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On June 5th, we had our GoldMine User Group, where we showed how to use GoldMine for customer service and support.
Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
Still have more questions about GoldMine? Feel free to reach out to our team here.
For existing customers running an older version of GoldMine you now have 2 options:
GoldMine’s Training Center is divided into four different sections:
You can customize the Set Case Manager Preferences in multiple ways and change the format of the Set Case Number Mask to meet your needs.
When they open the Service Center, they can see all the open cases in the company. Depending on what they need to see, they can filter them, in this case they can select My Cases and choose from several options. After that, they can just drag and drop the columns, they can have grouping and sorting, generate reports etc.
Also, the Priority List is very useful, they can define what a priority list is to them and have it on their list when they select their priority.
Many of our GoldMine clients are using wMobile, which is a very easy-to-use product.
wMobile is tied to your GoldMine system in real time and you can see your open cases and access them with a single click. You can see the same information that you see in GoldMine as everything is viewable on your mobile. You can reassign, resolve or escalate cases or even create new ones and assign them to any of your records.
Everything you do regarding Cases in the application, you can manage from a user perspective through your wMobile interface with your GoldMine system.