Showing articles from Justin Hill

GoldMine : Tagged Records

October 28th, 2020

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


GoldMine : Filtering History

October 28th, 2020

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


GoldMine : Dealing with the Process Monitor

October 28th, 2020

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…


GoldMine : Commenting Picklist Items

September 28th, 2020

Did you know that you can “comment” pick-list items to help your users select the correct entry?


GoldMine : Filtering Pending and History

September 28th, 2020

Did you know that you can filter and sort your History and Pending tabs like you would an Excel sheet?


GoldMine: Tagging GoldMine Contact Records

September 28th, 2020

Tagging contact records is a way to hand-pick multiple contacts to perform certain operations.  Tagged records are treated the same as an activated filter or group.


GoldMine : Viewing your History

August 26th, 2020

Such a simple question, isn’t it? How can you look at just YOUR historical items without running a report or going from record to record to record?


GoldMine : Modify your Toolbar

August 26th, 2020

Did you know that you can add simple GoldMine menu items to the top-level toolbar? This is done on a per-user basis, so each user can have their own “favorite”…


GoldMine : Using Templates for E-mail Signatures

August 26th, 2020

Did you know that you can use an actual e-mail template for a signature, as opposed to using a simple text file? This allows you to use fancy fonts and…


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…