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May 2024

Empower Your Remote Workforce with GoldMine CRM

Goldmine crm remote access

As remote work becomes increasingly prevalent, businesses need to ensure their teams can access critical applications like GoldMine CRM from anywhere, at any time. GoldMine offers several remote access options to keep your remote users connected and productive, no matter where they are located.

1. Remote Synchronisation
Always been in there with the product, Remote Synchronisation is a powerful feature that allows remote users to work offline with a local copy of the GoldMine database. Any changes or updates made locally are synchronised with the central database when the user reconnects. This option is ideal for field sales representatives or other mobile workers who frequently operate in areas with limited or no internet connectivity.

2. Remote Desktop
GoldMine can be accessed remotely via Remote Desktop, a built-in Windows feature that enables users to connect to a remote computer over the internet. This option provides a familiar desktop experience, allowing remote users to run GoldMine as if they were sitting in front of the host computer. However, it requires a stable and high-speed internet connection for optimal performance, which should be okay for most areas.

3. GO-Global by GraphOn and Wizard Systems
GO-Global is an affordable, third-party application publishing solution that delivers GoldMine and other Windows applications to remote users over the internet or a corporate network. This option offers a seamless and secure remote access experience, with support for multiple monitors, clipboard sharing, and other advanced features. GO-Global can be especially useful for organisations with a distributed workforce or remote teams accessing GoldMine from various locations, and wanting a lower cost alternative to Remote Desktop.

4. GoldMine Web
GoldMine Web is a web-based interface included with GoldMine that provides remote access to essential CRM functionality. Users can access contact records, calendars, and other key features through a web browser, making it a convenient option for remote workers who need basic CRM access on the go. However, GoldMine Web may have limited functionality compared to the full desktop application.

By leveraging these remote access options, businesses can empower their remote teams with the tools they need to stay connected, collaborate effectively, and drive success. Whether you choose Remote Synchronisation, Remote Desktop, GO-Global, or GoldMine Web, GoldMine CRM ensures your remote workforce can access critical customer data and CRM capabilities from anywhere, at any time.

To learn more about these remote access options and how they can benefit your organisation, join our upcoming webinar on "Maximising Remote Productivity with GoldMine CRM" this Friday 24th May at 2pm UK time. Our experts will dive deeper into each option, share best practices, and answer your questions live. Register today to secure your spot!

Register here


Main View vs Wide View in GoldMine CRM

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In GoldMine, a powerful Customer Relationship Management (CRM) software, the Contact Record is a central hub that stores all the essential information about your clients, prospects, and business associates. To efficiently manage and access this wealth of data, GoldMine offers two distinct view modes: the Main View and the Wide View. Understanding the purpose and functionality of each view can significantly enhance your productivity and data management capabilities.

Main View: The Core of Contact Information
The Main View is the default view that appears when you open a Contact Record. It presents a comprehensive overview of the contact's crucial details, including their personal information, company affiliation, contact details, and communication history. This view is designed to provide quick access to the most frequently used data, making it ideal for everyday tasks such as updating contact information, scheduling appointments, or reviewing recent interactions.

Key Features of the Main View:
1. Contact Details: Displays the contact's name, company, title, and primary contact information (phone, email, address).
2. Communication History: Shows a chronological list of all recorded interactions with the contact, including calls, meetings, and emails.
3. Pending Activities: Highlights any upcoming scheduled activities or tasks related to the contact.
4. Additional Tabs: Provides access to supplementary information, such as notes, referrals, interests, and custom fields.

Wide View: Comprehensive Data at a Glance
While the Main View offers a focused perspective, the Wide View expands the visible data horizontally, revealing additional fields and tabs that may be crucial for specific scenarios or business processes (Record Types in GoldMine). This view is particularly beneficial when you need to access and update multiple aspects of a contact's information simultaneously or when working with complex data structures.

Key Features of the Wide View:
1. Expanded Field Display: Presents a wider range of fields, including custom fields, allowing you to view and edit more data without switching between tabs.
2. Customizable Layout: Enables you to rearrange and resize columns to suit your preferences and workflow.
3. Tabbed Interface: Retains the tabbed structure from the Main View, allowing you to quickly navigate between different sections of the contact record.
4. Increased Visibility: Provides a more comprehensive view of the contact's information, reducing the need for excessive scrolling or window switching.

Switching Between Views
GoldMine offers seamless transitions between the Main View and Wide View, allowing you to toggle between these perspectives based on your current task or information needs. This flexibility empowers you to work efficiently, ensuring that you always have the most relevant data at your fingertips.

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By mastering the Main View and Wide View in GoldMine CRM, you can streamline your data management processes, enhance your productivity, and deliver exceptional service to your clients and prospects.


Main View vs Wide View in GoldMine CRM

Untitled (12)

In GoldMine, a powerful Customer Relationship Management (CRM) software, the Contact Record is a central hub that stores all the essential information about your clients, prospects, and business associates. To efficiently manage and access this wealth of data, GoldMine offers two distinct view modes: the Main View and the Wide View. Understanding the purpose and functionality of each view can significantly enhance your productivity and data management capabilities.

Main View: The Core of Contact Information
The Main View is the default view that appears when you open a Contact Record. It presents a comprehensive overview of the contact's crucial details, including their personal information, company affiliation, contact details, and communication history. This view is designed to provide quick access to the most frequently used data, making it ideal for everyday tasks such as updating contact information, scheduling appointments, or reviewing recent interactions.

Key Features of the Main View:
1. Contact Details: Displays the contact's name, company, title, and primary contact information (phone, email, address).
2. Communication History: Shows a chronological list of all recorded interactions with the contact, including calls, meetings, and emails.
3. Pending Activities: Highlights any upcoming scheduled activities or tasks related to the contact.
4. Additional Tabs: Provides access to supplementary information, such as notes, referrals, interests, and custom fields.

Wide View: Comprehensive Data at a Glance
While the Main View offers a focused perspective, the Wide View expands the visible data horizontally, revealing additional fields and tabs that may be crucial for specific scenarios or business processes (Record Types in GoldMine). This view is particularly beneficial when you need to access and update multiple aspects of a contact's information simultaneously or when working with complex data structures.

Key Features of the Wide View:
1. Expanded Field Display: Presents a wider range of fields, including custom fields, allowing you to view and edit more data without switching between tabs.
2. Customizable Layout: Enables you to rearrange and resize columns to suit your preferences and workflow.
3. Tabbed Interface: Retains the tabbed structure from the Main View, allowing you to quickly navigate between different sections of the contact record.
4. Increased Visibility: Provides a more comprehensive view of the contact's information, reducing the need for excessive scrolling or window switching.

Switching Between Views
GoldMine offers seamless transitions between the Main View and Wide View, allowing you to toggle between these perspectives based on your current task or information needs. This flexibility empowers you to work efficiently, ensuring that you always have the most relevant data at your fingertips.

Image (4)

 

Image (3)

 

Image (5)

By mastering the Main View and Wide View in GoldMine CRM, you can streamline your data management processes, enhance your productivity, and deliver exceptional service to your clients and prospects.