#Goldmine process monitor how to#
#Goldmine process monitor install#
#Goldmine process monitor update#

Pre–emptive vs Sequential and Branch to Event.A very simple Automated Process for New Customers.

#Goldmine process monitor update#

Attempt to trigger Only Once and Update field Lookup.ini Option.Automated Processes Events, Triggers and Actions.Navigating the Automated Process Center.Creating a new GoldMine report to track a campaign.Using Goldmine reports and setting options.Relationships tab vs Secondary Contacts vs referrals.Globally updating a field using advanced options.Using the Record Types Administration Center.

Creating Opportunities with staged payments.

Configure field label and data Color (manually and dynamically).

Start up switches to get Goldmine to run a macro at Start up.

GM.ini – Some basic Corporate Overrides.

Launching an external application based on an update.

Using Lookup.ini to calculate Fields and work out Averages.

Setting more than 1 lookup in the Lookup.ini.

Using Territory Realignment to reassign Record Ownership.

#Goldmine process monitor how to#

How to set Record Curtaining Automatically (lookup.ini).

How to set Record Ownership based on a field (lookup.ini).

What is Record ownership and record Curtaining.

More advanced use of Macros to save time.

What is a macro and how can it save me time?.

Using GM+Browser to view your SQL reports.

GM+View to query an external database and show the results in a grid.

Creating simple NEWS views and Configuring the rules.

Customizing the Service Center Environment.

User Properties Profile Tab, Membership Tab, Access Tab, Menu Tab.

Create a new user and delete user (high level view).

#Goldmine process monitor install#

What is a Local install and how do you do it?.

GoldMine link to Microsoft Outlook (for linking emails).

GoldMine link to Microsoft Word and Excel.

Creating an Email template with an External HTML Page.

Creating an HTML Email Template in GoldMine.

Getting set up for eMailing in GoldMine.

How to Set a Letter to be your Default Letter.

Making Letter Templates Available to All Users.

Formatting date fields in your letter templates.

Adding Further Live Fields to Your Letter Template.

Editing Existing and Creating New Letter Templates.

Installing the Link to Microsoft Outlook (GISMO).

Linking to Microsoft Office and Letter Templates

Scheduling Unlinked Activities and Occasions.

Adding a New Company and Contact to the Database.

Adding a New Contact to an Existing Organisation.

Adding a New Secondary Contact to an Existing Company.

Making Basic Updates to a Contact Record.

We've tried to different new routers, and even putting the old one back on, but it's still broken. Running the program off the computer with the SQL server on it, however, is fine, so I've narrowed the problem down to the connectivity. Goldmine is slow as as hell and tends to crash if I ever try to make a new contact and send an email with an attachment. We've tried everything: disabling all firewalls, DMZing, opening any and all ports, and plenty of other redundant things. So, ever since we switched the router, things have been sluggish as hell. The Goldmine instances get all their data - inbox, archive, everything - off the SQL server. It runs off of a SQL server that runs on a Vista box. Now, we use FrontRange Goldmine Premium Edition 9 as mail/contacts/QB-integration program. I am trying to convince the bossman that Vista is a piece of crap, and I'm making progress, but things are a little disorganized at the moment to make the transition smooth. We've got four boxes here, three Vista and one 7. We use VOIP at the (very small, there's just three of us here) office and recently switched to a new router from the D-Link cheapie because the old one couldn't really handle the upstream.