GoldMine CRM

This seems to happen a lot: users deleting contact records mistakenly. The real issue is that this often requires a call and billable time from yours truly to restore the record from backup. Much better to not have the problem at all! To remove the end-user ability to delete contact records:

1. Go to Tools | Users Settings (you need MASTER rights to do this).

2. Select the user in question, click Properties.

3. On the Access Tab, uncheck “Delete” under Contact Record (top left).

4. Ok your way out.

The user will need to restart their GoldMine to get the change. Try it, and good luck!

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.

I still can’t believe they put it right on the dashboard like that. It’s crazy. Let me explain:

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I hate adding new records. More accurately, I hate the New Record Window.

Let me count the ways:

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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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GoldMine comes out of the box with everything turned all the way on and all the way up. By which I mean all tabs, all menuitems and all access permissions are enabled. Now, because no one uses 100% of GoldMine, having these unused tabs (i.e. Referrals, Projects, etc) can clutter up the workspace and confuse newer users.

To hide and/or reveal tabs,

1. Select Tools | Options from the top level menu.
2. Select the “Record” tab.
3. Click the “Tabs” button.
4. Simply check or uncheck those items you wish to show or hide.
5. Ok your way out.

Pro Tip: Use the “Customize Globally” checkbox to push changes out to all users. Use with care!

Did you know that you can show Completed Activities on your Calendar in GoldMine? I love having this turned on – it makes me feel like I’ve been productive!

From your Calendar, right-click and select “Activities”.

On the right-hand side, under “Completed Activities”, simply select what completed activity types you want to see on the calendar. Completed items appear in grey with a strike-through font.

Try it, and have fun!

Love it or hate it, the SQL Query tool in GoldMine is unavoidable sometimes, especially when you want to get “fancy” with searching. So, we it comes to looking up things like “contacts with history” or “contacts with no history in the last X days”, we have no choice but to become temporary experts in SQL. Here are a few examples to get you started;

1. First, open up your SQL Query tool by going to Tools | SQL Query.
2. To use it, simply paste in your SQL code into the top window and click the “Query” button.
3. Profit! 🙂

SQL Code examples (for clarity purposes, all SQL code is given in CAPS);

Contacts with no history

SELECT CONTACT, COMPANY FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST)

Contacts with no history in the last year

SELECT CONTACT, COMPANY FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST WHERE ONDATE >= GETDATE()  – 365)

Contacts with no email address

SELECT CONTACT, COMPANY FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTSUPP WHERE CONTSUPP.CONTACT = ‘E-mail Address’)

You’ll find that SQL queries are lightning quick, and don’t forget that you can build a GoldMine Group from the Query Results via the Add New Members wizard. Try it, and have fun!