Becci No Comments

GoldMine: Create GoldMine History Records in Mass

There are times when you send a mass mailing or other activity outside of GoldMine but would still like to have a history record attached to the records that participated.  Some examples are if you sent holiday card or gifts, presentations, or any action done in mass that needs a history record. Read more

Justin Hill No Comments

GoldMine : Turning Rich Text Off

Sometimes Rich Text can interfere with reporting or some older systems. To turn OFF all Rich Text in GoldMine:

1. Select Tools | Configure | System Settings | Display.
2. Select “Plain Text” at the bottom.
3. Ok your way out.

This will turn off Rich Text for all users, so be careful! But for those who experience problems with it, this can be a real life saver.

Justin Hill No Comments

GoldMine : Using the Notes Tab Properly

The perennial love/hate part of GoldMine: The Notes Tab. So let’s get the easy part out of the way.

To add a note, simply go to Notes tab. Click “Add Note”. Type in your Note. How can you say no to that? What easier way to record an Appointment or Call than this?

DON’T DO IT.

Notes ARE the place to store:
1. Driving directions.
2. Shipping instructions.
3. Login information for a website.

They are NOT the place for History. This is because
1. Notes are not easily Searchable.
2. Notes are not easily Reportable.
3. If you keep notes for years, it can make your entire GoldMine system slow. We’re dealing with a client now who is experiencing this very same issue. Ten years of recording phone calls in Notes, and GoldMine takes FOREVER to start. I mean, like minutes.

So be safe and use Notes responsibly!

Justin Hill No Comments

GoldMine : Modifying your Toolbar

This is something that I rarely see done, but it’s an awesome time saver: changing the default buttons on your toolbar. You can actually add any item from the GoldMine menu onto your toolbar. It’s easy!

1. Find and click on the “little down arrow” that is on the far right edge of your toolbar.
2. Select Add or Remove Buttons | Customize | Commands.
3. From the “Customize” window, the idea is to click-drag the desired menuitem from the list up onto the toolbar. You’ll see that you can place the menuitem anywhere on the bar.
4. To delete an item, simply click-drag it off of the toolbar. It’s just that easy.

You’ll be surprised at how much more effective this can make you in GoldMine. You should really give this a try!

Justin Hill No Comments

GoldMine : Increasing the Number of SQL Query Records

You may realize that the number of SQL records returned in the query tool is limited to a few thousand rows. This can be changed, however!

1. Select Tools | Configure | System Settings from the top level menu.

2. Go to the Display Tab.

3. Change the number of maximum sql query records to whatever amount you want. But use care: larger numbers will increase your GoldMine startup time.

Try it, and have fun!

Justin Hill No Comments

GoldMine : Increasing Font Size

Did you know that you can increase the font size in GoldMine? It’s easy!

1. Go to Tools | Options from the top level menu.

2. Go to the Record Tab.

3. Check the box labeled “Use Large Font”. Ok your way out.

GoldMine will force you to restart itself. To increase the font size any further, you will need to change the font in windows, sorry!