Why GoldMine System Fields Are Useful

Every database software has "system fields" The system fields that users are familiar with are the ones we edit. For example in GoldMine there are fields where one enters the company name and the contact name, etc. In addition, there are fields which store data that the software system updates...

New IntelliClick Version Available

IntelliClick  2020.9.15 version is now available. You can update IntelliClick by clicking here  and following the instructions on the download page. You may be also prompted for the update, the next time you access the IntelliClick Wizard. This latest release has been tested and confirmed compatible with the latest GoldMine 2020.1.xx version...

What You Can Do with Additional Contacts in GoldMine

GoldMine Premium CRM is one of the few CRM applications which allows users to store "additional contact" information within a GoldMine Contact Record.  So while there is a always a "Primary Contact" in the "Primary View" (top half) of a GoldMine Record, there is also a Tab for other Contacts...

Do you use Microsoft Word for creating/writing your email content?

Microsoft Word is not designed/ment to create clean, compatible HTML email code. Microsoft Word is a word processor ment for printing documents. Below I'll explain why you should NEVER create email content in a Microsoft Word document and provide a better alternative. What's Wrong with Text copied from Microsoft Word?...

Quick Way to View or Analyze Activities in GoldMine

Here's a tip for a quick way to view OR to get a count of GoldMine users' closed activities.  By activities I am specifically referring to: Calls (unscheduled incoming and outgoing, scheduled) Appointments Next Actions Sales (closed, lost) Forms Other Actions To-dos Literature Requests Email Messages FOR A VIEW: STEP...

Personalizing GoldMine Emails with Custom Fields

Personalizing emails is a great way to break through.  The more personalized and relevant your message the more likely you are to receive a response. The most obvious first step is the creation of a list that is suitable for your message.  GoldMine fields are the basis for creating targeted...

The Importance of Using GoldMine Email Merge Codes

GoldMine makes it very easy for anyone to send mass/bulk emails to their contacts (customers, prospects, vendors, etc.) However, unlike most email marketing systems, GoldMine does not have a subscriber list feature, at least not in the traditional sense. Instead of adding email addresses to a subscriber list, in GoldMine...

GoldMine assistance during down time

If your business has seen a slow down due to the Coronavirus, now is a great time to focus your time on cleaning-up and improving your GoldMine CRM System. The following are just some of the things you can be doing to prepare for when business starts to pick-up again:...

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