GoldMine Blog

How to display Public Holidays in your GoldMine Calendar

A recording of our recent GoldMine 101 session and how to very easily show your public holidays in your GoldMine Calendar.  Please subscribe to get invitations to attend these regular free online sessions!

 

 

GoldMine 101 session this Thursday - Different ways of exporting data from GoldMine

Do you ever have a need for exporting some of your GoldMine data?  Attend our free online session this Thursday 15th November at 10am UK time and get an overview of the different option you have.

You must register first, as soon as possible:

New GoldMine Event this Wednesday - How clean is your data?

Poor quality data (old data, duplicate data, missing data) can have a serious impact on the effectiveness of your organisation's CRM system - Poor marketing, reporting difficulties, more difficult to use and the result being that you will have frustrated users and less productivity.

In this short webinar we explore ways in which you can find out the state of data in your GoldMine CRM system.  The event is on Wednesday 10th October at 10am UK time.  This event is aimed at existing GoldMine users and is free to attend.  

Please register first asap!

GoldMine 101 session next Wednesday - SQL Queries

Hello GoldMine Users out there!  Please join us for our free online session next Wednesday 12th September at 2pm UK time for an introduction into the power of SQL Queries in GoldMine.  It's not going to be technical, but we want to show you what they can do and why it is different from Filters and Groups that you might be used to.

Please register for free

Give your GoldMine CRM a spring clean - How to remove duplicate records

As part of our spring clean series of webinars, Tuesday 10th April at 10am UK time, we'll run through how you can handle duplicate records in GoldMine and ways of preventing them.  This might also be a useful webinar to attend to help get your CRM database clean in preparation for GDPR in May 2018.

This webinar is aimed at GoldMine Users, Adminstrators and Business Owners.

This webinar is free to attend to all GoldMine Users, but you must register well in advance of the Webinar....

GoldMine and GDPR - a Briefing update on the regulations and how GoldMine can help with compliance

Here is a recording of today's webinar on GDPR and GoldMine with a Q and A session at the end.  Please contact us about our one day GDPR workshop relating to GoldMine.

 

 

GoldMine and GDPR - More one day workshops announced by Wizard Systems - 29th March and 10th April

How ready are you for the GDPR data regulations coming into force this May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

 

GDPR is one of the most significant bits of legislation that will affect us all this year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these findings and recommendations in an informal one day 'workshop' with the GoldMine Community.  This workshop is aimed at GoldMine Administrators, Marketing Personnel and Business Owners.

 

We are running this one day Workshop on two dates - 29th March and 10th April, and we will cover:

Overview and Discussion
- 6 Key Principles of GDPR
- User Process and Documentation 

Data Security
- Setting up Users and Security
- Backing up the Goldmine Database
- Overview of protecting data

Looking after Opt In and Preferences
- Contact Merge Codes
- Email Merge Codes
- Adding New Fields

Updating and Cleaning your Database
- Power Searches
- Filters Groups and SQL Queries
- Merging Duplicate Records
- Global Replace
- Importing and Exporting Data
- Batch Scheduling of Activities

Reports and Dashboards
- An Overview of Reporting Options
- Creating a Simple Dashboard
- Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

 

The cost to attend the workshop is 250 GBP exc VAT per attendee and class size will be restricted to 6.

 

Please contact Wizard Systems if this is of interest and to book your place.

GoldMine presentation 31st January - Get your GoldMine in the cloud

We're running a free webinar to GoldMine Users tomorrow 31st January at 11am UK time featuring GoldMine Web.  This is the easy way of accessing your GoldMine system via the Web or from your smartphone.

You need to register first

GoldMine Web is a browser-based app that’s included with GoldMine Premium Edition and installed as part of the GoldMine Connect package. GoldMine Web provides the look and feel of a web client and doesn't require installation for the end user and allows you to access GoldMine from any device.

 

GoldMine and GDPR - A one day workshop in the UK for GoldMine Users

How ready are you for the GDPR data regulations coming into force this May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

 

GDPR is one of the most significant bits of legislation that will affect us all this year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these findings and recommendations in an informal one day 'workshop' with the GoldMine Community.  This workshop is aimed at GoldMine Administrators, Marketing Personnel and Business Owners.

 

We are running this one day Workshop on two dates - 7th and 15th February, and we will cover:

Overview and Discussion
- 6 Key Principles of GDPR
- User Process and Documentation

Data Security
- Setting up Users and Security
- Backing up the Goldmine Database
- Overview of protecting data

Looking after Opt In and Preferences
- Contact Merge Codes
- Email Merge Codes
- Adding New Fields

Updating and Cleaning your Database
- Power Searches
- Filters Groups and SQL Queries
- Merging Duplicate Records
- Global Replace
- Importing and Exporting Data
- Batch Scheduling of Activities

Reports and Dashboards
- An Overview of Reporting Options
- Creating a Simple Dashboard
- Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

 

The cost to attend the workshop is 250 GBP exc VAT per attendee and class size will be restricted to 6.

 

Please contact Wizard Systems if this is of interest and to book your place.

 

One day GDPR and GoldMine Workshop - Tuesday 5th December

How ready are you for the GDPR data regulations coming into force next May?  What state is your GoldMine system in to prepare you and support you to comply with GDPR?

GDPR is one of the most significant bits of legislation that will affect us all next year, but we need to be thinking and planning now about how it will impact our business and how we hold data in our GoldMine systems.  Over the last few months, Wizard Systems have carried out significant research on GDPR and how we can make a GoldMine and CRM system compliant.  We would like to share these fidnings and recommendations in an informal one day 'workshop' with the GoldMine Community.

Aim

This is a one day course aimed at preparing you and your GoldMine CRM system for the GDPR legislation coming into force in May 2018 in the UK.  This course is ideal for business owners, marketing personnel and system administrators.

Pre requisites

Attendees should have at least a basic knowledge of what GDPR is about and good knowledge of GoldMine.

Duration

Course is normally one full day - start time is 10.00am and we aim to finish around 4.30pm. 

Refreshments, provided throughout the day, and buffet lunch is included (If the course is held at the Wizard Systems Training Centre).

Why choose Wizard Systems?

• Training providers since 1993
• Courses are friendly, informal and run in small groups
• Plenty of hands on experience & exercises
• In training surveys 100% of attendees said they would recommend our training to others

Our intended agenda will be as follows:

GDPR

• Overview and Discussion
• 6 Key Principles
• User Process and Documentation 

Data Security

• Setting up Users and Security
• Backing up the Goldmine Database
• Overview of protecting data

 Looking after Opt In and Preferences

• Contact Merge Codes
• Email Merge Codes
• Adding New Fields to GoldMine for GDPR

 Updating and Cleaning your Database

• Power Searches
• Filters Groups and SQL Queries
• Merging Duplicate Records
• Global Replace
• Importing and Exporting Data
• Batch Scheduling of Activities

 Reports and Dashboards

• An Overview of Reporting Options
• Creating a Simple Dashboard
• Overview of Creating Leads automatically from your Web Site (Web Import)

A Free Data Cleansing GoldMine Dashboard is included for all attendees of this course.

Please contact Wizard Systems for more information, cost and booking.