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...

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...

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...

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...

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...

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...

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....

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...

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...

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