When using GoldMine for email, you can insert Facebook, LinkedIn, and Twitter icons into your signature template.
Did you know that you can “comment” pick-list items to help your users select the correct entry?
Did you know that you can filter and sort your History and Pending tabs like you would an Excel sheet?
Tagging contact records is a way to hand-pick multiple contacts to perform certain operations. Tagged records are treated the same as an activated filter or group.
Such a simple question, isn’t it? How can you look at just YOUR historical items without running a report or going from record to record to record?
Did you know that you can add simple GoldMine menu items to the top-level toolbar? This is done on a per-user basis, so each user can have their own “favorite” toolbar items.
Did you know that you can use an actual e-mail template for a signature, as opposed to using a simple text file? This allows you to use fancy fonts and insert company logos.
One of the best things about Goldmine is the Recently Viewed Record list on the left-hand side of the main window. However, this will only list five items by default. You can, however, increase this to 99. Here’s how:
Ah, yes! Removing stuff in your way with GoldMine is easy. Let us now remove Tabs from the bottom edge of the GoldMine Contact Record. We’ll start with the ones we don’t use – you know, most of them.
1. Get into Record options via Tools | Options | Record from the top-level menu.
2. Click on the “Tabs” button.
3. From here you can enable/disable any tab and re-position it. I’ve removed all the tabs except for the most vital:
Pro-tip: The “Customize Globally” checkbox works as you imagine it does. But be careful you don’t take away a tab that a user depends on!
One of the most useful things you’ll do with GoldMine is remove parts of it from being in your way. Let’s start with the Toolbar.
1. Activate edit mode by clicking on the “little down arrow” all the way on the right of the toolbar. Then “Add or Remove Buttons”, then “Customize”.
2. Go to the “Commands” tab. What you see here is literally every item from the GoldMine top-level menu. To add an item to the Toolbar, click-drag the item from the right-hand side of the Commands window into the toolbar.
3. When you are in this mode, you can also re-arrange the Toolbar items with a click drag. Removing an item is done by click-dragging it off of the Toolbar.
Pro-tip: For those of you who love to micro-manage your GoldMine interface, right-click on any Toolbar button to bring up all kinds of options:
