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GoldMine Tips from The Marks Group
SEPTEMBER 2012     VOLUME 2012     ISSUE 9
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  Welcome Note from Gene Marks

Gene MarksIn this month's GoldMine newsletter, we'll help you handle the impact of employee turnover and search e-mail messages!
  — Gene
P.S. Don't forget to check out my latest Huffington Post piece below — Hello, I Am an Outsourceaholic.


Is Your GoldMine One Big Orphanage?

Turnover is crappy; it's never a nice situation, and it sometimes can leave a bunch of "orphaned" records in your GoldMine database. It's easy enough to create a new GoldMine username, but what do you do about the pending and unanswered e-mails from the previous user?

Fortunately, GoldMine makes this rather easy. In our example, let's imagine that Bob is leaving our company and Jim is taking his place.

The first thing we can do is to clone an existing user. This allows us to create a new username for Jim, which will be a "carbon copy" of Bob's old username. This would include user preferences, e-mail configuration, and user access permissions.

Read more.

Featured Whitepaper

5 Ways GoldMine Can
Increase Your Sales

Download Now GoldMine is a great application. But it doesn't perform miracles: It's not going to automatically create new sales for your company. But with some tender loving care, and a few good practices, it can. Here's how.


Here are some more tips we know will help you make the most out of GoldMine this month.

HTML Everywhere!: You may have noticed that GoldMine allows HTML text virtually anywhere text is stored. This includes (obviously) e-mail messages as well as History and Pending Notes, the Notes Tab on the Contact Record, and anywhere you see a free-form text field. Read more.

Send Out the Search Team!: Those of you who aren't on the latest version of GoldMine are really missing out on the Universal Search functionality. That is, the ability to search the contents of not only Contact Records, but also Linked Documents and E-mail messages. Read more.

What's Up with All These Delays?: This recently came up at a client site that was having performance issues when searching for Contacts. When using the Search Center, they were experiencing serious lag time waiting for GoldMine to "catch up" with their search string. Read more.

Want to Specify Your Username, Like JLo or PDiddy? Well, Now You Can.: Did you know that you can specify the default GoldMine username via a command-line switch? A lot of you will have noticed that when GoldMine starts, it will choose the currently logged-in Windows username as the default. For instance, my Windows username is Justin, but my GoldMine username is JHILL. To force this to always be "JHILL," here is what I did.

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Hello, I Am an Outsourceaholic

Hello. My name is Gene Marks. And I am an outsourceaholic.

In this political environment, it's embarrassing to admit my habit. I frequently hang out with other outsourcers. I know, according to some, that these people are a bad influence on me and America. But it's a well-known secret that there are many outsourceaholics like me who binge on outsourcing. This is an unspoken epidemic in this country. For many of us, outsourcing is a quick high and a way to feel…oh, I don't know…cool and (dare I say it) profitable.

I do a lot of outsourcing at nights and on the weekends, because the people I outsource with (particularly in my industry) work this way. I selfishly hoard my best outsourcers from my friends so I can have them all to myself. I frequently pass out from the excitement of making money from outsourcing. Yes, I have employees. But in my heart, I'm an outsourceaholic. It is an addiction. And I see no cure. Why would I want to be cured of this anyway? It's just too appealing. Read more.

  Welcome from Gene Marks  
  GoldMine Tips  
    Featured Tip: Is Your GoldMine One Big Orphanage?  
    Tip: HTML Everywhere!  
    Tip: Send Out the Search Team!  
    Tip: What's Up with All These Delays?  
    Tip: Want to Specify Your Username, Like JLo or PDiddy? Well, Now You Can.  
  Featured Whitepaper: 5 Ways GoldMine Can Increase Your Sales  
  Upcoming GoldMine Webinars and Events  
  Excerpt: Hello, I Am an Outsourceaholic  



KnowledgeSyncRegister Now
9/19/2012, 12:00 PM EDT
Cost: FREE

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GoldMine Tips and Tricks
Register Now9/25/2012, 9:30 AM EDT
Cost: FREE

A review of this newsletter's tips live online. Questions welcome!


CRM Summit

A CRM Summit
What CRM Application Is Best for Your Business? Here's Your Chance to Ask the Experts. In Person!

Date: Friday October 12, 2012
Time: 8:30 AM – 12:00 PM
Location: Microsoft Technology Center
45 Liberty Blvd (map)
Malvern, PA 19355
Cost: Free

8:00 – 8:30 Registration and Continental Breakfast
8:30 – 9:00 A Review of GoldMine (Justin Hill)
9:00 – 9:30 A Review of Microsoft Dynamics CRM (Maria Greendyk)
9:30 – 10:00 A Review of Zoho CRM (Geri Rizzuto)
10:00 – 10:15 Break
10:15 - 10:45 A Review of (Corey Babka)
10:45 – 11:15 The Latest Sales and Marketing Technologies (Gene Marks)
11:15 – 12:00 Questions, demos

Missed Gene this past month on MSNBC and FOX News?!? Check out Gene on TV.

Gene on TV

Gene on TV

Gene on TV


To see all of our webinars and live events for GoldMine and our other products, such as Microsoft Dynamics CRM, Quickbooks, and more, click here.

The Marks Group, founded in 1994 by Gene Marks, CPA, is focused on helping business clients implement and get the most out of CRM technology like GoldMine Software. Our experts know these tools inside and out and have developed business processes to maximize their use. Contact us today and let us help you focus on what matters most to you.

The Marks Group, P.C.


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