The GoldMine - Presidio CRM Blog

Oops! I deleted a contact record by mistake- now what?

2012-02-22T12:18:11-07:00

This article describes a good way to recover from an inadvertent deletion of a contact record without calling in the IT troops to restore from a backup. This method takes advantage of GoldMine's sophisticated synchronization capability. It is not fool proof by any means, but it may save you some additional hassles inherent in restoring from a backup. First, it is easy to delete contact records in GoldMine, so don't feel too bad if you somehow manage to do that. On the contact record you will see a red 'X' up near the top of the record-- this should be...

GoldMine's E-Mail Client - Linking to E-Mail Addresses and Contacts

2012-01-25T11:52:17-07:00

If you are using GoldMine for E-Mail, and are new to GoldMine at the same time, you have our deepest respect. GoldMine is a powerful e-mail client, but it can be difficult and doesn't always play nicely with its users. Those of us who have been using GoldMine for a long time are familiar with its peccadillos; it sometimes decides to not open an oddly formatted e-mail message, hangs up on its own inbox without explanation, demands perfect behavior from POP3 (receiving) servers and Sending servers, and isn't the easiest to deal with when you want to send nicely formatted...

Finding Contacts with or without a Relationship Tree

2011-12-16T16:13:52-07:00

Here is a simple SQL query that will locate contacts in GoldMine who have no relationship tree. This is useful if you are cleaning up your database and want to locate those records that may be lacking. This may prove to be useful if you count on those org charts or trees and want to see who does not have one. SELECT accountno, company, contact from CONTACT1 where accountno NOT in (SELECT accountno from CONTSUPP where rectype = 'O') order by company IConversely, if you want to locate all records in GoldMine that DO have a relationship tree in place,...

GoldMine Training from $69.00.

2011-12-02T16:15:02-07:00

It's often been said, GoldMine is not an easy application to learn or, to use if you're not trained in it. You might not be aware, but we've been offering these training programs for GoldMine for years. It can be a little frustrating to use GoldMine when you really don't know how to use it. What in that sentence speaks to absolute logic? Now, we're offering inexpensive, modularized training. It's one on one, over the web, and you even get the module step-by-step notes so you can look back on them and actually retain the information you get during the...

Creating Groups from SQL Query Results

2011-12-01T10:55:58-07:00

SQL Queries in GoldMine offer a useful way of locating contacts with criteria that fall outside of the usual "contact field, operator, value" method used by GoldMine's filters. SQL Queries are much more powerful than filters, since users can query GoldMine's database for scheduled items, history, contsupp (that is, e-mail addresses, linked documents, referrals, organizational or relationship charts, additional contacts, profile or detail records, etc.). Plus, SQL queries can search for combinations of these items. Visit the GoldMine community forums for more examples of SQL Queries in GoldMine. There is actually a specific forum for GoldMine SQL Queries. The SQL...

Expired FrontRange Support? Upgrade to GoldMine 9 with "Welcome Back"

2011-11-21T14:34:39-07:00

This is the best offer I have seen from FrontRange for expired Maintenance and Support customers. This offer, called "Welcome Back" is scheduled to start within a week and applies to any customer using GoldMine PE who has been off Maintenance and Support for six months or longer. Those of you who purchased GoldMine 8.0x and then let your maintenance expire because of the expense involved in renewing can now step forward and get the latest version of GoldMine PE for just 3 months of back support plus, of course, the coming 12 months. In plain English, if for example...

Wireless Sync for GoldMine Using Google Calendar and Contacts

2011-11-04T14:47:40-06:00

For a long, long time now, we've been waiting for a reliable method of synchronizing GoldMine contact and calendar data to our handheld BlackBerry, iPhone, or similar type smartphone. If you're a small business person with one to five other GoldMine users at your office, this is a very desirable function. Your calendar can be updated, or you can update your GoldMine calendar, while you are on the road or otherwise away from the office. via blog.presidiocorp.com This post from June 2010 remains useful and in fact wireless sync using Google has become very, very reliable. You can throw away...

Get a 20% Bonus On New SupportPaks Purchased in November

2011-11-04T10:06:03-06:00

In the month of November, when you purchase a SupportPak for the first time, we'll add 20% to the amount of time you have purchased. This means on a block of 5 hours, you get 6 hours of support! Our SupportPak service is growing, since most GoldMine sites do need more support than the tertiary Help Desk support offered by our friends at FrontRange. While that support can be good to have, it has boundaries when it comes to troubleshooting environmental problems and does not always manage to solve the problem. We recognize that while technical problems might not always...

SQL Query to find contacts of a Certain Age Range

2011-10-25T15:11:24-06:00

If you need to locate contacts in your database who are of a certain age-- say everyone who is older than 20 and less than 31-- you can use the DATEDIFF function in a SQL query to get the result. Here's the query: SELECT company, lastname, contact, phone1, UBIRTH as 'Birthdate' FROM CONTACT1, CONTACT2 where CONTACT1.ACCOUNTNO = CONTACT2.ACCOUNTNO AND ((DATEDIFF(Year,CONTACT2.UBIRTH,GETDATE())>'20') AND (DATEDIFF(Year,CONTACT2.UBIRTH,GETDATE())<'31')) order by lastname The variables are shown in yellow and red, where "UBIRTH" is the example name of the user-defined date of birth field, 20 is the low end of the age range and 31 is the high...

See the new wMobile!

2011-09-09T20:24:44-06:00

You are invited to attend a 30 minute live web event where the capabilities of wMobile will be demonstrated and to answer any of your questions. New Web Based Desktop User Interface Finally a web based user interface that mirrors the GoldMine Premium user experience. On a laptop or desktop computer, PC or Mac, your users can connect live to your central GoldMine Premium data, connecting quickly through a web browser such as Internet Explorer, Safari, Firefox or Google Chrome. High Performance and Scalable Technology wMobile Phone and Desktop Edition will scale to support 100’s of users on a single...