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...
Year: 2017
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....
Email & Newsletter 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...
GoldMine Email Attachment 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...
CompanionLink 8 Now Available
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...
How To Restore Your CompanionLink License After a Recent Windows 10 Update Removed Your License Info
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...
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...
Do you ship 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...
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...
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...