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GoldMine Premium
Edition 8.5 - What's the big deal?
GoldMine Premium Edition has now been
released (on both sides of the pond)
Is it worth the upgrade? Well I've had a chance to have a good look
at GoldMine PE 8.5 now and I've made a quick list of new features.
(If you're still using Corporate Edition then there are many more
changes that were included with the earlier releases of Premium
Edition) This list is going to primarily benefit people who already
have GoldMine PE and are curious about 8.5
Universal Search
This one is a biggie - This is like
the Contact Search Center on steroids. It searches Contacts,
History, emails and even the contents of documents for whatever text
you type in. It's like having a "Google" tool for GoldMine.
It means that even if you don't keep all your files and folders in
an orderly manner you can still easily find things in GoldMine (and
other folders too)
Extra Detail fields
I like this addition. You can now
have an extra 4 fields in your extended details.
Validated lookup lists
At last! - You can now have one
lookup list based on the contents of another lookup list. e.g. I
choose "I choose "Cheese" in field1, the lookup list for field 2
will contain "Cheddar, Stilton, Mozarella" If I had chosen "Yoghurt"
in field1 then field2 would offer me "Strawberry, Banana or
Pineapple"
New Email Center UI enhancements
Enhancements to make the Email Center
a little more like "outlook"
Opportunity Manager facelift -
View a short
video on this new feature (3 mins 33 secs)
This shows all the fields from an
opportunity on the screen without you having to right-click and
choose "Edit". It also displays any custom fields you create in the
main Opportunity manager view rather than hidden in a tab
Create cases from an Automated process
I think this one speaks for itself.
There are also other enhancements to the cases feature such as
associated a case with multiple contacts, such as theh creation of a
history item when a case is reassigned, escaleted abandoned
etc
Default Relationships Tree Builder
No more messing about with 3rd party
products to create simple Trees based on Company name or Department
or City or combinations of fields. You can even run it on a filter
Notes Tab Security
You can now set security for users on
contact notes. By the way the Notes are now all stored in a separate
table - which is great for synchronising systems.
Search Center Enhancements
About time this one made it through -
You can choose email as a field in your search center and export it
- I know a lot of people will be happy with this one! You can also
do a single search for Primary and Additional contacts
Preview Activities and Links
This nice new feature allows you to
preview history, calendar or detail items without having to double
click. You can even preview files in the links tab.
There are a few other features but I consider these to be the main
ones. I must say that I really approve of this latest edition of
GoldMine. I think it's still a very strong product with a really
quick ROI when compared to other CRM's. Let's hope Frontrange
continue to invest in this product (all the signs are good that they
will).
Iain Wicks 18th May 2009
Note - Videos on all of these new features and many more are
available - Just click on the
CD training link
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