GoldMine CRM

Did you know that there are MANY keyboard shortcuts in GoldMine? Just take a look here… (Some of these even I didn’t know)

Have fun!

Did you know you can see completed history items on the Calendar alongside the pending items? It’s easy!

1. Go to your GoldMine calendar (F7).
2. Right-click anywhere on the calendar, select Activities.
3. On the right hand side of the window, check the box next to each activity type you wish to see as Completed.
4. Ok your way out.

You’ll now see your Completed History items in grey with a strike-through font on the calendar.

I ran into an issue with this last week. Did you know that whether you use GoldMine E-mail or the Outlook plugin that the attachment folder is set in the same place?

1. Go to Tools | Options | E-mail.
2. Click on the More Options Button.
3. Go to the Retrieval tab.
4. Change your attachments directory here.

Pro Tip : If you’re trying to change this for another GoldMine user, make sure they are logged out – otherwise your changes may be lost!

Gotta love those GoldMine alarms, right? But for those of us who don’t necessarily need the alarm pop-ups, they can be annoying.

You can change the behavior of alarms in your Options:

1. Go to Tools | Options.
2. Go to the Alarms Tab.

Here, you can change all Alarms options. Honestly, I keep my pop-ups turned on, but I have my snooze timer set to 30 minutes, instead of the default 3 minutes.

Pro Tip: Click on More Options to set which activity types automatically get alarmed when scheduling. Try it!

This is one of the best kept secrets in GoldMine. Did you know you can easily start searching on a field by simply double-clicking the field label? Not the actual field value, the field name. For example, double-clicking on the Contact field label will throw you into the search center, ready to search for a Contact. Same thing for every other field on the GoldMine contact record. Really, any field. I find this much more useful than trying to find the appropriate field in the Search Center drop down.

Try it, and have fun!

One of the best things about GoldMine is the list of Recently Viewed Contacts on the left hand side of the interface. But out of the box, it only lists a handful of contacts. You can increase this number up to 99 in your Options:

1. Go to Tools | Options.
2. Go to the System Tab.
3. Increase the number of Recent Items Shown (up to 99).
4. Ok your way out.

I find this very useful at the end of the week to see easily who I’ve been speaking with. Try it and have fun!

This is one of the most useful features in GoldMine, and so easy to use.  In the Complete a… window (that is, anytime you’re completing history) there is a checkbox at the bottom which is labeled “Schedule a Followup”. Simply check this box to automatically open the scheduling window when the history is complete. That’s it! Just that easy. Try it, and have fun!

On the Summary Tab, there is a super-useful field called Comments. This just a text field meant to hold general comments about the contact. However, storing anything important in this field is problematic because it’s on the Summary tab, and not the main contact record.

To add this field to the contact record:

1. Right-click anywhere on the Primary Contact Record and select “New Field”.
2. Select “Comments” from the drop down list.
3. Place the field anywhere you want it to appear.
4. Click away from the field, then click “Ok” on the following window.

Ta-da! Try it, and have fun!

The GoldMine Process Monitor is the window that shows you any active processes currently running. This would include E-mail auto-retrieval, global replaces, etc. However, the default position of this window is a “pop-up” state. Meaning that it displays as a little tab in the bottom left of GoldMine and only shows itself if you hover over it.

To get the Process Monitor as an actual GoldMine tab:

1. Expand the Process Monitor by hovering over it.
2. Right click on the top edge of the Process Monitor.
3. Select “Show as MDI Window”.

Ta-da! A lot of folks have view and/or latency issues with the default pop-up style of this window. This will circumvent virtually all of them.

I see a lot of these kinds of things cleaned up around the beginning of summertime; blank records, records without history, etc.

We’re going to use our all-powerful search center to look for records with blank contact and company fields.

1. Open up your Search Center and plug in the following values. You’ll notice that it’s returned two records, both of which are completely blank.
2. Check the boxes to indicate both records as Tagged.
3. Use Tools | Data Management | Delete Records to get rid of them! It’s just that easy.