With the summer vacation on us, now’s a good time to put all those vacation days on your GoldMine calendar so you don’t end up accidentally scheduling a business meeting when you’re going to be on the lake!
First, find your record in GoldMine. If you don’t have one just create one with your name, phone number, etc.
Next choose Schedule | Appointment then enter the following information in the window.
• Reference Line: Vacation
• Color: Yellow
• Date: First day of your vacation
• Time: 8:00am
• Duration: 9 Hours
Next we’re going to set the duration of the vacation. Click the Recurring tab. The Start Date should be set already. Choose the appropriate End Date and for frequency choose Daily.
Click Schedule and you’re all set!
GoldMine is, of course, a great tool for managing your activities.
It’s quick and easy to schedule yourself reminder phone calls, next actions, appointments, etc. Let’s say, though, that you’ve created yourself a filter of all your prospects, and want to schedule yourself calls to 10 of these a day.
First, create your filter.
Then start scheduling a call as you normally would. I typed “Prospect FUP” into the reference. From the drop-down next to contact linking select Filter or group. (Note: this is for GoldMine 8.5 and higher).
After selecting your filter or group you’ll notice the contact name is replaced with the filter name.
Then select your options from the Series tab.
When everything is set click Schedule and a call will be scheduled to all of your contacts in the filter!
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A new video detailing GoldMine 9.x New Notify via Internet Email has been posted on GoldmineTraining.net
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In GoldMine, a contact may have multiple email addresses. This is useful when, for example, you might want to track someone’s business email address as well as a personal email address. When you click in the email area from the main contact, a window will pop up with all the email addresses associated with the primary and secondary contacts.
However, there may be a contact that should have a primary email addresses, but doesn’t. This can cause problems when doing email blasts, or having a random email address displayed in the top half of the screen. One of the nice new features in GoldMine 9.0 is that if a contact has an email addresses, but doesn’t have any marked as primary you’ll know with the “Click to Select” message.
However, to examine your entire database for contacts with email addresses, but none marked as primary, here’s your SQL Query:
SELECT company,
contact,
phone1 ,
accountno
FROM contact1
WHERE accountno IN
(SELECT accountno
FROM contsupp
WHERE contact = 'E-mail
Address'
)
AND accountno NOT IN
(SELECT accountno
FROM contsupp
WHERE contact = 'E-mail Address'
AND substring(zip,2,1) = '1'
)
ORDER BY company
To use, go to Tools | SQL Query (Or Look up | SQL Query in GoldMine Corporate/Standard Editions) and paste in then click Query.
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GoldMine is not yet officially compatible with Office 2010. I have yet to test it myself, but people have the Word and Excel links working OK, but the Outlook link definitely does not work. Until a patch is release for your version of GoldMine, be sure to use a compatible version of Office if you are using the Word, Excel, and/or Outlook links.
Here’s a link to GoldMine’s compatibility matrix: http://frsconnect.frontrange.com/wiki_entry_view.aspx?topicid=b260f4c5664e45d6aac0b3b2343a2ec8
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Optimize Your GoldMine eMarketing Campaigns with IntelliClick®
With email marketing, “real time” knowledge is everything. You have to know who to mail, what to mail, when to mail; and most importantly, when to contact them. With IntelliClick eTrack for GoldMine, users can send their campaigns straight from GoldMine, track directly back to GoldMine, and instantly alert their sales team of “hot” opportunities at the right time!
And that’s just for starters. The WebNav module for IntelliClick returns instant results for website pages viewed and visitor frequency to give site owners a comprehensive picture of their campaign results. This is personalized web analytics!
Introduced late in 2008, IntelliClick had strong first year sales and has proved to be an email marketing solution embraced by Goldmine users worldwide. IntelliClick has listened to GoldMine partner and customer requests and introduced many customized features.
IntelliClick’s core features include tracking open, clicks through, unsubscribe, website visits, instant alerts by alarmed scheduled phone call, email and text messaging.
Easy-to-use “Call to Action” IntelliClick hyperlinks include:
• Call Me
• Forward To A Friend
• Literature Fulfillment
• Event Registration
All IntelliClick features are fully integrated. The “Refer To Others” command, for example, automatically creates a new contact record in Goldmine via web import, sends a tracked email to the referred friend, and begins tracking the prospects’ interests.
On-demand and automated reporting capabilities tie eTrack and WebNav tracking together by allowing users “real time” access to critical business intelligence such as “Top Leads” and “Digital Body Language” reports in PDF format to designated recipients.
Powerful send/bounce management
Built-in send features allow for throttling and scheduling of email campaigns, correcting malformed emails and critical opt-out management. The bounce capabilities allow users to flag and remove bounces as well as schedule actions, such as a phone call to the record. The send/bounce module has become so popular that this module is now sold separately.
Additional add-on options feature an external SMTP relay service and HTML email templates with training. The relay service helps customers get better email message delivery without exposing their server to be flagged for spam. The templates boast an easy to use HTML editor.
Support & Pricing
All IntelliClick users are invited to join the online IntelliClick Users Forum for sharing best practices and IntelliClick comes with technical support. Users pay only for successful results tracked backed to GoldMine, and they benefit from unlimited email messaging and user access.
You can learn more about the power of IntelliClick by downloading our educational webinars at http://www.intelliclicksoftware.com. Request a demonstration by calling (888)827-5628 or via email info@IntelliClicksoftware.com.
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A new video detailing GoldMine’s Territory Realignment has been posted on GoldmineTraining.net
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With the release of GoldMine Premium Edition 9.0, I want to review some of the major and not-so-major enhancements you’ll see with the new version of GoldMine.
The first item, and I think, biggest, are Dashboards. The GoldMine 9.0 Help File has a great introduction…
“The GoldMine Dashboard is a place were you can quickly view and access data based on predefined criteria and view real?time informational graphics and data tables with controls to select the desired information for viewing. Dashboards are user-defined summary views of data from internal and external sources.
By using Dashboards, you can quickly: measure the flow of new Leads, view a filtered list of Lead records, chart Opportunities and Forecasts, review the Customer Service processes, review “to-do” lists, calendar, inbox, and progress toward Sales objectives, and view Forecasts and Appointments.”
GoldMine Premium Edition 9.0 ships with several pre-built dashboards for your immediate use. As well, if you can think of data that you want to display it’s definitely going to be doable. This includes GoldMine data, as well as data from external systems. If you want to get a dashboard with information from your accounting system, as long as it’s accessible via an ODBC connection, it can be displayed.
So here are a few screen shots of the dashboards that ship with GoldMine Premium Edition 9.0.
Activity Dashboard
Lead Dashboard – Notice the tabs at the top allowing different views within the same dashboard.
Sales Forecast
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Fixes in companionlink.exe 05/17/10 version 3.0 build 3097
* Added PDA option for Apple iPhone Wi-Fi Sync. Works with DejaOffice v1.04 and higher.
Fixes in companionlink.exe 05/13/10 version 3.0 build 3096
* Fixed a bug where alarms were ringing on Android DejaOffice for outdated recurring events.
* Fixed a bug where username fields were being truncated in certain cases.
Fixes in companionlink.exe 04/28/10 version 3.0 build 3095
* Fixed memory leak with BCM 2010.
* Improved stability with BCM 2010.
Fixes in companionlink.exe 04/27/10 version 3.0 build 3094
* Added Outlook 2010 support
* Added BCM 2010 support
* Fixed bug with recurring todos sometimes showing up on wrong date
* Added support for ACT! 12 French HotFix 6
* Fixed bug with recurring alarms not transferring to Pre
Fixes in companionlink.exe 03/12/10 version 3.0 build 3092
* Fixed a bug where annual recurring, all-day events could sync with wrong date after March 15, 2010.
* (Pro only)Fixed a bug where calendar updates could fail when synching wirelessly with Lotus Notes.
Fixes in companionlink.exe 03/08/10 version 3.0 build 3091
* Added Mobile Phone 2 field mapping option for BlackBerry OS version 5.0 and higher.
* Added ability to sync Android/Palm Pre USB to multiple PCs.
* Fixed a bug with Palm Pre USB that sometimes did not transfer deleted records.
* Fixed a bug with recurrence patterns for first weekday of month, first day of month, etc for Android.
* Fixed bug with Outlook recurring events when in a different timezone than the record and syncing to Android via USB.
* Added autosync support to CL Express when configured for Lotus Notes.
* Fix a bug that sometimes prevented CL from correctly reading Outlook subfolders.
When purchasing CompanionLink be sure to use Affinity Code TB5222….
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In GoldMine Premium Edition 8.x you’re probably very use to seeing the Toolbar.
The GoldMine Toolbar provides easy one-click access to commonly used functionality. If you’d like to add/remove options from the Toolbar simply click on the down-arrow to the right of the Toolbar.
Then choose Standard and you can Check/Uncheck the options you’d like to see.
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When you invest in Crystal Reports for GoldMine not only do you get 49 ready-to-use to Crystal Reports for your edition of GoldMine (Corporate 6.7, Corporate 7.0, Corporate 7.5 or Premium 8.x) but I’ll also release BONUS reports from time to time that you’ll be able to get at no additional charge.
History Report by User With Stacked Bar Graph. (Click on the image for a larger version)
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From the producers of one of the best GoldMine add-ons, MasterMine, is a great GoldMine events calendar:
http://mastermine.net/insider/events-calendar/
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Over the years I’ve posted a number of SQL Queries that help you get information out of GoldMine:
http://www.thegoldmineblog.com/category/sql-query/
I’ve discovered an excellent site that you can copy and paste these and any other SQL to that’ll give you great looking and readable SQL queries.
http://www.sqlinform.com/online.phtml
So you click on the link and ‘Accept’ the disclaimer and then copy and paste your SQL code onto the page.
Click Format and you’ll see a much more readable SQL Query.
Now, the results are not going to be any different, but you’ve got much better code for reading, debugging, etc.
Hope you enjoy as much as I do. I’ll be running all my future SQL Query tips through this!
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Here’s a SQL query that will list out all of your contacts with their last call, appointment, and sale. Special thanks to Jill from W-Systems for this query!
To use this, from GoldMine’s main menu choose Lookup | SQL Query then copy & paste the code below in the top section then click Query. If you are using GoldMine Premium Edition then Tools | SQL Query.
SELECT accountno,lastname,contact,company,state,(select top 1 ondate from conthist where contact1.accountno = conthist.accountno and srectype='C'order by ondate desc) as Call,(select top 1 ondate from conthist where contact1.accountno = conthist.accountno and srectype='A'order by ondate desc) as Appointment,(select top 1 ondate from conthist where contact1.accountno = conthist.accountno and srectype='S' order by ondate desc) as Sale FROM contact1 ORDER by company ASC
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… from the FrontRange signup page:
Has your business grown and evolved? Are you finding it difficult to understand answers to business questions? If so, there has never been a better time to leverage the power of the newest product in the GoldMine® solution family - GoldMine® Premium Edition 9.0 (GMPE). Along with Sales and Marketing functionality, GoldMine Premium Edition provides a number of additional benefits to CRM users, including case management features for your customer service teams, numerous productivity enhancements for greater user efficiency, and additional administration capabilities for a lower total cost of ownership. See a sneak peek of new features of GoldMine 9.0.
See a sneak peek of new features of GoldMine 9.0. Learn what’s new in GoldMine 9.0:
- Complete CRM dashboards
- Enhanced Microsoft Outlook Integration
- Smartphone Capabilities
- New Administration Capabilities
- Utilize the latest in Windows technology
Thursday, April 22, 2010
01:00PM - 02:00PM Pacific Time (GMT-8)
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Welcome Back To GoldMine - GoldMine Corporate to GoldMine Premium
- Customers expired on Maint over 6 months
- Minimum of 5
- Flat fee of $500
- Upgrade for $349 – includes SQL 2008 for WorkGroups
- Must upgrade all
- Add bumps at the same price
Director’s Special for Standard Edition to Premium Edition:
10% off by April 30th — $499
Corporate Edition to Premium Edition
- $449 includes SQL 2008 for WorkGroups ($100 value)
- Minimum of 5 / Must upgrade all
GoldMine Bundles
The Single User: $995
1 Premium Edition License & Software upgrades for one year
Microsoft SQL Server 2008 for WorkGroups
The Small Business: $1,995
3 Premium Edition Licenses & Software upgrades for one year
Microsoft SQL Server 2008 for WorkGroups
The Starter Pack: $2,995
5 Premium Edition Licenses & full support for one year
Microsoft SQL Server 2008 for WorkGroups
Crystal Reports XI
Full Support
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wMobile your complete wireless mobile access to GoldMine
Introducing wMobile 2.0
wMobile 2.0 was released on March 21st, 2010. The update includes a series of backend infrastructure changes as well as significant new features. Contact your wMobile partner for product updates and new 30 day trial installations. wMobile information including a live test site can be found at www.w-systems.com.
April wMobile Product Webinars… we invite you to come take a look at the latest version
Tuesday April 6 11AM Eastern
https://www1.gotomeeting.com/register/419988985
Tuesday April 6 4PM Eastern
https://www1.gotomeeting.com/ojoin/489981928/164846
Tuesday April 8 11AM Eastern
https://www1.gotomeeting.com/register/530621232
Tuesday April 8 4PM Eastern
https://www1.gotomeeting.com/register/939329024
Tuesday April 13 11AM Eastern
https://www1.gotomeeting.com/register/743378393
Tuesday April 20 11AM Eastern
https://www1.gotomeeting.com/register/388517128
Thursday April 22 4PM Eastern
https://www1.gotomeeting.com/register/279576025
Whats New and Improved:
Infrastructure Changes
wMobile 2.0 has been updated to support the latest Microsoft standards and platforms. wMobile is now fully 64 bit compliant and supports the latest .NET 3.5 framework and Windows 2008 64 bit servers.
wMobile installers have been updated to be more intelligent about the web server environment the application is going into.
wMobile continues to support all BlackBerry, iPhone, Android, Windows Mobile and Palm devices.
SSL Mail and Gmail Support
wMobile now supports encrypted email SSL protocols for more secure email management and support for Gmail accounts. Gmail in increasingly popular as a business email host performing email services for GoldMine and Outlook clients. wMobile now fully supports this platform.
Opportunity Management
wMobile support full opportunity management with complete view and editability of all Opportunity information elements including influencers, linked documents, issues, multiple item forecasts, pending and history activities.
Support for alarmed activities
When a user has alarmed activities an alarm flag is shown within the wMobile user interface directing the user to the alarmed activities.
Email Attachments
wMobile users can now email any document that has been linked to a CRM contact. If a contact wants a emailed quotation or copy of a contract, this is now possible from your mobile device.
Customizable Contact Screen
The wMobile system can be further customized to include any user defined or standard CRM field in the main wMobile contact record view and contact related page header. This makes key information visible at a glance.
Clone current contact to new record
When entering a new contact record a previously viewed contact record can be cloned to save time and keystrokes.
Duplicate check on new contact entry
wMobile performs a duplicate contact check on new contact entry. Duplicates are shown and users can chose to proceed with entry or to start using the pre existing contact record.
File email to other contact without re-linking email address
wMobile users can now file an email to a related contact without re linking the email address to the new contact.
Improved One-Click login setup
It is now simpler to create one click login URL’s for new users
HTML Email Support
For devices that can display rich HTML, wMobile emails can optionally be shown as HTML instead of the standard text based messages.
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Just added a link to the site to allow you to find and add me to your LinkedIn contacts…
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Click here to watch!
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