The GoldMine Blog - Tips, Tricks & More

Effective April 30, 2007 FrontRange Solutions will no longer be selling GoldMine Standard Edition.

Letter from FrontRange Solutions CEO Michael McCloskey here:

http://forums.frontrange.com/viewtopic.php?t=40746

More information from GoldMine's Product Development Team here:

http://goldminecrm.blogspot.com/

GoldMine 6.70.70226 is now in General Release.  It will be available via Net Update next week, according to FrontRange.  If you are on GoldMine 6.7 or current on UPP/Maintenance it can be obtained from your GoldMine partner or from GoldMine Tech Support.

Here are the release notes:

GoldMine 6.70.70226 Release Notes

If you use Web Import to automatically import leads from the web into GoldMine, please note!

Web Import now requires a password.   If you're using GoldMine's Web Import be sure you change your web import setup before upgrading!

Not a big deal at the time, but when you are ready to do some marketing or list generation it’s a big deal!  Then you look at your empty fields and getting the data at that point in time can seem like an insurmountable task.

To, not so gently, encourage users to fill out those fields we can turn on, on a field-by-field basis, “Required Data Entry”.  This forces a user to enter data into a field when the record is created or changed.  To turn on this option for a field simply do a Right-Click | Properties on the field in question, then choose the Security tab.  Note: You need master rights to make this change. 

After checking this box and clicking OK you’ll notice a red-box around the field, indicating that it is required.

If you attempt to leave the record without filling in the field by using the Contact Search Center or closing GoldMine, it is not going to happen!

If the user has “Required Field Override” checked in their user security settings they can click Skip Required Entry and give a reason for not entering the information.  Otherwise, they’ll need to click OK and enter data into the field.

It’s important not to go overboard with this feature.  Turning this on for too many fields can make using GoldMine, at worst, nearly impossible, and at best very frustrating.  Using it judiciously, however, can significantly increase the value and usefulness of your GoldMine data.

Curious what you or your colleagues have been doing?  Check out the Activity List’s Real Time tab. 

Open the Activity List (View | Activity List) and along the lower bank of tabs to the far right you’ll see Real Time.  

All completed history activities will show up in the Real-Time tab.  If you’re on GoldMine Corporate Edition or GoldMine Premium Edition only today’s activities will be shown by default.  

If you do a Right-Click | Options within the Real-Time tab you can change the date range you’re viewing, and also filter down the tab to only see a particular user, date range, reference, activity code, etc.

If you want to keep your employees from checking out what others are doing you can turn off someone’s ability to see the Real-Time tab in the access settings of their user’s properties.

Like almost everywhere else in GoldMine a Right-Click | Output To will allow you to send this information to Excel or the Printer.

Here is the latest Mfg. Suggested Retail Pricing (MSRP) for all flavors of GoldMine.  Please contact myself or your partner for a formal quote. 

New/Bump Licenses

GoldMine Corporate Edition: $595

GoldMine Premium Edition: $695

No mininum purchase.  Maintenance is 20% of the MSRP and a mininum of 5 is required.

Upgrades 

GoldMine Standard Edition on UPP to GoldMine Corporate Edition: Regular Price - $449, Promo Price (Until April 30th) is $399 (You may buy additional at this price as well).

GoldMine Standard Edition not on UPP to GoldMine Corporate Edition: Regular Price - $449.

GoldMine Standard Edition on UPP to GoldMine Premium Edition: Regular Price - $695, Promo Price (Until April 30th) is $449. 

GoldMine Standard Edition not on UPP to GoldMine Premium Edition: Regular Price - $695, Promo Price (Until April 30th) is $529.

No mininum purchase.  Maintenance is 20% of the non-discounted MSRP ($119 for CE and $139 for PE) and a mininum of 5 is required.

If you have questions please drop me a line at chad_thegmblog.com - drop the _ and add a @. 

Here are some highlights from yesterday's Tech Call:

GISME 2.1 (GoldMine Integration Services for Microsoft Exchange) is nearing release (End of April) - GISME 2.1 will support an Exchange Clustered Environment & Exchange 2007.

GoldMine Premium Edition's ETA is Late April.  That's August 2011 in non-Software Development Date Format... ;-) 

GISMO (GoldMine Integration Services for Microsoft Outlook) has known issues with Office 2007.  Expect a fix in 2 - 4 weeks.  (Since I already made a joke about release dates I'll spare you from here on out)

GoldMine 6.70.70226 and GoldMine 7.00.70302 are both in General Availibility and available via Net Update (I haven't tested so I can't confirm).  GoldMine 6.70.70226 is expected to be the final release on the BDE code base and the last one for Standard Edition.  

Office 2007 link (Word/Excel) installer should be available in the Drivers & Downloads section of the support site within a week or so.  This is the 'old' link everyone is accustomed to.  A brand new full rewrite of the link is in the works.  

Windows Server 2003 SP2 will not be supported for GoldMine 6.x or older.  This is known to generate errors while GoldMine is running on the server.  The SP2 has not yet been tested by FRS with GoldMine 7.x.

SQL Server 2005 SP2 has not been tested by FrontRange Solutions.  It is un-supported at this time.   

To date, no released version of GoldMine is supported on Vista except GoldMine Enterprise Edition which is in limited release.  To date, no released version of GoldMine will install on Vista except for GoldMine Enterprise Edition.  

However, if you are running Vista, you can run GoldMine from a server via a shortcut and if you're using a local copy of GoldMine you can copy it from a Windows 2000 or XP machine to a Vista machine.  GoldMine should run OK except for some issues like macro recording.  

GoldMine Standard Edition will never be updated for Vista compatibility.

GoldMine Corporate Edition should be updated sometime in Q2 for Vista compatibility.

GoldMine Premium Edition, when released will be compatible with Windows Vista. 

GoldMine Premium Edition has been released!  Word came today from FrontRange that it will start shipping tomorrow, April 25th.

Over the next few week I'll be organizing some webinars to start walking us through this very exciting release. 

I've been in the beta group for a couple of releases now and the software looks pretty good.  The core functionality seems to be stable, but there are a few rough edges to smooth out...  Work is already underway on GoldMine Premium Edition 8.1...

If you use GoldMine's Links tab it’s easy!  (This is the same process for Standard, Corporate, or Premium).

In each GoldMine record you will have “Links” tab.  Often times I’ll rename it “Docs” when I implement, but it’s the same thing.  If you don’t see it, you may need to click the Right Arrow on the far right of your tabs.



There is our Links tab.



Once a document is on the Links tab a simple Double-Click will open it.  Any kind of document, from Word, to Excel, to PDF, to a Graphic can be ‘linked’ via the Links tab.

To manually add a document…  First, Right-Click | New from within the white area of the Links tab.
 


This will bring up the Linked Document window.  Type in a few words to describe the document in the Document Name area.   

Then click the Open button, I’ve high-lighted that in Red in the graphic. 

This will bring up the standard Windows Open Dialogue box.  Navigate to where you’ve saved the document, select it, then click Open.

That doesn’t actually open the document; it just tells GoldMine where you’ve saved it.  If you want other people in your office to be able to open the document from GoldMine as well as yourself, you’ll need to save it somewhere on the network where everyone is able to access it.  GoldMine doesn’t save the document in its database, it’s saving a pointer to the document.

Click OK, and it’ll show up on the links tab! 

If you’re saving a Word or Excel document, and you have the GoldMine link to Word and Excel installs you can save that document to the Links tab simply by selecting Save as Linked Document from the GoldMine menu.