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...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
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...
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...
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...
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...
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...
GoldMine Security – A Must 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 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...
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...
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...