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GoldMine Mobile - Linking Activities to Opportunities?
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Fri Apr 23, 2010 5:26 pm   Subject: GoldMine Mobile - Linking Activities to Opportunities?
automationstation
 
Replies: 0
Views: 3251




I know not many people use GoldMine Mobile... and I only have one client running it.

Wasn't one of the major features of GoldMine Mobile the ability to link calls, e-mails and activities to an Oppo ...

Notify via Email doesn't work
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 21, 2010 9:41 pm   Subject: Re: Notify via Email doesn't work
automationstation
 
Replies: 7
Views: 5837




We are on 8.5.2.8. New salesman wants to use a feature we have never used before and it does not seem to work.

Schedule a call, set the date and check the box "Notify via Email"

The ...

Duplicate C2 records
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 21, 2010 8:38 am   Subject: Re: Duplicate C2 records
automationstation
 
Replies: 19
Views: 11120




GMPE 8.5.2.9.

I have a client who has 549 Duplicate Contact2 records and 440 orphaned C2 records. The client does not have GoldBox. The orphaned C2 records are easy to remove (after backup) using ...

Windows 7 and Goldmine 6.0
PostForum: GoldMine 6   Posted: Tue Apr 20, 2010 10:47 am   Subject: Windows 7 and Goldmine 6.0
automationstation
 
Replies: 14
Views: 13758




Thank you for your replies,
what about this compatibility mode?
http://www.sevenforums.com/tutorials/316-compatibility-mode.html
Any experience on that?

Here is a good/short video discussing how ...

Preview Pane Screenshot
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Fri Apr 16, 2010 8:34 am   Subject: Re: Preview Pane Screenshot
automationstation
 
Replies: 16
Views: 10981




We are moving later this month to 8.5, and one of the most visible changes is the preview pane. Does anyone have a screenshot of this feature that I could use in our in-house training? I looked for ...

Convert DTF to PDF or Word
PostForum: QuoteWerks   Posted: Fri Apr 16, 2010 8:33 am   Subject: Convert DTF to PDF or Word
automationstation
 
Replies: 1
Views: 9364




I have a client that recently converted to another CRM tool and they were looking for a solution:

"By the way, we would like to convert DTF (Quotewerks) files to PDF or Word but couldn’t find ...

Opportunity Manager in PE 8.5.2.8
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Thu Apr 15, 2010 4:29 pm   Subject: Opportunity Manager in PE 8.5.2.8
automationstation
 
Replies: 5
Views: 4220




Methinks the Tomster should have taking GoldMine Premium training.

Well we are not all as smart as you DJ.

Moving from tab to tab in bottom half of screen
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 14, 2010 8:18 pm   Subject: Re: Moving from tab to tab in bottom half of screen
automationstation
 
Replies: 7
Views: 5252




We used to be able to go from tab to tab by using the left and right arrows.

Now we cannot. The only way to move is by clicking on the individual tab.

Anyone else seeing this or know how to f ...

OmniRush EOL and now GoldBox no Support?
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 14, 2010 7:19 am   Subject: OmniRush EOL and now GoldBox no Support?
automationstation
 
Replies: 9
Views: 6870




OmniRush EOL and now GoldBox no Support?... not really good news. Anyone have an alternative for FaxRush?

User in Calendar PegBoard
PostForum: GoldMine 6   Posted: Tue Apr 13, 2010 2:35 pm   Subject: User in Calendar PegBoard
automationstation
 
Replies: 5
Views: 4093




Did that, then i saw that he was logged in and then after couple days i checked again and there was no sign of him. Probably the time issue on his machine, will check on that first.

I would try rem ...

Adobe Acrobat 5 in Goldmine
PostForum: GoldMine 6   Posted: Tue Apr 13, 2010 12:29 pm   Subject: Re: Adobe Acrobat 5 in Goldmine
automationstation
 
Replies: 3
Views: 3532




We had Acrobat 5 install on one of our machines, but now we updated(installed new one) to Acrobat 9, but GM(email attachmetns) still opens it in Acrobat 5 even the default program is set to Acrobat 9. ...

User in Calendar PegBoard
PostForum: GoldMine 6   Posted: Tue Apr 13, 2010 12:28 pm   Subject: Re: User in Calendar PegBoard
automationstation
 
Replies: 5
Views: 4093




There is one user which noone can see when he is logged in(Calendar>PegBoard).(You can see the actuall name eg "USER").
I checked user.ini - modified today but in calendar there is no La ...

Importing Additional Contacts with E-Mail into GMPE
PostForum: Inaport   Posted: Mon Apr 05, 2010 11:37 am   Subject: Importing Additional Contacts with E-Mail into GMPE
automationstation
 
Replies: 5
Views: 17498




Well, GoldBox is one possibility.

I know... GoldBox does this perfectly... was hoping to get Inaport to do this as well since the source files were CSV. Thanks!

Let me rephrase... I am sure Inap ...

Importing Additional Contacts with E-Mail into GMPE
PostForum: Inaport   Posted: Mon Apr 05, 2010 8:21 am   Subject: Importing Additional Contacts with E-Mail into GMPE
automationstation
 
Replies: 5
Views: 17498




Well, GoldBox is one possibility.

I know... GoldBox does this perfectly... was hoping to get Inaport to do this as well since the source files were CSV. Thanks!

Importing Additional Contacts with E-Mail into GMPE
PostForum: Inaport   Posted: Sun Apr 04, 2010 2:31 pm   Subject: Importing Additional Contacts with E-Mail into GMPE
automationstation
 
Replies: 5
Views: 17498




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