Showing articles from Justin Hill

GoldMine : Requiring Input

April 29th, 2021

When customizing your GoldMine record layout, you can make any field “required”. This means that the user will not be able to navigate away from the Contact Record until the…

GoldMine : Changing the Calendar Time Increment

April 29th, 2021

Did you know that you can change the time increment on the graphical calendar? Think of it as changing the calendar resolution. That way, when you click-drag items onto the…

GoldMine : Setting Default Alarm Behavior

April 29th, 2021

Ah, Alarms! The bane and joy of our existence. For those that don’t know, every scheduled item in GoldMine has the ability to be “alarmed”, which simply means that you…

GoldMine: Linking Files and Folders to a Contact Record

March 29th, 2021

To easily access files associated with a contact record, use the Links tab and create either a link to a specific file or to an entire folder or directory of…

GoldMine: Create GoldMine History Records in Mass

March 29th, 2021

There are times when you send a mass mailing or other activity outside of GoldMine but would still like to have a history record attached to the records that participated. …

GoldMine: Global vs. Local Labels

March 29th, 2021

For those of you using multiple Contact Sets, did you know that you can specify “local” labels for fields? For example, you can change KEY2 from “Industry” to “SIC” for…

GoldMine : Creating Resources as Users

February 26th, 2021

Ever wanted to schedule a Conference Room or Service Truck on the Calendar in GoldMine? Simply create a new user. GoldMine allows you to create a infinite number of users,…

GoldMine : Cleaning up you Calendar

February 26th, 2021

Getting behind, ugh. I hate it. My GoldMine calendar hates it more. If I open up my daily view (Goto | Calendar | Day Tab), there are literally hundreds of…

GoldMine : Deleting Contact Records

February 26th, 2021

You see that big fat red X, don’t you? Just hanging out on the toolbar, dying to be clicked. You know, the Delete button…

GoldMine : Conditional Formatting

January 27th, 2021

GoldMine fields can be formatted to display in a different color based on their value.  This can help data stand out to users and help them easily identity data values.