Author: Bob Ritter

Causing Your GoldMine Database to Slow Down

Bob Ritter | 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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The Human Trait that Hurts Most Businesses

Bob Ritter | 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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Take Ownership of your CRM Project

Bob Ritter | 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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A Case for Rolling Over Activities

Bob Ritter | 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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Getting Started Checklist for a New GoldMine User

Bob Ritter | 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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Keep Two GoldMine Contact Records Open

Bob Ritter | 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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Server Side Calendar, Email and Contact Synchronization

Bob Ritter | 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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Resources for GoldMine Users

Bob Ritter | 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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Using “Grid Controls” in GoldMine Premium CRM to Organize Data

Bob Ritter | March 25, 2019

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

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We Will All Miss Susie

Bob Ritter | January 25, 2019

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