Sometimes Rich Text can interfere with reporting or some older systems. To turn OFF all Rich Text in GoldMine:
1. Select Tools | Configure | System Settings | Display.
2. Select “Plain Text” at the bottom.
3. Ok your way out.
This will turn off Rich Text for all users, so be careful! But for those who experience problems with it, this can be a real life saver.
The perennial love/hate part of GoldMine: The Notes Tab. So let’s get the easy part out of the way.
To add a note, simply go to Notes tab. Click “Add Note”. Type in your Note. How can you say no to that? What easier way to record an Appointment or Call than this?
DON’T DO IT.
Notes ARE the place to store:
1. Driving directions.
2. Shipping instructions.
3. Login information for a website.
They are NOT the place for History. This is because
1. Notes are not easily Searchable.
2. Notes are not easily Reportable.
3. If you keep notes for years, it can make your entire GoldMine system slow. We’re dealing with a client now who is experiencing this very same issue. Ten years of recording phone calls in Notes, and GoldMine takes FOREVER to start. I mean, like minutes.
So be safe and use Notes responsibly!
This is something that I rarely see done, but it’s an awesome time saver: changing the default buttons on your toolbar. You can actually add any item from the GoldMine menu onto your toolbar. It’s easy!
1. Find and click on the “little down arrow” that is on the far right edge of your toolbar.
2. Select Add or Remove Buttons | Customize | Commands.
3. From the “Customize” window, the idea is to click-drag the desired menuitem from the list up onto the toolbar. You’ll see that you can place the menuitem anywhere on the bar.
4. To delete an item, simply click-drag it off of the toolbar. It’s just that easy.
You’ll be surprised at how much more effective this can make you in GoldMine. You should really give this a try!
My preferred way to use Outlook is to display emails linked by a reply as a conversation, instead of separate emails entirely. There are certainly reasons to keep them separate–no judgement here! However, I do find that it’s much easier to reference prior related emails when they’re grouped as Conversations. It’s super easy to enable or disable this option, so try it both ways and see what you prefer! Read more
There is one particular new feature from the October 2018 Office 365 update is one that I am so excited to enable and try out. Outlook now has the ability to automatically dismiss event notifications/reminders for events that have already taken place. This is just one more way to keep Outlook as clean as possible. To enable this feature, keep reading!
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Over the summer, Microsoft added a feature that makes it so easy to take private notes in the OneNote or Wiki applications within Teams. I think this is really great feature, because there are tons of collaboration options within Teams and ways to share information, but there are just as many times in the “real world” where I want to take notes for my own purposes. Keep reading to find out how to take private notes in Teams! Read more
Did you know that you can filter the results on Lookup fields in Dynamics? For example, by default, a lookup to the Contact entity will show every active contact in Dynamics, but we can change that so it only displays a selection of contacts based on another field. This is an often overlooked feature that can provide a more simple user experience with just a few clicks! In the example provided below, we will filter the “Contact” lookup field on the Opportunity record so it only displays contacts related to the Account that we specify on the Opportunity.
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Dynamics 365 makes it easy to reference information from other entities on a given form using Quick View forms. For example, you can show a contact’s job title, phone number, and email address on an Opportunity. Or, maybe you want to show some specific account information (account number, address, etc) from an associated contact’s record. Adding Quick View forms is quite easy and incredibly useful–keep reading for more information! Read more
When declaring an Opportunity closed-lost, Dynamics offers two out-of-the-box choices as the “reason for loss”: Canceled, or Out-Sold:
What if you need to add additional options here? Going beyond the reason for loss–what if you want to add additional choices for a “Won” status, or even additional statuses when the Opp is open? Read more
Before implementing any large project or data changes, it is a best practice to take a backup of your entire database. Some data updates may not go to the Recycle Bin and this allows you to restore if things go awry. You can also schedule full backups to occur on a regular basis. Read more