CRM and Your Office Administrator

A good Office Administrator/Manager is a gem!  They keep the office running smoothly and without them some of us are lost!  In addition, our customers come to rely on our Office Administrators for information and assistance they need from us. I know our companies are different, but our office administrative...

GoldMine Power User Tips

Over nearly 20 years of using GoldMine, or any software application, you acquire lots of tricks and techniques.  On the long road to becoming the #1 GoldMine Award-winning Solution Partner I've learned and found short-cuts and methods that: Make me more productive Give me special abilities that give me an edge Help...

Training a NEW GoldMine User

Let's say your office has GoldMine and you've just hired a new employee and they need to be trained.  And, you're wondering, "what is the best way to go about getting them trained?"  As someone who has done GoldMine training for over 15 years and won "Trainer of the Year,"...

What's Another Word for "Code?"

What is another word for "code?"  That's a question one needs to answer for best results with GoldMine software.  The concept of "coding" shows up many times in GoldMine.  Generally speaking, the GoldMine Administrator sets up your look-up list of "codes" and the users simply select the most appropriate choice....

Do You Enter A Lot Of Information In GoldMines Notes Tab?

If you are one of those organizations who enters a lot of information into GoldMines Notes Tab, then this post is for you. NOTE: This is only true of GoldMine Standard Edition & Corporate Edition.  GoldMine Premium Edition now stores Notes in a database table and each note is a...

Common Sense Database Practices

Once upon a time there was a company that made special kinds of products that were sold to special kinds of companies. This company made lots of sales each year, and each sale was worth a lot of money. One day, their GoldMine consultant was trying to help them work...

Capture Your WebSite's Form Submission Data into GoldMine Automatically!

Wouldn’t it be nice if every time someone filled out a web form on your web site, the contact information was directly imported into GoldMine? Never re-key information again. TRY IT FOR YOURSELF Solidify your web marketing strategy and take advantage of the benefits associated with Internet marketing using GoldMine...

The Balanced Entrepreneur

A little known fact about me, Bob Ritter President of First Direct Corporation, is that I attended Babson College in Mass. and I am the first of 5 students to graduate with what was a new major at that time "Entrepreneurial Studies."  Babson has a world-class reputation in business education...

The Greatest of Entrepreneurship Obstacles

There was a time when I, Bob Ritter, was quite active in promoting entrepreneurship.  Coming from an entrepreneurial family background, my interest in this subject started early.  I went on to graduate from Babson College among the first class to be able to major with a degree in Entrepreneurial Studies. ...

GoldMine Dashboards Empower Everyone

GoldMine Premium 9.x saw the introduction of a reporting medium known as Dashboards.  Dashboards  offer benefits for both management and users. Dashboards function real-time with interactive access to data in GoldMine, as well as external MS SQL data on the server which may be stored in another system such as...

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