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Recent posts by our CRM Experts
Jun 09

GoldMine : Setting Default Username

By GoldMine CRM No Comments

Does your GoldMine always come up with the wrong username? This can drive you crazy, but it’s easy enough to fix. You need to actually edit the properties of your Desktop shortcut;

  1. Right-click your GoldMine shortcut and select Properties.
  2. In the Target box, add the following text; /U:Username (where “Username” is your GoldMine username).
  3. Hit Apply and then Ok  your way out.

GoldMine will now come up with whatever name you typed for Username. For those of you using a “Pinned” GoldMine shortcut, you will need to Unpin and Re-pin the application to the taskbar.

 

Jun 09

GoldMine : Revoking Deletion Permissions

By GoldMine CRM No Comments

We had a client that not too long ago lost a contact record due to a mistaken deletion. It also just happened that their backups had also failed, so that record is now gone forever. Because of this, we always urge folks to use a “Deletion Strategy”.

Some common suggestions we have are;

  1. Remove everyone’s ability to delete contact records under Tools | Users Settings | Properties | Access.
  2. Only allow deletions to be made by a few (or one) veteran users.
  3. Create a field on the Contact Record specifically to mark records for future deletion (ensuring that an actual human being looks at the list before records are purged)
  4. Create a new “archive” database. Instead of deleting records outright, simply Move them into the Archive and out of production.

I guess the moral of the story is that by default, GoldMine allows any user to delete any Contact Record. I urge you to consider what kind of issues this could cause.

Jun 09

GoldMine : Setting Tab-Stops

By GoldMine CRM No Comments

Did you know that you can TAB around the fields on the Primary Contact record? It’s easy to forget that keystrokes used to be a “thing”; nowadays everyone begins by reaching for their mouse.

You can also customize the TAB-stop order in field properties.

To do this;

  1. Log into GoldMine as MASTER or equivalent.
  2. Right-click on a field label and select Properties.
  3. Go to the Layout tab.
  4. Change the Position in the lower right-hand corner and Ok your way out.

A few notes: Goldmine won’t magically change the Position number of the other fields, so you must edit this for all the fields on the contact record at the same time. I find it easiest to actually print out a screenshot of the contact record itself and mark it up with a pen, noting which field should be in which order. Then just go ahead to run through them all. It’s not as bad as it sounds.

Have fun!

Jun 01

Dynamics 365 – What to do When VoC Survey Responses Aren’t Being Received

By Microsoft Dynamics CRM 4 Comments

If you’re a user of the Voice of the Customer feature in Dynamics, you might know that Microsoft Azure occasionally acts up and prevents survey responses from being received & visible in Dynamics. You wait hours for survey responses that should be there, but just…aren’t. Thankfully, there’s a way for us to go in the back and kick the service into action again. Read More

Jun 01

Dynamics 365 – Add an Image to an Email or Email Template

By Microsoft Dynamics CRM 3 Comments

Hello again! This quick tip will allow you to add images to your emails & email templates in Dynamics 365.  This is particularly handy for promotional emails and images in signatures.

There is a catch, though–the image MUST be hosted on a publicly-accessible URL. Unfortunately, this means HTTPS won’t cut it, which rules out using Web Resources. If you end up doing a Google image search to find the image (helpful for logos), be sure to use one with a reliable host. This helps minimize the risk of the image suddenly disappearing in the future! Alternatively, you could visit your organization’s website, right-click, and select “view source”  or “view page source” and begin sifting through the .jpg or .png files with ctrl+F. Read More

Jun 01

Dynamics 365 – Two Ways to View VoC Survey Responses

By Microsoft Dynamics CRM 3 Comments

When I first started using Voice of the Customer (VoC) Surveys, I was under the impression that you could only view survey responses by clicking into each individual survey response. This is great if you need to drill down into a specific survey response (eg. Investigating low customer satisfaction scores), but so painful for broader analysis! Thankfully, there’s a decent out-of-the-box report called ‘Survey Summary’ that we can use–and it’s a good template to start from for a customized report. In this tip, we’ll walk through each method to view the responses. Read More

May 31

Salesforce.com – Optimizer Features (Tips 1 and 2)

By CRM, Salesforce CRM No Comments

Optimizer is a feature in Salesforce.com used to evaluate below scenarios in your implementation and fine tune them.  For instance:

  • You can evaluate profiles and permission sets — Optimizer helps find profiles and permission sets that are unused or unassigned to any user. It also provides a recommendation on how to fix it.
  • You can identify hard coded URLs in the implementation — Optimizer helps find the list of hard coded URLs in the implementation. This will help fix any changes to URLs if needed easily.  Here’s a sample shot of the report for this one….

Read More

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