Justin Hill No Comments

GoldMine : Dealing with the Process Monitor

The GoldMine Process Monitor. Love it, hate it; either way we must all deal with it. It shows, for instance, automatic e-mail retrieval history, global update and deletion logs; it is the essential window into troubleshooting the GoldMine universe.

But why is it set to auto-hide itself by default? Untouched, the Process Monitor will hide itself along the bottom edge of your GoldMine. To view it, the idea is to float your mouse cursor over the top edge and it appears like magic.

Read more

Justin Hill No Comments

GoldMine : Filtering History

A GoldMine customer asks: There are so many items in the History tab that I can’t find what I am looking for.

To correct this:
* Within the History tab, Right-click > Options > Filter.
* This brings up the Activity Filter window.

Read more

Justin Hill No Comments

GoldMine : Tagged Records

Did you know that you can “tag” Contact Records within your Search Center, making them a “pseudo-group”?

When viewing results in your Search Center, you can check the box on the left of each row to Tag the record in question. Once one or more records are Tagged, this becomes an “Active Filter”, which means it can work with all the Filter-aware function of GoldMine. These include Building a Group, Merging an Template, Global Replace, etc.

Read more

Corey Babka No Comments

Salesforce.com – Creating a Report

A common question is how do I get the data out of Salesforce?  Views are nice, but sometimes you need to have a good report to export or schedule to email to team members weekly.  We’ll do a simple custom report here.

Read more

Corey Babka No Comments

Salesforce.com – Custom Lists on Home Page

This is an oldie but a goodie, so kind of rehashing a two-year-old tip here for your pleasure.  This is how we can add a list view to your Home Page, so you can see things like leads, opportunities, etc., right from the home page.  We’ll use the Leads object in this example:

Read more

Megan Hagedorn No Comments

Dynamics 365 – Rename Main Tiles

If you’ve always wanted to change the Main Tile names in your Dynamics CRM instance, you are in luck! One awesome new feature in Dynamics 365 is the ability to rename the Main Tiles.  This new enhancement is so great for clients with different Business Units (Residential vs Commercial, Private vs Public, etc) or internal lingo that doesn’t jive with the default labels. We’ll also be touching on making changes to the Site Map–I’ll continue that discussion in the next blog.

Read more

Megan Hagedorn No Comments

Dynamics 365 – Pinning Records, Views, Entities

We all know how frustratingly slow it can be to jump around between different entities, contacts, leads, opportunities in Dynamics..oy!  In this post we’ll be discussing a very helpful new feature in Dynamics 365: “Pinning” Entities and Records in the “Recently Viewed Items” drop-down. You can actually pin Views, too!

Read more