CRM Blog

On the Summary Tab, there is a super-useful field called Comments. This just a text field meant to hold general comments about the contact. However, storing anything important in this field is problematic because it’s on the Summary tab, and not the main contact record.

To add this field to the contact record:

1. Right-click anywhere on the Primary Contact Record and select “New Field”.
2. Select “Comments” from the drop down list.
3. Place the field anywhere you want it to appear.
4. Click away from the field, then click “Ok” on the following window.

Ta-da! Try it, and have fun!

The GoldMine Process Monitor is the window that shows you any active processes currently running. This would include E-mail auto-retrieval, global replaces, etc. However, the default position of this window is a “pop-up” state. Meaning that it displays as a little tab in the bottom left of GoldMine and only shows itself if you hover over it.

To get the Process Monitor as an actual GoldMine tab:

1. Expand the Process Monitor by hovering over it.
2. Right click on the top edge of the Process Monitor.
3. Select “Show as MDI Window”.

Ta-da! A lot of folks have view and/or latency issues with the default pop-up style of this window. This will circumvent virtually all of them.

I see a lot of these kinds of things cleaned up around the beginning of summertime; blank records, records without history, etc.

We’re going to use our all-powerful search center to look for records with blank contact and company fields.

1. Open up your Search Center and plug in the following values. You’ll notice that it’s returned two records, both of which are completely blank.
2. Check the boxes to indicate both records as Tagged.
3. Use Tools | Data Management | Delete Records to get rid of them! It’s just that easy.

This will show you how to use GoldMine’s merge functionality to merge two records together. It’s essentially the same effect you get from running the Merge/Purge wizard, but only against two records.

1. Isolate the records in the Search Center.
2. Check the two records to indicate them as Tagged. You NEED to check the “surviving” record FIRST.
3. Go to Tools | Data Management | Merge/Purge Records | Merge Tagged Records.
4. Just hit “Yes” and you’re good to go!

Remember, there is NO UNDO for this, so use with care. If possible, ensure there is a database backup available.