How to Export GoldMine CRM Data

GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To initiate the CSV data export, navigate to the 'File' main...

First Direct Offers Multiple CRM Choices

In case you didn't know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better CRM for firms that are not already using GoldMine. Here...

Chickens, Goats and CRM

With Labor Day behind us, the end of Summer, Sat. Sept. 23rd, is around the corner.  I hope your year is shaping up nicely. This year I decided to raise chickens and goats.  I built coops, barns, shelters, fencing. I studied and learned what I could to prepare myself. Finally,...

First To Admit About GoldMine

First Direct offers two CRM solutions: GoldMine CRM and Zoho CRM. Throughout my workday, I actively use both products side-by-side. It is important to acknowledge that GoldMine is not the most modern technology. Its design may not be the most "dated" one. Over the years, I believe that Ivanti should...

Now is a Good Time to Review Your Backup

Now that warmer weather is arriving, in our neck of the woods anyway, many people are taking the opportunity to clean up their yards, their garages, their vehicles, and all the other tasks that need attending.  The trees are budding and the flowers are beginning to display signs of life. ...

Reasons to Read and Write a Blog

Reasons to READ our Blog. Reasons to WRITE your own blog.  Reason to Read Blogs For most businesses, blogs are one of the most effective ways to build brand awareness, nurture relationships with customers, and create value. At First Direct Corporation, we know the power of blogging and the power of...

Email Security Tip – 3 Simple Steps

In this post I will answer the following question: Is there a way to have a password protected folder in GoldMine? The answer is YES!  And, here is how in 3 Simple Steps: Step 1) Go to your GoldMine Email Center and select the "Filed" (saved) folder that you want...

GET LATEST NEWS!