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Getting the most out of Goldmine..
PostPosted: Wed Oct 24, 2012 5:56 am Points: 0 Reply with quote
sphinxy123
n00b
Joined: 24 Oct 2012
Posts: 2
Location: United Kingdom




Hi all,

First time poster and I am looking for ideas, I hope this is the correct place to post!

I work in a large company who use GM to store customers / prospects and them book appointments against them etc. but what I would like to know is, apart from reporting and using the calendars and email integration etc is there something else I can possibly add to get the most out of GM?

I understand this is a very open question but literally any ideas are good ones here. I am also interested in what kind of fields you currently use to store information such as customer information and what kind of equipment they use in the business etc etc.

As I said any ideas are good ones.

Thanks.
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PostPosted: Wed Oct 24, 2012 9:01 am Points: 0 Reply with quote
TPorter2
Awesome Administrator
Joined: 30 Jun 2006
Posts: 334
Location: Addison, TX




Which version of Goldmine?
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PostPosted: Wed Oct 24, 2012 10:11 am Points: 0 Reply with quote
sphinxy123
n00b
Joined: 24 Oct 2012
Posts: 2
Location: United Kingdom




It is version 7
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PostPosted: Thu Oct 25, 2012 4:30 am Points: 0 Reply with quote
ronanc
GoldMine Veteran
Joined: 10 Sep 2007
Posts: 723




Your best bet would be to get into touch with your local partner who can then review your company and your specific needs and then advise on how best to make GoldMine work for you. Even a couple of hours on site/remotely with a partner would prove well worth the cost.
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PostPosted: Thu Oct 25, 2012 5:10 am Points: 0 Reply with quote
bgannett
GoldMine Guru
Joined: 07 Sep 2007
Posts: 1820
Location: Pacific NorthWest




In GoldMine go to Help > About and tell us the full version of GM (all the numbers please). Please tell us where you are located (country). There are a lot of good deals available right now. I agree with Ronan that you should contact a Partner and work out the best possible deal.

By the way, Welcome to this forum.

_________________
Bob Gannett
253-627-2244
goldsupport@harbornet.com
*** Providing AFFORDABLE GoldMine Supportsince 1990
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Getting the most out of Goldmine..
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