Out-of-the-box Thinking

A water testing firm needed a way to track correspondence between themselves, their clients, and testing laboratories, as well as maintain a comprehensive testing schedule. A GoldMine Solutions Partner suggested an approach that has proven to be very useful for the firm.

Due to the need for the firm to track information about multiple sites/wells, the “one record per company/contact” tradition would not suit their needs. Instead, a contact record was created for each test site, and a uniquely identifiable ID was given to each. To help their clients comply with state regulated testing, the recurring schedule feature in GoldMine was used to prompt quarterly, monthly, and annual tests, using activity codes and references. Custom reports easily identify upcoming testing needs so the firm can notify both the clients who need the testing, and the laboratories that do the testing.