Simple. Powerful.
What could be better? GoldMine’s scheduling and calendaring capabilities help keep you organized for appointments, calls, and, in general, what you need to be doing.
Whenever you complete an activity, whether it be a phone call, an appointment, or a next action GoldMine gives you the option to schedule a follow up activity.
You visit a client or prospect, come back to the office, and complete the activity. Great! You’ve marked it as done. You’ve automatically moved the activity to the History tab. You’ve helped build the ‘Corporate Memory’ of all interactions with that particular contact. As you’re completing, why not:
- Schedule yourself a reminder to call them back in two weeks, or
- Schedule a next action to create a quote or proposal for them, or
- Schedule a forecasted sale on business you discussed?
Below is a screen shot of the standard completion window. Notice, in the lower left, the check box for “Schedule a Follow-Up”.
Check that box then select the type of activity to schedule from the drop down tot he right. After clicking OK you’ll automatically be taken to the standard schedule an activity window.
If you’d like to ‘Carry Over’ the reference and notes from the completed activity to the activity you’re scheduling that can be done via Tools | Options then the Schedule tab. You can even have the “Schedule a Follow-up” checked automatically with the “Prompt to schedule a follow-up…” option checked.
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Came across this info, and thought you’d be interested:
GoldMine Premium Edition 9.0, expected in June or before will be compatible with 32 & 64-bit versions of Windows 7.
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Here’s a SQL query that will list out all of your forecasted sales by age, or how long ago they should have closed.
GoldMine’s forecasted sales give you a quick and easy way of tracking possible sales so you better manage your pipeline and remind you of sales that should be closing.
To use this, from GoldMine’s main menu choose Lookup | SQL Queries then copy & paste the above in the top section then click Query. If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.
This SQL Query will work for SQL based GoldMine systems (GoldMine Corporate or Premium)…
select cal.userid, contact1.company, cal.ondate CloseDate,
datediff("d", ondate, getdate()) Age, cal.ref 'Product/Service',
cal.number1 value, cal.duration probability from cal, contact1
where rectype = 'S' and contact1.accountno = cal.accountno and
userid = 'BILL' order by ondate
Change the last part, “userid = ‘BILL’” and replace bill with your GoldMine userid or leave it out all together to see all forecasted sales for all users.
If you want to learn more about how to forecast sales check out GoldMineTraining.NET for a video lesson on the subject.
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This is a question I get quite often, and it’s a simple change for you!
When you click Search (Or Find in GoldMine 7.x or below) the Contact Search Center comes up and you can find the record you’re looking for.
Many people prefer this to default to a company name search rather than the contact name search.
To do this go to Tools | Options (Edit | Preferences in GoldMine 7.x and below) and go to the Lookup tab.
Change the Default lookup to Company, and click OK. It’s easy as that!
Also, don’t forget use the F4 key as a keyboard shortcut to open up the Contact Search Center as well as double-clicking on the field label. http://www.thegoldmineblog.com/2007/03/double-click-to-find-a-record/
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Fixes in companionlink.exe 01/22/10 version 3.0 build 3088
* Fixed a bug where the synchronization could continuously run when a webOS device is connected to the PC
* Added more field to mappings for Google
* Fixed issue with parsing time zone on all day recurring events in Google
Fixes in companionlink.exe 01/18/10 version 3.0 build 3087
* Added support for new Android USB sync method (requires CL USB Sync 1.2 or higher installed on the Android device).
* Sped up purge and reload for Google
* Fix for Palm Desktop 6.2 max note size being too small
* Fix for birthdays creating old alarms when transferring from OL to ACT!
* Added field mapping for User1-10 for Android direct sync
* Fix for some BB OS 4.5 devices transferring untimed records at the wrong time
Fixes in companionlink.exe 01/05/10 version 3.0 build 3086
* Fixed a bug where memos were synching to Google incorrectly when CL was configured to reverse contact name order (Last, First).
When purchasing CompanionLink be sure to use Affinity Code TB5222….
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The GM+View tab, introduced in GoldMine 6.0, can display relevant information about the contact you are on from just about any web site out there, including searching LinkedIn to easily find the contact on the social networking site.
To set this up go to File | Configure | GM+View or Web | Setup GM+View in GoldMine Premium Edition.
Note: You do need Master Rights to do this.
Then click the New button.
Type in the Template name, e.g. LinkedIn Search, then click down into the white space below, then click on the <H> button in the upper right. This allows us to tell the view what we want to display.
Note: If your <H> button is grayed out it indicates you’re using a version of GoldMine below 6.70.70226 with Internet Explorer 7.0 installed. Uninstall Internet Explorer 7.0 or, better yet, it’s time for a GoldMine update.
After clicking <H> you’ll see some HTML code… Highlight all of it and delete it.
In its place copy and paste this:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<SCRIPT language=JavaScript>
<!--
function redirect()
{
window.location = "http://www.linkedin.com/commonSearch?type=people&keywords=<<&contact1->contact>> <<&contact1->company>>&search=Search";
}
setTimeout ("redirect();", 0000)
// -->
</SCRIPT><META content="MSHTML 6.00.6001.18203" name=GENERATOR></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1>One moment please... Accessing Linked
In</BODY></HTML>
Then choose Save & Exit.
Click OK from the GM+View Tab Settings screen.
If you have several GM+Views you can access the different views by right-clicking in the GM+View tab for GoldMine 7.0 and below or using the drop down on the upper-right side for GoldMine Premium.
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Any GoldMine Standard Edition customer can upgrade to GoldMine Premium Edition at the special price of $405 per seat if you place your order by January 29th 2010.
Standard upgrade pricing is $549, so this is almost $150 off/license.
Order must be Minimum of 5 GMPE licenses with maintenance required on all seats.
In addition, a customer can order additional seats for the same price if the additional seats are included on the same order. Maintenance and Support will be required for all seats.
Offer good until January 29th, 2010
For more information please drop me a line at chad.smith@thegoldmineblog.com
Mark Your Calendars & Signup Now!Special GoldMine Premium Web Event designed for current GoldMine Standard Edition Customers, Tuesday, January 12, 2010 @ 2:00 Eastern Standard Time.
|
 |
Learn how the newest edition to the GoldMine family will make your life easier and more productive.
Seats Are Limited Register Today To Confirm Your Spot!
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Happy Holidays!
Normally I do a Top 10 for each year but I had to add a couple of extra for 2009. Happy Holidays… and…
See you in 2010!
12. Keeping Up With Follow Ups - A Key To Success Made Easier
11. Time for some GoldMine Spring Cleaning with Merge/Purge
10. Not Forgetting that Special Day: Using Occasions to Remember Every Important Day
9. A Quick, Easy & Colorful Way To See Your Sales Pipeline
8. How to Keep Your Personal Activities on the GoldMine Calendar – Unlinked Activities
7. How to create professional email templates with High Impact & GoldMine
6. How to use the different activity types in GoldMine to keep yourself organized
5. How to Find All Contacts in Several States
4. Question: How can I see all of my past due calls?
3. The Holidays are Coming - How to show on your GoldMine Calendar
2. Use this trick to make scheduling quicker…
1. How to Customize your Contact Search Center Columns
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Fixes in companionlink.exe 11/24/09 version 3.0 build 3082
* Fixed bug with calendar records not transferring to Google
* Fixed Palm Desktop 6.2 completion display date issue when syncing to a device
* Added field mapping options for user fields for iPhone via Outlook
Fixes in companionlink.exe 11/18/09 version 3.0 build 3081
* Fixed a bug where the sync could be interrupted when sending low value ascii characters to Google.
Fixes in companionlink.exe 11/06/09 version 3.0 build 3080
* Added support for Outlook to Outlook synchronization. This feature includes the ability to sync Business Contact Manager folders with non-BCM Outlook folders.
* Added wireless 2.0 support for BlackBerry and iPhone. This feature decreases sync time by compressing the data packets that are sent over the web (requires DejaLink 1.080 or higher for BlackBerry; iClink 3.10 or higher for iPhone).
* Added contact linking for datebook/todo for Palm Pre USB
* Fixed bug with contact pictures sometimes not syncing for PPC Direct
* Fixed bug where contact pictures were sometimes not detected in Outlook
* Sped up antidupe logic in Goldmine
* Added support for Outlook 2010 and BCM for Outlook 2010
* Fixed bug with due date not transferring properly from Palm Desktop to Palm Pre USB
* Fixed bug with ACT! 2005+ where anniversary/birthday would be blanked out if handheld did not support the field
* Added support for CL USB Sync 1.2 for Palm Pre USB
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Finding and eliminating duplicate records is an important part of maintaining a clean contact database in GoldMine. We’ve covered merging tagged records here:
http://www.thegoldmineblog.com/2009/03/time-for-some-goldmine-spring-cleaning-with-mergepurge/
After a merge/purge GoldMine will put the non-surviving record in the Additional Contacts tab.
If you are diligent, you will delete that right after the merge/purge, but of course we’re not all quite that perfect!
So here’s a SQL Query to find those so you can remove them.
To use this, from GoldMine’s main menu choose Lookup | SQL Queries then copy & paste the above in the top section then click Query. If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.
select contact1.company, contact1.contact, contact1.phone1 from contact1, contsupp where contact1.contact = contsupp.contact and contact1.accountno = contsupp.accountno order by contact1.contact
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WHAT’S ENHANCED IN GOLDMINE PREMIUM EDITION 8.5.2
The Opportunity Manager and Project Manager provide a filter that lets users select opportunities or projects by Status. To use this filter, click on the dropdown arrow next to the “Show:” label and select the corresponding Status. To view all opportunities or projects that are not completed, select “Active” in the dropdown menu. This is a new option in GoldMine Premium Edition 8.5.2.
WHAT’S FIXED IN GOLDMINE PREMIUM EDITION 8.5.2
[click to continue…]
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Updated on 12/4/2009 - GoldMine Compatibility Matrix
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In GoldMine 6.0 and above, you have the ability to customize the columns you see in the Contact Search Center. The Contact Search Center is simply the formal name of the window that pops up when you are trying to find a contact…. Here it is:
It should look familiar. By default, you will see the Company, Contact, City and Phone1 fields. However, this can be changed! In the Contact Search Center toolbar (The icons just above “Lookup”) all the way to the right you’ll see an icon that looks almost like an Excel spreadsheet in GoldMine Standard or Corporate, in GoldMine Premium click the columns button.
Click it, and a window like this will pop up:
Too add a column simply find the column on the left, they are in alphabetical order, and double-click on it, or single click on it and use the right-arrow button. It’ll then move to the right-side of the screen. The order of the columns can be changed by clicking on a field on the right and using the up or down buttons.
Click “OK” and you’ll see your Contact Search Center with your customized fields. Any field from the top half of the screen, the summary tab, or the fields tab can be added. Also, the column widths can be adjusted in the Contract Search Center by dragging the dividers between the column headers, just like in Excel.
Note: In GoldMine Premium Edition 8.5 and above the Email and Web Site fields CAN be added! This is a very nice and welcome addition to the product. They cannot in versions of GoldMine below 8.5.
When you change the columns you see or their widths this is a ‘Sticky’ setting. So once it’s set it does not change when you Exit GoldMine, close the Search Center, etc. Also, it affects only you, no one else.
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1) Law of 29: Most prospects require repeated touches before buying, normally between 3 and 30!
2) Automated: You can visit prospects and clients, work on proposals, quotes, etc. while GoldMine is doing your marketing for you.
3) Segmented: Different prospect and customer segments require different messages. Have different drip marketing campaigns for customers, prospects, suspects, or based on industry, etc.
4) Top of Mind: Keep your company at the top of your customers’ minds prospects’ mind, crowding out your competitors.
5) Mix It Up: Online services offer drip e-mail marketing, AKA auto responders, however, with GoldMine you can intersperse your drip e-mails with calls, letters and other types of touches.
Now, included, with eMarketing with GoldMine is a 25 minute training video on setting up your own drip e-mail marketing campaigns in GoldMine.
… information forthcoming.
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Hey There! Happy Halloween!
In our previous entry we discussed using the merge code fields to tag who should be getting holiday cards and gifts. Now that you’ve gone through the process of adding the appropriate merge codes to your contacts, you probably want to see who has been tagged!
If you are only working with primary contacts I suggest using a filter… Your filter will look something like this:
The key here is to use the Contains operator, as there may be multiple values in the field.
Once you’ve built your filter you can see the list from the Filter’s Preview tab as well as from the Contact Search Center! Review this post on how to do that:
http://www.thegoldmineblog.com/2007/09/so-easy-yet-so-useful-how-to-print-a-filter/
You can, then, export from the search center, use GoldMine’s report’s to print labels, etc…
You can also use GoldMine’s Export Wizard available under File | Import/Export | Export Contact Records (Or Tools | Import/Export Wizard | Export Contact Records in 7.x or below).
The wizard gives you a variety of options of the export format (dBASE, ASCII, etc.) as well as whether you want to export primary and/or secondary contacts as well as limiting the export to a merge code.
Once exported, you can use MS Word® to print labels, etc. My only complaint with the Export wizard here is that if the additional contact doesn’t have an address listed the Export wizard won’t automatically pick up the address of the primary contact.
Which brings us to our last method of export, a SQL Query, actually three.
For a review of using SQL Query’s Check Out This Post: http://www.thegoldmineblog.com/2007/10/the-one-that-didnt-get-away-finding-the-last-time-you-visited-a-client-or-prospect/
Here’s one for primary contacts:
select company, contact, title, address1, address2, address3, city, state, zip, phone1, contact1.accountno from contact1 where mergecodes like ‘%HC%’ order by company, contact
Here’s one for secondary contacts without an address (It’ll pick up the address from the primary contact):
select contact1.company, contsupp.contact, contsupp.title, contact1.address1, contact1.address2, contact1.address3, contact1.city, contact1.state, contact1.zip, contsupp.phone, contact1.accountno from contact1, contsupp where rectype = ‘C’ and (contsupp.address1 is null or contsupp.address1 <= ”) and contact1.accountno = contsupp.accountno and contsupp.mergecodes like ‘%HC%’ order by company, contsupp.contact
Finally one for secondary contacts with an address:
select contact1.company, contsupp.contact, contsupp.title, contsupp.address1, contsupp.address2, contsupp.address3, contsupp.city, contsupp.state, contsupp.zip, contsupp.phone, contact1.accountno from contact1, contsupp where rectype = ‘C’ and contsupp.address1 > ‘ ‘ and contact1.accountno = contsupp.accountno and contsupp.mergecodes like ‘%HC%’
order by company, contsupp.contact
Just change the ‘HC’ in each query to the mergecode you’re using. After running each you, can do the Right-Click | Output to Excel trick and you’re on your way!
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, Premium 8.0 and Premium 8.5) but I’ll also release BONUS reports from time to time that you’ll be able to get no additional charge.
Here’s Open Opportunities Forecasted Amount by Month & Salesperson… Click on the screen shot for a full size image.
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It’s getting to be that time of year again, and with it the challenge of figuring out who should be getting what during the holiday season.
There are several different ways of doing this in GoldMine, but let me show you my favorite… This method uses the “Merge” field – and is usable for both primary and secondary contacts.
To configure the merge field for Holiday use we just have to change the lookup values for the primary contact, the same merge codes will automatically be used for secondary contacts.
Within the Merge field, either use the Right-Arrow or use the F2 key on the keyboard to see the Lookup list.
Single Left-Click on the New button to add different merge codes. You may want to use a single one or multiple depending on how you handle cards and gifts. The two I have here are:
HC for Holiday Card and
HG for Holiday Gift.
We use the format:
HC;//Holiday Card (Code, semi-colon, two slashes, and then description).
Only the code will be placed in the field. With this format you can fit up to 5 codes in the merge code field. Select one code, as you normally would when using the lookup list, then select a second in the same manner. GoldMine will automatically place a comma and space between the two instead of replacing one code with another.
You can use any number of letters or numbers for the code but all codes should have the same number of characters. I prefer two which allows up to 5 codes in the merge field but also makes it easy to remember what each is for. You may want to use HC for Holiday Cards, but H1, H2, and H3 for different levels of gifts…
Get started on this and in our next entry we’ll discuss getting that list out of GoldMine using SQL queries and the export wizard.
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The latest GoldBox enhancements are now available from the Downloads page of the web site. Here’s a quick summary:
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Yes, October is upon us and all the holidays are coming up - To help you track all these great holidays GoldMine has a great “Holiday” feature to put those on the calendar for you.
To set up the Holidays we’re going to start on the Calendar. Then do a Right-Click | Options | Preferences (Or Calendar Options). Then click on the Holidays button. GoldMine might ask you if you want to import predefined Holidays, click Yes to that. You’ll see something like this:
On the left side you’ll see a series of different Holiday Categories. By clicking you each you can see holidays they include. To have the holidays for a particular category show on your calendar check the box next to the category as I’ve done with United States above.
You can highlight any individual holiday and click Remove to remove it, for example most of us work on President’s day so I’d remove that. We’ll also want to add some, like Christmas. Note: You do need master rights to add or remove individual holidays from a category.
First click New. We’ll name this Christmas Eve and Christmas then set it to occur once a year for two days and we’ll choose December 24th as the starting day.
Go ahead and Click OK to get back to the main section and OK again to go back to Preferences and OK again to get back to the calendar.
Here’s how the Holiday will show up on the weekly calendar view.
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