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Tips
- You can display any contact record fields you want on your calendar.
- You can display “Activity Codes” on your calendar.
- You can schedule calls for a filtered/grouped set of records to telemarketers or other users.
- Use the document management center to print out basic flyers/sales sheets and automatically record that activity.
- Print a mailing label or envelope for a record using an icon on your tool bar or task bar.
- Do multiple tasks at once with Automated Processes.
- Identify prospects or customers (contact records) that have not been contacted or updated in the database for a time frame.
- View a list of contacts with outstanding/outdated sales forecasts.
- Track campaign responses effectively for reporting and analysis.
- There’s an easy way to count how many broadcast emails went out.
- Use the task bar to go to web sites and automatically pass-thru information for searches.
- Have the InfoCenter automatically call new entries and updates to your attention whenever you log in.
- Have the GoldMine timer automatically start each time you make a call in order to capture call duration.
- You can “zoom in” on emails and other views in GoldMine with a wheel mouse.
- Remove and organize the “Record Tabs” on user-by-user basis.
- Use “Ctrl Keys” to navigate to the Record Tabs
- Use “Function Keys” to open many of the Views. (e.g. Calendar, Activity list, etc.)
- Have GoldMine Alarms play a sound.
- Have GoldMine send a message to your pager or cell phone each time you get an alarm.
- Send a Pager message to a User’s pager from a GoldMine Record including the contact information. (Plus record a history of having sent this page.)
- Put your company’s logo on the GoldMine background.
- Rollover the reference and notes of a completed activity into a newly scheduled activity automatically.
- Automatically enter your user name and password when logging into your workstation.
- Search for “Details” such as email addresses, etc.
- You can drag contacts into Groups.
- Globally add a character within a field in a certain position. E.g. add a dropped “0” in front of zip codes that are missing leading zeros.
- Globally exchange or move the values in fields to other fields.
- Import the lookup list of one field into the lookup list of another field.
- You can display records from Groups and Filters in the Search Center
- Block the right of users to do broadcast email merges.
- By editing your GM.INI file in C:/Program Files/GoldMine you can replace the user name "Master" with your GoldMine login user name and when you click your icon your user name will come up AND the cursor will be positioned in the "Password" cell.
- You can look up all the records added (created in) to the database during a year and month, or even on a certain day.
If you want to know more ways to leverage the power of GoldMine to market, sell and service better, First Direct is your expert source! Let First Direct Corp. add value to your GoldMine software.
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