Latest version of GoldMine is 2023.4. Not on the latest version? We can help you!

Keep Your Schedule Aligned: How Riva Syncs GoldMine CRM with Outlook Calendar

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Staying organised in today's fast-paced business world requires seamless integration between your various tools. When it comes to managing your customer relationships and daily schedule, ensuring your GoldMine CRM and Outlook Calendar are in sync is crucial.

This is where Riva comes in. Riva acts as a bridge, enabling bi-directional synchronisation between your GoldMine CRM and Outlook Calendar, keeping your appointments and activities constantly updated across both platforms.

Here's how Riva streamlines your workflow:

1. Effortless Data Exchange:

  • Riva automatically synchronises your appointments, meetings, recurring events, and phone calls created in either GoldMine or Outlook.
  • This eliminates the need for manual data entry, saving you valuable time and minimising the risk of errors.

2. Two-Way Street:

  • Changes made to calendar items in either GoldMine or Outlook are reflected in both platforms.
  • This ensures everyone on your team has access to the most up-to-date information, fostering better collaboration and communication.

3. Customisation Options:

  • Riva offers configurable sync settings, allowing you to tailor the sync process to your specific needs.
  • You can choose to sync specific data fields, control the direction of data flow (one-way or two-way), and even filter which users' calendars are synchronised.

4. Improved Productivity:

  • By eliminating data entry and ensuring everyone is on the same page, Riva boosts your team's productivity.
  • Sales reps can focus on building relationships and closing deals, while support staff can efficiently manage customer interactions, all with the peace of mind that their schedules are accurately reflected.

5. Mobile Accessibility:

  • With Riva, your synchronised calendar data is accessible from anywhere, anytime on your preferred mobile devices.
  • This allows you to stay on top of your schedule and manage your time effectively, whether you're in the office, on the road, or meeting with clients.

Conclusion:

Riva's seamless integration between GoldMine CRM and Outlook Calendar empowers businesses to streamline their workflows, improve collaboration, and boost overall productivity. By eliminating data silos and ensuring everyone has access to the latest information, Riva empowers teams to work smarter, not harder.


Be patient on your GoldMine 2024.1 install

The latest release of GoldMine, version 2024.1.0.27703 includes the prerequisite for Microsoft Edge WebView2 runtime.
This is is incompatible with Windows 7, Windows 8/8.1, Windows 2011 Small Business Server, and Windows Server 2012/2012R2.

When running the installer, the WebView installation will not time out but may extend the install process for up to 60 minutes.
In this case, both installation processes - the Edge WebView installation (first) and the GoldMine Installation (second) - can be ended by using the Windows Task Manager.
Restart the GoldMine installer and the prerequisite will no longer be displayed, but a restart of the machine will required.
After restarting the machine, the installation went through without any further issues.


GoldMine 2024.1 released

If you're on GoldMine Maintenance, you can now access the new version.  What's Fixed in GoldMine Version 2024.1


GoldMine Premium 2024.1.0 / GoldMine Connect 2024.1.0


40638 Outlook Sync warning for different Time Zones appears when Operating System language has been changed and cannot
be adjusted correctly
72597 GoldMine Plus Outlook Using Exchange Server mailbox with cached mode (recommended by GoldMine) + using
autolinking Sent >> sent email will always be replaced by the Exchange Server with an unlinked copy of the sent email
78219 GoldMine Web - iPhone Safari/Mac OS Safari/iOS Chrome/Firefox - User cannot log in and gets always You are already
logged in as: MASTER logout and try again
78328
GoldMine Link Outlook: Using Exchange Server/Office 365 mailbox with cached mode (recommended by GoldMine) >>
sent email will always be replaced by the Exchange/Office365 Server with a copy of the sent email which may then be
unlinked
86499 Automated Processes - Emails sent by selected user - Emails will queue into attaching user's outbox but also in selected
user's outbox - if the selected user will not care about these Outbox emails they may be stuck there
88818 Scheduled recurring meeting invite cancellation emails show the wrong time for GoldMine users.
89115 GoldMine Emails - Replying to emails show different times in original message (GMT time +/- xxxx) which confuses users
and on longer email threads the sent and received times can be completely different than expected.
89297 Email Center - Background retrieved email release selection of emails in the inbox although FolderRefreshDelay is set to
not refresh the Email Center folders
90916 My GoldMine - Failed to load for most pre-defined RSS feeds (E.g. also default Ivanti RSS feed)
91046 When a user remains on the online folder until disconnected and deletes an email, it appears as if the email is deleted, but
it isn't
93197 When sending emails, they stay in the outbox, and errors e.g., firewall block or wrong account settings. However, the
emails have been sent successfully, so there are now 2 records of the same email (History and Outbox/Pending)
93448 Task Manager reveals gmw.exe Credentials, also Windows Services >> GoldSync Service properties
93731 Default email account changes sporadically, usually when replying to emails that were received from a different account
(still in 2023.2 and 2023.3)
93997 Next and Previous are not working correctly when browsing through a lot of contacts (also when a large filter is active) -
Skips suddenly 1000s of records, and users cannot get anything in between
94459 GoldMine Link for Outlook - Sent attachments are added multiple times in the Links tab when the AutoName assignment
is necessary.
94889 Incomplete or no results are returned for reports where at least one record is completely curtained.
98792 When the Record Type rule contains Field value-based selection and uses a user-defined field >> The GoldMine Connect
Log file records constant error: The given key was not present in the dictionary.
99085
GoldMine Link for Microsoft Outlook: Unlink emails on masse of the same contact record results always in a 0 emails
unlinked message when the contact record (RECID) is not available anymore
99153 GoldMine Link for Microsoft Outlook: Outlook Link doesn't automatically link to OTHER emails

For more information about items in What's Fixed, please contact Wizard Systems


What Makes GoldMine Different: 6 Key Ways it still stands out from other CRMs

Goldmine the difference

GoldMine has been a leading CRM solution for over 30 years, and stands out from the competition in some key ways:

1. You own it - GoldMine is a one-time purchase with low annual fees for upgrades and support. You don't have to pay expensive monthly software subscriptions.

2. Synchronization included - GoldMine can be used offline without web access, making it ideal for remote teams or areas with poor connectivity. Data synchronizes when connections allow.

3. Tight integration with Microsoft Office - Creating merged letters, labels, and other documents from GoldMine contacts is easy and automated when linking the data to Word templates. Excel integration allows robust reporting.

4. Built-in email - GoldMine has its own email manager tightly integrated with each contact record. No need to juggle external email programs. All emails are automatically captured against contacts.

5. Flexible hosting options - GoldMine can be installed on your company servers or PCs, while still allowing remote access from web browsers or mobile devices. You aren't forced into the cloud.

6. Multiple databases - Unlike some CRM systems that limit you to one database or charge extra fees, GoldMine enables multiple contact databases for free. Segment you data however fits.

Those are 6 key advantages that showcase how GoldMine stands apart from typical CRM solutions. When combined with strong customer support reputation and depth of features, it's easy to see why GoldMine remains a user-favourite for small and medium-sized businesses.


Streamline your inbox with GoldMine Email Rules

Goldmine email rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!


Streamline your inbox with GoldMine Email Rules

Goldmine email rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!


Stay organised - Best practices for file attachments in GoldMine CRM

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Streamline your sales process and supercharge GoldMine by leveraging file attachments! Join our 30-minute webinar to learn best practices for attaching documents, managing files, and getting the most out of GoldMine's attachment features.

Webinar is on Thursday 23rd November at 2pm UK time.  This webinar is aimed at GoldMine CRM Users.  Register for free here.

Here are some key benefits of using attachments with GoldMine CRM:

  • Store supporting documents and files within each contact, lead, or opportunity record - Having attachments directly linked to records makes it easy to find and access relevant documents when you need them. This could include things like sales proposals, contracts, correspondence history, etc.
  • Attach emails to records - Email threads can be attached to GoldMine records to keep a history of communication all in one place. This provides context when viewing a contact or opportunity.
  • Centralized document storage - Storing attachments in GoldMine eliminates the need for a separate shared folder or drive for documents. Everything is accessible right within each record.
  • Share attachments with team members - Any attachments uploaded to GoldMine records can easily be viewed, downloaded, edited, etc. by other GoldMine users on your team with the appropriate access. This facilitates collaboration.
  • Attach images and screenshots - Visually documenting interactions, issues, etc. by attaching images to GoldMine can help with recalling specifics and conveying information.
  • Link research documents or background info - Attachments allow sales reps to link relevant articles, company information, or other research documents to leads and contacts for reference.
  • Keep a record of correspondence - By attaching email threads, scanned documents sent/received, and other communication records, there is a documented history within GoldMine.
  • Organized digital filing system - Well-utilized attachments in GoldMine create a structured digital file cabinet for key documents, files, and communication related to customers and deals.
 
 
 

Next GoldMine Event 20th October 2pm - How to customise your Toolbar

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Join us on our next event aimed at existing GoldMine CRM Users and how to customise your Toolbar.

Register here.

Here are a few ways customizing the toolbar with shortcuts can benefit a company using a CRM system like GoldMine:

  • Improved efficiency - Adding shortcuts to commonly used actions like creating a new contact, scheduling a call, logging an activity, etc. can save employees time by reducing the number of clicks and navigation required to perform frequent tasks. This can enable staff to get more done in less time.
  • Better workflow - Custom shortcuts can streamline workflows by making it faster and easier for employees to take the next logical action in a process. For example, a shortcut to schedule a follow-up call right after adding a new contact.
  • Increased adoption - When employees can easily access CRM features they are more likely to use the system consistently rather than finding workarounds. Intuitive customized layouts improve user experience.
  • Role-based customization - Managers can customize toolbars differently than sales reps, tailoring shortcuts to each role's responsibilities and most common actions, increasing relevance and utility.
  • Consistency - A customized toolbar can standardize CRM usage across the company, ensuring employees have access to the same commonly used features. This can help build more consistent processes.
  • Training aid - Well-designed toolbars put CRM functionality front and center, acting as a reminder and quick reference guide to key features, especially helpful for onboarding new employees.

So in summary, thoughtful toolbar customization in GoldMine or any CRM can pay dividends through time savings, easier workflows, increased adoption, role-based utility, standardization, and onboarding assistance. The key is optimizing shortcuts for your specific workflows and users


GoldMine 2023.4 new version now out!

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What's Changed in GoldMine Version 2023.4


Upgraded the Redemption library to 6.4

What's Fixed in GoldMine Version 2023.4, GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0

78261 GoldMine Link for Microsoft Outlook - When a Sent email contains the X500 address instead of the email address >> Linking the email from the Sent Items list fails but opening the email and link it works
86088 When emails are stored with non-printable - CHAR(0X01) - CHAR(0X1F) - GoldMine Web cannot display the body of the email and states [None - RECID unavailable] instead
87449 GoldMine Link for Outlook - Usually on first Outlook start in the morning or after a weekend Emails will not auto-link.
87465 GoldMine Plus for Microsoft Outlook: E-Mails remain in the Pending tab when the email is sent to many recipients using GoldMine Plus with auto-linking at the same time (e.g. Distribution list emails)
87645 Emails sent from iOS mail (e.g. from an iPhone or Mac from Google) and that are linked with GoldMine Plus or GoldMine Link for Microsoft Outlook >> The TO and CC recipients are reversed in the linked email within GoldMine
89809 Meeting requests will scramble special characters - The email looks many times ok but the Calendar activity does not show correctly.
89883 Merging Contact Records - The oc: information in the CONTHIST>REF field is not updated but amended on short references
90578 GoldMine Plus for Outlook - Usually on first Outlook start in the morning or after a weekend Emails will not auto-link.
90820 GoldMine Plus Office: Microsoft Word closes very slow with the add-in active but not when the add-in is not active
90939 Outlook could not be initialized error when trying to sync with Outlook
91147 Inconsistent Details/Links handling in Contact >> Tab Links and Opportunity/Project >> Tab Details/Links
91259 When using the Show Active in Opportunity Manager: Newly created or changed opportunities do not show up in the list
91344 Tools > Users' Settings... > Properties of a user > Tab Time Clock sometimes absurd amount of Keys and Clicks are displayed
91623 Email Center: On new messages (e.g. replies) body appears grey or white and needs to be highlighted to be displayed
91627 Email Center - Attachments are not visible when the underlying file has been moved or removed
91696 GoldMine Link for Microsoft Outlook - Users link manually sent e-mails to GoldMine with attachment(s), the email links to GoldMine but many times does not link the attachments (neither on file server nor as the email attachment reference)
92173 Synchronizing numeric fields with decimals will round the field content on the retrieving side
92374 Notes Tab: Sporadic no content visible when trying to edit existing Notes
92627 Terminal Server - GoldMine Plus for Word/Excel - Performance issue when starting Word with GoldMine Add-in activated (takes more than 30 seconds without a mail merge)
92935 The tab of the email changes when the autosave draft is active along with Show Next message after delete/complete active and Complete original message not active
93452 Activity list >> E-Mail >> Filed does not refresh (or selecting date or user) >> Eventlog errors indicate Ambiguous column name 'CREATEBY' (also possible LASTTIME, LASTDATE)
93790 Case Tasks with alarms and certain colors assigned will show in Alarm notes E-mail body unavailable
93835 The subject is cut off in the E-mail Center when the From Friendly name and the subject of an email exceed 100 characters
94070 GoldMine Link for Outlook: When an attachment (e.g. an Outlook item) has a tab in the name, Link email failed message with Error in StgCreateStorageEx: STG_E_INVALIDNAME in the Log file
94124 GoldMine Web - Reply to all does not bring over additional TO recipients from the original email into the new email
94469 GoldMine Link for Outlook: A user having permission to access another user's mailbox (tested with Office 365), although auto-linking is not set at all (for both users), the email will be linked under the user accessing the original sender's mailbox
94758 Auto-saving drafts feature causes emails to be completed, although the user does not expect this as they dismiss the draft email


The latest version 2023.09.25 of IntelliClick is now available

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The latest version 2023.09.25 of IntelliClick is now available and it is fully compatible with the latest GoldMine 2023 release. If you have not yet applied this update, access our installation download page and follow the instructions. You may also be prompted for the update the next time you access IntelliClick.

 

NEW - COMPANY DOMAIN TRACKING URL

You can now use your own company domain within the campaign tracking hyperlinks to enhance the way your emails are perceived and accepted by email servers. All that is needed is a subdomain that uses a URL redirect to the IntelliClick tracking server to enable this functionality.


ENHANCED - OPEN TRACKING

Open tracking now overcomes any receiving server suppression settings that may cause an under reporting these results. If at least one click has been tracked and there is no corresponding open for that recipient and campaign, our system makes sure one is tracked.

 

ENHANCED - LITERATURE FULFILLMENT

For those who offer document downloads from your web site, the "one click" literature fulfillment link now supports this option. Tracking includes details of the document they view/download and the page they access. A landing page, branded to your company. This insures that recipient confirms to proceed with the download and eliminate false positives due to messages being screened by recipient email servers.