RIVA IS SOC 2 CERTIFIED! WHY RIVA: GoldMine Customers looking for tight, reliable and secure integration between their GoldMine CRM and G-Suite, Gmail, or MS Exhange/Outlook Address Book, Calendar, Tasks and Email Folders find that there is no stronger solution than RIVA CRM Integration for GoldMine. Riva offers an exceptional...
Category: Master Rights & Wrongs
The Purpose of “Codes” in GoldMine CRM
Before I explain how to use "Codes" in GoldMine today, I want to provide a little history about them. GoldMine software is one of the originators of the class of applications best known today as Customer Relationship Management (CRM) software. GoldMine goes back to the even before Microsoft Windows existed....
GoldMine Database At A Glance
One of the most important screens in your GoldMine CRM system is the Primary View of a Contact Record. The Primary View is the top-half of the screen when you're looking at a Contact Record in your GoldMine database. On the Primary View are the following GoldMine fields: Contact1 Fields...
Causing Your GoldMine Database to Slow Down
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 active since GoldMine was run on a DOS operating system. We did hundreds of upgrades to the first "Windows" edition of GoldMine...
The Human Trait that Hurts Most Businesses
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 comes concerns about tasks we've been procrastinating on. The human tendency to procrastinate has profound effects on our lives. But I want...
Why It’s Important to Update Your Software and Hardware Devices
For business owners and consumers, software patches and updates are probably one of the most annoying aspects of technology. They force you to unexpectedly stop whatever you’re doing and wait until your software is brought up to date. In rare cases they might even crash your device, adding to your frustration....
Getting Started Checklist for a New GoldMine User
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 never used GoldMine because they're not in sales, marketing or customer service. They may never become a proficient user of GoldMine let...
Keep Two GoldMine Contact Records Open
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, the Record Tab (Company/Contact) is the first tab. I prefer to keep open the following other TABS: Search Center, Activity List, Calendar...
Server Side Calendar, Email and Contact Synchronization
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 match. Regardless of what the appointment is, you have an obligation to be there and there are often stringent consequences if you...
Resources for GoldMine Users
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 our mission to help organizations market, sell and service better is to publish a blog for GoldMine users and administrators. Below are other sources...