Showing articles from Justin Hill

GoldMine : Edit | Copy Contact Details

June 25th, 2020

The month we delve into the GoldMine “Edit” menu to find the same old tricks and maybe something new…

GoldMine : Edit | Undo Changes to Contact

June 25th, 2020

Wow, has this been here the whole time? Seriously, I can now undo changes made to a Contact Record?

GoldMine : Edit | Delete Contact

June 25th, 2020

And finally we come to the dreaded “Delete Contact” menu item.

GoldMine : Changing Between Tabbed and Windowed Views

June 1st, 2020

If you’re using a multiple monitor setup, this may interest you. You can actually switch the default GoldMine behavior from using Tabs to using Windows. Anyone who used GoldMine back…

GoldMine : Making the Process Monitor show itself as a Tab

June 1st, 2020

If you are doing anything in GoldMine with the Process Monitor, it’s probably showing up in the lower left-hand corner as a “hidden” item which you need to float your…

GoldMine : Increasing your Recently Viewed Items

June 1st, 2020

One of the best things about Goldmine is the Recently Viewed Record list on the left-hand side of the main window. However, this will only list five items by default….

GoldMine : The Best Kept Secrets

April 27th, 2020

… are usually right under your nose. Did you know that you can display a row count in [almost] any window? Just right-click within the list and Select “Summary”.

GoldMine : Taking Control of Your Picklists

April 27th, 2020

I don’t see nearly as many cleaned up Picklists in the field as I wouild like to. Of course, I mean the lookup window you get for each field by…

GoldMine : Removing Unused Tabs

April 27th, 2020

GoldMine, out of the box, comes with everything turned all the way on. Notably, the tabstrip that appears at the bottom of the contact record. One thing you can do…

GoldMine: How to Mass Email from a Filter

March 27th, 2020

To mass e-mail to the filter we just created: 1. Select Actions | Begin E-mail Merge from the top-level menu. 2. Select the template you wish to send. 3. On…