Tips, Tricks, News & Updates on GoldMine Software for CRM (Customer Relationship Management)
From the category archives:
In GoldMine Premium Edition 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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Here’s a handy button, “Hide Contact Details” now available in GoldMine 9.0.1.
When you click it the contact information in GoldMine collapses to 1 row giving you more room to see Pending, History, etc.
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A Hotfix to the original release of GoldMine 9.0 is now available.
ID # Issue Description
125332 Outlook becomes non-responsive for several seconds when moving an e-mail message from one folder to another
125284 Cannot link Outlook e-mails to curtained contact records owned by a user group with long name
124969 While linking an e-mail to a contact record, Outlook is not responsive for 6-10 seconds
124561 Only one instance of Outlook sync can be started when running via Terminal Services
122182 Activities for today are not shown on Sales User Dashboard
The update is available from FrontRange via NetUpdate, Drivers and Downloads, and also from your Solutions Partner.
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I had a great response from last week’s post on Great SQL Query for Ensuring Good Data Hygiene and thought I’d take it one step further with GoldMine 9’s new Dashboard functionality.
I created a Dashboard that will accomplish what the SQL Query will do, but with more flexibility, and a much better user interface.
You can select the date range for the Contacts created in, as well as the field you want to find the ‘empties’ for.
You can click on either the Name or Creation Date listings to go to that record.
Do a Right-Click | Save (Depending on your browser) to download the dashboard and import into your GoldMine 9 Dashboards:
http://www.thegoldmineblog.com/dashboards/Data_Hygiene_Missing_Info.xml
You can import into your Dashboards with a Right-Click | Import if you have “Master Rights” in GoldMine.
I’ve started releasing videos on the Dashboards in GoldMine 9, if you’d like to learn more about how to use, as well as create them, subscribe to GoldMineTraining.NET.
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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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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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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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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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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.
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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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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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4.00.9922
5.00.909
5.50.10424
5.70.30503
6.00.40703
6.50.40704
6.60.50101 (Corporate Edition Only)
6.70.70226 (Last Version of GoldMine Standard Edition)
7.00.70302 AKA 7.0.4 (GoldMine Corporate Edition 7.0)
7.51.81009 (GoldMine Corporate Edition 7.5)
8.03.80716 AKA 8.0.3 (GoldMine Premium Edition 8.0)
8.5.1.12 (GoldMine Premium Edition 8.5)
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GoldMine 8.5.1 has been released…
Release notes available by clicking on “Click to Continue” below…
For those of you waiting for the GoldMine 8.5, FrontRange originally aimed for a release today, Friday, April 3rd, but has decided to postpone a week while QA and Beta tests have some more time with the latest build…
This is a good thing, quality is definitely more important than speed in software releases!
Use F11 on your keyboard to display in full screen in your browser
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Here are the promotions good for March 2009 & April 2009. Drop me a line at chad.smith@thegmblog.com for more information and to discuss.
1. GoldMine Premium Edition and Voice Q4FY0901
For a limited time only you can buy a bundle of GoldMine Premium Edition and IPCM Contact Center Pack for only $1,449.
Must be purchased by April 30th, 2009. Maintenance is based on list price. Minimum purchase of 10 seats required.
2. Upgrade from GMCE to GMPE + Voice Q3FY0902
For a limited time only you can upgrade to GoldMine Premium Edition and bundle IPCM Contact Center Pack for only $1,200. Must be purchased by April 30th, 2009. Maintenance is based on list price. Minimum purchase of 10 seats required.
3. Upgrade from GMCE to GMPE Q3FY0903
Until March 31st you can Pre Order GMPE 8.5 for $299. Must be purchased by March 31, 2009. Maintenance is based on list price.
4. Upgrade from GMCE to GMPE Q3FY0904
From April 1st through April 30th, purchase GMPE 8.5 for $325. Must be purchased by April 30th, 2009. Maintenance is based on list price.
5. Upgrade from GMSE to GMPE Q3FY0905
Until March 31st you can Pre Order GMPE 8.5 for $400. Must be purchased by March 31, 2009. Maintenance is based on list price.
6. Upgrade from GMSE to GMPE Q3FY0906
From April 1st through April 30th, purchase GMPE 8.5 for $495 . Must be purchased by April 30th, 2009. Maintenance is based on list price.
7. Mobile – Q3-4FY0908
Buy 5 or more licenses of GoldMine Mobile and receive the server at no charge. Must be purchased by April 30, 2009. Maintenance is based on list price.
To see an overview of GoldMine Premium Edition check out http://www.thegoldmineblog.com/2008/02/the-reveal-goldmine-premium-edition/
GoldMine & CompanionLink… If you need your GoldMine Contacts, Calendar, and/or Tasks to export/sync with a BlackBerry, iPhone, Windows Mobile Device, or Palm Device, here’s your tutorial.
I am a big fan of CompanionLink because it just works so darn well.
Here’s an introduction to CompanionLink & GoldMine. If you’re ready to purchase CompanionLink be sure to use CompanionLink Affinity Code TB5222!
Be sure to use CompanionLink Affinity Code TB5222 when purchasing!
Greetings from Stratford Ontario…
Upgrade to GoldMine Premium Edition for $100 off per license with FrontRange’s “Back to School/Back to Work Special”.
Regular price is $549, not available for $449. Take advantage of the “Back to School/Back to Work” promotion that saves you $100 per user (Valid through October 31st).
Get a free upgrade to Microsoft SQL for Workgroups 2005 and Crystal Reports 11.
The first 100 PE upgrade clients will receive a free electronic copy of the new GoldMine For Dummies 8.0 — just include your email address on your order from your reseller.
Need a formal quote, drop me an email at:
For a demo of GoldMine Premium Edition check out http://www.thegmblog.com/2008/02/the_reveal_goldmine_premium_ed.php
Click here to watch!