Showing articles from Justin Hill

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.

GoldMine : Using Expression Fields

January 27th, 2021

GoldMine Expression fields are used to display text only.  The information displayed can be free form text or a dbase formula.  Users cannot enter or change any data in these…

GoldMine: Linking Files and Folders to a GoldMine Contact Record

January 27th, 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: Adding a Picture to the GM+View Tab

December 28th, 2020

There may be times when you are in need of quickly viewing a picture.  Some examples would be a picture of a person to verify their identity or images of…

GoldMine : Using SMS Text

December 28th, 2020

Text messages can be sent to any phone number located in the Phone1, Phone2 and Phone3 fields.

GoldMine : Social Media Icons and E-Mail Templates

December 28th, 2020

When using GoldMine for email, you can insert Facebook, LinkedIn, and Twitter icons into your signature template.

GoldMine : Creating GoldMine History Records en Mass

November 29th, 2020

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. …