The GoldMine Blog - Tips, Tricks & More

... "Great, I'll call you back tomorrow then."  We've all said it!  Then we diligently go into GoldMine and schedule ourselves a call for tomorrow so we actually remember to call them back.

Here's a trick to make that process a little bit quicker.  In the Date field when scheduling the call (But this works for any type of activity), instead of typing in a date, or using the lookup to bring up a calendar, type in 1D. 

Then, magically, when you tab or click, to the next field the date will be set for 1 day from Today.

Assume, then, that you want to schedule the activity 2 days from now, well, just type in 2D, for 3 days 3D.  

D works for Days, W for Weeks, and M for Months.  So to schedule something 2 months from now, Just 2M!

Also, notice the new search function to your left.  This replaces the 'Blog Bar' and is much nicer.

Thanks! 

Chad

GoldMine utilizes a concurrent licensing model.  Under that licensing model you have a set number of licenses up to that many people may login to GoldMine at any point in time. 

The other licensing model that’s popular among CRM vendors is named user licensing.  Under named user licensing you must purchase a license for anyone who needs to login to the CRM system, even if it’s only for 10 minutes a month. 

The concurrent licensing model is definitely more friendly to the customer!

One issue, though, that customers may run into is someone who logs into GoldMine and stays logged in, taking up a license, even if they aren’t doing any work.  By forcing these people to log out of GoldMine after a set period of inactivity you can free up that license for someone else. 

To force that log out, go to File | Configure | User Settings.  You’ll need master right’s to do this.  Once there Double-Click on any user.  Notice at the bottom of the user’s Profile tab is “When Idle for 30 minutes. 

The 30 can be changed to any value to force the user out after not doing any action in GoldMine for that long.   Setting that value to 0, turns off the forced logout.

Happy GoldMining!

Information from a FrontRange tech call on Friday is that new builds of GoldMine 6.7 and 7.0.4 are on the way. 

Due to numerous problems with the 6.70.61214 release I definately recommend that it not be used.  GoldMine 7.0.4 is the best in the 7.0 line but if you're on 6.70.50123 I'd stay there. 

Hopefully these new patches, due to be released in a couple of weeks, will fix a lot of the issues we're seeing in both builds. 

Here’s an easy way to make entering data quicker, and improve the ‘cleanliness’ of the data in your GoldMine, i.e. prospect not spelled 5 different ways.

If you right-click within any field GoldMine’s Field Lookup Dialogue Box pops up…

Here you can add, delete, and edit the lookup entries for just about any field in GoldMine.  Also, in this screen you’ll notice a Setup button to change preferences and settings for this field.  (These settings affect only the field you are on but are universal amongst users).

You’ll notice one checkbox in here is Auto Fill.  When checked GoldMine will ‘complete’ the data entry in a field for you, like this:

I just typed a ‘C’ and GoldMine finished the rest since ‘Consulting’ is one of the entries in our Lookup for the Industry field.

Happy GoldMining!

Just a little fun to start our Monday off...  Below is a picture of last week's visitors plotted on a map. 

The ability to schedule an activity, and have it linked to a contact, is what makes GoldMine different from other calendaring applications.  In training I always counsel my clients to first find the record you want to schedule an activity for, then schedule an activity.

… But, what if you forget to find the record you want to schedule the activity for, or, are scheduling from the GoldMine Calendar?

Here’s a great tip for those situations!

So, if you accidentally begin scheduling the activity for the wrong contact, you can click the search button to the left of the contact name, and select Lookup Another Contact to change the person.

This brings up the standard Contact Search Center.  Use it, as you normally would, to find a contact.  After double-clicking on the contact you'll be brought back to the schedule window, and, the activity will now be linked with a new contact!