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 have Internet access
• Be More Productive - GoldMine operates faster than web applications and gives you the flexibility to be on more screens at once
• No Need to “upload documents” - Every time you want to link a file you won't have to upload it – A big time saver and you don’t have to pay for storage
• The Data is Yours - When you stop paying rent for "software as a service" you don’t get your data back! With GoldMine your data never leaves your office unless you want it to. Because the data is in house you access it easily for integration and other uses

STOP PAYING RENT TO USE CRM SOFTWARE!

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 to a question I am often called about.   And that is, "How do you search for information stored in GoldMine's Details tab"? 

Unlike  the flat fields in GoldMine Contact1 and Contact2 tables, the GoldMine Details tab have a "one-to-many relationship" which offers great flexibility and advantages.  Below, I've listed all the fields associated with a "Detail."  To help with clarity, I will follow one example all the way through - storing and searching for "Serial Numbers" - but this could be anything!

GoldMine Detail Information:

• Detail Name - the category or type of information you are storing (e.g. Serial Numbers)
• Details Reference - the primary look-up (e.g. Product Name)
• Note - a memo field that would allow you to describe and journal the entry
• Custom Fields - GoldMine Premium allocates 12 fields that can be custom labeled, however the field lengths and formats are predefined (eg. Product Version, Purchase Date, Number of User Licenses, etc.)
• Audit Information - GoldMine automatically enters the date the Detail was entered and updated including the user who did so
• Custom Tab - there is the ability to create a custom tab specially for this information

How to Search for a GoldMine Detail:

1. GoldMine Search Center - drop down the "Search By" and select Details
2. GoldMine Details Tab - right click on the specific category of Details and select "Lookup" from the local menu
3. GoldMine Lookup Wizard - to create custom SQL queries
4. GoldMine Universal Search - will pickup data stored in any of the Details fields
5. Report Writers - SQL Reporting Services, Crystal Report Writer, MasterMine, Stonefield, etc.
6. GoldMine Premium Dashboards- in GoldMine 9.x
7. Details Plus- offers filter capabilties and expanded integration with GoldMine Details including but not limited to Email and Letter merge

Have an idea for how you want to use Details and need a second opinion or some professional assistance, or any questions?  Let us know!

First Direct Corp.  is now on Twitter.
You can Follow Us on Twitter @ - http://www.twitter.com/1stdirect

About Twitter-

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Customize Twitter by choosing who to follow. Then see tweets from those folks as soon as they're posted.

Learn more about Twitter and what it can do for your business @ http://business.twitter.com/twitter101/

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 enables you to share your business and products with Facebook users.  When your fans interact with your Facebook Page, stories linking to your Page can go to their friends via News Feed. As these friends interact with your Page, News Feed keeps driving word-of-mouth to a wider circle of friends.

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 of having to recreate all their personalization, or worse, having to work with the default toolbar.   What could he do to "undo" their problem?   The answer was simple, albeit not obvious.  Here's an easy trick for GoldMine Administrators to know about if someone comes to you in a panic because they accidently "reset" their GoldMine Toolbar.

Because the users Toolbar settings are stored in the GoldMine users ".INI" file, and because that it written to WHEN they close their GoldMine properly, all you have to do is crash GoldMine and any changes to the users preferences are not stored.  How could we do that you might ask?  Simple, just go into the Windows Task Manager and "End Process" for the GoldMine Executable (GM.exe).  This "kills" the GoldMine software application and the INI is NOT written to with the changes to his GoldMine preferences including the "reset" of the GoldMine Toolbar.  The user's problem is solved easily!  And he thanked me profusly for saving his customizations!   (NOTE:  This will only work if you do it BEFORE the user logs out of GoldMine!)

First Direct Corp. offers a 1 hour webinar on "Two Terrific Productivity Tools" that goes into how to sell more efficiently with the GoldMine Toolbar and Taskbar.  Visit  http://www.1stdirect.com/events/gmtools.php for information.

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 way it stores your communications back & forth in the GoldMine record you're writing to one another about. 

This post is intended to focus on one aspect of GoldMine's email client that users need to be aware of.  When using GoldMine's "user-to-user" email it handles attachments differently than Internet email.

By default, GoldMine sets users' preferences to NOT send a copy of the attached file when sending email to a GoldMine user, but rather is simply creates a link in the email that "points" to the location of the originally attached file.  This is designed to help save space on your server but cutting down on the creation of duplicate copies of a the attachment.  This is an attractive feature, but it can cause two problems: 1) If the receiving user does not have access to that file location (like the sender's desktop or My Documents folder) the receiving users will not be able to see or open the attachment. 2) Often the sender does not realise when they open the attachment they are opening and editing the sender's original file, NOT a copy of the file. To avoid these two problems, simply change GoldMine users' email preferences as follows:

In GoldMine go to Tools->Options... Email Tab... More Options button... and on the "Composing" tab uncheck the box "Send attachments as links for GM users."