GoldMine Web is used for accessing your GoldMine Premium system via a smartphone or tablet. GoldMine Web allows users to view and edit much of the data in you system via the browser on those devices. GoldMine Web features a default primary view, that presents many of the standard fields...
Category: Tech Tips
Windows Server 2008 R2 End-of-Life Support is near.
Windows Server 2008 R2 End-of-Life Support is near. Windows Server 2008 R2 end-of-life mainstream support ended on January 13, 2015. However, there is a more important date looming. On January 14, 2020, Microsoft will end all support for Windows Server 2008 R2. 2020 seems like it is a far way’s...
Using Zapiers’ SMTP or IMAP Integration to connect your Web Apps with GoldMine
In a previous article I discussed how to Integrate hundreds of Web Applications with GoldMine CRM via Zapier.com. In that article I wrote about the need to use a Webhook in order to integrate the web apps you use with GoldMine CRM. The Webhook would capture data sent to it...
Merging Versus Deleting Duplicate GoldMine Records
One of the most common tasks I have as an administrator of our firm's GoldMine database, is dealing with duplicate records. And, one of the most common causes on those duplicate records is web forms which create new records in our system which are actually duplicates of existing records. The...
IMPORTING DATA INTO GOLDMINE FROM EXCEL USING A PIPE ( | ) AS THE FIELD DELIMITER CHARACTER
Many clients over the years have asked for instructions on how to import contact data into GoldMine and in fact there are many different ways to import data into GoldMine and what method/process you use is up to you. For those wanting to import data from an Excel document there...
Linking Outlook Email of a MAC User to GoldMine Records
Recently I had a customer who is using Outlook on a MAC and wanted a way to have their email copied/linked to respective records on their firm's GoldMine database. The key distinction is the fact that they are a MAC user, not a PC user. With Outlook on a PC...
Protect your GoldMine data from… you!
Sometimes, we can be our own worst enemy. Everybody makes mistakes, we're human after all. And a simple little mistake can cause big problems. Have you ever deleted a GoldMine contact by accident? Then all the years of emails and history linked to that contact are gone. Yes, the data...
Create simple, interactive charts and data grids of your GoldMine data using Google Charts
Data experts and IT professionals have a tough job — no matter how bad or dirty your data is, we need to come up with different ways to make your data consumable. At First Direct Corp., we’ve worked with many different Reporting and Business Intelligence tools that allow the most complicated...
Emails sent with GoldMine Web are not auto linking
ISSUE: Emails sent with GoldMine Web are not linking back to GoldMine Details: Emails sent from default mail client when using GoldMine Web are not linking back to GoldMine. [CAUSE] There are two primary causes for this 1. You have not set the correct "sent items" folder under Tools >...
Demonstration Video of the New Outlook Plugin for GoldMine 2017