The GoldMine Blog - Tips, Tricks & More

Before visiting a prospect or client, how about printing out practically all the information you have in GoldMine for them?

Not a bad idea, eh?

First find the record.

Next choose File | Print Report.



Next, set your Print report options (Type, Category, User, Report, Current Contact, and Output) to these:

… and click OK.

The report will be displayed.  Use the Printer icon to choose where to print the report to and the Pint icon to send it to the printer!

 

I like using Page-Up & Page-Down to scroll through the pages.

In case you missed it, here are the highlights from the GoldMine FYI (FRS's GoldMine Newsletter)...

Coming Soon! - The Power of GoldMine on Your BlackBerry®

Salespeople need up-to-the-minute information so they don’t miss out on activities or opportunities that could impair customer satisfaction. GoldMine Mobile Edition will allow you to access the power of GoldMine with anytime, anywhere access via your BlackBerry device.

With data stored locally, salespeople have access to their information regardless of wireless coverage. Functionality included in GoldMine Mobile Edition includes Contact, Activity, and Opportunity Management, as well as integration with phone and e-mail on the BlackBerry device.  Stay tuned for more information in coming months about GoldMine Mobile Edition!
 
FrontRange Solutions Continues Commitment to GoldMine Corporate Edition Customers

GoldMine Corporate Edition (GMCE) 7.5 is in its final beta testing phase and will be generally available soon! The GMCE 7.5 release enables integration with latest versions of Microsoft Office 2007, as well as the latest release of Microsoft’s Operating System, Microsoft Vista. What’s more, this release contains numerous database and performance enhancements, and e-mail improvements for better security and e-mail client interoperability.

GoldMine Corporate Edition 7.5 helps improve product quality and performance with over 200 product fixes and enhancements. It also continues to help customers reduce costs, improve user efficiency and gain better management oversight – all for a low total cost of ownership.

Watch for announcements about the upcoming release of GoldMine Corporate Edition.
 

Mark Your Calendars & Signup Now! 

Please Join Us on Thursday, December 6th for a Special Web Event Cohosted with MasterMine Software, The Top Data Analysis & Mining Tool for GoldMine!

http://www.thegmblog.com/master_mine/

Also, don't forget to use CompanionLink Discount Code TB5222 for $5 off any CompanionLink product!

CompanionLink, the top GoldMine to Outlook/PDA sync available has released version 3.0 of their product...  Here are the release notes... 

Fixes in companionlink.exe 11/05/07 version 3.0 build 3009

(Pro only) Added support for Microsoft CRM 3.0

(Pro only) Added support for Blackberry wireless sync

New UI version 3.0

Added support for Apple iPod

Added Unicode support

Added support for Vista SideShow gadgets

Fixes in companionlink.exe 11/27/07 version 3.0 build 3010

Removed error message for iPod sync if ActiveSync is not installed

Fixed bug with T&C that prevented recurrings created in the past from transferring

Fixed crash bug with PPC thru OL on Vista

Added informative error message for iPod sync if you have not enabled disk mode for the iPod

Fixed crash bug with BB if the BB does not support todos

Fixed crash bug with LN if CL is launched through BB Desktop Manager or through the CL Sync shortcut

Fixed bug with GM SQL that sometimes prevented calendar records from transferring

Fixed bugs with BB thru Web Service that prevented some records from transferring

Added support for BusyStatus field in Groupwise

If you have an earlier version of CompanionLink the update is available at: http://www.companionlink.com/downloads/updates.html

When scheduling an activity in GoldMine, you might notice the Send a request with the Appt. to…  



Checking this and selecting contact will send an iCal meeting request to your contact asking if the meeting date/time is good…  GoldMine will automatically send the email to the contact you’re scheduling with, whether it be a primary or seconday contact.  

Your contact will receive an email like this:

If your contact chooses Accept, Decline, Propose a New Time, etc. their email program, i.e., Outlook, will automatically send the response back to you.  This scheduling standard, iCal, is supported by GoldMine, Outlook 2000 not in corporate mode, Outlook 2003 and many other calendaring/email programs!

For this to work you simply need to have your SMTP Settings configured in GoldMine.  (Edit | Preferences | Internet) so GoldMine knows how to send an email…