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 in the day will recognize this. It’s actually quite easy.
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 mouse over to view. You can change this behavior and make it into a tab. It’s actually quite easy and like most useful things in GoldMine, kind of hidden.
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 clicking the little grey arrow to the right of it.
You’d be surprised at how much these impact data integrity within GoldMine. Plus, once configured, it makes data entry EASY.
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 the Recipient tab, select the Filter you wish to send to. Also (important), select Queue for Delivery. Then ok.
4. This will populate your GoldMine outbox with outgoing e-mails based on the filter you selected. To send, just select a range of emails and right-click | Send. It’s a good idea to only send a few hundred per day. any more than that and you run the risk of being blacklisted a spammer!
Try it, and have fun!