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Auto date in text area of emails
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Thu Apr 23, 2015 7:51 am   Subject: Thanks for this...
dentropolis1
 
Replies: 4
Views: 4190




I never noticed that insert field selection button. Thanks for this. Much appreciated!
\Tom

Can GM send emails automatically in the future
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 22, 2015 1:49 pm   Subject: Can GM send emails automatically in the future
dentropolis1
 
Replies: 2
Views: 3182




Hello Folks
Can Goldmine be set up so that emails can be created that will automatically be sent to select Goldmine records into the future at certain times or select intervals?

Auto date in text area of emails
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 22, 2015 1:46 pm   Subject: Thank you for this - term for email code
dentropolis1
 
Replies: 4
Views: 4190




Hello,
Thank you for this information.
Related Question:
Is there a term that I can use to search Goldmine help etc for other information regarding addition code for auto-entry of data into emails? ...

Auto date in text area of emails
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Wed Apr 22, 2015 8:09 am   Subject: Auto date in text area of emails
dentropolis1
 
Replies: 4
Views: 4190




Hello Folks,
I have the latest version of GM.
It there some code I can insert into an email template that will automatically insert current date into the text area of an email?
Thank you,
\Tom

attaching an activity to multiple contacts in a project.
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Mon Mar 30, 2015 10:06 am   Subject: Thanks for your input
dentropolis1
 
Replies: 5
Views: 4749




Thanks for your input

attaching an activity to multiple contacts in a project.
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Fri Mar 27, 2015 2:29 pm   Subject: attaching an activity to multiple contacts in a project.
dentropolis1
 
Replies: 5
Views: 4749




Premium Edition
2014.1.0.503 Nov 4 2014 -
Latest I believe

attaching an activity to multiple contacts in a project.
PostForum: GoldMine 8 - 2019 (Premium Edition)   Posted: Sat Mar 14, 2015 8:14 am   Subject: attaching an activity to multiple contacts in a project.
dentropolis1
 
Replies: 5
Views: 4749




I use PE. We have the opportunity to "attach" a pending activity to multiple contacts which is excellent. However I am having difficulty doing it in a Project. Example
Suppose we are " ...

How to become a more effective recruiter using Goldmine
PostForum: Recruiters   Posted: Mon Aug 26, 2013 12:40 pm   Subject: How to become a more effective recruiter using Goldmine
dentropolis1
 
Replies: 0
Views: 7157




Hello Folks,
I see that there is no entries here, so I will start. As a recruiter I want to learn how to be more effective using goldmine. I start things off with a statement about Actions. Some peop ...

How best to use "ToDo"s
PostForum: GoldMine 6   Posted: Fri Apr 19, 2013 7:11 am   Subject: How best to use "ToDo"s
dentropolis1
 
Replies: 9
Views: 11026




Hi Folks,
Thanks for your input on this and for stopping me from using Todo's for purposes best suited for Calls or Next Actions. So I will follow the suggestion to use Todo's for personal matters ra ...

How best to use "ToDo"s
PostForum: GoldMine 6   Posted: Wed Apr 17, 2013 8:59 am   Subject: How best to use "ToDo"s
dentropolis1
 
Replies: 9
Views: 11026




I am attempting to put GTD (Getting Things Done) to use with Goldmine which I have been using forever. I am trying to put the actions (calls especially) to use in a diciplined manner that allows me to ...

I find "Code" not as useful as it could be
PostForum: GoldMine 6   Posted: Wed Apr 17, 2013 7:38 am   Subject: I find "Code" not as useful as it could be
dentropolis1
 
Replies: 2
Views: 6111




Thanks Bob for your participation.
Tom

I find "Code" not as useful as it could be
PostForum: GoldMine 6   Posted: Wed Apr 17, 2013 4:06 am   Subject: I find "Code" not as useful as it could be
dentropolis1
 
Replies: 2
Views: 6111




Because the "Code" field is only 3 characters I find it is of limited use. Maybe for putting a number 1,2,3 etc to rank an action by priority. I find it difficult to remember 3 letter codes ...

How best to use "ToDo"s
PostForum: GoldMine 6   Posted: Wed Apr 17, 2013 3:57 am   Subject: How best to use "ToDo"s
dentropolis1
 
Replies: 9
Views: 11026




Hello Folks,
When creating actions we have Calls etc. This I use extensively because I feel most actions are related to either contacting someone or waiting for a contact from someone. For me this co ...
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