CRM

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 files.

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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.  Some examples are if you sent holiday card or gifts, presentations, or any action done in mass that needs a history record.

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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 the current database. It’s easy!

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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, so this doesn’t affect licensing.

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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 pending items that have rolled over to “today”.

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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…

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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.  Some examples are if you sent holiday card or gifts, presentations, or any action done in mass that needs a history record.

Read More