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...

Do or Die CRM Best Practices

I have been a CRM consultant and practitioner for over 30 years. We support both GoldMine Premium CRM and Zoho CRM along with various add-on applications. Whether you're a GoldMine administrator, VP of Sales & Marketing or the business owner, the importance of CRM best practices can not be overstated....

GO-Global Version 6.2.031099 Released

We are pleased to report the release of an update to GO-Global. Here is What's New: Single Sign-On SupportSingle Sign On (SSO) has historically only been able to authenticate users to web applications, not Windows applications. GO-Global rectifies this situation by providing support for OpenID Connect (OIDC), a simple identity...

Get your GoldMine database ready for 2021

With 2020 happily coming to a close, there are a few things I recommend that GoldMine users and administrators do to maintain the quality of their organization's GoldMine CRM database, to ensure GoldMine is running and performing at its best into the new year.  Mary Ritter Join me, Mary Ritter, for a complementary* webinar...

What’s Your Organization’s Backup Strategy?

Is your organization prepared for a disaster? A solid backup strategy is one of the key elements of being prepared. Get started developing your organization's backup strategy with these tips and best practices. Regular backups are vital insurance against a data-loss catastrophe. In this article, we'll offer some best practices...

GoldMine Premium 2020.1 Now Available

GoldMine Premium Edition 2020.1 has been released.  If your GoldMine annual software maintenance is current, then your firm is entitled to this upgraded.  (If your GoldMine software maintenance has expired, First Direct can assist you with your renewal or reinstatement.)   IMPORTANT: You must request a new GoldMine license before upgrading to...

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...

GoldMine RESTful API Webinar Recording

The following is a video recording (45 Mins) from a recent webinar presentation of a RESTful API that I developed for GoldMine. https://www.youtube.com/watch?v=12gunS4RMsE&t=36s If you have any questions or have any thoughts/ideas on an application you'd like to integrate with GoldMine  please let me know.

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