June 2010
The
Editor
DJ Hunt
Contributors
Alberto Diaz
Rafael Zimberoff
David Brydson
Pamela Pearl
Gene Marks
Neil Saviano
Articles In This Issue
GoldMine Premium v9.x
Released
What’s New in GoldMine 9.0
OmniRush Sunset Announce-
ment
Why You Shouldn’t Increase
Your Sales Just Yet
IntelliClick News Update...
10 Great GM+View/
GM+Browser Ideas
CRM Helps Drive Prospect-
ing Programs
Tips, Tricks & Things
An Attachment is Missing
from an E-mail Message
Searching the Details Tab
more...
GoldMine
®
Advisor
GoldMine® Premium v9.x Released
by
DJ Hunt ( adapted FrontRange Solutions announcement )
By the time that you read this GoldMine Premium v9.x should have been released as the
projected date, as of this writing, is June 1st, 2010. Barring any unforeseen major issues
the public release should proceed as planned.
GoldMine Premium Edition:
Gain insight, improve knowledge… achieve better results! The themes for this major
release are providing in-depth CRM knowledge across all customer processes and all
users, as well as, offering quicker client communication and activity management by pro-
viding an integration between two of the most used customer facing platforms, GoldMine
CRM Solutions and Microsoft® Outlook®.
GoldMine Premium Edition 9.0 is a constantly improving better business management
tool with expanding features and product accompaniments that include:
Complete CRM Dashboards:
With a complete set of CRM Dashboards included in GoldMine Premium Edition 9.0, you
now can view all your CRM processes in an easy to use graphical or grid interface. Un-
like other CRM solutions, GoldMine Dashboards are embedded within the application so
there is no need to leverage third party dashboard products. GoldMine Premium Edition
provides you with a set of configurable dashboard tools to edit or enhance any dashboard
provided in GoldMine Premium Edition 9.0. With the addition of dashboard components
that is accessible from anywhere in GoldMine Premium Edition, users gain instant access
to client and process information such as opportunities, campaigns, cases or activities.
Not only can you view information about a contact, opportunity or other specific piece of
CRM data, you can also create completely new dashboards to match your exact business
needs. GoldMine Premium Edition Dashboards are action oriented, meaning users can
drill down from any dashboard to further filter the data view, and users can even drill down
into the actual transaction records themselves…..no more static dashboards!
Microsoft Outlook Integration:
GoldMine Premium Edition 9.0 provides out of the box integration with the world’s most
commonly used activity and email management tool, Microsoft Outlook. With this robust
integration users are provided a real-time preview of GoldMine information directly from
Outlook without having switch back and forth between the two applications helping to
improve adoption time and usage rates. GoldMine information is not only viewable from
Outlook, users can drill down into that GoldMine record for edits or further business follow-
up. This quick, detailed view and access of important record information, such as contact
details, pending or historic activities enables speed, greater knowledge and quicker re-
sponse time from users to clients.
Caveat:
DO NOT attempt an Update GoldMine... from within your GoldMine Premium Edition
Menu as you will require a newly generated license for v9. FrontRange will contact each
of you having an active Maintenance Plan with FrontRange Solutions, and provide you
the details for this upgrade.
The GoldMine Advisor - June 2010 1

Legalese
Editor: DJ Hunt
Although I try to edit these articles for content and accuracy,
I cannot always guarantee their content is 100% accurate.
Should you use anything information contained in this news-
letter, you do so at your own risk. All information contained
herein is not intended as specific advice, but as a general point
of discussion. Should you find an error, it would be nice if you
e-mailed me so that I may print the exception in the next issue
of this newsletter.
You were provided these articles for your use, but we provide
no warranty as to functionality, use, or impact on your system.
You are responsible for your own data, and your use of these
articles is at your own risk. We can not be responsible for
anything that happens to your system or your data as a result
of the articles included in this newsletter.
All articles are freely contributed by their author, and no com-
pensation is given for any article published in this newsletter.
In many cases the authors have had a technical expert, in the
area of the document, preview the document for content and
accuracy.
What’s New in GoldMine v9.0
by
Alberto Diaz
You may have already heard the chatter, GoldMine Premium
Edition 9.0 will soon be released. Right now the rough win-
dow is mid-May... though that can easily change. However, as
we do with any new version from any vendor, it will likely be
another 30-90 days after it’s released before we put our own
stamp of approval on it. That said, what we have seen so far
has us “chompin’ at the bit” for this new release. Here’s a little
taste to get you equally excited.
Complete CRM Dashboards
A complete set of CRM Interactive Dashboards are now in-
cluded in GoldMine Premium Edition 9.0. You will have the
ability to view all your CRM processes, in REAL-TIME, using
an easy-to-use graphical or grid interface. Additionally, it in-
cludes a set of configurable dashboard tools to edit or enhance
any dashboard provided in GMPE 9.0. You will be able to run
dashboards for opportunities, campaigns, cases or any Gold-
Mine activity.

All major article contributors will have a business card dis-

played on the last page of this document. You are encour-
aged to clip the business card, and save it. Do not contact
the author directly unless, at the end of their article, they have
made a declaration of sorts that states that you may contact
them personally.

All questions, and future articles should be submitted to:

DJ@DJHunt.US

If you are including screenshots, they should be no wider than

3.57” US. Their print resolution should be 300 dpi, and they
should be in a png format or jpg format.

Major contributors are also asked to submit a 1” US wide por-
trait photo. The print resolution should be 300 dpi, and the
format should also be in a png or jpg format.
We accept all articles, however, the editor reserves the right to
determine which articles are included, and into which issues
they are to be included.
I am your editor:
Enhanced Microsoft Outlook Integration
GoldMine has been providing out of the box integration with
Microsoft Outlook for many years. GoldMine Premium Edition
9.0 takes the integration to a whole new level. Version 9 pro-
vides a real-time preview of GoldMine information directly from
Outlook without having to switch back and forth between the
two applications. GoldMine information is not only viewable

DJ Hunt
Computerese Incorporated
150 Pratt Road
Fitchburg, MA 01420
USA

(978)342-3333

DJ@DJHunt.US
www.DJHunt.US

GoldMine is a registered trademark of FrontRange Solutions.

( Continued on Page 3 )
2 The GoldMine Advisor - June 2010
( Continued from Page 2 - What’s New in GoldMine v9.0 )
from Outlook, but users can drill down into that GoldMine re-
cord for edits or further business followup without ever leaving
Outlook. This quick, detailed view gives you access to impor-
tant record information such as contact details, pending or his-
toric activities. It also enables greater knowledge and quicker
response time from users to clients.
Smartphone Capabilities
If your using your Smartphones as a mobile business tool,
GMPE 9.0’s Outlook Integration enhancements, coupled with
existing tools that synchronize calendars between Outlook and
smartphones, you can more easily see key contact informa-
tion when viewing an appointment on their smartphones. In
addition, email notifications sent within GoldMine for events
such as case assignments can now be delivered directly to
your corporate email account, to be viewed on your phone for
immediate action.
New Administration Capabilities
GoldMine Premium Edition 9.0 contains multiple administra-
tion improvements such as enhanced unattended installation,
password policy enhancements and better all around perfor-
mance.
More Compatibilities
GoldMine Premium Edition 9.0 will now support:
Microsoft Windows 7
Microsoft Server 2008
Microsoft Office 2007
and both the 32bit & 64bit Operating Systems
OmniRush Sunset Announcement
by
Rafael Zimberoff ( reprint )
Greetings OmniRush Community,
OmniRush has had quite a run. It began life as FaxRush in
1996, and grew into a suite including EmailRush, PrintRush,
ShipRush Server, and CashRush. OmniRush has many thou-
sands of installations, tens of thousands of users, and has
processed tens of millions of faxes, print merges, emails and
shipments. Everyone at Z-Firm thanks you for your support of
OmniRush.
Sadly, it is time to say goodbye. While OmniRush is a Swiss-
army-knife of function ( fax, print, shipping, email ), over 90%
of OmniRush is for fax. And fax has died. Fax is used in an
ever-smaller circle of verticals.
Further, OmniRush relies on expensive licensed technology
( PDF module, database engine ) and is tricky to maintain, as it
depends on device drivers ( print drivers and fax board drivers ).
This is complex to manage with many versions of Windows, 64
bit environments, and more.
As a result, the cost to maintain OmniRush has gone up sig-
nificantly, while sales have sunk to extremely low levels. Many
businesses ( Z-Firm included! ) depend on OmniRush. How-
ever Z-Firm can no longer support or maintain OmniRush.
Therefore it is time to sunset the OmniRush suite.
Thank you for nearly 15 years of support!
Z-Firm thanks you. Our vision of CRM automation and inte-
gration would be meaningless without the great engagement
of you, the users and resellers of OmniRush. We appreciate
your understanding that OmniRush has reached its sunset.
This is not the end of Z-Firm. This sunset in no way affects
our ShipRush product. In fact, we can now focus our efforts
on ShipRush, making it the best. If you have any questions,
please email us at: info@zfirmllc.com
GoldMine versions of OmniRush:
• Effective June 1, 2010 new GoldMine SQL / CE / PE sites
must purchase from an authorized reseller.
• No sales for new sites for GM dBase SE.
• Effective March 1, 2010, Z-Firm ends phone, forum, or
email support for GoldMine dBase SE.
• Support is only available to GoldMine CE/PE sites with
current software maintenance plans.
• Effective January 1, 2011, all phone, forum, and email
support for OmniRush for GoldMine ends.
• Support inquiries referred to a list of established resellers
who have competence in OmniRush support.
General notes about software maintenance:
Sites with current maintenance will continue to have access to
the forums ( which are Z-Firm staffed ) as well as any updates
to OmniRush released during 2010.
General notes RE Support Services
We will increasingly be referring ALL support inquiries to expe-
rienced resellers. These resellers will charge for this support.
Note that there are already entire days when Z-Firm lacks the
staff or the availability to offer OmniRush support. Sites with
urgent support needs should retain consultants or develop in-
ternal expertise, as Z-Firm cannot be relied on for OmniRush
support.
Why You Shouldn’t Increase Your
Sales Just Yet
by
David Brydson
You want more sales, you are clamoring for additional busi-
ness, looking to attract more visitors to your store or website
and hopefully turn them into more business. This is the current
desire of almost every business owner, but almost none are
ready for it to occur.
Before you go off starting a new e-mail marketing campaign
or some other effort to get more visitors and sales for your
company, don’t you think we should take a minute or two and
evaluate if you are ready for more business first.
( Continued on Page 4 )
The GoldMine Advisor - June 2010 3
( Continued from Page 3 - Why You Shouldn’t Increase Sales Just Yet )
Think about this from a different perspective.
• Are you currently sitting around with time you do not
have filled yet?
• Are you already stressed or overwhelmed by your cur-
rent tasks of operating your business?
• If you are doing all you can to keep your business run-
ning; where we do have the time to take care of that ad-
ditional 10% or 20% in business?
Everybody is very concerned about gaining additional sales,
but very few have thought about how they would handle the
increased in business. You only get one opportunity to make
a good impression, how well are you servicing your exist-
ing business? Generally, most companies are not prepared
for the increase in business that any marketing effort could
provide. Nor do most companies have people sitting around
waiting for something to do. In today’s environment, we have
reduced size, increased workload, and expect more from our-
selves, and our employees, just to stay in business.
Without operational efficiency or solid business processes,
you risk losing the business that you just generated from your
marketing effort. This is a Catch 22 for most companies; be-
cause you cannot add additional staff before you have busi-
ness, and you cannot service more customers without addi-
tional staff. Therefore, to begin with, you need to look at your
existing business processes and review whether they work for
you, they work efficiently, or they need to be improved.
You really need to analyze how much excess capacity you
have currently, to be able to understand how much of a busi-
ness increase you can handle well. That begins with a pro-
cess similar to what you would use for financial budgeting, but
instead is related to time budgeting. In larger companies, it
would we call “Capacity Planning”, and it is critical to under-
stand before you grow yourself out of business.
To understand how much additional business you can service,
you first need to know what capacity you have. You can figure
out that information by taking the total amount of hours you
spend working, divide that into categories by type of activity
and place that time in three broad categories. These catego-
ries would be Revenue Generating, Service or Fulfillment,
and Administrative & Maintenance.
To assist you with your review, let me provide a brief explana-
tion of each:
Revenue Generating – These activities provide revenue for
your company. Most will be some kind of Advertising, Mar-
keting, Promotion or other effort that attracts attention to your
company.
Service or Fulfillment - Those activities done to provide the
products or services that you have sold already. The service of
the customer, the delivery of the product, or a combination of
the two, that creates happy customers of your business.
Administrative & Maintenance – The operational side of your
company that deals with back office stuff. Payroll, Bookkeep-
ing, Purchasing, Inventory Management, and Errands are all
part of this category of work.
4 The GoldMine Advisor - June 2010
Once you have the breakdown of your activity, you will be able
to answer the following two questions:
What is the maximum amount of business you can do in your
current situation?
Where are the limiting factors contributing to that maximum?
Now, you can really begin to assess whether it makes sense
to increase your business by doing marketing and advertising.
If you find that your limitations will prevent you from servicing
and maintaining the newly found business; then you would be
wise to correct those limitations before you expend time, effort
and money to attracting any new business.
You may find that you have the capacity to service new busi-
ness and should also have a sense about how much capacity
you can fill. This will help you to determine if, and how much,
marketing and advertising to do. You may find that it would
be better to limit growth to a small amount to ensure service
levels do not drop and you able to maintain the new business
properly. Ask yourself, What would happen if sales doubled
next week? Would your current capacity handle that?
As stated on many occasions and throughout history; “You
only have one chance to make a good first impression.” All
of your efforts in marketing and advertising would be lost if
the limitations of your business cannot properly support and
service the increase in business. You might even do more
damage than good to your company’s reputation.
IntelliClick News Update...
by
Pamela Pearl
In Feb. 2009, we proudly reported in the GoldMine Advisor that
Business Automation Solutions, Inc. ( BAS ) had released the
first ever email marketing and web navigation tracking tool de-
signed for Goldmine users. GoldMine users can send their
email marketing campaigns from GoldMine, and in real time
instantly track their click results back to GoldMine to make
eMarketing easy and hassle-free.
One year later, BAS is pleased to report strong demand due to
support from the GoldMine Partner community, who has em-
braced and energetically brought this solution to its GoldMine
customer base worldwide. BAS has listened to our IntelliClick
Partner and Customer requests and brought new intelligent
tracking features to the IntelliClick solution. Also, BAS has cre-
ated an on-line IntelliClick Users Forum to share best prac-
tices with companies who are using GoldMine & IntelliClick for
their email marketing campaigns.
New features include simple to create call to action hyper-
links for users to insert commands, such as call me, into their
campaigns; and be instantly alerted with scheduled alarmed
phone calls in GoldMine. Another new one click feature is
the forward to others capability that allows prospects and
customers to quickly and easily refer business. This feature
creates a new contact record in Goldmine, via WebImport, and
begins tracking referred prospect interests as well.
( Continued on Page 5 )
( Continued from Page 4 - IntelliClick News Update... )
New reporting includes on-demand and automated reporting,
which email Top Lead reports in PDF format, to anyone the
IntelliClick customer designates. This gives optimal reporting
flexibility to our IntelliClick users and their management.
Powerful send/bounce management built in allows for throt-
tling and scheduling of email campaigns, correcting malformed
emails and critical opt-out management. The bounce capabili-
ties allow users to flag and remove bounces as well as sched-
ule actions, such as a phone call to the record. The send/
bounce module has become so popular that BAS is now sell-
ing this module as one of our add-on options.
Popular add-on options feature an external SMTP relay ser-
vice, called Unified Email, to help customers get better email
message delivery without exposing their Server to be flagged
for spam. Special features and pricing have been arranged
just for our IntelliClick customers.
Core features of IntelliClick include digital body language, in-
stant alerts by email and text messaging and one click event
registration and literature fulfillment. The WebNav module for
IntelliClick returns instant results for website pages viewed
and visitor frequency to give site owners a comprehensive pic-
ture of their campaign results.
Goldmine e-mail marketing users optimize their return on their
investment with IntelliClick. Users pay only for successful re-
sults tracked backed to GoldMine, and they benefit from unlim-
ited email messaging and user access.
10 Great GM+View/
GM+Browser Ideas
by
Gene Marks
Ever wonder what that tab that says GM+View or for that mat-
ter what the GM+Browser does? Well, it’s only just one of
the most powerful feature enhancements that FrontRange in-
troduced back in GoldMine version 6.0. The problem is that
many of my clients don’t really understand what it does.
The GM+View tab/GM+Browser screen allows you to view
real time data about the current contact from any website or
database ( assuming you’ve got permission to get to the data ).
It’s a potentially huge asset for any GoldMine system.
Want some good ideas for using GM+Views/GM+Browser?
Here’s what we’ve already done for some of our clients:
1. See Open Invoices – your GM+View tab/GM+Browser
screen can be configured to automatically display the
current contact’s open accounts receivable aging, in-
voice history, credit information or anything else from
your accounting system. Yes, even Quickbooks if you
have purchased and installed the ODBC Driver!
2. Do A Credit Check - with a click, your GM+View tab/
GM+Browser screen can display credit information
about the current contact from sites like Hoover’s and
D&B.
3. Get Printable Driving Directions - have your
GM+View tab/GM+Browser screen show driving direc-
tions from MapQuest/Google Maps right in GoldMine
about the current contact.
4. Go Right To Their Website - The GM+View tab/
GM+Browser screen can automatically display your
contact’s website so you don’t have to bring it up in an-
other browser.
5. Re-Display Other GoldMine Info - Don’t like the way
the history tab shows stuff? Want to combine info on
the details and pending tabs in one place? You can do
this in GM+Views/GM+Browser screen.
6. Show Special Information From Another Database
- Keeping information on sales or contracts or inven-
tory about the contact in another system? As long
as its ODBC compliant you can create a GM+View/
GM+Browser screen to display it.
7. Do A Google Search…From ANY GoldMine Field -
Have the view bring up Google and pass through data
from any field ( or fields ) from the current contact re-
cord to perform a search.
8. Create A Web Based Report Center - Create web
based reports using Crystal Reports or plain ‘ol HTML,
and have them accessible to run through the GM+View
tab/GM+Browser screen.
9. Check Shipping Status At Fedex Or UPS - Create A
GM+View/GM+Browser screen that automatically dis-
plays the status of any shipment made to that contact
right from the shipper’s website.
10. View Images - Maybe you need to see pictures of the
contact’s products or people when going to their record.
Are you in Real Estate? How about images of your list-
ings? Configure the GM+View tab/GM+Browser screen
to display these images each time you visit the record.
Pretty cool huh? Unfortunately you do need some HTML
programming experience to work with the GM+View tab/
GM+Browser screen. Fortunately….your GoldMine Partner
can help!!
Like this list? There’s 500 more like it ( from 300 experts )
in the book The Streetwise Small Business Book of Lists.
Check out www.SmallBizLists.net where you can purchase the
book and also sign up for a free list sent by email to you each
month!
The GoldMine Advisor - June 2010 5
CRM Helps Drive Prospecting Pro-
grams
by
Neil Saviano
The fact that prospecting for new customers is vital to the suc-
cess of your sales and marketing program ranks up there with
the best of business “no-brainers”! However, most companies
tend not to treat it this way. Historically, prospecting takes a
back seat to penetrating existing customers; and why not? For
years the recurring theme you’ve heard from many marketing
experts has been, “it costs more to acquire and sell to new
customers than it does to sell to and grow existing customers”.
This dichotomy is still very sound. However, the combination
of accelerating competition and a challenging economy is forc-
ing many companies like yours to take a hard look at how to
increase your level of prospecting for new customers.
Once you determine prospecting must play a larger role, how-
ever, you will likely need to address the following dilemma:
• Existing customer’s needs consume a major part of my
sales people’s time.
• Sound prospecting programs are time-consuming and re-
quire ongoing repetitive tasks. They require sound struc-
ture and organization as well as increased levels of sales
person accountability.
Popular CRM and sales force automation ( SFA ) technology
offers a strategic solution for this dilemma. With the help of
automation you gain the time for your sales people to imple-
ment an effective prospecting program, yet not sacrifice the
crucial time needed for coverage and penetration of your ex-
isting customers. This technology-assisted solution comes to
the rescue by providing the following components needed to
implement a successful prospecting program:
• A database to store prospects, and the functionality to
classify them into market segments for targeting.
• A collection of prospecting processes to address various
market scenarios, and the capability to automate them
lessening the need of sales person involvement.
• A system for monitoring your prospecting program’s effec-
tiveness in reaching planned activity and business goals.
• A system for maintaining sales person accountability and
be assured all prospecting activity is being done!
Let’s take a closer look at these components:
The database provides the storage location for your prospects.
Lists from marketing services and other organizations, such
as local chambers of commerce, can be imported directly into
your database. Prospects can come from various sources
and doesn’t preclude cold calling, field drop-offs or telemarket-
ing. No matter what the source, this depository gives you the
opportunity to separate your prospects into workable market
segments for targeting. An example of segments includes, but
is not limited to, any combination of the following:
6 The GoldMine Advisor - June 2010
• Industry type
• Company size
• Level of interest
• Annual sales potential
• Competition
• Sales person assigned
• Geographic
Most importantly, prospects are in one central location and
ready to be assigned and worked according to well thought out
targets. This effort helps to assure a sales and marketing ef-
fort consistent with the perceived needs of the various targets
you’ve put together. Now you’re ready to get to work on your
prospecting processes and start to acquire new customers!
Processes provide the real power to your program and re-
quire the most planning. These are the repetitive tasks re-
quired for effective prospecting. As an example, if the basis of
one of your targets is the level of prospect interest, and you’ve
designated those “not interested” as your target, you can plan
a series of timed tasks to take place to overcome this objec-
tion. These tasks can comprise a combination of e-mail fly-
ers, scheduled follow up calls, or prompt other actions such as
sending a post card or stopping by with a catalog. Most impor-
tantly the processes and related tasks are automated by CRM/
SFA software; they take on the role of a virtual sales assistant
to your sales people. This new “assistant” is the key contribu-
tor to the solution of the dilemma related above; automated
processes help your sales people prospect while current cus-
tomers are covered.
Overall the classification of the targets in your database pro-
vides the basis for the tasks you assign, and is a key part of
process and task planning. Flow charts should be developed
to help you visualize the events and tasks that will take place
at the required intervals for each of your targets. Your rate
of prospect conversions to customers increases significantly
when you can target them with consistency based on classifi-
cations that identify their target status and levels of readiness.
Monitoring your prospecting program’s effectiveness is criti-
cally important. A program is only effective if goals are be-
ing reached. Prospecting goals need to comprise the number
of new customers needed in order to produce the required
dollars and margins, along with the commensurate activities
(tasks) required. Since activity is historically portrayed as a
major contributor of sales and marketing success, it’s crucial
that you have a reporting system in place that logs completed
activity. Reporting will also show you if expected ratios are be-
ing reached. Ratios can include the number of new accounts
opened to the number of prospects targeted. Levels of activ-
ity and ratios are very important within a prospecting program
when measuring sales person effectiveness. As an example,
if you expect a projected number of sales person follow up
calls per day, and a commensurate number of in person new
customer presentations, it’s crucial that you have the capability
to monitor this performance. It’s a key to sales person effec-
tiveness, and identifies any additional training required.
Monitoring presents a typical “inspect what you expect” sce-
nario. New customer prospecting and the ensuing additional
dollars and margins are a direct result of consistent and struc-
tured activity. Most CRM/SFA software is able to both record
and report activity. Sales person accountability is part of the
monitoring process. Management must be assured that sales
people are holding up their share of the prospecting program.
( Continued on Page 7 )
 Tips, Tricks & Things
( Continued from Page 6 - CRM Helps Drive Prospecting Programs )

It’s important to visualize a prospecting program as a market-

ing program of its own. Since a marketing plan is an integral Searching the Details Tab
part of any marketing program, it’s evident that a solid plan
for prospecting is vital. Start by identifying the number of new by
customers you need in order to satisfy your additional dollar
and margin requirements. Identify your target markets and
develop the processes that you feel will be successful in con- Gene Marks
verting the required number of targets into customers. Place
a heavy concentration on the activities that need to be com-
pleted and the ratios of success needed. As results ensue A client asks:
be willing to change your program, just as you would with any
marketing program. How do I search for information stored in GoldMine’s Details
tab?
Though CRM/SFA technology is presented as a preferred re-
source to drive your prospecting program, it doesn’t mean you Unlike many fields in GoldMine, the GoldMine Details tab has
need to immediately make an investment in this technology. a one-to-many relationship between the Contact1 table and
Any method of identifying your target markets and commensu- the ContSupp table. Listed below are all the fields associated
rate reporting methods will suffice. Process is the key driving with a Detail. This example uses storing and searching for
force; automated processes are something to shoot for if not Serial Numbers.
available at the start. Any planned process-based activity is a
great start. In the end-it’s just a matter of immersing your sales GoldMine Detail Information:
force in consistent and structured prospecting activity.
* Detail Name: the category or type of information

Tips, Tricks & Things * Details Reference: the primary look-up ( e.g. Product
Name )

An Attachment is Missing from an * Note: a memo field to describe the entry

E-mail Message
Custom Fields:
by
GoldMine Premium allocates 12 fields that can be custom la-
beled with predefined field lengths and formats.
DJ Hunt
* Audit Information: enters the date the Detail was entered
A client asked:
* Custom Tab: there is the ability to create a custom tab
What happened to the attachment that was linked to this E-
mail Message? How to Search for a GoldMine Detail:

I can’t tell you how many times we get asked this message. * GoldMine Search Center: drop down Search By and
We’ll most likely the message was retrieved locally, and the select Details
attachment was stored on that individuals C:\ drive or some-
* GoldMine Details Tab: right click on the specific category
where else that is not accessible to the Network.
of Details and select Lookup from the menu
Naturally, they say that is not possible or they wouldn’t even * GoldMine Lookup Wizard: seach using custom SQL
know how to do that, and at this point we must prove to them queries
that either the attachment is stored in an unaccessible location
* GoldMine Universal Search: find data stored in any of the
or that this message never really had an attachment.
Details fields
The proof is in the showing! * GoldMine Premium Dashboards: only in GoldMine 9.x
• Read the Message
• Right-click in the Body of the message Moving Contacts To Another
Database
• Select View in Web browser... from the local menu
• In the Browser, scroll to the bottom of the page by

If an attachment existed for that message, you’ll be able to see

its location similar to:
Attached File: Y:\GoldMine\MailBox\Attach\Prospecting Article.docx
If the attachment never existed for that E-mail Message there
will be nothing at the bottom of the Browser that begins with
Attached File:.
Gene Marks
Need to move contacts from one database to another? Maybe
you have separate databases for Prospects and Customers
and want to move converted prospects to the customer data-
base.

Happy Attachment Hunting! ( Continued on Page 8 )

The GoldMine Advisor - June 2010 7
 Tips, Tricks & Things
( Continued from Page 7 - Moving Contacts To Another Database ) * Choose the database to which the contact will be moved
to.
Here’s how to do it:
* Use the Record Selection option to transfer Current
* Open the database from which the contact is to be Record
moved/copied.
* Or transfer a Group of Contact Records.
* Select Tools > Data Management > Copy/Move Records
from the menu. * Select the Transfer Method (Copy or Move).
(For older versions select File > Synchronize > Copy/Move
Records). * Click on the Go button.

* Use the Select Target Contact Set drop down Note: Ensure you have current backups of both databases be-
fore you begin this operation.

April 2010 Contributors

Your Publisher/Editor What’s New in GoldMine Premium v9

Computerese 180° Solutions

DJ Hunt Alberto Diaz

GoldMine Technical Support
401 S. Harbor Boulevard
150 Pratt Road #388
Fitchburg, Ma 01420 La Habra, CA 90631
USA USA

(978)342-3333 (562)694-0129 x 101

DJ@DJHunt.US Albert@180DegreeSolutions.com
http://www.DJHunt.US http://www.180DegreeSolutions.com

IntelliClick News Update... Are you getting your 80% by focusing on the right...

IntelliClick Software BestFit Solutions

Pamela Pearl David Brydson

3821 Lizette Lane 11124 NE Halsey Street, #686
Glenview, IL 60025 Portland, OR 97220
USA USA

(888)827-5628 (503)206-0333 x 110

PPearl@MoreProductive.com Info@BestFitBusinessMgr.com
http://www.IntelliClick.com http://www.BestFitBusinessMgr.com

CRM Helps Drive Prospecting Programs Tips, Tricks & Things / 10 Great GM+Views...

Longbow Consulting Group The Marks Group, P.C.

Neil Saviano Gene Marks

100 Cummings Center 45 East City Line Avenue
Suite 207P #342
Beverly, MA 01915 Bala Cynwyd, PA 19004
USA USA

(978)777-1848 (888)224-0649
Neil@LongbowCG.com Gene@MarksGroup.net
http://www.LongbowCG.com http://www.MarksGroup.net

8 The GoldMine Advisor - June 2010