Featured
GoldMine Database At A Glance
| June 10, 2019
One of the most important screens in your GoldMine CRM system is the Primary View of a Contact Record. The Primary View is the top-half of the screen
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Author: Bob Ritter
Manage Smarter
CRM versus Spreadsheets and Email
| May 23, 2019
As popular as CRM software is there’s still a large portion of firms that rely on spreadsheets and email for the functions of a CRM application. After all,
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Master Rights & Wrongs
Causing Your GoldMine Database to Slow Down
| May 22, 2019
GoldMine CRM has been used by some firms for 10, 15 and even 25 years! First Direct Corporation is one of the few Solution Partners that have been
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Featured
The Human Trait that Hurts Most Businesses
| May 15, 2019
How many times have you said, “I can’t believe it’s (fill in the date) . . . where has the time gone?! With this sense of lost time often
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Featured
Take Ownership of your CRM Project
| May 13, 2019
One of the greatest challenges my business faces as a GoldMine CRM software consultant is the lack of internal project ownership on the part of my clients. This
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Did You Know?
A Case for Rolling Over Activities
| May 3, 2019
This week my 82 year old mother fell and couldn’t get up. The ambulance arrived and we all assessed the situation. Fortunately, nothing was broken, but the incident
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Featured
Getting Started Checklist for a New GoldMine User
| April 4, 2019
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
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Did You Know?
Keep Two GoldMine Contact Records Open
| April 1, 2019
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,
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Master Rights & Wrongs
Server Side Calendar, Email and Contact Synchronization
| March 29, 2019
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
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Featured
Resources for GoldMine Users
| March 28, 2019
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
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