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Recent Articles:

  • Saving SQL passwords
  • Upgrading to GoldMine PE 8.5 or 9.0?
  • Any opinions on GoldMine Premium 9.x?
  • Have you registered for the Ticomix GoldMine CRM Summit?
  • Toolkit for Cases
  • Updated MasterMine Agenda for 2010 Ticomix GoldMine CRM Virtual Summit
  • MasterMine for QuoteWerks webinar at the Ticomix GoldMine CRM Virtual Summit
  • MasterMine at the 2010 Ticomix GoldMine CRM Virtual Summit
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Saving SQL passwords

By Tina Le · Comments (0)
Monday, August 30th, 2010

Did you know that MasterMine does NOT have to ask you for your SQL password every time you re-open an existing report and refresh? By default, Excel does not save your password automatically. This is a security measure (added with Excel XP and later versions) to prevent unauthorized access to your data on the SQL server. However, if this level of security is not important to you, you can take two actions that will save you and your colleagues lots of time and effort.

1. Save the SQL password in existing reports:
- Open and refresh and existing report, entering the SQL password when asked.
- Click the Information button on the MasterMine toolbar, then click on the “Security” tab.
- Check the box that says “Save SQL password with pivot table.”
- Click on the “Save” button to the right.
- You should get a dialog that says “Security settings saved.” Click “OK.”
- Save the workbook. Read More→

Categories : Tips & Tricks
Comments (0)

Upgrading to GoldMine PE 8.5 or 9.0?

By Rob Machalek · Comments (0)
Monday, August 2nd, 2010

Whenever you upgrade GoldMine, we recommend that you also upgrade MasterMine to the most current version.  That way, you automatically get the benefit of whatever new features, functions, or bug fixes we have added that address changes in the newer versions. This is also the most seamless way to keep your MasterMine functioning properly for all users.

Just download the most current software from our website (www.mastermine.net) and install right over the existing application.  If you are current on annual maintenance, and you are upgrading from a version earlier than 7.0, call us for a new MasterMine license number.

If you are already using MasterMine under an earlier version of GoldMine, and are upgrading to PE 8.5 or 9.0, here’s what else you need to know about upgrading:

Notes: GoldMine 8.5 and 9.0 handle notes differently than earlier versions.  After your MasterMine upgrade, you will need to re-create reports that use notes.  MasterMine automatically formats the new notes so they are most intelligible for reporting, and strips out unwanted HTML coding.

If re-writing your reports sounds like a daunting task, or you’d prefer to have it handled by experienced hands, it is possible to re-build the “back end” of your reports leaving the visible part exactly the same, but refreshable against your new database.  Contact our report writing experts if you need help.

Categories : Tips & Tricks
Comments (0)

Any opinions on GoldMine Premium 9.x?

By Tina Le · Comments (0)
Tuesday, June 15th, 2010

Are you using GoldMine Premium 9.x? Do you have any opinions? Head over to the GoldMine Success Blog and share your opinion with other GoldMine Premium 9.x users.

Add your positive feedback of GoldMine Premium 9.x  to the iLike page

or

Add your negative feedback of GoldMine Premium 9.x to the Heads-up page

Any opinions on MasterMine? Leave a comment below or e-mail us at Marketing@mastermine.net

Categories : Tips & Tricks
Comments (0)

Have you registered for the Ticomix GoldMine CRM Summit?

By Tina Le · Comments (0)
Tuesday, June 8th, 2010

The Ticomix GoldMine CRM Virtual Summit is tomorrow! Have you registered yet? MasterMine will be presenting in 3 different webinars for the summit.

Reporting with MasterMine for GoldMine:

Session Room D – 11:30 PM to 12:20 PM CDT

Learn how any ordinary user can quickly and easily make simple GoldMine reports, without waiting for help from IT specialists.

Data Management with MMUpdater for GoldMine:

Session Room D – 01:30 PM to 02:20 PM CDT

Learn about an Excel-based tool that makes mass-updating and data hygiene in GoldMine a snap.  Turn that “junk drawer” of information into an efficient tool to optimize sales.

MasterMine for QuoteWerks has also been confirmed:

Session Room B – 3:30 PM to 4:30 PM CDT

MasterMine now extends Excel-based, pivot-table reporting to QuoteWerks.  If you use QuoteWerks or attended a QuoteWerks session, don’t miss this eye-opening reporting opportunity.

Register for the Summit here!

Categories : Events
Comments (0)

Toolkit for Cases

By Rob Machalek · Comments (0)
Wednesday, May 26th, 2010

MasterMine for GoldMine includes a built-in set of templates for reporting on Cases, the new GoldMine 8.x “Service Module”. Don’t forget to “turn on” your Cases Toolkit when you upgrade to GoldMine Premium Edition. Find the new toolkit in the “Create MasterMine Report” dialog under “Preferences”.

Categories : Tips & Tricks
Comments (0)
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Current MasterMine build: 6.0.387

MasterMine compatibility
GoldMine: 8.5, 7.x, 6.x, 5.x, 4
Windows: 7, Vista, XP, 2000, Server 2008, Server 2003

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  • Saving SQL passwords: Did you know that MasterMine does NOT have to ask you for your SQL password every time you r... http://bit.ly/cNv5Fq 04:10:59 PM August 30, 2010 from twitterfeed
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