Latest version of GoldMine is 2024.4. Not on the latest version? We can help you!

GoldMine Gets Smarter: Live Demo of AI Search Integration

Goldmine ai screen #2

Unlock Instant Insights in GoldMine CRM: Join Our Exclusive Webinar!

Are you making the most of your GoldMine CRM? Imagine being able to instantly uncover rich background, financial, and news insights on any contact or company-right from within your GoldMine system. Now you can, thanks to a powerful new GM+View integration with Perplexity AI.

What’s Perplexity AI?
Perplexity AI is a cutting-edge, conversational search engine that gathers and synthesises information from across the web, delivering clear, accurate answers to your questions in seconds. With its natural language capabilities, it’s like having an expert researcher on your team-ready to provide company background, financials, news, blog posts, press releases, and more, all at the click of a button.

See It Live: Free Webinar for GoldMine Users
We’re excited to invite all GoldMine CRM users to a special live webinar on Monday 19th May at 4pm UK time. You’ll see a brand new GM+View in action-one that puts Perplexity’s AI-powered search right at your fingertips inside GoldMine.

What You’ll Experience:

  • How to instantly research contacts and companies without leaving GoldMine

  • One-click access to financial background, company size, latest news, blog posts, press releases, and signs of change or risk

  • Real-world examples of how this boosts productivity and sales intelligence

  • Step-by-step guidance on adding this feature to your own GoldMine system

Exclusive Offer:
Everyone who attends will receive the GM+View template free after the webinar-ready to use in your own GoldMine CRM.

Why Attend?

  • Save time on research and due diligence

  • Make smarter, faster decisions

  • Spot risks and opportunities before your competitors

  • Get more value from your GoldMine investment

How to Register:
Contact Wizard Systems or visit www.wizard-systems.co.uk to reserve your spot, or CLICK HERE

Wizard Systems has been supplying GoldMine CRM solutions for over 30 years. We provide the complete CRM service, including all training and support. Don’t miss this opportunity to see how easy it is to add powerful external insight to your GoldMine CRM-join us on Monday 19th May at 4pm!

 


Attention to Detail - Our next GoldMine CRM event, 12/5

Goldmine detail recs 2025

Are you making the most of GoldMine CRM’s powerful Detail Records feature? Join us on Monday 12th May at 2pm (UK time) for an exclusive, practical webinar designed for GoldMine users who want to unlock new ways to organise, track, and customise their CRM data.

What You’ll Learn

  • What are Detail Records?
    Discover how Detail Records can store vital information such as contracts, equipment, or custom data without cluttering your main contact records.

  • Real-World Uses
    See examples of how businesses use Detail Records to boost productivity, improve reporting, and enhance customer service.

  • Step-by-Step Setup
    Watch a live demonstration on how to create your own custom Detail Records, add user-defined fields, and configure layouts to fit your business needs.

  • Advanced Tips
    Learn about add-ons like Details Plus for even more flexibility, including numeric fields, calculated fields, and advanced search capabilities.

  • Q&A with Experts
    Get your questions answered by our GoldMine specialists with over 30 years of CRM experience.

Who Should Attend?

  • GoldMine CRM users looking to streamline their data management

  • Administrators wanting to customise GoldMine for their business

  • Anyone interested in maximising the value of their CRM investment

Why Attend?

Detail Records are a hidden gem in GoldMine CRM, enabling you to capture and report on the information that matters most to your business. This session will give you actionable tips to tailor your CRM and drive better results across sales, marketing, and customer service.

Reserve your spot today and take your GoldMine skills to the next level!

This event is brought to you by Wizard Systems, your trusted GoldMine CRM partner for over 30 years, offering complete CRM solutions, training, and support. Find out more at www.wizard-systems.com.uk.


GoldMine 2025 release 2 about to come out

GoldMine Version 2025.2 release notes:

101883 Emails with attachment(s) sent via Outlook and then linked to GoldMine are not showing any attachments, and/or showing only 1 of multiple, and/or showing none at all in the Contact History.
104106 GoldMine is crashing with the error message "GoldMine encountered an error while accessing the database. The fail operation was SELECT recid FROM dbo.environment WHERE USERID = 'MASTER' AND NAME ='clContactListView' AND RECTYPE = 'G' "
105099 When a new contact record is created a phantom, blank, (public) entry will appear in the History of the record.
105319 When a forwarding email rule is in place, the email queues in the Outbox and never sends.

How to setup and use telemarketing scripts in GoldMine CRM - Event 11/4

Goldmine scripts 2025

Telemarketing scripts in GoldMine CRM offer a structured and efficient way to enhance sales calls, making them an invaluable tool for sales teams and new users alike. By leveraging these scripts, businesses can ensure consistent messaging, improve lead qualification, and streamline workflows.

Why Use Telemarketing Scripts in GoldMine?

  1. Consistency Across Teams: Pre-written scripts ensure all team members deliver a unified message, maintaining professionalism and accuracy during customer interactions1.

  2. Improved Lead Qualification: Logical branching scripts guide telemarketers through conversations, automatically updating contact records based on responses. This ensures accurate data collection and better lead tracking

  3. Increased Productivity: Automating routine tasks like scheduling follow-ups or logging call outcomes saves time and allows sales reps to focus on high-value activities

  4. Faster Training for New Users: Scripts reduce onboarding time by providing clear guidance on customer interactions, helping new team members feel confident from day one1.

  5. Enhanced Customer Engagement: By addressing objections and tailoring conversations to customer needs, telemarketing scripts can lead to more meaningful interactions and higher satisfaction rates1.

Practical Applications for Sales Teams

  • Lead Nurturing: Use scripts to guide prospects through the sales funnel by addressing common objections and highlighting key benefits.

  • Upselling Opportunities: Tailor scripts to introduce additional products or services based on customer profiles.

  • Follow-Up Automation: GoldMine’s automation features can schedule follow-up calls or emails directly from the script workflow

Join Our Webinar on Telemarketing Scripts

To help you fully utilise this powerful feature, Wizard Systems is hosting a free webinar titled "Mastering Telemarketing Scripts in GoldMine CRM" on Friday, 11th April at 2 PM UK Time. This session will cover:

  • How to create and customise telemarketing scripts in GoldMine.

  • Best practices for using scripts to qualify leads and close sales.

  • Tips for integrating scripts with automated workflows for maximum efficiency.

This webinar is ideal for both new users looking to get started with telemarketing scripts and experienced teams aiming to optimise their sales process.

REGISTER HERE

 

Why Choose Wizard Systems?

Wizard Systems has been supplying and supporting GoldMine CRM solutions for over 30 years. We provide comprehensive training, consultancy, and support to ensure your business gets the most out of its CRM system. Visit our website at www.wizard-systems.com.uk to learn more or register for the webinar today!


Attention - GoldMine Users using Gmail in GoldMine - Important statement from Google for 14th March 2025

Goldmine google gmail 2025

Gmail Corporate and Personal accounts may become unusable from within GoldMine as of March 14, 2025.

 

GoldMine Support was recently made aware of Google's/Gmail's plan to discontinue the use of "Less Secure Apps" for Corporate accounts. This will become effective March 14, 2025. The requirement will now be that anyone using a Google/Gmail Corporate account will need to connect via OAUTH. Google is implementing this change to make email accounts more secure.

 

GoldMine had previously added the OAUTH2 capability to comply with new email security requirements for Personal Gmail accounts starting in the 2020.1.1 release. More recently GoldMine Support was made aware of a change that affected Personal Gmail Accounts in GoldMine using OAUTH. Once this was reported, GoldMine Support immediately released a workaround for the reported behavior that was affecting Personal accounts. This has successfully been used since September 2024. Affected users were receiving the following error when trying to connect: "This app is blocked" error when re-connecting Gmail account at the E-mail Account Properties screen." This error has been reported to Development and a Problem has been opened (103526). If you are currently affected by this reported behaviour 
, please refer to the Knowledge Base article below.

https://forums.ivanti.com/s/article/Getting-an-error-message-This-App-is-Blocked-when-trying-to-Configure-and-then-Authenticate-a-Google-Account-in-GoldMine-s-Email-Center

 

GoldMine Support was recently informed of an upcoming change effective March 14, 2025, affecting Corporate accounts continued ability to use "Less Secure Apps". Notification of this upcoming change was sent directly to Google Corporate account holders by Google.  GoldMine Support immediately initiated discussions with Development and opened Problem Ticket (105765) for investigation. GoldMine Support has been in frequent communication with the GoldMine Development team, who in turn has been in constant communication with Google Developers.

 

Unfortunately, there is concern that it is possible that all GoldMine users using Gmail as their email client may be affected by this upcoming change implemented by Google. We wanted to proactively prepare our customers for this possibility. As of today, there is currently no confirmed workaround for the upcoming change.

 

Rest assured this is of highest priority for GoldMine Support and Development as we work towards a resolution in conjunction with Google. GoldMine Support will update the Community pages with any updates and/or workarounds.

 

One immediate solution is to use Outlook and the Outlook email integration provided free with GoldMine. Contact Wizard Systems for details.

 

If you have further questions, please contact GoldMine Support at Wizard Systems.


Our next GoldMine event - 7th March and spring clean your GoldMine

Goldmine spring clean 2025

As the seasons change, so too should your approach to maintaining the integrity and efficiency of your GoldMine CRM database. A well-organised database isn’t just a luxury—it’s a necessity for businesses aiming to maximise productivity, enhance customer relationships, and streamline operations. For users of GoldMine CRM, the arrival of spring presents an ideal opportunity to declutter your system, remove redundant data, and ensure your CRM remains a robust tool for driving growth. Below, we explore actionable steps to revitalise your GoldMine database, drawing on best practices and decades of expertise in CRM management.

If you're a GoldMine user, please join us for a free event on Friday 7th March at 2pm and we'll cover the basics.

REGISTER HERE

In the meantime, this is a fairly comple list of things and activities to consider:

 

THE CRITICAL IMPORTANCE OF DATABASE HYGIENE IN GOLDMINE

A cluttered CRM database can lead to inefficiencies that ripple across your organisation. Duplicate records, obsolete user accounts, and outdated information not only slow down system performance but also compromise the accuracy of reports, forecasts, and customer interactions. Redundant contact entries can result in misdirected communications or duplicated efforts, while bloated email tables may degrade response times during critical operations.

GoldMine’s architecture, particularly in its Premium Edition, is designed to handle vast datasets, but even the most robust systems benefit from periodic maintenance. Regular clean-ups ensure that automated processes—such as opportunity tracking and customer service workflows—function seamlessly, preserving the platform’s ability to deliver complete CRM dashboards and action-oriented insights.

STEP 1: IDENTIFYING AND MERGING DUPLICATE RECORDS

The Risks of Duplicate Data
Duplicate records are a common challenge in CRM systems, often arising from manual entry errors, incomplete imports, or inconsistent data practices. In GoldMine, these duplicates can fragment customer histories, skew sales pipelines, and create confusion during client outreach.

Merging Records via the Contact Search Centre
GoldMine’s Merge/Purge functionality offers a straightforward solution. Begin by navigating to the Contact Search Centre and executing a search for potential duplicates using criteria such as company name, email address, or phone number. Once identified, tag the records—ensuring the primary record is selected first—and use Tools > Merge/Purge Records > Merge Tagged Records to consolidate information.

Caution: Merging records is irreversible without a backup. Always complete a full SQL database backup before proceeding.

For larger datasets, the Merge/Purge Wizard provides a scalable alternative. This tool allows administrators to define matching rules (e.g., company name and postcode) and systematically merge duplicates across the entire database. However, exercise caution: improperly configured rules may inadvertently merge distinct records.

STEP 2: ARCHIVING OR DELETING OBSOLETE RECORDS

Establishing Data Retention Policies
Not all historical data warrants preservation. Emails from a decade ago or inactive client records often occupy valuable storage space and contribute to system lag. Establish clear retention policies—for example, retaining emails for 10 years and purging contacts with no activity in five years.

Executing Bulk Deletions
GoldMine permits bulk deletions through SQL queries or third-party tools. To remove outdated emails, navigate to the Mailbox table and filter by date. Similarly, identify inactive contacts using criteria such as:

SELECT Contact, Company, LastActivityDate
FROM Contact1
WHERE LastActivityDate < DATEADD(year, -5, GETDATE())

This query isolates contacts without interactions in half a decade, enabling targeted archiving or deletion.

Managing User Accounts
Employee turnover inevitably leaves behind dormant user accounts. These accounts clutter access logs and may retain pending activities or unfiled emails. To address this:

  1. Reassign pending items: Transfer unresolved tasks and emails to active users.

  2. Purge obsolete accounts: Delete inactive users via Tools > User Configuration, ensuring compliance with data governance standards.

STEP 3: OPTIMISING EMAIL AND ATTACHMENT STORAGE

Streamlining the Mailbox Table
GoldMine’s integration with Outlook often results in a rapidly expanding Mailbox table. Over time, this can degrade performance, particularly in environments with frequent email exchanges. To mitigate this:

  • Purge ancient emails: Use SQL scripts to delete messages older than your retention threshold.

  • Compress attachments: Configure GoldMine to store attachments in yearly or monthly subfolders, simplifying future clean-ups.

Addressing Redundant Attachments
The Mailbox\Attach directory frequently accumulates redundant files, such as corporate logos or social media icons attached to every email. Periodically audit this folder and remove non-essential files to free disk space and improve system responsiveness.

STEP 4: ENHANCING DATA QUALITY THROUGH STANDARDISATION

Normalising Company Names
Inconsistent company naming conventions—e.g., “Wizard Systems Ltd” vs. “Wizard Systems Limited”—hinder accurate reporting and parent-child account hierarchies. Use GoldMine’s Lookup Lists to enforce standardised entries, or employ SQL queries to identify and rectify discrepancies.

Restructuring Flat Data Fields
GoldMine’s lack of custom tables often leads to “flat” data structures, where related information is stored in repeated fields (e.g., “Property1,” “Property2”). Migrating this data to a relational CRM system? Consider transposing these fields into dedicated tables to enhance query efficiency and reporting clarity.

STEP 5: PREPARING FOR MIGRATION OR UPGRADES

Evaluating Data Relevance
If transitioning to a cloud-based CRM, assess which GoldMine datasets justify migration. Prioritise active records and recent history, as cloud storage costs can escalate with legacy data. Tools like GoldMine’s Database Analysis Spreadsheet help quantify data value and guide retention decisions.

Maintaining Parallel Access
Post-migration, retain GoldMine access for at least a year. This safeguards against unforeseen data gaps and allows users to retrieve pre-migration records if needed.

CONCLUSION: PARTNERING FOR LONG-TERM SUCCESS

Spring cleaning your GoldMine CRM isn’t a one-time task—it’s an ongoing commitment to data excellence. By systematically addressing duplicates, obsolete records, and storage inefficiencies, organisations can unlock the full potential of their CRM investment, driving sales efficiency and customer satisfaction.

For over 30 years, Wizard Systems has empowered businesses with comprehensive GoldMine solutions, including training, support, and data migration services. Our expertise ensures your CRM remains a strategic asset, today and in the future. Explore our offerings at www.wizard-systems.co.uk and transform your CRM experience.

Final Tip: Always back up your database before major clean-ups. When in doubt, consult Wizard Systems’ GoldMine specialists for tailored guidance.


Why it's important to keep a track of changes to your sales forecasts - using GoldMine

Goldmine sales changes stage

The job of accurately predicting potential revenue relies on understanding exactly where each opportunity sits in your pipeline. For businesses using CRM systems like GoldMine CRM, monitoring when a sales opportunity shifts between stages—such as “new enquiry,” “qualification,” “quote,” and “order”—isn’t just useful; it’s a cornerstone of effective sales management. Here’s why tracking these stage transitions matters and how it can help track sales 'situations'.

Enhanced Visibility into Pipeline Health

A CRM system acts as a central hub for all customer interactions and deal progress, giving teams a real-time view of every opportunity’s stage. For example, a forecast moving from “qualification” to “quote” signals momentum, while a regression to an earlier stage might highlight risks needing attention. This clarity helps managers spot bottlenecks, allocate resources strategically, and focus efforts on high-value deals.

Improved Forecast Accuracy

Every stage change directly impacts the likelihood of a deal closing. CRM tools automatically adjust closure probabilities based on historical data, replacing gut feelings with actionable insights. A deal advancing to “contract review” might carry a 75% chance of success, while one lingering in “new enquiry” could hold just 10%. Tracking these shifts ensures forecasts stay grounded in reality, reducing over-optimism and surprises.

Proactive Decision-Making

A forecast moving backward (e.g., from “negotiation” to “quote”) triggers alerts, prompting teams to address risks before they escalate. Conversely, forward momentum can reveal opportunities to upsell or fast-track processes. GoldMine CRM’s pipeline tracking ensures no change goes unnoticed, enabling agile adjustments to sales strategies.

Streamlined Team Collaboration

A shared CRM pipeline means everyone works from the same up-to-date information. Stage changes are logged instantly, eliminating confusion between sales reps, managers, and support teams. For instance, when a deal reaches “order received,” finance and logistics teams can kickstart fulfilment without delay.

Historical Insights for Future Strategy

Analysing how long deals spend in each stage—and why they stall or accelerate—uncovers patterns. Perhaps “qualification” takes too long, suggesting a need for better lead-scoring criteria. CRM analytics turn these insights into process refinements, sharpening future forecasts and efficiency.

How GoldMine CRM Simplifies Stage Tracking
GoldMine CRM provides tailored features to monitor sales forecasts at every phase:

  • Automated stage updates: Minimise manual errors and keep data current.

  • Customisable pipelines: Align stages with your unique sales process, whether adding “technical review” for B2B deals or tailoring notifications.

  • Real-time dashboards: Visualise stage transitions and forecast impacts instantly, empowering data-led decisions.

Conclusion
Tracking sales forecast stage changes isn’t just administrative—it’s a strategic tool that empowers teams to act with precision. By leveraging GoldMine CRM, businesses convert pipeline dynamics into revenue growth, operational efficiency, and a sharper competitive edge.

About Wizard Systems
For over 30 years, Wizard Systems has been a trusted partner for CRM solutions, offering GoldMine CRM implementation, training, and ongoing support. Our expertise ensures your business gains full visibility and control over its sales pipeline. Discover how we can help you at www.wizard-systems.com.uk.

By prioritising stage-level tracking, businesses transform sales forecasts from vague estimates into actionable intelligence—a proven path to sustained success.


Navigating Google’s 2025 Security Update: Essential Steps for GoldMine CRM Users to Maintain Gmail Integration

Feb 25 goldmine oauth2 secure email

Google recently announced a critical security update taking effect in March 2025, which will restrict third-party applications like GoldMine CRM from accessing Gmail via basic username/password authentication. Instead, all connections must use the more secure OAuth 2.0 protocol. This change is part of Google’s broader effort to combat phishing, unauthorized access, and data breaches by retiring “less secure apps” (LSAs). For GoldMine users, this means proactive steps are required to ensure uninterrupted email functionality within the CRM.

Why Is Google Enforcing OAuth 2.0?
OAuth 2.0 is an industry-standard authorization framework that replaces the outdated practice of sharing passwords with third-party apps. Unlike basic authentication, OAuth 2.0:
- Eliminates password sharing: Users grant access via secure tokens, reducing the risk of credential theft.
- Granular permissions: Apps like GoldMine only receive access to specific scopes (e.g., sending emails, reading contacts) rather than full account control.
- Short-lived tokens: Tokens expire automatically, limiting exposure if compromised.
- Compliance: Aligns with modern security standards demanded by enterprises and regulatory bodies.

Google’s deadline means that after March 2025, apps using basic authentication (POP3/IMAP with passwords) will no longer connect to Gmail. Failure to switch to OAuth 2.0 will result in email sync failures, disrupted workflows, and missed communications in GoldMine.

How to Switch to OAuth 2.0 in GoldMine
For most users, upgrading to OAuth 2.0 is straightforward:
1. Navigate to Email Settings:
- Open GoldMine and go to Tools → Options → Email.
- Under the Getting Mail section, select OAuth2 from the dropdown menu.
- Choose Google or Office 365 Work/School, depending on your email provider.

2. Authenticate with Google:
- Click Connect. A browser window will open, prompting you to log into your Google account.
- Grant permissions for GoldMine to access your email (e.g., “View and send emails”).

3. Verify Configuration:
- Test sending/receiving emails within GoldMine to confirm the setup works.

What If OAuth 2.0 Isn’t Available?
If your GoldMine version only shows POP3 or IMAP options, you’re likely running an older release (pre-2020). To resolve this:
1. Upgrade GoldMine:
- Versions 2020.1 and newer natively support OAuth 2.0. Contact Wizard Systems to schedule an upgrade.
- Check your current version under Help → About GoldMine.

2. Temporary Workaround:
- For older versions, Google allows generating app passwords (if 2-Step Verification is enabled). However, this is a stopgap solution and not recommended long-term, as app passwords will also be phased out.

Why Upgrade GoldMine?
Beyond OAuth 2.0 compliance, newer GoldMine versions offer:
- Enhanced security features like MFA integration.
- Improved email tracking and synchronization.
- Compatibility with modern APIs and third-party tools.
- Critical bug fixes and performance optimizations.

 

Need more help?  Contact Wizard Systems support for more help!


How to Keep Your Outlook Connected to GoldMine by Staying on Classic Outlook

Goldmine new outlook

 

Microsoft’s forced migration to the New Outlook in 2025 threatens to disrupt critical integrations for GoldMine CRM users. Here’s what you need to know to preserve your Outlook-GoldMine workflow.

Why Classic Outlook Matters for GoldMine

GoldMine’s integration with Outlook relies on legacy features like COM automation and VBA support, which are completely removed in New Outlook. This impacts:

  • Email linking: Auto-linking sent/received emails to GoldMine contacts
  • Calendar synchronisation: Bi-directional sync for appointments and tasks
  • Contact management: Seamless access to GoldMine data within Outlook

New Outlook’s web-based architecture lacks these capabilities, risking broken workflows for businesses relying on GoldMine integrations.

How to Retain Classic Outlook

1. Opt Out Before Migration

If you see in-app alerts about the New Outlook switch:

  1. Go to Outlook Options > General
  2. Decline the update to stay on Classic Outlook

2. Registry Edit (For Advanced Users)

If already migrated to New Outlook:

  1. Open Registry Editor (type in Windows search)
  2. Navigate to:
    Computer\HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Preferences
  3. Double-click UseNewOutlook and set Value Data to 0
  4. Restart Outlook

Warning: Back up your registry first. Incorrect edits can destabilise your system.

3. Reinstall Classic Outlook

  1. Uninstall the pre-installed Microsoft 365 suite
  2. Download Classic Outlook directly from Microsoft’s website
  3. Reinstall Microsoft 365 while retaining Classic Outlook

What If New Outlook Is Forced?

If your organisation mandates New Outlook:

  • Use Riva CRM Integration: Third-party tool from Wizard Systems, syncing GoldMine with Exchange/Office 365
  • Enable GoldMine Link: Lightweight alternative for basic email linking

Still, it’s possible to come back to the classic Outlook. And Microsoft should support the classic Outlook for existing installations on both perpetual and subscription licenses until at least 2029.

The Clock Is Ticking

Microsoft’s phased migration began in January 2025. Proactively blocking updates ensures uninterrupted CRM operations. For managed IT environments:

- Enforce Classic Outlook via group policies
- Disable automatic Office updates

 

Need help? Contact Wizard Systems support to:

  • Implement registry fixes
  • Explore Riva synchronisation
  • Configure enterprise-level update blocks