GoldMine Groups are now tightly integrated with CC. Whether you select the Group from the Campaigns Center (shown here)…
..or create the Group from GoldMine (shown here)…
…you have the ability to “associate” it with a CC Email List Name. What this really means is that you automatically get that GoldMine Group imported into CC as an Email List. I was actually amazed at how well this works. Try it! (You can get a CC account for the first 30 days free)
The Constant Contact integration is now much, much better. To see what’s changed, first login to CC via GoldlMine:
Go to | Campaigns | Constant Contact Campaigns
Click on Configure, then Login and provide your CC login.
Then Click the Refresh button in the Campaigns center to download your Campaign list.
Detail about any given campaign can be seen by double-clicking on a Campaign name.
Those GoldMine geeks amongst us have known about this security hole for years: the SQL Query tool in GoldMine. Thankfully, it only works with SELECT statements. That being said, there was nothing stopping a disgruntled salesman from “SELECTing * from CONTACT1” and walking away with your client list.
Until now. You can disable SQL Querying at the database alias level.
Go to Tools | Databases | Alias Manager | Edit Alias
Uncheck “Enable SQL Queries” and Ok your way out.
All users will need to restart their GoldMine to get the change.
Any time you need to delete a field or workflow, you’ll want to check for dependencies and make the necessary changes to remove those dependencies. Check out this post from 2018 to learn how to “show dependencies” for a field or workflow. To show dependencies for a workflow, open the workflow and select “Show Dependencies” at the top of the window.
If you are starting to use Flows, this is an important (and quick) tip! If you use an automated flow with Dynamics and set the trigger to “when a record is created” or “when a record is updated”, you MUST first enable Change Tracking for the entity that will be triggering the Flow. Without this, when you attempt to run or test the flow, it will fail.
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Did you know that you can add a wait condition to a workflow? This can be particularly helpful if the workflow is complex. Sometimes the system can get ahead of itself and cause workflows to fail if too many actions are being performed too quickly. For example, if a record needs to be created, then populated to a lookup field (if you created a contact record then updated a lookup on the Opportunity with that new contact, all in a single workflow), you’ll want to use this tip!
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Did you know that you can automatically size columns and rows in Excel in a few seconds? You just need to know where to click. This is one of my absolute favorite tips!
OneNote allows you to easily insert a PDF printout of another document onto a page, which you can then markup or reference as needed. This is great for keeping notes during meetings or marking up documents for formatting changes. Please note that these instructions were tested with OneNote, the Windows 10 App, not OneNote 2016.
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Microsoft recently added a feature to Teams allowing you to post a single announcement or message to multiple channels. This will be a great way to snag people’s attention (imagine using this + the announcement or ‘mark important’ features) and post important messages across a channel without needing to copy and paste the message multiple times. Read More
After transitioning to Lightning, you may find related list information in two places; on a tab and on the right hand side bar. This isn’t very efficient and may be confusing to users. Read More
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