Tips and Tricks for

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Do you have one or two people who gather the initial information over the phone?  Use branching scripts in GoldMine to streamline the data entry.  By using these scripts, you can ensure you are gathering all of the information necessary.

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If you want to use GoldMine to its fullest, invest in quality training, and continue your training time and time again.  A properly conducted training session will provide you with knowledge to begin using several new processes within GoldMine, as well as introduce new ideas for you and your co-workers to explore later down the road.  With this tactic, your knowledge continues to grow, as does your productivity.

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Tired of printing out documents from GoldMine, and then getting up and faxing them?  Invest in a fax integration solution.  WinFax, RightFax, and FaxRush are all seamlessly integrated with GoldMine providing point-and-click faxing.

Attend bi-monthly meetings of the Northeast Ohio GoldMine Users Group (NEOGUG) to network with other GoldMine users in your area. E-mail GMForum@midwestind.com for more information.  

 

                                                                     

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