Here’s another question that came up often whenever I have done GoldMine training.
By default, when you alarm an activity the “Alarm Lead Time” will be 10 minutes prior to when the activity is scheduled to take place. You schedule an activity for 9:30, check the alarm box, and the alarm will be set for 9:20. This can be changed at that time, but that’s the default…
Often times, especially for appointments you’ll want to increase this time which can be done on an activity by activity basis by simply changing the time. If you’d like to increase the default lead time first go to Tools | Options then click the Alarms tab.
In the upper-right of the alarms tab is, “Alarms default lead time”. Change that to however many minutes you’d like the default alarm lead time to be!
There are a few different ways to bring up the Contact Search Center (CSS) in GoldMine in order to find a record. The CSS, by the way, is this:
It is what we all use dozens of times a day to find a contact or company in GoldMine. My favorite way of bringing this up is to simply double-left-click on the field that I want to search by. So, if I want to find someone by their company name, I’d double-click on the company field.
After double-clicking on the company field the CSS is displayed with the lookup set to company. (Just like the first graphic).
You can double-click on any of GoldMine’s fields, except for E-Mail, to lookup by email do a right-click on Email and choose Lookup E-mail.
One of the new features of GoldMine 9 is an enhanced password security mechanism. With it an administrator can require a user’s password to be a minimum number of characters, require that passwords aren’t re-used, as well as blocking an account after a certain number of bad password attempts.
An administrator can implement via Tools | Configure | System Settings.
Then choose the Password Policy tab to set your security policies.