Category: Tech Tips

GoldMine Database At A Glance

Bob Ritter | June 10, 2019

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

Master Rights & Wrongs

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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Why It’s Important to Update Your Software and Hardware Devices

Jay Dymond | April 24, 2019

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

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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,

Master Rights & Wrongs

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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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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Time for some GoldMine “Spring Cleaning”

Jay Dymond | March 14, 2019

One of the things that’s important to do with your CRM system from time-to-time, is to ensure your database is “clean”. What do I mean by that? Well

Master Rights & Wrongs

Creating an .Exe file from a Powershell script that sends GoldMine data to a Webhook

Jay Dymond | February 14, 2019

In some of my previous posts/articles I have written about Webhooks. Today I’d like to discuss how you can convert a Powershell script to an .exe file that

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Tips on integrating GoldMine with other solutions

Jay Dymond | February 11, 2019

It’s not uncommon for GoldMine users to want to be able to achieve a certain task with GoldMine, only to find that GoldMine does not have that feature