Default Doesn’t 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...

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...

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...

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...

You’ve 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...

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