities added after GoldMine 2017.1 and any added in the 2017.1 Hot Fixes. GoldMine Web Web customization • New customization controls for the User > Settings > Contact Details area: • Hide/show/change order of sections: • Pending emails and email history:
- [Audacious Honesty as a Sales Strategy](https://goldminesuccess.com/2017/12/05/audacious-honesty-as-a-sales-strategy/) - au·da·cious /ôˈdāSHəs/ (adjective) - showing a willingness to take surprisingly bold risks. synonyms: bold, daring, fearless, intrepid, brave, courageous, valiant, heroic, plucky. hon·es·ty ˈänəstē/ (noun) - the quality of being honest. synonyms: integrity, uprightness, honorableness, honor, morality, morals, ethics, principles, high principles, righteousness, right-mindedness. Sales can be thought of as either the art of persuasion
- [First Direct Earns QuoteWerks Award](https://goldminesuccess.com/2017/12/11/first-direct-earns-quotewerks-award/) - First Direct Corporation is proud to report that Aspire Technologies, makers of the award-winning quoting application, QuoteWerks, has announced that First Direct is the #1 Partner in the USA (#4 worldwide). Please contact (845) 221-3800 or click here if you'd like to see a private demonstration of QuoteWerks or discuss your needs for doing quotes and
- [In the Spirit of the Season](https://goldminesuccess.com/2017/12/12/in-the-spirit-of-the-season/) - In today's fast and competitive world, there are many people who are bullied and feel like "Sparky." In the spirit of the season I offer you the following story. May the true story of "Sparky" offer hope, inspiration, and just a good feeling that is associated with the season. Merry Christmas and Happy Chanukah! Bob Ritter
- [GoldMine 2018 General Overview Video](https://goldminesuccess.com/2017/12/19/goldmine-2018-general-overview-video/) - Don't see the video? Use the link below. GoldMine 2018.1 General Overview Video
- [Let Me Tell You a Story ...](https://goldminesuccess.com/2017/12/22/let-me-tell-you-a-story/) - As a software category, CRM software is special. It is one of the few applications a business person uses that is explicitly for the purpose of managing relationships. And, not just "customer" relationships - also prospects, vendors, strategic alliances, and other types of relationships can all be stored in a CRM system. But then what?
- [7 Marketing Musts that Require Effective Use of CRM Software](https://goldminesuccess.com/2018/01/18/7-marketing-musts-that-require-effective-use-of-crm-software/) - The following 7 capabilities are NOT optional. They are "Marketing Musts" and to achieve them every business is better off with a CRM application. Maintain an accurate central list of all your prospects and customers. Track details on those relationships that are used for marketing, sales and analysis. Segment your list to create more relevant
- [IntelliClick's HTML Email Editor Being Sunset in 2018](https://goldminesuccess.com/2018/01/19/intelliclicks-html-email-editor-being-sunset-in-2018/) - The current bundled HTML editor provided with IntelliClick will be discontinued by the end of 2018. In an effort to provide our customers with "best in class" email marketing tools, we have identified alternative HTML editors for your consideration. IntelliClick allows HTML code to be used from ANY editor of your choice. For those currently using other
- [6 HTML Email Editors To Easily Create HTML Emails](https://goldminesuccess.com/2018/01/23/6-html-email-editors-to-easily-create-html-emails/) - If you want to create or edit clean html emails, be sure to choose the correct web authoring tools. For example, it is NEVER a good idea to use word processors like MS Word to create/write an email. Emails created using MS Word may look good with your eyes but the output will be poorly formatted
- [QuoteWerks 2017 Year in Review Webinar Recording](https://goldminesuccess.com/2018/01/23/quotewerks-2017-year-in-review-webinar-recording/) - The QuoteWerks Year in Review webinar demonstrated some of the major new features released in QuoteWerks in 2017. The webinar was recorded so if you were not able to make it or would like to watch it again, you can view it at your own convenience using the link below. Some of the features we
- [GoldMine 2018.1 Hotfix 1 Released!](https://goldminesuccess.com/2018/01/29/goldmine-2018-1-hotfix-1-released/) - What’s New in GoldMine 2018.1 Hotfix 1 Goldmine Premium Edition If the “Encode E-mails using character set” value is empty in a user’s E-mail Options, GoldMine will use “utf-8” as the default character set. The following charsets are fully supported in the current version: UTF-8 ISO-8859-1 ISO-8859-15 Full support of UTF-8 in the body of
- [Always Know Your Last and Next step](https://goldminesuccess.com/2018/01/29/always-know-your-last-and-next-step/) - In sales, if you don’t know your next step, you’ve already lost the sale. The test of a good salesperson is how well they follow-up. When it comes time to “take the order” the sale has been made. Follow-up is one of the key differentiators of top-notch sales professionals. In doing so, several factors come
- [Print Is Dead ... LONG LIVE PRINT](https://goldminesuccess.com/2018/02/12/print-is-dead-long-live-print/) - For all the talk and attention that the Internet, Mobile, and Social Media are getting, one might think "Print" is dead. Wrong. In fact, the facts might surprise you. Recently I came across an article on a blog of the firm, MindFire Inc. They produce innovative automation software, called MindFire Studio for Printers and firms
- [Let's Get Physical ... and Personal](https://goldminesuccess.com/2018/02/14/lets-get-physical-and-personal/) - Dear Reader, In the spirit of Valentine's Day I recorded a little message to share with my personal friends. Since I care about my customers too, I figured I would share on my business blog. Here you go ... the "real me!" Yours truly, Bob Ritter President First Direct Corporation https://youtu.be/WqdS5t1I7OI
- [Using CRM for Inbound Marketing](https://goldminesuccess.com/2018/02/19/using-crm-for-inbound-marketing/) - First let me describe what I mean by "inbound marketing." Inbound marketing has the following attributes: Written for the consumer's needs and addresses their intentions in order to attract consumption. Interactive and provides the reader with options to pursue their interests. Is found by consumers during the regular use of blogs, Internet search and other
- [An Easier Way to Do Your Day](https://goldminesuccess.com/2018/03/01/an-easier-way-to-do-your-day/) - There seems to be some misconception that CRM software is going to make it more difficult or time-consuming to do the things one has to do during the day in sales or administration. That may be so for some, but not from my personal experience. CRM software, once configured and applied to your daily workflow
- [A Good GoldMine Tradition](https://goldminesuccess.com/2018/03/08/a-good-goldmine-tradition/) - End-of-Quarter and the month of March is a winning combination for customers! GoldMine has a long history of offering special discounts in the month of March. In keeping with their tradition of "March Madness" promotional discounts, we have offers that make it more attractive to: Purchase GoldMine for the first time Upgrade from an
- [If We Want to Keep CRM Simple ... And Let's!](https://goldminesuccess.com/2018/03/28/if-we-want-to-keep-crm-simple-and-lets/) - People have a tendency of over complicating what they need to do to make CRM work for them. By the same token, there is enough complication in doing even what is simple that frankly it is best to start with the basics. So what are the basics? They're right here in this GoldMine White Paper.
- [Wishes to All for a Happy Easter and Sweet Passover](https://goldminesuccess.com/2018/03/30/wishes-to-all-for-a-happy-easter-and-sweet-passover/) - This Friday and Saturday evening some of us will tell the story of Exodus, in the Jewish tradition of Passover. Starting with Palm Sunday last week, through this Good Friday, and into Sunday, Christians will celebrate Easter. My wife and I are an interfaith couple, so we get the best of both worlds - 2
- [Being in the Right Place at the Right Time](https://goldminesuccess.com/2018/04/03/being-in-the-right-place-at-the-right-time/) - Earlier in the year I was asked to write a guest column for a publication by the trade organization PSDA. In their magazine "PS" they published 6 articles by me over 3 months . One of those articles was titled "Staying in Touch and the Power of Repetition." Here is a link to a PDF of
- [QBGOLD – GOLDMINE INTEGRATION WITH QUICKBOOKS](https://goldminesuccess.com/2018/04/20/qbgold-goldmine-integration-with-quickbooks/) - QbGold allows you to see your QuickBooks transactions like Estimates, Sales Orders and Invoices for Customers and Purchase Orders for Vendors in GoldMine. Syncing can be set manually or automatically. Introduction to qbGold qbGold provides Goldmine Users with visibility of QuickBooks transactions like Purchase Orders for Vendors, Quotes, Sales Orders and even Invoices. qbGold allows an
- [Why Using Outlook or even GoldMine (alone) to Send Mass Emails is Bad](https://goldminesuccess.com/2018/05/18/why-using-outlook-to-send-mass-emails-to-50-or-more-people-is-bad/) - When I consult with my clients on email marketing and email deliverability best practices, one question that comes up often is: "Why do we need to pay to use something like Mailchimp or Constant Contact? We can send our newsletter using Outlook or GoldMine, right?" My answer: Wrong. Don't do that. Here are a few
- [Process = Control = (Productivity + Quality) = ROI = HAPPINESS!!](https://goldminesuccess.com/2018/05/30/process-control-productivity-quality-roi-happiness/) - For me and my business, peace-of-mind depends heavily on my processes. Our processes for sales, marketing, and customer service provide me the control I need to achieve the productivity I expect from my staff. Processes are how we ensure consistency and quality. In the grand scheme, processes are how I derive an ROI (Return on
- [IntelliClick 9.8.5 Released](https://goldminesuccess.com/2018/06/04/intelliclick-9-8-5-released/) - Whats New in IntelliClick's latest release: NEW: Activate/Deactivate Email Addresses which allows flexibility to determine which email addresses you wish to enable for mass marketing by country; those who wish to exclude European Union countries can readily do so by flagging emails associated with those countries* NEW: "Smart Cookie" Web Visitor Tracking provides the option
- [Merging Versus Deleting Duplicate GoldMine Records](https://goldminesuccess.com/2018/07/16/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 reason is because the system
- [The next QuoteWerks Release is here!](https://goldminesuccess.com/2018/07/19/the-next-quotewerks-release-is-here/) - QuoteWerks Version 5.3 Build 4 includes new payment options, ACH support for QuoteValet, credit application submittal for GreatAmerica and Ingram Micro Lease-IT Partners, updated search window and much more! Watch this webinar as we demonstrate how to utilize these new features and answer questions about the latest release! New QuoteWerks Feature Highlights! Improved Payment Options
- [Using Zapiers' SMTP or IMAP Integration to connect your Web Apps with GoldMine](https://goldminesuccess.com/2018/07/24/using-zapiers-smtp-or-imap-integration-to-connect-your-web-apps-with-goldmine/) - 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 via Zapier.com and in turn
- [New Release - GoldMine Premium Edition 2018.2](https://goldminesuccess.com/2018/08/02/new-release-goldmine-premium-edition-2018-2/) - What's changed in GoldMine 2018.2 GoldMine Premium Edition/ GoldMine Connect Password validation • Due to the added password complexity rules (explained in What’s New below) the password validation at login is now case sensitive. • In previous versions of GoldMine all user passwords were converted to UPPER case when saved in the database. Existing users
- [When Spending Money Costs You More Money](https://goldminesuccess.com/2018/08/09/spending-money-to-not-save-money/) - It never ceases to amaze me how many customers will spend their money and time in order to avoid using an expert. In other words, they will use someone or a firm that lacks the specific qualifications and experience for a task hand, rather than engaging and expert. Why is this? There's a number of
- [Windows Server 2008 R2 End-of-Life Support is near.](https://goldminesuccess.com/2018/08/22/windows-server-2008-r2-end-of-life-support-is-near/) - Windows Server 2008 R2 End-of-Life Support is near. Windows Server 2008 R2 end-of-life mainstream support ended on January 13, 2015. However, there is a more important date looming. On January 14, 2020, Microsoft will end all support for Windows Server 2008 R2. 2020 seems like it is a far way’s off but updating an IT
- [Sorting Custom Fields in a GoldMine Web View](https://goldminesuccess.com/2018/08/27/sorting-custom-fields-in-a-goldmine-web-view/) - GoldMine Web is used for accessing your GoldMine Premium system via a smartphone or tablet. GoldMine Web allows users to view and edit much of the data in you system via the browser on those devices. GoldMine Web features a default primary view, that presents many of the standard fields on the top half of
- [How To Increase Sales Productivity Up To 800% - Seriously!](https://goldminesuccess.com/2018/08/30/how-to-increase-sale-productivity-up-to-800-seriously/) - Who wouldn't want to increase sale productivity from 10% to 800%? "What's the catch?" you ask. Read on to learn more. Right off the bat, don't waste your time even reading this article UNLESS you Need a more effective way to connect to "C-Level Decision Makers." Want to work from your own prospect list or
- [New Personnel at First Direct Corp.](https://goldminesuccess.com/2018/09/12/new-personnel-at-first-direct-corp/) - Please welcome JoAnn Barnes, the newest member of the First Direct team. JoAnn Barnes joined us April 2018 and has been learning GoldMine, our business processes, and her role here servicing you, our prospects and customers. Now she is ready to assist you! JoAnn has over twenty-five years of Customer Service and Office Management experience.
- [CRM Software is a Tactic NOT a Strategy](https://goldminesuccess.com/2018/09/13/crm-software-is-a-tactic-not-a-strategy/) - Without execution you Are swirling down the drain. It is not enough to have a vision. And, not enough to have a brilliant strategy. Without tactics and good execution a business is doomed. Successful businesses identify a market. They position themselves over their competition. And they prove themselves through their execution. But how? If an
- [7 Ways CRM Helps You Sell](https://goldminesuccess.com/2018/10/05/selling-better-7-ways-crm-helps-you-sell/) - At it's core, a CRM application is essentially a database for collecting and tracking various pieces of information, from contact info, to qualifying information, to activities and communications, to notes, etc. It's how you use it that determines the value that you and our organization derive from it. Of course, within an organization there are
- [GoldMine 2018.2 Hotfix 1 Released](https://goldminesuccess.com/2018/10/15/goldmine-2018-2-hotfix-1-released/) - What's changed in GoldMine 2018.2 HotFix 1 Increased the number of failed passwords tries from 3 to 5 before blocking an account. Due to this, all accounts that were blocked on previous versions become now unlocked and have 2 more tries available. Constant Contact integration is currently using TLS 1.2 protocol to establish a secure
- [Marketing and Sales Start with an Idea](https://goldminesuccess.com/2018/10/15/marketing-and-sales-starts-with-an-idea/) - As the President of First Direct Corporation, I face similar challenges and demands that many of my customers do - one of the key being - How to drive new and repeat business? It's Monday morning, I've taken care of the urgent items on my list for today - my call backs, responding to emails
- [The Truth About Productivity](https://goldminesuccess.com/2018/10/17/the-truth-about-productivity/) - There are many ways to measure performance including but not limited to quality, results and volume. Each is important in its own right. High volume with poor results and poor quality is unacceptable; good quality with low results and low volume is also typically unacceptable. Generally speaking, an organization is aiming for high scores on
- [The Key to Happiness is THANKSGIVING!](https://goldminesuccess.com/2018/11/15/the-key-to-happiness-is-thanksgiving/) - Grat·i·tude - the quality of being thankful; readiness to show appreciation for and to return kindness. Synonyms: gratefulness, thankfulness, appreciation, indebtedness. ----------------------------------- The little business that my wife Mary and I started over 25 years ago has only survived because of the support of our customers. I never forget that the only way I can
- [GoldMine Web User Settings](https://goldminesuccess.com/2018/11/29/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 users outside the office to
- [Anti-Harassment & Discrimination Training](https://goldminesuccess.com/2018/11/29/anti-harassment-discrimination-training/) - First Direct Corp just conducted an HR training program for all employees. The course is called "Anti-Harassment & Discrimination: The Respectful Workplace." The class was conducted by our Professional Employer Organization which is Ethan Allen HR Services and taught by Jane Sterling. This sort of training is required by all employers in NY State, even
- [QUOTEWERKS HOLIDAY SPECIAL](https://goldminesuccess.com/2018/11/30/quotewerks-holiday-special/) - THE HOLIDAYS BRING GOOD CHEER AND A GREAT DEAL ON QUOTEWERKS . . . Did you know that First Direct Corp sells the #1 Quoting software - QuoteWerks? Did you know we've been the leading Partner for QuoteWerks in the USA? Would you like to see how you can create more professional quotes/proposals with QuoteWerks? (Follow the
- [Helping you to market, sell and service better](https://goldminesuccess.com/2018/12/03/helping-you-to-market-sell-and-service-better/) - "Is GoldMine all you do?" is something I am asked every now and then when I am on the phone with my clients helping them with their GoldMine issue(s). So I figured I'd take a few minutes to write about how First Direct Corp. can help you and your organization to market, sell and service
- [Email Campaign Tracker – Demonstration](https://goldminesuccess.com/2018/12/04/email-campaign-tracker-demonstration/) - Event: Product Demonstration Date: December 7th Time: 1:00 pm - 2:00 pm EST Register for an online demonstration of Email Campaign Tracker to see how easy it is for you to integrate your Email Marketing System with GoldMine CRM. Use Email Campaign Tracker’s easy to use email hyperlink builder tool to create and insert trackable email hyperlinks and open tracking code into
- [One of the Best Goals for 2019](https://goldminesuccess.com/2018/12/05/one-of-the-best-goals-for-2019/) - As we come to the end of 2018, many of us are planning for a better 2019. Hopefully I need not explain the power of setting goals and objectives! Therefore I'm going to get straight to the point. One of the best goals and objectives you can establish for the coming year is to make
- [QuoteWerks - 2018 Top Partner Award](https://goldminesuccess.com/2018/12/10/quotewerks-2018-top-partner-award/) - I am very pleased that First Direct Corp has earned the honor of being the 2018 Top QuoteWerks Partner in the USA and 3rd overall worldwide. First Direct has achieved this distinction many times over the years we have represented Aspire Technologies and their line of business applications. QuoteWerks QuoteValet Real-time Data Module Etilize Product
- [GoldMine 2018.2 Hotfix 2 Released!!!](https://goldminesuccess.com/2018/12/11/goldmine-2018-2-hotfix-2-released/) - What’s New in GoldMine 2018.2 HotFix 2 The Redemption library was updated to version 5.18 What’s Fixed in GoldMine 2018.2 HotFix 2 Emails with attachments not viewable outside of GoldMine -Multipart/Mixed Error when using IMAP Cannot add "details" to Contact in GoldMine Web. The "ok" button does not work GoldMine Sent email reappears in the
- [How to stop unwanted emails from showing up in your inbox.](https://goldminesuccess.com/2018/12/14/how-to-stop-unwanted-emails-from-showing-up-in-your-inbox/) - I received a few emails/calls this month from users who wanted to setup complex email rules in GoldMine to automatically delete unwanted emails from their inbox. I wanted to share my answer/response for how to deal with those emails here, but first let's clarify what emails were talking about. For most of the users that
- [The most common email mistakes most people make](https://goldminesuccess.com/2018/12/18/the-most-common-email-mistakes-most-people-make/) - If you prefer to create your own HTML email templates, rather than use our email design services, there are a few things to keep in mind when you create your own email content. Below, I will go over some common HTML email coding errors and how to avoid them. Images, Links, and Graphics 1. Your
- [What Are Webhooks and Why You Should Be Using Them](https://goldminesuccess.com/2018/12/19/what-are-webhooks-and-why-you-should-be-using-them/) - Webhooks have been around for quite a while now, but surprisingly very few people, other than programmers/developers, know much about them or what they are used for. I am going to attempt to explain that in this article and hopefully you'll see where your organization can start to take advantage of webhooks. If after reading
- [How to use Zapier to integrate GoldMine with other Apps](https://goldminesuccess.com/2018/12/20/how-to-use-zapier-to-integrate-goldmine-with-other-apps/) - I've written several posts/articles in the past about Zapier.com and how it allows you to integrate hundreds of different Apps with each other via a very simple user interface and without you needing to know any coding. Zapier.com does most of the heavy work for you as far as utilizing the API's of some of
- [Thoughts and Wishes - for this and any season!](https://goldminesuccess.com/2018/12/20/thoughts-and-wishes-for-this-and-any-season/) - Underneath our sometimes frosty exteriors, each of us is an individual who is trying to keep from having a "meltdown." Life can be so challenging. I try to never lose sight of the human qualities of all our relationships. We each have families. Sometime serious health and financial issues come into play. Kinda depressing. :-)
- [Answering a Common Email Marketing Question](https://goldminesuccess.com/2019/01/02/answering-a-common-email-marketing-question/) - Given the popularity of email marketing today, you can probably appreciate why I hear the following question so often: How should I space out the emails in a campaign? Organizations planning a series or sequence of emails as part of campaign have a few options for deciding the basis for when to send subsequent emails.
- [Get Notified Immediately When a GoldMine Contact Record is Deleted or Edited/Updated](https://goldminesuccess.com/2019/01/03/get-notified-immediately-when-a-goldmine-contact-record-is-deleted-or-edited-updated/) - As you may know, when you delete a contact record in GoldMine, it is deleted from the database and can not be "undeleted". The only way to recover a deleted contact record in GoldMine is to restore it from a backup. This is why it's so important to ensure you have a good backup plan
- [First Direct Corp Earns Another GoldMine Top Partner Award](https://goldminesuccess.com/2019/01/17/first-direct-corp-earns-another-goldmine-top-partner-award/) - First Direct Corporation is proud to earn the high GoldMine Premier Elite Partner status for another year. First Direct has represented GoldMine CRM software for ~25 years and earned more top awards for over more years than any GoldMine Partner. As President of First Direct Corporation, one of the factors that I attribute our success to is
- [Let Me Tell You a Story about Customer Engagement](https://goldminesuccess.com/2019/01/17/let-me-tell-you-a-story-about-customer-engagement/) - I'd like to tell you a story about a recent business experience that I had with a customer which was mutually beneficial to the customer and me. I asked my customer for their permission to share it since I felt it could help others too. Our customer manufacturers industrial chillers. We've worked with them since
- [We Will All Miss Susie](https://goldminesuccess.com/2019/01/25/we-will-all-miss-susie/) - Our marketing & sales coordinator, who everyone knows as Susie, is "retiring" from First Direct today. Susie exemplified customer service. Her hard work and dedication were exceptional. Loved by customers, vendors and her fellow employees - we will all miss her. I look forward to introducing you to Karen, our newest hire soon. Exciting changes are
- [Tips on integrating GoldMine with other solutions](https://goldminesuccess.com/2019/02/11/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 your needs. The first thing
- [Creating an .Exe file from a Powershell script that sends GoldMine data to a Webhook](https://goldminesuccess.com/2019/02/14/creating-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 and libraries and, in effect,
- [Time for some GoldMine "Spring Cleaning"](https://goldminesuccess.com/2019/03/14/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. can become "dirty" or inconsistent.
- [Using "Grid Controls" in GoldMine Premium CRM to Organize Data](https://goldminesuccess.com/2019/03/25/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 to view and find the
- [Resources for GoldMine Users](https://goldminesuccess.com/2019/03/28/resources-for-goldmine-users/) - One of the ways First Direct Corp. seeks to assist organizations to make greater use of GoldMine Premium CRM is by providing FREE resources. One of the ways we fulfill our mission to help organizations market, sell and service better is to publish a blog for GoldMine users and administrators. Below are other sources of information regarding the GoldMine
- [Server Side Calendar, Email and Contact Synchronization](https://goldminesuccess.com/2019/03/29/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 don’t make it. That’s why
- [How to Avoid Email Blacklists and Maintain a Good Email Sending Reputation](https://goldminesuccess.com/2020/04/21/how-to-avoid-email-blacklists-and-maintain-a-good-email-sending-reputation/) - Most businesses are not aware that their companies domain has a "status" on the Internet; let alone what it is or how to check it. In fact, it is called a "reputation", and this is the "grade" that is given to either your domain name and/or the IP Addresses/systems that you use to send email.
- [Don't keep sending to your unengaged email recipients](https://goldminesuccess.com/2020/04/21/dont-keep-sending-to-your-unengaged-email-recipients/) - In email deliverability terms, low open rates are a clear signal to ISPs (Internet Service Providers) that your email recipients are not engaged with you, your brand, or your content. That lack of engagement becomes a major factor in the delivery of future emails and can even lead to your campaigns being blocked by the
- [Email Ten Commandments](https://goldminesuccess.com/2020/04/24/email-ten-commandments/) - Deception is Bad Practice in Life and in Email. Every business that depends on email has to be concerned with being flagged as a "spammer" and having their email deliverability dramatically diminished. Of course, Mail Server software can still block your messages even if you haven't been flagged as a spammer in the broader
- [ATTENTION GOLDMINE USERS - BIG CHANGES COMING TO EMAIL IN 2020](https://goldminesuccess.com/2020/03/05/attention-goldmine-users-big-changes-coming-to-email-in-2020/) - IMPORTANT NOTICE ABOUT GOLDMINE AND EMAIL Starting in June of 2020, major email server hosts such as Google (GSuite & Gmail), AT&T, and Microsoft (for Office 365 & Exchange Online) will change how they handle end user login authentication for POP/SMTP/IMAP protocols. The change ends support for basic login authentication (Username & Password) and moves
- [GETTING THE BETTER OF THE VIRUS](https://goldminesuccess.com/2020/03/16/getting-the-better-of-the-virus/) - My heart is with all businesses in America that are struggling with the extremely difficult business climate caused by Covid-19! First and foremost is health and safety! I also understand that for so many businesses this is the most difficult challenge their business has ever faced! My remarks below do not make light of this
- [GO-Global – Access Your GoldMine and Other Business Applications From Anywhere](https://goldminesuccess.com/2020/03/17/go-global-access-your-goldmine-and-other-business-applications-files-remotely-from-anywhere/) - Access Your GoldMine and Other Important Business Applications & Files Remotely GO-Global makes it easy to create a secure, private cloud to quickly access your GoldMine and other important business applications no matter the location – on the LAN, WAN, over VPN and the public Internet. Straightforward to setup and use, it is powerful and
- [GoldMine assistance during down time](https://goldminesuccess.com/2020/03/27/goldmine-assistance-during-down-time/) - If your business has seen a slow down due to the Coronavirus, now is a great time to focus your time on cleaning-up and improving your GoldMine CRM System. The following are just some of the things you can be doing to prepare for when business starts to pick-up again: Improve Screen Designs/Field Layouts Create
- [GoldMine RESTful API Webinar Recording](https://goldminesuccess.com/2020/04/02/goldmine-restful-api-webinar-recording/) - The following is a video recording (45 Mins) from a recent webinar presentation of a RESTful API that I developed for GoldMine. https://www.youtube.com/watch?v=12gunS4RMsE&t=36s If you have any questions or have any thoughts/ideas on an application you'd like to integrate with GoldMine please let me know.
- [Why You Shouldn't Leave Your Marketing Up To Your Sales Team](https://goldminesuccess.com/2020/04/08/sales-is-not-marketing-and-marketing-is-not-sales/) - Sales Is Not Marketing and Marketing Is Not Sales I recently spent sometime working with a client training them on email marketing best practices. The person I was speaking with was the owner/president of a small business with a small number of employees. My first question to him was, "Who will be managing the email
- [Asking For Help Doesn't Mean You're Weak, It Means You're Wise](https://goldminesuccess.com/2020/04/13/asking-for-help-doesnt-mean-youre-weak-it-means-youre-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 laptop. The issue was that
- [The Importance of Using GoldMine Email Merge Codes](https://goldminesuccess.com/2020/04/15/the-importance-of-using-goldmine-email-merge-codes/) - GoldMine makes it very easy for anyone to send mass/bulk emails to their contacts (customers, prospects, vendors, etc.) However, unlike most email marketing systems, GoldMine does not have a subscriber list feature, at least not in the traditional sense. Instead of adding email addresses to a subscriber list, in GoldMine you update each email address
- [What Makes A Good Blog? - My CRM Radio Interview](https://goldminesuccess.com/2020/04/16/what-makes-a-good-blog-my-crm-radio-interview/) - I was recently interviewed on CRM Radio by Paul Petersen, Vice President & General Manager at Ivanti, the manufacturer of GoldMine CRM Software. Please take a few minutes to check out their site and listen to the interview (20 minutes). Do you have questions about how to improve your website or blog? Do you have
- [Using GoldMine Email Templates To Email Your Target Audiences](https://goldminesuccess.com/2020/04/16/using-goldmine-email-templates/) - GoldMine allows you to store email "templates" that can be used for one-off sends or for sending broadcast emails to your GoldMine contacts. There are several different types of email templates that you might want to store in GoldMine and have available for your use as you interact with your customers, prospects and vendors, etc.
- [GoldMine Filters, Groups and SQL Queries - Building Lists in GoldMine CRM](https://goldminesuccess.com/2020/04/16/goldmine-filters-groups-and-sql-queries-building-lists-in-goldmine-crm/) - One of the most practical and common uses for a CRM database is to build a list. There are a variety of reasons for needing a list of your GoldMine CRM contacts/records. Groups can be "Activated" in order to create a subset of your overall GoldMine database. Below are the five most common uses for
- [7 reasons to stay in touch with your prospects and customers](https://goldminesuccess.com/2020/04/30/have-you-got-something-to-say-7-reasons-to-stay-in-touch/) - Staying in touch with prospects and customers is about as important as anything your organization can do. Staying in touch has great significance. 7 Reasons to Stay In-touch: Repetition offers you multiple opportunities to be in the 'right place at the right time' for when your prospect or customer needs what you have to offer
- [HOME IS THE NEW OFFICE](https://goldminesuccess.com/2020/05/11/home-is-the-new-office/) - You might say that one of the side effects of Covid-19 is we are all now better able to work from home. According to a new MIT report, 34 percent of Americans who previously commuted report they were working from home by the first week of April due to the coronavirus. The president of consulting firm
- [IntelliClick 2020.1.5 version is now available](https://goldminesuccess.com/2020/05/20/intelliclick-2020-1-5-version-is-now-available/) - IntelliClick 2020.1.5 is now available. The Event Registration module has been enhanced to now allow event details to be displayed on the landing page and be part of the "Add To Calendar" link which adds this information to the event registrant's calendar (Outlook, Google, etc.). For Premium version users, a new Event Registration & Reminder Messaging option now allows instant event registration
- ["JUST GIVE UP" . . . NO WAY!!](https://goldminesuccess.com/2020/05/22/just-give-up-no-way/) - The "novel coronavirus" shutdown has brought with it nearly 15% unemployment, a projected 38% drop in GDP. A massive wave of bankruptcies is anticipated in the second half of 2020 into 2021. This is a time that is testing our mettle, or business acumen and even our faith. Each business has to choose the course
- [THIS MADE ME LAUGH ... THEN IT MADE ME THINK](https://goldminesuccess.com/2020/05/27/this-made-me-laugh-then-it-made-me-think/) - A business contacted my firm. Generally as I ordinarily do when I get a new inquiry, I visited their website to learn about them. Turns out they make funeral caskets. Covid-19 is NOTHING to laugh about, but on their home page were a couple things that struck me as funny in a morbid way. Please
- [How to make GoldMine "the default email client" in Windows 10](https://goldminesuccess.com/2020/05/28/how-to-make-goldmine-the-default-email-client-in-windows-10/) - Have you ever wondered if it was possible to make GoldMine the default email client when you clicked on mailto/email links in web pages? If you have a 64 bit version of Windows 10 then here is the solution. NOTE: Please be very cautious when implementing this solution. Making changes to your registry without properly backing
- [Personalizing GoldMine Emails with Custom Fields](https://goldminesuccess.com/2020/06/09/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 lists using filters and queries
- [Quick Way to View or Analyze Activities in GoldMine](https://goldminesuccess.com/2020/06/15/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 1: This analysis tool is
- [Top 10 Email Marketing Mistakes You Need To Avoid](https://goldminesuccess.com/2020/06/24/top-10-email-marketing-mistakes-you-need-to-avoid/) - Email marketing is the number one way small businesses are reaching more and more people than ever before. With a solid email marketing strategy, business owners can convert leads into new customers and stay at the top of their existing customers minds. But what makes up a solid email marketing strategy? I'm here to help
- [New IntelliClick Version Available](https://goldminesuccess.com/2020/09/14/new-intelliclick-version-available-2/) - IntelliClick 2020.9.15 version is now available. You can update IntelliClick by clicking here and following the instructions on the download page. You may be also prompted for the update, the next time you access the IntelliClick Wizard. This latest release has been tested and confirmed compatible with the latest GoldMine 2020.1.xx version release. Other highlights of this
- [IntelliClick and GoldMine Raising The Bar](https://goldminesuccess.com/2020/09/16/intelliclick-and-goldmine-raising-the-bar/) - Engaging Customers & Prospects During Challenging Times Companies are doing everything they can to adhere to social distancing and finding ways to remain engaged with their employees, customers and prospects. Numerous meeting platforms like Zoom, GoToMeeting and Google Meet are popular and cost-effective ways to collaborate and meet. IntelliClick for GoldMine bridges the gap between online engagement
- [GOT TO LAUGH TO STAY SANE](https://goldminesuccess.com/2020/09/23/got-to-laugh-to-stay-sane/) - Try to relate . . . We are doing an upgrade for one of First Direct's customers. She asked Mary, her assigned GoldMine engineer, about any changes to the password security this time because she has "PTSD from the last upgrade." She was inundated with password requests back then - so much so that her
- [What to look for in a good email marketing tool](https://goldminesuccess.com/2020/09/28/what-to-look-for-in-a-good-email-marketing-tool/) - Is email marketing a priority for your business ? Are you looking for the best email marketing software? Choosing the right email marketing service can have a significant impact on the success of your marketing campaigns. There are a lot of email marketing services available today and its important to make sure you choose the
- [INTELLICLICK AND GOLDMINE RAISING THE BAR](https://goldminesuccess.com/2020/10/08/intelliclick-and-goldmine-raising-the-bar-2/) - Engaging Customers & Prospects During Challenging Times Intelliclick and First Direct Corp hosted a web presentation on Oct. 7th about the advanced features that Intelliclick offers for promoting and managing events. That presentation was recorded. Companies are doing everything they can to adhere to social distancing and finding ways to remain engaged with their employees,
- [GoldMine 2020.1 Hotfix 1 Released](https://goldminesuccess.com/2020/10/26/goldmine-2020-1-hotfix-1-released/) - What’s New in GoldMine 2020.1 HotFix 1 OAuth2 authentication for email accounts The changes apply to Office365 Personal accounts (new or existing accounts) The setting in Options | Email| Accounts needs to be set to OAUTH2 for each account sending or retrieving emails from GoldMine While attempting to make the connection the user will need
- [First Direct Corp is a RingCentral Authorized Partner](https://goldminesuccess.com/2020/11/19/first-direct-corp-is-a-ringcentral-authorized-partner/) - WORK TOGETHER. FROM ANYWHERE.™ First Direct is now a RingCentral Authorized dealer. We have also deployed RingCentral inhouse. One of the greatest business trends in the world today is mobility and being able to work remotely. The trends in communication and CRM could not be more closely correlated. As a CRM provider for over 30
- [Thinking about Thanksgiving . . . A.K.A. "TURKEY DAY"](https://goldminesuccess.com/2020/11/24/thinking-about-thanksgiving-a-k-a-turkey-day/) - I want to personally thank everyone and every business that my firm, First Direct Corporation has had the privilege of a business relationship with! Bob Ritter, President. THINKING ABOUT THANKSGIVING . . . A.K.A. "TURKEY DAY."In a couple of days there will be millions of men laying on their sofa or reclined in "their chair."
- [Get your GoldMine database ready for 2021](https://goldminesuccess.com/2020/12/14/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. Join me, Mary Ritter, for a complementary* webinar on Thurs. Dec 17th from 1:00-2:00 pm
- [TAKE ME OFF YOUR LIST!](https://goldminesuccess.com/2020/12/17/take-me-off-your-list/) - These are words we WANT to hear if what our business offers is not at all relevant to a recipient. By the same token, they are disappointing to hear when our business offers something that IS relevant to the recipient. As marketers our job it to see to it that our message is of relative
- [Do you use Microsoft Word for creating/writing your email content?](https://goldminesuccess.com/2020/06/26/do-you-use-microsoft-word-for-creating-writing-your-email-content/) - Microsoft Word is not designed/ment to create clean, compatible HTML email code. Microsoft Word is a word processor ment for printing documents. Below I'll explain why you should NEVER create email content in a Microsoft Word document and provide a better alternative. What's Wrong with Text copied from Microsoft Word? When you copy text from
- [GoldMine 2019.1 HotFix 3 is now available](https://goldminesuccess.com/2020/06/26/goldmine-2019-1-hotfix-3-is-now-available/) - What’s Fixed in GoldMine 2019.1 HotFix 3 Invalid object name 'NOTES' when you have the column 'Notes' in the Contact search center and you open a different Database than the one with the notes table in it. Error message when first trying to use Softphone.... Softphone cannot be loaded. Unlinked activities appear in the Daily
- [MY HEART GOES OUT . . .](https://goldminesuccess.com/2020/07/08/my-heart-goes-out/) - It's July and life is anything but back to normal. Frankly, I can't see it getting back to normal for the balance of this year. Even with some states and areas starting to "open up," the fact is that public gatherings are questionable at best until there is a proven treatment or perhaps even a
- [What You Can Do with Additional Contacts in GoldMine](https://goldminesuccess.com/2020/07/21/what-you-can-do-with-additional-contacts-in-goldmine/) - GoldMine Premium CRM is one of the few CRM applications which allows users to store "additional contact" information within a GoldMine Contact Record. So while there is a always a "Primary Contact" in the "Primary View" (top half) of a GoldMine Record, there is also a Tab for other Contacts associated with the Primary Contact.
- [THE BIG PICTURE - The Case for 3 Monitors](https://goldminesuccess.com/2020/08/12/the-big-picture-the-case-for-3-monitors/) - Here you have a look at my "desktop." I recently went from two widescreen (landscape) monitors to three. I am not "looking back." Monitors cost about $150.00 each. I also purchased a monitor stand that allows me to mount all three together. Here's a pictures of what they look like from the front and back
- [IntelliClick  2020.8.15  is now available. ](https://goldminesuccess.com/2020/08/17/intelliclick-2020-8-15-is-now-available/) - IntelliClick 2020.8.15 is now available. This latest release introduces enhanced "ONE CLICK" CALL TO ACTION REQUESTS for all versions of IntelliClick. Highlights/benefits include: A new intermediary landing page asking for confirmation to proceed with the action request A new final landing page confirming the action being requested Eliminate the likelihood of false positives due to screening by
- [How to eliminate or suppress blank spaces and/or blank lines within GoldMine Word templates?](https://goldminesuccess.com/2020/08/19/how-to-eliminate-or-suppress-blank-field-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 such blank values within or
- [A better way to write and deliver sales quotes](https://goldminesuccess.com/2020/08/19/a-better-ways-to-write-and-deliver-sales-quotes/) - If your business writes quotes and proposals in a Word Processor or Spreadsheet and then delivers them via an email, please consider an alternative. First Direct orders a tool for writing quotes that can be delivered via a web portal. Consider the reasons and benefits of doing quotes the following the QuoteWerks way:
- [GoldMine Premium 2020.1 Now Available](https://goldminesuccess.com/2020/08/19/goldmine-premium-2020-1-now-available/) - GoldMine Premium Edition 2020.1 has been released. If your GoldMine annual software maintenance is current, then your firm is entitled to this upgraded. (If your GoldMine software maintenance has expired, First Direct can assist you with your renewal or reinstatement.) IMPORTANT: You must request a new GoldMine license before upgrading to this version. Please see this
- [Blogging versus Broadcasting](https://goldminesuccess.com/2020/08/28/blogging-versus-broadcasting/) - Thank you for subscribing to my blog! If you haven't already subscribed, I hope you will choose to subscribe after you read this post. I also hope your company will consider being a more active blogger. In this article I will speak to the advantages of blogging over broadcast email. Starting a blog is an
- [THE MOST IMPORTANT THING I DID ALL WEEK](https://goldminesuccess.com/2020/09/11/the-most-important-thing-i-did-all-week/) - With today being 9/11 I wanted to post something of a more inspiring nature. Since there is so much already being said about this subject, I figured I would come at it from a different angle. It's Friday morning and I have 17 more tasks (calls, actions and appointments) plus any emails or other items
- [What's Your Organization's Backup Strategy?](https://goldminesuccess.com/2020/09/11/6769-2/) - Is your organization prepared for a disaster? A solid backup strategy is one of the key elements of being prepared. Get started developing your organization's backup strategy with these tips and best practices. Regular backups are vital insurance against a data-loss catastrophe. In this article, we'll offer some best practices and basic strategies for backup.
- [Email Design Inspirations](https://goldminesuccess.com/2020/04/17/email-design-inspirations/) - Over the years many GoldMine users have emailed me about how they can make their emails look better or more professional to help with their overall Brand initiative. I certainly know how to design professional looking emails and have done this for many years, however I often rely on my clients to provide me with
- [Keep Two GoldMine Contact Records Open](https://goldminesuccess.com/2019/04/01/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 and Email Center. A user
- [GoldMine 2018.2 Hotfix 3 Released](https://goldminesuccess.com/2019/04/04/goldmine-2018-2-hotfix-3-released/) - What’s Fixed in GoldMine 2018.2 HotFix 3 ACCOUNTNO containing [ (maybe also other special characters) will not display phone, title and email after being added to a Relationship Errors in Windows Event log when browsing through activated Groups or Filters Constant Contact blank Reference line in History Reply to Activities is disabled in Activity list
- [Getting Started Checklist for a New GoldMine User](https://goldminesuccess.com/2019/04/04/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 alone a power-user. It is
- [Why It’s Important to Update Your Software and Hardware Devices](https://goldminesuccess.com/2019/04/24/why-its-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. Despite all this, however, software
- [A Case for Rolling Over Activities](https://goldminesuccess.com/2019/05/03/a-case-for-rolling-over-activities/) - This week my 82 year old mother fell and couldn't get up. The ambulance arrived and we all assessed the situation. Fortunately, nothing was broken, but the incident triggered a number of things that needed to be handled in the life of my Mom, and as her care givers, the schedule of my wife Mary
- [Take Ownership of your CRM Project](https://goldminesuccess.com/2019/05/13/take-ownership-of-your-crm-project/) - One of the greatest challenges my business faces as a GoldMine CRM software consultant is the lack of internal project ownership on the part of my clients. This creates an opportunity cost to both my business and my clients. Let me start with a brief explanation of the opportunity costs. The opportunity cost to my
- [The Human Trait that Hurts Most Businesses](https://goldminesuccess.com/2019/05/15/the-human-trait-that-hurts-most-businesses/) - How many times have you said, "I can't believe it's (fill in the date) . . . where has the time gone?! With this sense of lost time often comes concerns about tasks we've been procrastinating on. The human tendency to procrastinate has profound effects on our lives. But I want to focus on the business
- [Causing Your GoldMine Database to Slow Down](https://goldminesuccess.com/2019/05/22/causing-your-goldmine-database-to-slow-down/) - 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 2.5. We've seen it all!
- [CRM versus Spreadsheets and Email](https://goldminesuccess.com/2019/05/23/crm-versus-spreadsheets-and-email/) - As popular as CRM software is there's still a large portion of firms that rely on spreadsheets and email for the functions of a CRM application. After all, why pay for CRM when you already own those products. Since spreadsheets and email have been around so long, many people and firms are comfortable with what
- [GoldMine Database At A Glance](https://goldminesuccess.com/2019/06/10/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 - these are the fields
- [The Purpose of "Codes" in GoldMine CRM](https://goldminesuccess.com/2019/06/17/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. Systems like GoldMine, and it's
- [riVa roCks!](https://goldminesuccess.com/2019/06/28/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 means to take your GoldMine
- [GoldMine Premium Edition 2018.2 Hotfix 4 Is Available!!!](https://goldminesuccess.com/2019/07/01/goldmine-premium-edition-2018-2-hotfix-4-is-available/) - What’s Fixed in GoldMine 2018.2 HotFix 4 Once a Webimport email contains a charset property special characters are destroyed during the webimport Foreign characters in 'internal' notification emails are destroyed Outlook Link - When using a € (EUR)/ £ (Pound) sign in the GoldMine Password - Link email failed for every email - Error occured
- [GoldMine CRM Still Has It's Fans](https://goldminesuccess.com/2019/07/03/goldmine-crm-still-has-its-fans/) - I've been a GoldMine CRM dealer and user for over 25 years. Back in the day, when CRM was called "Contact Management," GoldMine had a tremendous following of users, analysts and partners. Over the years GoldMine has lost market share to all the big competitors on the block (you know their names), vertical applications and
- [GoldMine RESTful API](https://goldminesuccess.com/2019/07/05/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 to respond to these requests
- [Using the Summer Slowdown to Speed Up your GoldMine CRM](https://goldminesuccess.com/2019/07/09/using-the-summer-slowdown-to-speed-up-your-goldmine-crm/) - In December 2018 I wrote a blog post about setting goals for making better use of your CRM system in the coming year. Here is the link to that article in which I identified four specific areas for targeted improvement. Consider my bullet list of suggestions in that article. During the hot summer months, when many folks go on
- [The GoldMine CRM Dilemma - Upgrade or Switch](https://goldminesuccess.com/2019/08/12/the-goldmine-crm-dilemma-upgrade-or-switch/) - I've been selling GoldMine for over 25 years. When I first started selling GoldMine the most difficult objection I had to overcome was whether to use CRM in the first place. There was considerable resistance by salespeople and business owners who still viewed CRM as optional. Fast forward to today and it is fair to
- [New QuoteWerks Pricing/Licensing Model](https://goldminesuccess.com/2019/08/19/new-quotewerks-pricing-licensing-model/) - Important News For All QuoteWerks Users and Prospective Users! The maker of QuoteWerks, the #1 Award-winning quote and proposal writing software, is making major changes to their pricing and licensing model that will take effect September 30, 2019. QuoteWerks is moving to an annual subscription based pricing plan, versus a one-time purchase with annual maintenance. Here are the new main implications. I'm
- [Special GoldMine Power-user Training](https://goldminesuccess.com/2019/08/23/special-goldmine-power-user-training/) - CRM IS A COMPETITIVE ADVANTAGE - the better you can use your CRM software that greater your advantage. What could you learn about using GoldMine to market and sell better if you could watch a GoldMine power-user with 25+ years experience working in their GoldMine software? You would see how they handle news leads, follow-up
- [A Cloudy GoldMine Future](https://goldminesuccess.com/2019/08/27/a-cloudy-goldmine-future/) - Is the Cloud in your future? The decision to purchase or upgrade GoldMine is a different decision than whether to move to the cloud. With the rest of the CRM industry fully invested in SaS (software as a service), GoldMine Premium CRM remains one of the very few CRM applications offering both a cloud and an on-premise
- [GoldMine 2019.1 is now available](https://goldminesuccess.com/2019/09/10/goldmine-2019-1-released/) - For GoldMine Premium Edition Please Note: Run the GoldMine Premium 2019.1 installer for a new installation or to upgrade from GoldMine Premium Edition 9.0.0 or newer. If you are upgrading from a version of GoldMine prior to 9.0.0, you must first upgrade to version 9.0.0 before upgrading to this version. If you are upgrading from
- [How To Protect Yourself From Ransomware Attacks](https://goldminesuccess.com/2019/10/09/how-to-protect-yourself-from-ransomware-attacks/) - Ransomware has been making the headlines recently, after cyber criminals successfully hijacked hundreds of thousands of computers worldwide. Ransomware, which is often transmitted by email or via browser pop-ups, involves encrypting your data and threatening to destroy it if a ransom is not paid. The global cyber attack has affected hundreds of thousands of Windows computers
- [Rolling Up Your GoldMine CRM Data](https://goldminesuccess.com/2019/10/16/6042-2/) - Rolling Up Your GoldMine CRM Data Organizations handle a wide range of business matters relating to: Relationships (prospects, customers, vendors, etc.), Opportunities, Projects, Customer Service Issues, etc. One of the greatest challenges with staying organized is having the means of tracking those various interactions and related information. Examples: Calls, Appointments, Emails, Documents, etc. With GoldMine Premium CRM
- [Submit Your Article Requests](https://goldminesuccess.com/2019/10/30/submit-your-article-requests/) - As I look ahead to the New Year, 2020, I am starting to think about topics that I can address on this GoldMine Success blog which GoldMine CRM users would like us to cover. Do you have any topics that you would like First Direct to cover on our blog? Here's a link to subscribe to the blog so that you will automatically receive a link when a new
- [NO Catch -  Two GoldMine Add-on Applications for FREE!](https://goldminesuccess.com/2019/11/04/no-catch-two-goldmine-add-on-applications-for-free/) - Details Plus and Scanner Plus Many years ago one of my favorite GoldMine experts and developers, Paul Redstone in England, wrote two add-on applications for GoldMine - Details Plus and Scanner Plus - to enhance GoldMine CRM. With the help of GoldMine Partners, Paul has sold thousands of licenses across the world. Paul is now
- [GoldZip - Zip Code Lookup Updater for GoldMine CRM](https://goldminesuccess.com/2019/11/05/goldzip-zip-code-lookup-updater-for-goldmine-crm/) - GoldMine users have long enjoyed the ability of GoldMine to automatically populate the City and State fields after entering a Zip Code when creating/editing a contact record. There are over 42,000 zip codes in the US, and the zip code database is constantly changing. GoldMine does not have the ability to update the zip code
- [What can you do with a GoldMine RESTful API?](https://goldminesuccess.com/2019/11/18/what-can-you-do-with-a-goldmine-restful-api/) - Approx 2 years ago I embarked on a mission to make the GoldMine database accessible via the web in the form of a RESTful API. This was mostly due to customers demands to be able to do certain things with their GoldMine that they wouldn't be able to do otherwise. There is no doubt a
- [Gratitude Changes Everything](https://goldminesuccess.com/2019/11/21/gratitude-changes-everything/) - GRATITUDE is not a passive response to something we have been given, gratitude arises from paying attention, from being awake in the presence of everything that lives within and without and beside us. Gratitude is not necessarily something that is shown after the event, it is the deep, a-priori state of attention that shows we
- [One Quick and Easy Way To Speed Up Your GoldMine](https://goldminesuccess.com/2019/11/26/one-quick-and-easy-way-to-speed-up-your-goldmine/) - Several GoldMine users have called in over the last few months complaining that their GoldMine is slow and taking a long time to load. One of the things they also say, is that "This use to never happen". So what's causing this to happen now? Well one of the biggest culprits is the fact that
- [It's that time of year again... GoldMine Database Clean-up](https://goldminesuccess.com/2019/12/05/its-that-time-of-year-again-goldmine-database-clean-up/) - One of the things we recommend to all our GoldMine Database Administrators, is that as the end of the year rolls around you want to ensure you do a good GoldMine database clean-up. What does this database clean-up include, you might be asking. Well it includes a number of things so I'll list a few
- [First Direct Corp. is the #1 QuoteWerks Partner in the USA for 2019](https://goldminesuccess.com/2019/12/11/first-direct-corp-is-the-1-quotewerks-partner-in-the-usa-for-2019/) - Aspire Technologies, the makers of QuoteWerks and a robust suite of quoting applications announced that First Direct Corporation is the #1 QuoteWerks Partner for 2019 in the USA and #3 QuoteWerks Partner Worldwide. First Direct has maintained this high level of performance for over 10 years! We are proud to represent Aspire Technologies and to
- [GoldMine 2019.1 HotFix 1 Released](https://goldminesuccess.com/2019/12/12/goldmine-2019-1-hotfix-1-released/) - What’s Fixed in GoldMine 2019.1 HotFix 1 When creating a contact record and adding an email address via the E-mail Addresses dialog the lookup list for E-mail merge field is wrong and instead from the normal merge code field Forwarding emails with multiple attachments does not include any attachments after an attachment name with an
- [Are you GDPR, CASL and CCPA compliant?](https://goldminesuccess.com/2019/12/16/are-you-gdpr-casl-and-ccpa-compliant/) - Get up to speed on the ever changing landscape of GDPR, CASL and the upcoming CCPA. Being compliant with all of these new privacy rules and regulations can be like navigating a minefield. Potential missteps can be costly. Watch this recorded webinar, to learn about the differences in regulations and how you can comply with
- [HAPPY END OF YEAR!](https://goldminesuccess.com/2019/12/31/happy-end-of-year/) - Wishing all our customers, vendors and friends a healthy, joyful and prosperous New year! Bob & Mary, Jay Jeff, Joann and Max First Direct Corp.
- [A ONE Record Email Merge?  YUP!](https://goldminesuccess.com/2020/01/14/a-one-record-email-merge-yup/) - Most marketers are familiar with doing a broadcast email. Regardless of which email service a organization uses, the concept of doing a broadcast email is widespread knowledge. Many companies are personalizing their broadcast communications - let's call that an "email merge." By the same token, I doubt you have heard of doing a personal email merge
- [GoldMine Data Assessment](https://goldminesuccess.com/2020/02/11/goldmine-data-assessment/) - Assessing the quality of your CRM data is an important way to shed light on possible data cleanliness errors and marketing holes (missing emails, address, etc) in your GoldMine database. Findings offer actionable opportunities for improving the quality of your data, your sales team's discipline and the effectiveness of your marketing. Repeating the process and bench-marking
- [GoldMine 2019.1 HotFix 2 Released!](https://goldminesuccess.com/2020/02/13/goldmine-2019-1-hotfix-2-released/) - What’s Fixed in GoldMine 2019.1 HotFix 2 When you add Name (additional) as a further criteria in the Contact Search Center (CSC) an error appears The multi-part identifier "cs.RECID" could not be bound. Website field of a Contact Record will not allow a trailing hyphen; the hyphen is removed on save. GoldMine crashing when opening
- [What About Email Marketing Stats?](https://goldminesuccess.com/2020/03/02/what-about-email-marketing-stats/) - 93% of B2B marketers use email to distribute content. (Source: Content Marketing Institute) What we know! We know that consumers check their email daily. According to Litmus.com 2018, over 50% and rising of all email is opened on Mobile devices.) We know that consumers prefer email communications over being called by a salesperson. We know that
- [Good CRM Data Entry Practices Everyone Should Follow](https://goldminesuccess.com/2020/03/03/good-crm-data-entry-practices-everyone-should-follow/) - With over 20 years experience working with GoldMine, I've spent a lot of time helping GoldMine CRM users with their GoldMine data needs, whether it be data imports, data exports, data integration, or data analysis and many other data related needs, one of the things that I often see as a common issue with most
- [GoldMine 2020.1 Hotfix 2 Released](https://goldminesuccess.com/2021/03/22/goldmine-2020-1-hotfix-2-released/) - What's Changed in GoldMine Version 2020.1 HotFix 2 GoldMine Plus for Microsoft Office was upgraded to Microsoft .NET Framework 4 Starting with this version, the ability to create, edit, rename and delete Web Import profiles has been removed. What's Fixed in GoldMine Version 2020.1 HotFix 2 Modifying or Repairing GoldMine will change the DBALIAS.INI so
- [New Year's Wish](https://goldminesuccess.com/2020/12/30/new-years-wish/) - With gratitude we wish you, your business and your family health, happiness and prosperity in this upcoming year. May God bless us all!
- [Apply a "LESS IS MORE" sales strategy with GoldMine.](https://goldminesuccess.com/2021/02/16/apply-a-less-is-more-sales-strategy-with-goldmine/) - Here is how to increase sales by doing small targeted marketing broadcasts and less phone calls. I realize the heading of this article is counter-intuitive. But I can assure you it will make sense after you read the rest. As a general rule with marketing you aim to reach a larger targeted audience. If you
- [Email Marketing Integration/Automation between SendInBlue and GoldMine](https://goldminesuccess.com/2021/10/13/email-marketing-integration-automation-between-sendinblue-and-goldmine/) - Watch the video presentation online Related Articles/Resources:
- [Web Form Automation and Integration with GoldMine CRM](https://goldminesuccess.com/2021/10/15/web-form-automation-and-integration-with-goldmine-crm/) - This video presentation will demonstrate the integration and automation of the web form submission process between JotForm.com and GoldMine CRM, using a self-hosted RESTful API (web service) for GoldMine CRM. To view the video presentation online, please click here. If you are interested in integrating your webforms or website or online applications with GoldMine CRM,
- [Ivanti Names New CEO](https://goldminesuccess.com/2021/10/19/ivanti-names-new-ceo/) - Ivanti is the owner of GoldMine Software. Ivanti Names Software Industry Veteran Jeff Abbott as New CEO and Strengthens Board with New Appointments SALT LAKE CITY — October 04, 2021 — Ivanti, the automation platform that discovers, manages, secures, and services IT assets from cloud to edge, announced today that it has named Jeff Abbott as the
- [GO-Global Version 6.2.031099 Released](https://goldminesuccess.com/2021/08/17/go-global-version-6-2-031099-released/) - We are pleased to report the release of an update to GO-Global. Here is What's New: Single Sign-On SupportSingle Sign On (SSO) has historically only been able to authenticate users to web applications, not Windows applications. GO-Global rectifies this situation by providing support for OpenID Connect (OIDC), a simple identity layer on top of the
- [Why GoldMine System Fields Are Useful](https://goldminesuccess.com/2021/04/01/why-goldmine-system-fields-are-useful/) - 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 automatically. This article speaks to
- [Ways to Enhance GoldMine Email Templates](https://goldminesuccess.com/2021/04/27/ways-to-enhance-goldmine-email-templates/) - Email personalization tips and tricks GoldMine doesn't claim to have the best "email editor," but it serves the purpose and it does have features which users can leverage rather nicely in conjunction with the CRM database. Here are some functions within GoldMine's email template editor to consider:Personalization - Personalizing an email is one the most
- [The GoldMine Users' Dilemma](https://goldminesuccess.com/2021/06/29/the-goldmine-users-dilemma/) - First Direct Corporation has been selling and supporting GoldMine CRM software since 1992 when GoldMine CRM was called "Contact Management Software" and it ran on the DOS operating system. A week doesn't go by that we don't service or upgrade a GoldMine system that is 10+ years old. It isn't uncommon for us to deal
- [When Is It Time to Give Up on a Lead or Prospect?](https://goldminesuccess.com/2021/07/14/when-is-it-time-to-give-up-on-a-lead-or-prospect/) - How many follow-up attempts is enough for a sales lead? How long should one keep trying to make a sale before giving up? What's the criteria or rule of thumb for following up with leads and prospects? Each business has to formulate it's own business process and rules. And there is no hard & fast
- [Calendly.com integration with GoldMine](https://goldminesuccess.com/2021/10/22/calendly-com-integration-with-goldmine/) - The following video presentation demonstrates how to integrate Calendly.com with GoldMine CRM using Zapier.com and a self-hosted RESTFUL API for GoldMine. Watch the video presentation online. If you are interested in integrating your Calendly.com account with GoldMine please contact First Direct Corp or call (845) 221-3800.
- [SMS Messaging with GoldMine for Automated Appointment Reminders](https://goldminesuccess.com/2021/10/29/sms-messaging-with-goldmine-for-automated-appointment-reminders/) - A video presentation on how to setup true SMS messaging between GoldMine and an SMS Service Provider for automated Appointment Reminders. Watch the video presentation online. For additional information please contact First Direct Corp. at (845) 221-3800 or contact us online.
- [Click-To-Call / Click-To-Dial from within GoldMine](https://goldminesuccess.com/2021/11/04/click-to-call-click-to-dial-from-within-goldmine/) - A short video presentation of several different ways of setting up Click-To-Dial or Click-To-Call Taskbar items within GoldMine to be able to automatically dial the phone. Watch the video presentation online.
- [Email Address Verification and Email List Cleaning Services for GoldMine CRM.](https://goldminesuccess.com/2021/11/05/email-address-verification-and-email-list-cleaning-services-for-goldmine-crm/) - A video presentation on how to integrate and automate Email Address Verification and Email List Cleaning Services with your GoldMine CRM using a self-hosted RESTful API for GoldMine and Zapier.com Watch the video presentation online.
- [GoldMine 2021.2 Released](https://goldminesuccess.com/2021/11/08/goldmine-2021-2-released/) - What's Changed in GoldMine Version 2021.2 The following libraries where upgraded: The cURL (See URL) library was updated to version 7.78.0 The Add-In Express library was updated to 9.4.4644.0 only for GoldMine Plus for Microsoft Outlook Migrated the GoldMine Plus for Microsoft Outlook from .NETFramework 2.0 to .NETFramework 4.0 Replaced theSQL Server connection provider SQLServer
- [QuoteWerks Releases Version 5.7 Build 1.05](https://goldminesuccess.com/2021/12/14/quotewerks-releases-version-5-7-build-1-05/) - Version 5.7 Build 1.05 Summary Learn more about QuoteWerks
- [Santa Bob Checking His List In GOLDMINE PREMIUM CRM!](https://goldminesuccess.com/2021/12/15/santa-bob-checking-his-list-in-goldmine-premium-crm/) - Did you know that Santa uses GoldMine to manage his lists? Yup! With a simple search he knows who has been naughty or nice. Santa can access his contacts on his phone with GoldMine Web ... and check the weather radar. At the end of the year Santa loves to make special deals on GoldMine!
- [Email Address Verification / Email List Cleaning for GoldMine CRM - Video 2](https://goldminesuccess.com/2021/12/28/email-address-verification-email-list-cleaning-for-goldmine-crm-video-2/) - A follow-up on a previous video presentation on integrating NeverBounce.com with GoldMine CRM using Zapier.com, a self-hosted RESTful API for GoldMine and Google Sheets. If you haven't watched the previous video (see link above) please do so before watching the follow-up video below. Watch the follow-up video presentation online.
- [Simple and Affordable Email Tracking for GoldMine CRM](https://goldminesuccess.com/2021/12/30/simple-and-affordable-email-tracking-for-goldmine-crm/) - A video presentation on simple and affordable email open, click, unsubscribe, hard bounce, plus more tracking/processing for GoldMine CRM using SendGrid.com and a self-hosted RESTful API for GoldMine. Watch the video presentation online.
- [The Best of the Best for Success in 2022](https://goldminesuccess.com/2022/01/04/the-best-of-the-best-for-success-in-2022/) - The beginning of a new year is a time when many of us start to do some thinking about how to make the coming year more successful. Now a days, "thinking" often means doing some "googling." I googled for ideas for "business success" using a variety of search phrases. As expected, each search resulted in
- [Long Time ACT! Users Migrating to GoldMine CRM](https://goldminesuccess.com/2022/01/06/long-time-act-users-migrating-to-goldmine-crm/) - When I first started selling GoldMine "Contact Manager," thirty-plus years ago, my main competitors were ACT! and Maximizer. Over the last 10 years those products have lost a great deal of market share. Surprisingly, there are still a lot of CRM users on those products, many with very old editions. I get calls on a
- [How to Link Your GoldMine with a Custom Application](https://goldminesuccess.com/2022/01/26/how-to-link-your-goldmine-with-a-custom-application/) - A video presentation/demonstration on how to extend or enhance your GoldMine by connecting it with a custom application. Over the years many GoldMine customers have asked about ways of customizing GoldMine or extending GoldMine features to track complex data relationships, ie Project Management, Order Tracking, Inventory Control systems, etc. The answer for the most part
- [Who Do You Love?](https://goldminesuccess.com/2022/02/10/who-do-you-love/) - A Valentine's Day Thought about Using CRM . . . Do you remember the old song "Who Do You Love?" written by rock & roll pioneer Bo Diddley. He recorded in 1956, it is one of his most popular and enduring works. The song represents Diddley's lyrical combination of hoodoo-type imagery and boasting. Valentine's Day is
- [Custom CSV File Import Web App for GoldMine](https://goldminesuccess.com/2022/02/10/custom-csv-file-import-web-app-for-goldmine/) - A video presentation (8 Mins) on a custom csv file import app I created for a client to be able to import data from a csv file into matching GoldMine records. If you have a need to import data from csv into GoldMine and GoldMines' native CSV file import isn't enough for you, then we
- [Custom CSV File Importer for GoldMine (Part 2)](https://goldminesuccess.com/2022/02/21/custom-csv-file-importer-for-goldmine-part-2/) - A short video presentation of a custom CSV file importer for GoldMine that allows you to import primary contacts with up to 2 associated emails, additional contacts with up to 2 associated emails, custom details and custom fields. Additional functionality is possible using a custom csv file importer vs GoldMine's native csv file importer. GoldMine's
- [Email Address remover for GoldMine](https://goldminesuccess.com/2022/02/21/email-address-remover-for-goldmine/) - A video presentation of a web application that allows GoldMine users to remove email addresses from GoldMine in bulk from a csv file. Customers who have had their contacts email addresses scrubbed or cleaned using a 3rd party list cleaning service such as NeverBounce.com or Unbounce.com and want to manually remove the invalid emails now
- [Malformed E-mail Addresses Cleaner for GoldMine CRM](https://goldminesuccess.com/2022/02/28/malformed-e-mail-addresses-cleaner-for-goldmine-crm/) - A video presentation on a simple web application for removing/cleaning Malformed Email Addresses within your GoldMine CRM database. Avoid sending to bad email addresses when bulk sending! Malformed emails are email addresses that are not properly formatted. GoldMine does not force validate that a value entered into as an email address is actually a valid
- [MALFORMED E-MAIL ADDRESSES CLEANER FOR GOLDMINE CRM (Video 2)](https://goldminesuccess.com/2022/03/02/malformed-e-mail-addresses-cleaner-for-goldmine-crm-video-2/) - Here is an update video for the Malformed E-mail Address Cleaner application for GoldMine. In this video I demonstrate the ability to update/edit a malformed email address to be a valid email address. There are times when a malformed or invalid email address just needs to be updated to make it valid vs just deleting
- [GoldMine Version 2022.1 Released](https://goldminesuccess.com/2022/03/08/goldmine-version-2022-1-released/) - Whats New in GoldMine 2022.1 Updated the compatibility matrix by adding: Windows 11, Windows Server 2022, and Microsoft Office 2021 Whats new in GoldMine Connect 2022.1 Upgraded AngularJS to version 1.8.2 Upgraded jQuery to version 3.5.0 Upgraded FullCalendar to version 3.10.2 Updated the compatibility matrix by adding Windows Server 2022 What's Fixed in GoldMine Version
- [Constant Contact integration for GoldMine CRM](https://goldminesuccess.com/2022/03/14/constant-contact-integration-for-goldmine-crm/) - A video presentation of a self-hosted web application for integrating Constant Contact and GoldMine CRM. Do you use Constant Contact for your marketing emails? Do you use GoldMine as your CRM system? Then this video presentation might be of interest to you. Watch as I demonstrate a web application that allows you to easily upload
- [What you need to know about sending BULK emails with GoldMine via O365, G-Suite, etc.](https://goldminesuccess.com/2022/03/24/what-you-need-to-know-about-sending-bulk-emails-with-goldmine-via-o365-g-suite-etc/) - In the last few months I've received numerous calls or emails from customers complaining that they can not send BULK emails via GoldMine using their O365 or G-Suite email accounts. Some have had their email accounts shut down others say they receive an error message when trying to send. Some of these customers had recently
- [QuoteWerks Price Change Coming](https://goldminesuccess.com/2022/04/04/quotewerks-price-change-coming/) - Looking for an award-winning solution for generating professional quotes faster and more accurately? Consider QuoteWerks. Contact First Direct for a free trial and a no obligation personal demonstration. Call (845) 221-3800 x 101.
- [How to write emails that avoid SPAM filters](https://goldminesuccess.com/2022/04/06/how-to-write-emails-that-avoid-spam-filters-and-gets-your-emails-delivered-to-the-inbox/) - What is an email spam filter? An email spam filter generally uses technologies like artificial intelligence and machine learning to detect unsolicited, unwanted, virus-infected messages (usually known as spam) and prevent them from reaching the recipients email inbox. While it affects where the email goes inside the recipient’s email system, it does not impact your
- [Wishes to All for a Happy Easter](https://goldminesuccess.com/2022/04/13/wishes-to-all-for-a-happy-easter/) - This Friday and Saturday evening some of us will tell the story of the Exodus, in the Jewish tradition of Passover. Starting with Palm Sunday last week, through this Good Friday, and into Sunday, Christians will celebrate Easter. My wife and I are an interfaith couple, so we get the best of both worlds.
- [Clever Ways to Query your GoldMine Database](https://goldminesuccess.com/2022/04/25/clever-ways-to-query-your-goldmine-database/) - What can you ask your GoldMine CRM? At it's core, GoldMine is a relational Microsoft SQL database. It contains many database tables with fields used for storing information about your GoldMine contacts and other related information. Some of the tables are: History - completed activities such as calls, appointments, actions, sales, etc.Calendar - pending activities
- [Listen Carefully](https://goldminesuccess.com/2022/05/03/listen-carefully/) - According to the University of Missouri, 45% of communication is listening, and yet the average person remembers only half to a quarter of the information they hear. Whether you’re in a classroom, a business setting, or a relationship, failing to hear 75% what’s said to you is a recipe for disaster. After a recent a
- [GoldMine 2022.2 Released](https://goldminesuccess.com/2022/05/03/goldmine-2022-2-released/) - What's Changed in GoldMine Version 2022.2 GoldMine Premium Edition GoldMine Plus! for Microsoft Word and Microsoft Excel can be installed on Microsoft Office on 64-bit. GoldMine Connect (Web) Five security vulnerabilities were fixed: Login password-guessing attack CVSS 7.4. We added 2 application settings in the web.config file: LockAccountAfter – number user of tries before the temporary
- [Sending Mass Emails with GoldMine](https://goldminesuccess.com/2022/05/20/sending-mass-emails-with-goldmine/) - What many businesses love about GoldMine, is it's ability to easily send mass emails to their CRM contacts, customers, prospects, etc. What many Office 365 subscribers and others are now realizing is that they are not allowed to send bulk/mass emails using their Office365 email accounts. Office 365 has limits on the number of emails
- [Do or Die CRM Best Practices](https://goldminesuccess.com/2022/06/29/do-or-die-crm-best-practices/) - I have been a CRM consultant and practitioner for over 30 years. We support both GoldMine Premium CRM and Zoho CRM along with various add-on applications. Whether you're a GoldMine administrator, VP of Sales & Marketing or the business owner, the importance of CRM best practices can not be overstated. Over the years I've seen
- [GoldMine Email Authentication](https://goldminesuccess.com/2022/06/29/goldmine-email-authentication/) - If you are currently using GoldMine’s email client you may have already or could soon find yourself not being able to retrieve emails if using the POP or IMAP protocols with Gmail or Microsoft accounts. The reason behind this is an industry trend toward using something called OAUTH2 and an authentication method. Without getting too
- [Why you should be using webhooks with your GoldMine to automate workflow and data entry.](https://goldminesuccess.com/2022/07/06/why-you-should-be-using-webhooks-with-your-goldmine-to-automate-workflow-and-data-entry/) - What are webhooks? Webhooks are a way for you to tell a web app to send information automatically to another application when certain events occur in said web app. It's how PayPal tells your Accounting app when your clients pay you, it's how Twilio routes phone calls to your cell phone, and how WooCommerce can
- [Big Announcement for GoldMine users who use O365 or Gmail/Gsuite for email.](https://goldminesuccess.com/2022/07/08/big-announcement-for-goldmine-users-who-use-o365-and-gmail-gsuite-for-email/) - Microsoft and Google have made changes to the way subscribers can access their email accounts using an email client such as GoldMine. They are forcing users to use MFA or 2 Step Verification with the use of App Passwords OR if your GoldMine supports OAuth 2.0, to use this more secure method for accessing your
- [Integrating with GoldMine using a self hosted RESTful API](https://goldminesuccess.com/2022/07/14/integrating-with-goldmine-using-a-self-hosted-restful-api/) - It's not too uncommon to have a customer ask me, "Does GoldMine integrate with, "XYZ" app." For many years that answer was simply "NO". That's because there wasn't a lot of development work/integration work being done by inside or outside developers to create integrations between GoldMine and other applications. The other reason is because GoldMine
- [How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.](https://goldminesuccess.com/2022/08/10/how-to-merge-goldmine-contact-information-into-ms-word-without-using-the-goldmine-link-for-word/) - Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because IVANTI, the manufacturer of GoldMine has not released a version of the GoldMine Link for Word that works on 64 bit versions of MS Office. In the
- [What is SPF Email Authentication and Why You Need It!](https://goldminesuccess.com/2022/08/16/what-is-spf-email-authentication-and-why-you-need-it/) - After reading this article you will be able to: Define what a DNS SPF record is Explain the benefits of a DNS SPF record Understand a DNS SPF record’s components Just about every business today is doing some level of email marketing and in some cases they are using a 3rd party email service provider
- [GoldMine Email Attachments and Document Management Best Practices](https://goldminesuccess.com/2022/08/23/goldmine-email-attachments-and-document-management-best-practices/) - The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals, PDFs, Word Docs, etc. Many customers complain that their GoldMine is slow and sluggish and often times this is due to a very large Mailbox/Attach folder that
- [QuoteWerks Wins 3 Big Awards](https://goldminesuccess.com/2022/09/12/quotewerks-wins-3-big-awards/) - QuoteWerks has earned the Top Rated Award for CPQ Software, Proposal Software, and Quote To Cash Software from TrustRadius. TrustRadius Top Rated B2B Awards are based on entirely on customer feedback. QuoteWerks is the #1 Award winning software for creating quotes and proposal. Three recent awards add to QuoteWerks unmatched record of positive recognition from
- [A Guide to Website Redesign and Redevelopment](https://goldminesuccess.com/2022/10/10/a-guide-to-website-redesign-and-redevelopment/) - Why Redesign Your Website? There are many reasons and factors that may go into the decision to redesign a website. Here are some of the most common reasons:
- [How the new PHP version 8.1.3 Could Affect Your Website?](https://goldminesuccess.com/2022/10/10/how-the-new-php-version-8-1-3-could-affect-your-website/) - Have you received a notice from your hosting provider about upgrading to a new version of PHP, and are wondering what it means for your website? What is PHP? PHP is an open-source programming language that runs on a web server. It is one of the most popular languages for web development. 80% of
- [Sending SMS Messages Automatically via GoldMine Automated Processes](https://goldminesuccess.com/2023/01/25/sending-sms-messages-automatically-via-goldmine-automated-processes/) - I recently had a customer ask me about being able to automatically send SMS Messages via GoldMine Automated Processes, etc. by using an SMS API. The quick and short answer is yes, but the details of how is pretty complex so I decided to create this demonstration video to show how this sort of capability
- [First Direct Corp. wins Top QuoteWerks Partner award for 2022!](https://goldminesuccess.com/2022/12/05/first-direct-corp-wins-top-quotewerks-partner-award-for-2022/) - Aspire Technologies, Inc, the manufacturer of QuoteWerks software has announced that First Direct Corp. has been named a Top 10 World Wide Solutions Partner for 2022 (Top USA Partner). QuoteWerks® enables companies in every industry to create detailed quotes and proposals with speed and efficiency. If you want to save time and money when
- [QuoteWerks 10% OFF Winter Special](https://goldminesuccess.com/2022/12/02/quotewerks-10-off-winter-special/) - As a valued QuoteWerks customer, we would like to let you know in advance about our QuoteWerks Winter Special, which starts December 1st, 2022 and ends Dec 23rd, 2022. Now is the time to use up your end of the year budget! If you've been thinking about adding more licenses, upgrading, or if your QuoteWerks maintenance
- [What are GoldMine Webhooks?](https://goldminesuccess.com/2022/12/02/what-are-goldmine-webhooks/) - A webhook is a URL endpoint or HTTP-based callback function (web script) that allows lightweight, event-driven communication between 2 applications via an application programming interface (API). Webhooks are used by a wide variety of web apps to receive small amounts of data from other apps. To set up a webhook, the client application gives a
- [It's Beginning to Look a Lot Like . . .](https://goldminesuccess.com/2022/12/01/its-beginning-to-look-a-lot-like/) - December is a month for many important things - holidays, taxes, charity, family, travel, etc. It is also a time when many people do a review of their old goals and set new goals. Here's some thoughts to consider with regard to your CRM system: Improve system speed - database maintenance and resources Marketing objectives
- [QUOTEWERKS VERSION 5.7 BUILD 4 IS HERE!](https://goldminesuccess.com/2022/10/24/quotewerks-version-5-7-build-4-is-here/) - Did you see that Aspire Technologies recently released QuoteWerks Version 5.7 Builds 3 and 4? These releases introduce over 50 new features including: GoldMine 2022.3 is now supported, a completely redesigned Act! For Web integration, the ability to show/hide toolbar icons, more ‘Save as PDF’ options, Re-Upload Options for QuoteValet Users, Arrow Electronics Quote Import
- [THIS IS SCARY IN BUSINESS!](https://goldminesuccess.com/2022/10/31/this-is-scary-in-business/) - It’s 10/31 – Halloween. So I figured I’d add a brief post about some things that are “scary” in business. BOO . . . Overlooked prospects and neglected customers Inability to easily put together a marketing or sales list Losing touch Failure to assign and qualify leads Not having a handle on a deal pipeline
- [GOLDMINE 2022.3, 2022.3.1 AND 2022.4 RELEASED!](https://goldminesuccess.com/2022/11/24/goldmine-2022-3-2022-3-1-and-2022-4-released/) - GOLDMINE VERSION 2022.3 RELEASE NOTES WHAT’S NEW IN GOLDMINE VERSION 2022.3 GOLDMINE PREMIUM EDITION Linking messages encrypted with Office 365 Message Encryption and Microsoft Information Protection WHAT’S CHANGED IN GOLDMINE VERSION 2022.3 GOLDMINE PREMIUM EDITION Upgraded cURL library to 7.84.0 Replaced the embedded browser with Edge WebView2 in the Constant Contact connector Replaced the prerequisite
- [Scheduling the Emailing of GoldMine Reports](https://goldminesuccess.com/2022/12/08/scheduling-the-emailing-of-goldmine-reports/) - In this video demonstration, I demonstrate scheduling the emailing of a GoldMine Daily Real-Time Completed Activities Report using a self-hosted RESTful API for GoldMine and a custom PHP script. If you have a need/interest in viewing GoldMine reports in a web browser or having GoldMine reports emailed to you or other people please contact First
- [Happy Holiday Season](https://goldminesuccess.com/2022/12/12/happy-holiday-season/)
- [Why You Should Start Using Website and Email Templates?](https://goldminesuccess.com/2023/01/12/why-you-should-start-using-website-and-email-templates/) - Having a user-friendly website and professional-looking email templates is always an advantage for any business. Website and email templates help you greatly.
- [Email Security Tip - 3 Simple Steps](https://goldminesuccess.com/2023/01/20/email-security-tip-3-simple-steps/) - Is there a way to have a password protected folder in GoldMine? The answer is YES! And, here is how in 3 Simple Steps!
- [Reasons to Read and Write a Blog](https://goldminesuccess.com/2023/01/27/reasons-to-read-and-write-a-blog/) - For most businesses, blogs are one of the most effective ways to build brand awareness, nurture relationships with customers, and create value. Read more.....
- [Now is a Good Time to Review Your Backup](https://goldminesuccess.com/2023/05/03/now-is-a-good-time-to-review-your-backup/) - Do you know for certain that your backup procedures are really working? Do you know where to find your backups or even how to restore your data from a backup?
- [RingCentral integration with GoldMine CRM](https://goldminesuccess.com/2023/02/03/ringcentral-integration-with-goldmine-crm/) - Telephony integration with your CRM is a critical element of running your business. Many customers over the years have asked about the ability to integrate their phone system with GoldMine and in most cases it involved the purchase of a GoldMine Add-on. First Direct Corp. has been selling, supporting and using RingCentral for many years
- [First To Admit About GoldMine](https://goldminesuccess.com/2023/07/24/first-to-admit-about-goldmine/) - GoldMine still has its fans and there are good reasons I actually prefer using GoldMine, but my prospects and customers' requirements changed over the years.
- [Creating Filters in GoldMine based on data in the Tabs](https://goldminesuccess.com/2023/09/18/creating-filters-in-goldmine-based-on-data-in-the-tabs/) - Out-of-the box, GoldMine does not allow you to build filters based on information in the tabs (History, Pending, Details, Cases, etc.) Filters in GoldMine can only be created based on the values in the fields on the screen(s). There are two "types" of fields in GoldMine, a system defined field and a custom field. A
- [Quoting - One of the Best Reasons for Using QuoteWerks and Integration with QuickBooks](https://goldminesuccess.com/2023/08/29/quoting-one-of-the-best-reasons-for-using-quotewerks-and-integration-with-quickbooks/) - Why QuoteWerks stands out as a superior choice for creating quotes and how its integration with QuickBooks offers a comprehensive solution for businesses.
- [Chickens, Goats and CRM](https://goldminesuccess.com/2023/09/06/chickens-goats-and-crm/) - With Labor Day behind us, the end of Summer, Sat. Sept. 23rd, is around the corner. I hope your year is shaping up nicely. This year I decided to raise chickens and goats. I built coops, barns, shelters, fencing. I studied and learned what I could to prepare myself. Finally, the animals all arrived. How's
- [Bulk Email Marketing Options for GoldMine CRM with Tracking Integration for Opens, Clicks, Unsubscribes, and Bounces](https://goldminesuccess.com/2023/10/04/bulk-email-marketing-options-for-goldmine-crm-with-tracking-integration-for-opens-clicks-unsubscribes-and-bounces/) - In this video presentation I discuss bulk email marketing solutions for GoldMine CRM with custom tracking integration for Clicks, Opens, Unsubscribes, Hard Bounces. Many customers today are looking for alternative solutions for creating/sending bulk emails because they know that GoldMine does not offer any sort of out-of-the-box tracking capabilities and they also now realize that
- [Integrating GoldMine with other applications](https://goldminesuccess.com/2023/09/19/integrating-goldmine-with-other-applications/) - In the following video presentation I demonstrate one way of integrating GoldMine with a number of different web applications. Whether that be integrating GoldMine with an email marketing system to add/subscribe contacts to a subscriber list, such as MailChimp or Constant Contact, OR if it's adding GoldMine contacts to an online accounting system, or some
- [Automatically Process Mailchimp Unsubscribes and Hard Bounces plus much more](https://goldminesuccess.com/2023/09/26/automatically-process-mailchimp-unsubscribes-and-hard-bounces-plus-much-more/) - In this video presentation I demonstrate how to setup Mailchimp webhooks to automatically process unsubscribe and hard bounced emails using Zapier.com and/or a self-hosted web script. This video is intended to give GoldMine customers a better understanding of the potential of integrating web apps with GoldMine CRM and many other applications as well. After watching
- [Programmatically Creating PDF's and Merging GoldMine Contact Data Into Them](https://goldminesuccess.com/2023/09/26/programmatically-creating-pdfs-and-merging-goldmine-contact-data-into-them/) - In this video demonstration I show you how to programmatically create a PDF using a FREE PHP Library for generating PDFs and dynamically merging GoldMine contact data into that PDF. I've had many customers ask me over the years can I merge GoldMine data into my Acrobat PDF or create a PDF Template in GoldMine,
- [Creating Many PDF's and Merging GoldMine Contact Information into the PDF's](https://goldminesuccess.com/2023/09/28/creating-many-pdfs-and-merging-goldmine-contact-information-into-the-pdfs/) - In this video demonstration, which is a continuation of a previous video post, I demonstrate the ability to create many PDF's for many GoldMine contact records and merge GoldMine contact information into those PDF's using a free PHP Library (package) and the PHP programming language. If your organization has a need to create PDFs and
- [HTML Email Design Tips/Tricks for GoldMine CRM](https://goldminesuccess.com/2023/10/10/html-email-design-tips-tricks-for-goldmine-crm/) - In this video tutorial I demonstrate several ways to design a simple HTML email that has structure and formatting that will make your emails look better and more professional. You don't have to know HTML/CSS to be able to design a fancy HTML email with graphics and complex layouts, it certainly can be helpful/beneficial, but
- [SMS integration with GoldMine](https://goldminesuccess.com/2023/10/02/sms-integration-with-goldmine/) - In this video presentation I demonstrate the potential to integrate an SMS Service such as ClickSend.com with GoldMine CRM. This video talks about the possibilities for integrating GoldMine with an SMS Service and potentially other Cloud Service providers using a webhook and a self-hosted RESTful (web based) API for GoldMine. https://vimeo.com/870295406/eb9bbfb8e9?share=copy
- [Harnessing the Power of Webhooks: Automating Business Processes for Success](https://goldminesuccess.com/2023/10/03/harnessing-the-power-of-webhooks-automating-business-processes-for-success/) - In today's fast-paced digital landscape, businesses are constantly seeking innovative ways to streamline operations and improve efficiency. Automation has emerged as a game-changer, allowing companies to free up valuable human resources and reduce the risk of errors. One technology that has gained immense popularity for automating business processes is webhooks. In this article, we'll explore
- [First Direct Offers Multiple CRM Choices](https://goldminesuccess.com/2023/10/31/first-direct-offers-multiple-crm-choices/) - Unlock CRM potential with First Direct Corp. Choose between GoldMine, a 30-year favorite, and Zoho CRM, a hidden gem. Award-winning, low-code excellence.
- [Questions answered: Does GoldMine integrate with 'XYZ'? Is there an integration between GoldMine and 'XYZ'?](https://goldminesuccess.com/2023/10/05/questions-answered-does-goldmine-integrate-with-xyz-is-there-an-integration-between-goldmine-and-xyz/) - I've received several emails from different readers/customers asking " Does GoldMine integrate with 'XYZ'?" OR "Is there an integration between "XYZ" and GoldMine?" The basic answer is typically "NO". The right answer however is "NO, but they can or could be an integration written for you." In this video presentation I discuss this topic in
- [STOP using MS WORD to create/design your email campaigns](https://goldminesuccess.com/2023/10/10/stop-using-ms-word-to-create-design-your-email-campaigns/) - In this video tutorial/demonstration I discuss why you SHOULD NOT use MS WORD to create/start/design an email or email template in GoldMine CRM. We've had numerous customers who have done this over the years and have had mixed results when it comes to sending, getting their emails delivered and having the email look the way
- [How to Implement GoldMine Web Import](https://goldminesuccess.com/2023/10/11/how-to-implement-goldmine-web-import/) - With GoldMine’s Web Import feature every time someone fills out a web form on your web site, submits an online order (purchases a product) or does something in any number of web based applications, the contact information that is submitted can be automatically imported into your GoldMine CRM system to create a new contact record or
- [GoldMine CRM New Year Resolution - Using CRM to Achieve Business Objectives](https://goldminesuccess.com/2024/01/11/goldmine-crm-new-year-resolution-using-crm-to-achieve-business-objectives/) - Unlock the full potential of your business objectives in 2024 with GoldMine CRM. Use CRM for lead generation, cross-selling, customer retention & collaboration.
- [How to easily remove unwanted email attachments (jpg, gif, png, jpeg, bmp) from your GoldMine Mailbox/Attach directory](https://goldminesuccess.com/2023/10/12/how-to-easily-remove-unwanted-email-attachments-jpg-gif-png-jpeg-bmp-from-your-goldmine-mailbox-attach-directory/) - In this video demonstration I walk you through how to use a free, easy-to-use Windows program for automatically removing duplicated images from your Windows PC. This program can be very useful for cleaning up and removing duplicated logos, signature pictures, and other email attachments that you may collect over the years from your received emails.
- [GoldMine SQL Queries Demonstration](https://goldminesuccess.com/2023/10/12/goldmine-sql-queries-demonstration/) - In this video demonstration, I present the GoldMine SQL Queries window and the benefit/power of using the SQL Queries tool to display reports, export data and analyze your GoldMine database. If you have GoldMine Premium Edition with a SQL Server database backend, then you should be using the SQL Queries feature extensively. If you're not
- [How to Easily Clean Up Duplicated Contact Records in GoldMine CRM](https://goldminesuccess.com/2023/10/12/how-to-easily-clean-up-duplicated-contact-records-in-goldmine-crm/) - In this video tutorial/demonstration I show you how to easily identify contact records in your GoldMine CRM that are duplicated contact records, and use the Merge/Purge wizard to deduplicate your GoldMine database. Always ensure that you have a SQL database backup before performing this sort of task, as there is no edit/undone. https://vimeo.com/873807708/8373ac8473?share=copy
- [Hardbounce Email Removal Options for GoldMine CRM](https://goldminesuccess.com/2023/10/13/hardbounce-email-removal-options-for-goldmine-crm/) - In this video demonstration I show you several different ways of removing/processing Hardbounce Emails from your GoldMine CRM when you send bulk email campaigns regardless of what email marketing system you may be using, ie Constant Contact, Mailchimp, Campaign Monitor, SendGrid, etc. I also show you how to identify malformed/bad email addresses that exist in
- [Exporting Data Out of GoldMine CRM - From Basic to More Advanced Options.](https://goldminesuccess.com/2023/10/16/exporting-data-out-of-goldmine-crm-from-basic-to-more-advanced-options/) - In this video demonstration I show you several options for exporting data out of GoldMine CRM. I start by showing you basic options (but limited), to more advanced options for exporting just about any data stored anywhere in the database and finally discuss ways to automate the export process for integration with other web applications
- [How to Automate the Integration of GoldMine with Just About Any Web Application using Zapier.com](https://goldminesuccess.com/2023/10/16/how-to-automate-the-integration-of-goldmine-with-just-about-any-web-application-using-zapier-com/) - In this video demonstration, I show you step-by-step how to easily integrate GoldMine with just about any web application using Zapier.com. This demonstration will show you how to use a PHP Script to execute a SQL Query to export/send data to Zapier.com and then add that contact data to a Mailchimp Subscriber List, but it
- [GoldMine Version 2023.4 Released!](https://goldminesuccess.com/2023/10/18/goldmine-version-2023-4-released/) - GoldMine Version 2023.4 Released! What's Changed in GoldMine Version 2023.4? For more information about items in What's Fixed, please check the details here!
- [How to Export GoldMine CRM Data](https://goldminesuccess.com/2024/01/16/how-to-export-goldmine-crm-data/) - Effortlessly export and manage your data with GoldMine CRM's versatile options, from CSV exports to Excel integration & advanced SQL queries. Read more.
- [How to use ChatGPT (Artificial Intelligence) to create email marketing campaigns for GoldMine CRM](https://goldminesuccess.com/2024/05/01/how-to-use-chatgpt-artificial-intelligence-to-create-email-marketing-campaigns-for-goldmine-crm/) - In this video presentation, I go over the do's and don'ts of using ChatGPT (Artificial Intelligence) to generate email marketing campaigns for use with GoldMine CRM. Many GoldMine users have started using ChatGPT to create their email marketing content but have had issues with properly inserting the code/content into a GoldMine email template. I cover
- [Celebrating Excellence: First Direct Corp. Honored with Top Partner Award for 2023](https://goldminesuccess.com/2024/02/23/first-direct-corp-honored-with-top-partner-award-for-2023/) - First Direct Corporation, recognized as one of the Top 10 Worldwide Solutions Partners and earning the esteemed title of Top USA Partner for 2023.
- [GoldMine 2024.1 and 2024.2 Released](https://goldminesuccess.com/2024/05/03/goldmine-2024-1-and-2024-2-released/) - What's Fixed in GoldMine Version 2024.1 Outlook Sync warning for different Time Zones appears when Operating System language has been changed and cannot be adjusted correctly GoldMine Plus Outlook Using Exchange Server mailbox with cached mode (recommended by GoldMine) + using autolinking Sent >> sent email will always be replaced by the Exchange Server with
- [Your email marketing campaigns won't work any more if you're not following these rules](https://goldminesuccess.com/2024/05/08/your-email-marketing-campaigns-wont-work-any-more-if-youre-not-following-these-rules/) - If you’re sending mass emails, more than 5,000 emails, Google and Yahoo have new rules that you must follow, or your email campaigns won’t reach your recipients email inboxes anymore. Here are the new email requirements at a glance: Your spam complaint rate needs to be under 0.3%. Domain Authentication using SPF, DKIM, and DMARC
- [GO-Global Version 6.3.1.3375 Released!](https://goldminesuccess.com/2024/07/25/go-global-version-6-3-1-3375-released/) - The latest GO-Global Version 6.3.1.3375 is packed with new features and enhancements designed to improve usability, performance, and manageability. Learn more
- [QuoteWerks Version 24 Build 3 is Here!](https://goldminesuccess.com/2025/02/11/quotewerks-version-24-build-3-is-here/) - QuoteWerks Version 24 Build 3 is not just another routine update; it represents a significant leap forward in enhancing your sales and quoting experience....
- [First Direct’s Journey From Goldmine to Zoho CRM](https://goldminesuccess.com/2025/02/11/first-directs-journey-from-goldmine-to-zoho-crm/) - For over 30 years, our business has proudly represented GoldMine CRM. About seven years ago, we realized the need to offer our clients a cloud-based......
- [First Direct Corp. Recognized as a Top Ten QuoteWerks Partner Worldwide for 2024](https://goldminesuccess.com/2025/02/11/first-direct-corp-recognized-as-a-top-ten-quotewerks-partner-worldwide-for-2024/) - We are excited to share that First Direct Corp. has once again earned a spot among the Top Ten QuoteWerks Worldwide Partners for 2024!
- [Introducing QuoteWerks Version 25 Build 1!](https://goldminesuccess.com/2025/02/11/introducing-quotewerks-version-25-build-1/) - QuoteWerks Version 25 Build 1 is here with new features like HaloPSA Integration, Clover Credit Card Gateway, QuoteValet DKIM, and Google Maps integration.
- [Important Update: GoldMine 2014–2019 Will Soon Reach End of Support](https://goldminesuccess.com/2025/08/28/important-update-goldmine-2014-2019-will-soon-reach-end-of-support/) - We will inform GoldMine customers on September 9, 2025, that support for GoldMine Premium and GoldMine Connect versions 2014–2019 will end on April 30, 2026.

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- [CRM consultant](https://goldminesuccess.com/tag/crm-consultant/)
- [CRM Expert](https://goldminesuccess.com/tag/crm-expert/)
- [strategy](https://goldminesuccess.com/tag/strategy/)
- [tactics](https://goldminesuccess.com/tag/tactics/)
- [marketing and sales ideas](https://goldminesuccess.com/tag/marketing-and-sales-ideas/)
- [First Direct testimonial](https://goldminesuccess.com/tag/first-direct-testimonial/)
- [GM Web](https://goldminesuccess.com/tag/gm-web/)
- [GoldMine Connect](https://goldminesuccess.com/tag/goldmine-connect/)
- [GoldMine Mobile. GoldMine on smartphone](https://goldminesuccess.com/tag/goldmine-mobile-goldmine-on-smartphone/)
- [GoldMine Premium on Tablet](https://goldminesuccess.com/tag/goldmine-premium-on-tablet/)
- [sexual harassment training](https://goldminesuccess.com/tag/sexual-harassment-training/)
- [quotewerks discount](https://goldminesuccess.com/tag/quotewerks-discount/)
- [quotewerks holiday special](https://goldminesuccess.com/tag/quotewerks-holiday-special/)
- [CRM usage](https://goldminesuccess.com/tag/crm-usage/)
- [automated email](https://goldminesuccess.com/tag/automated-email/)
- [email drip spacing](https://goldminesuccess.com/tag/email-drip-spacing/)
- [email sequence](https://goldminesuccess.com/tag/email-sequence/)
- [GoldMine consultant](https://goldminesuccess.com/tag/goldmine-consultant/)
- [GoldMine Dealer](https://goldminesuccess.com/tag/goldmine-dealer/)
- [GoldMine partner](https://goldminesuccess.com/tag/goldmine-partner/)
- [closing sales](https://goldminesuccess.com/tag/closing-sales/)
- [CRM software](https://goldminesuccess.com/tag/crm-software/)
- [customer engagement](https://goldminesuccess.com/tag/customer-engagement/)
- [grid controls](https://goldminesuccess.com/tag/grid-controls/)
- [grouping data in GoldMine](https://goldminesuccess.com/tag/grouping-data-in-goldmine/)
- [GoldMine CRM consultant](https://goldminesuccess.com/tag/goldmine-crm-consultant/)
- [GoldMine trainer](https://goldminesuccess.com/tag/goldmine-trainer/)
- [calendar synchronization](https://goldminesuccess.com/tag/calendar-synchronization/)
- [email synchronization.](https://goldminesuccess.com/tag/email-synchronization/)
- [Riva](https://goldminesuccess.com/tag/riva/)
- [GoldMine Administratior](https://goldminesuccess.com/tag/goldmine-administratior/)
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- [Getting Started with GoldMine](https://goldminesuccess.com/tag/getting-started-with-goldmine/)
- [GoldMine Administrator](https://goldminesuccess.com/tag/goldmine-administrator/)
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- [GoldMine database code](https://goldminesuccess.com/tag/goldmine-database-code/)
- [better using GoldMine](https://goldminesuccess.com/tag/better-using-goldmine/)
- [goldmine support](https://goldminesuccess.com/tag/goldmine-support/)
- [updating GoldMine](https://goldminesuccess.com/tag/updating-goldmine/)
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- [expertise](https://goldminesuccess.com/tag/expertise/)
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- [GoldMine projects](https://goldminesuccess.com/tag/goldmine-projects/)
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- [goldmine blog](https://goldminesuccess.com/tag/goldmine-blog/)
- [goldmine consulting](https://goldminesuccess.com/tag/goldmine-consulting/)
- [goldmine newsletter](https://goldminesuccess.com/tag/goldmine-newsletter/)
- [QuoteValet](https://goldminesuccess.com/tag/quotevalet/)
- [quotewerks consultant](https://goldminesuccess.com/tag/quotewerks-consultant/)
- [quotewerks expert](https://goldminesuccess.com/tag/quotewerks-expert/)
- [quotewerks trainer](https://goldminesuccess.com/tag/quotewerks-trainer/)
- [Realtime module](https://goldminesuccess.com/tag/realtime-module/)
- [top QuoteWerks partner](https://goldminesuccess.com/tag/top-quotewerks-partner/)
- [sales tip](https://goldminesuccess.com/tag/sales-tip/)
- [selling and email](https://goldminesuccess.com/tag/selling-and-email/)
- [cleaning data](https://goldminesuccess.com/tag/cleaning-data/)
- [email service](https://goldminesuccess.com/tag/email-service/)
- [email technology](https://goldminesuccess.com/tag/email-technology/)
- [email tools](https://goldminesuccess.com/tag/email-tools/)
- [email trends](https://goldminesuccess.com/tag/email-trends/)
- [email etiquette](https://goldminesuccess.com/tag/email-etiquette/)
- [email laws](https://goldminesuccess.com/tag/email-laws/)
- [email rules](https://goldminesuccess.com/tag/email-rules/)
- [spam rules](https://goldminesuccess.com/tag/spam-rules/)
- [marketing communications](https://goldminesuccess.com/tag/marketing-communications/)
- [marketing strategy](https://goldminesuccess.com/tag/marketing-strategy/)
- [repetition](https://goldminesuccess.com/tag/repetition/)
- [crm home](https://goldminesuccess.com/tag/crm-home/)
- [managing remotely home office](https://goldminesuccess.com/tag/managing-remotely-home-office/)
- [remote access to database](https://goldminesuccess.com/tag/remote-access-to-database/)
- [working remotely](https://goldminesuccess.com/tag/working-remotely/)
- [direct response](https://goldminesuccess.com/tag/direct-response/)
- [website marketing](https://goldminesuccess.com/tag/website-marketing/)
- [goldmine email marketing](https://goldminesuccess.com/tag/goldmine-email-marketing/)
- [goldmine email templates](https://goldminesuccess.com/tag/goldmine-email-templates/)
- [GoldMine email tips](https://goldminesuccess.com/tag/goldmine-email-tips/)
- [goldmine email tricks](https://goldminesuccess.com/tag/goldmine-email-tricks/)
- [analyze GoldMine user activities](https://goldminesuccess.com/tag/analyze-goldmine-user-activities/)
- [completed GoldMine activities](https://goldminesuccess.com/tag/completed-goldmine-activities/)
- [additional contacts tab](https://goldminesuccess.com/tag/additional-contacts-tab/)
- [goldmine additional contacts](https://goldminesuccess.com/tag/goldmine-additional-contacts/)
- [goldmine contacts](https://goldminesuccess.com/tag/goldmine-contacts/)
- [goldmine relationships tab](https://goldminesuccess.com/tag/goldmine-relationships-tab/)
- [merging additional contacts](https://goldminesuccess.com/tag/merging-additional-contacts/)
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- [3 monitors](https://goldminesuccess.com/tag/3-monitors/)
- [desktop](https://goldminesuccess.com/tag/desktop/)
- [more efficient workspace](https://goldminesuccess.com/tag/more-efficient-workspace/)
- [pipeline tools](https://goldminesuccess.com/tag/pipeline-tools/)
- [product database](https://goldminesuccess.com/tag/product-database/)
- [sales pipeline](https://goldminesuccess.com/tag/sales-pipeline/)
- [building relationships](https://goldminesuccess.com/tag/building-relationships/)
- [email service for goldmine crm](https://goldminesuccess.com/tag/email-service-for-goldmine-crm/)
- [goldmine email](https://goldminesuccess.com/tag/goldmine-email/)
- [cleaning up crm data](https://goldminesuccess.com/tag/cleaning-up-crm-data/)
- [goldmine database cleaning](https://goldminesuccess.com/tag/goldmine-database-cleaning/)
- [merging purging goldmine data](https://goldminesuccess.com/tag/merging-purging-goldmine-data/)
- [marketing and sales with GoldMine](https://goldminesuccess.com/tag/marketing-and-sales-with-goldmine/)
- [Sales follow-up with GoldMine CRM](https://goldminesuccess.com/tag/sales-follow-up-with-goldmine-crm/)
- [target marketing with Goldmine](https://goldminesuccess.com/tag/target-marketing-with-goldmine/)
- [goldmine crm database](https://goldminesuccess.com/tag/goldmine-crm-database/)
- [goldmine tables](https://goldminesuccess.com/tag/goldmine-tables/)
- [designing goldmine emails](https://goldminesuccess.com/tag/designing-goldmine-emails/)
- [merging fields into goldmine emails](https://goldminesuccess.com/tag/merging-fields-into-goldmine-emails/)
- [better than GoldMine](https://goldminesuccess.com/tag/better-than-goldmine/)
- [export GoldMine data](https://goldminesuccess.com/tag/export-goldmine-data/)
- [switch off of Goldmine](https://goldminesuccess.com/tag/switch-off-of-goldmine/)
- [lead follow-up](https://goldminesuccess.com/tag/lead-follow-up/)
- [sales follow-up](https://goldminesuccess.com/tag/sales-follow-up/)
- [goldmine owner](https://goldminesuccess.com/tag/goldmine-owner/)
- [new ceo of ivanti](https://goldminesuccess.com/tag/new-ceo-of-ivanti/)
- [crm strategies](https://goldminesuccess.com/tag/crm-strategies/)
- [ACT! to GoldMine](https://goldminesuccess.com/tag/act-to-goldmine/)
- [alternative to ACT!](https://goldminesuccess.com/tag/alternative-to-act/)
- [2 factor authentication](https://goldminesuccess.com/tag/2-factor-authentication/)
- [GoldMine administration](https://goldminesuccess.com/tag/goldmine-administration/)
- [MFA](https://goldminesuccess.com/tag/mfa/)
- [Website and Email Templates](https://goldminesuccess.com/tag/website-and-email-templates/)
- [Website Templates](https://goldminesuccess.com/tag/website-templates/)
- [1st Direct](https://goldminesuccess.com/tag/1st-direct/)
- [GoldMine Success](https://goldminesuccess.com/tag/goldmine-success/)
- [GoldMine Email security](https://goldminesuccess.com/tag/goldmine-email-security/)
- [GoldMine private email folders](https://goldminesuccess.com/tag/goldmine-private-email-folders/)
- [Email Security Tip](https://goldminesuccess.com/tag/email-security-tip/)
- [Reasons to READ a Blog](https://goldminesuccess.com/tag/reasons-to-read-a-blog/)
- [Reasons to WRITE a Blog](https://goldminesuccess.com/tag/reasons-to-write-a-blog/)
- [Read and Write Blogs](https://goldminesuccess.com/tag/read-and-write-blogs/)
- [Business Advantages of Blog Writing](https://goldminesuccess.com/tag/business-advantages-of-blog-writing/)
- [Does Blog Writing Help Sales](https://goldminesuccess.com/tag/does-blog-writing-help-sales/)
- [Blog Writing to Market Better](https://goldminesuccess.com/tag/blog-writing-to-market-better/)
- [Review Your Backup](https://goldminesuccess.com/tag/review-your-backup/)
- [Restore your Data](https://goldminesuccess.com/tag/restore-your-data/)
- [Recover Accidentally Deleted Data](https://goldminesuccess.com/tag/recover-accidentally-deleted-data/)
- [GoldMine versus Zoho](https://goldminesuccess.com/tag/goldmine-versus-zoho/)
- [switching from GoldMine to Zoho](https://goldminesuccess.com/tag/switching-from-goldmine-to-zoho/)
- [QuoteWerks Integration with QuickBooks](https://goldminesuccess.com/tag/quotewerks-integration-with-quickbooks/)
- [GoldMine Version 2023.4](https://goldminesuccess.com/tag/goldmine-version-2023-4/)
- [Zoho](https://goldminesuccess.com/tag/zoho/)
- [Zoho CRM](https://goldminesuccess.com/tag/zoho-crm/)
- [Get Zoho](https://goldminesuccess.com/tag/get-zoho/)
- [CRM Solutions](https://goldminesuccess.com/tag/crm-solutions/)
- [GoldMine CRM](https://goldminesuccess.com/tag/goldmine-crm/)
- [2024 business objectives](https://goldminesuccess.com/tag/2024-business-objectives/)
- [goldmine data export](https://goldminesuccess.com/tag/goldmine-data-export/)
- [First Direct Corporation](https://goldminesuccess.com/tag/first-direct-corporation/)
- [QuoteWerks Award 2023](https://goldminesuccess.com/tag/quotewerks-award-2023/)
- [GO-Global](https://goldminesuccess.com/tag/go-global/)
- [GO-Global Version](https://goldminesuccess.com/tag/go-global-version/)
- [QuoteWerks Built-In Contact Database](https://goldminesuccess.com/tag/quotewerks-built-in-contact-database/)
- [QuoteWerks Version 24 Build 3](https://goldminesuccess.com/tag/quotewerks-version-24-build-3/)
- [QuoteWerks Partner](https://goldminesuccess.com/tag/quotewerks-partner/)
- [Top Ten QuoteWerks Partner](https://goldminesuccess.com/tag/top-ten-quotewerks-partner/)