Catch the replay of our last livestream where we explained how to use and create Email Templates in GoldMine:
By using the GoldMine 'lookup.ini' you can get GoldMine to automatically colour certain types of activities. Your GoldMine lookup.ini must have a section like this:
A = 3
C = 1
T = 4
M = 0
O = 2
On the left hand side of the equation you identify the activity that is to receive the specified
color that is contained in the coded number in the right hand side of the equation. Below we
have listed the coding for each side of the equation.
A = Appointments 0 = Bright Blue 5 = Bright Yellow 10 = Green
C = Calls 1 = Bright Purple 6 = Cyan 11 = Yellow
T = Next Actions 2 = Bright Red 7 = White 12 = Blue
M = Messages 3 = Bright Cyan 8 = Gray 13 = Purple
O = Other Actions 4 = Bright Green 9 = Red 14 = Dark Grey
The lookup.ini is a very clever part of GoldMine. Please contact Wizard Systems for more information.
So you have some names and addresses in Excel format and you need to get them into your GoldMine CRM system. Join us on Wednesday 12th August for our next regular online training session on GoldMine to cover how to import from Excel into GoldMine. Suitable for all levels of user but especially administrators and anyone about to setup a new GoldMine system.
Webinar is Wednesday 12th August at 10am UK time and lasts about 20 minutes.
Register free at:
Join us on our next GoldMine 101 session this Wednesday 17th June where we cover how to track salespeople's targets in an easy way.
Please register first at
Every week we run mini training sessions on a key GoldMine feature. This Wednesday 3rd June it's how and why to use the Relationship Tree feature of GoldMine to establish relationships between contact records in your GoldMine system. Event is at 10am on the 3rd and wil only be 10 minutes or so. There's also chance to ask us questions and get updates on any GoldMine product news.
Free to attend, but please register first at:
During this lockdown period, now may be a perfect time to do some tidying up in your GoldMine CRM system. Catch our next free webinar to help you identify those parts of GoldMine that need some attention. Webinar is Thursday 16th April at 10am UK time.
Please register first at:
Do you or your colleagues need to access your GoldMine CRM say from their home location?
Join us on Wednesday 11th March at 2pm UK time for our next GoldMine 101 webinar, where we give an overview of the 4 main ways to remote access your GoldMine CRM system. The webinar is free to attend and there's plenty of opportunities to ask us questions.
Please register now:
In case you missed it, here's a recording of today's webinar. What critical information do you track in GoldMine CRM?
Apart from the obvious contact details, name, address, email and so on, what information do you consider to be top priority to be easily visibly in a CRM system like GoldMine. Maybe this information is important to you as regards how you service or sell to this customer. It may also be important information as regards management reporting or marketing activities you generate from GoldMine.
On this weeks GoldMine webinar we share our 27 years experience of implementing GoldMine systems and ideas for critical information a CRM system should be holding for you.
The webinar is on Thursday 27th Feb at 2pm UK time. You need to register first....
Recording from the latest GoldMine 101 session. Remember to subscribe to get notification of up and coming training sessions!
It's easy to display key information on your Contact Records in GoldMine - e.g. How many days ago did I last contact this customer, or what's the next step with them.
Grab a coffee and join us for our next free GoldMine 101 session on Friday 24th January at 10am UK time where we'll show you how easy it is to create Calculated Fields in GoldMine. This short webinar is aimed at both new and existing users of GoldMine.
We will also give you an update on GoldMine news and latest version. Also join us on our Q & A session on the call!
Please register first: