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GoldMine: Creating a Group Based on a Filter

Groups are static and based on membership.  Filters and SQL queries, on the other hand, are dynamic and based on the field criteria by which they are built.  Creating a group based on a filter or query allows for a stable list of contacts (originally based on field criteria) that can be added to or removed from by manually adding or deleting a contact’s membership to that group. Read more

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GoldMine: Adding a Picture to the GM+View Tab

There may be times when you are in need of quickly viewing a picture.  Some examples would be a picture of a person to verify their identity or images of property you are insuring.

Linking the image on the Links tab is helpful as you can view it in the Preview Pane.  But if you have many linked documents and don’t want to search, you can display the image on the GM+View tab so it can be accessed with a click of the tab. Read more

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Salesforce: Flow and Process Error Emails

Error emails are sent to the user (admin) that last modified the process or flow.  Sometimes, you may want another user or consultant to know when an issue occurs.  We can now add users and external email addresses to Flow Exceptions emails.  **Keep in mind that these users and email addresses also receive Apex exception emails. Read more

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Salesforce: Setting Default Values in Salesforce Picklists

Picklists are great for keeping data consistent.  By allowing only specific values; reports and processes run smoothly.  You can be even more consistent by setting a default value that will prepopulate the field on the screen.  For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read more

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GoldMine: Power Searches

The Contact Search Center has more functionality than just finding the contact whose record you want pulled up.  It also allows for displaying the contacts of filters or groups and lets you print out the results or output them to another application for further manipulation.  When a report doesn’t pull the data you want, a Power Search just may be the answer! Read more