Category: Tech Tips

GoldMine RESTful API

Jay Dymond | July 5, 2019

REST and HTTP(S) The internet works via HTTP(S). HTTP is a stateless protocol that has a standard set of methods. Your web browser (Google, Firefox, Internet Explorer, Opera,

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riVa roCks!

Bob Ritter | June 28, 2019

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,

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The Purpose of “Codes” in GoldMine CRM

Bob Ritter | June 17, 2019

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

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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

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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,

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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