Goldmine User Guide - Advanced

GoldMinePremiumEditionUserGuideVersion2013.1

490 N McCarthy Bld., Suite 100Milpitas, CA 95035 USA

TEL: 800.776.7889www.frontrange.com

Rev: 2013.1 08-28-13

Copyright2013FrontRangeSolutionsUSAInc.AllRightsReserved.MicrosoftSQLServerisCopyright2008,MicrosoftCorporation.Allrightsreserved.ThissoftwareincludessoftwaredevelopedbytheApacheSoftwareFoundation(http://www.apache.org/).ThisprogramincludesFirebirdSQLDatabaseEnginev1.5.FirebirdSQLDatabaseEnginev1.5wasdevelopedbyInpriseCorporation,nowcalledBorlandSoftwareCorporationCopyright20012005.AllRightsReserved.ForFBExportseehttp://fbexport.sf.net.TheSentrySpellingCheckerEngineCopyright1999WintertreeSoftwareInc.PortionsCopyright19982008TheOpenSSLProject.Allrightsreserved.TheEdrawComponentprovidedinthisproductiscopyrightedbyEdrawSoft.UseofthissoftwareanditsrelateduserdocumentationISsubjecttothetermsandconditionsoftheapplicableEndUserLicenseAgreement(EULA),acopyofwhichisfoundintheuserdocumentationfolderincludedwiththesoftwarefiles.YoumustagreetothetermsandconditionsoftheEULAinordertousethissoftware.IfyoudonotagreetothetermsandconditionsoftheEULA,returntheunusedsoftwarewithinthirty(30)daysofpurchaseINITSUNOPENEDCDPACKAGEtotheplacefromwhichyouobtaineditforarefund(minusanyrestockingfee).

FrontRange Trademark InformationThefollowingaretrademarksofFrontRangeSolutionsUSAInc.and/oritsaffiliatesintheUnitedStatesand/orothercountries:FrontRangeSolutions,FrontRange,SaaSIT,ModernizeIT,SaaS2,GoldMine,GoldSync,GoldMineAnswerWizard,GoldMineManagementIntelligence,GoldMineManagersConsole,iGoldMine,HEAT,HEATService&Support,HEATPowerDesk,iHEAT,HEATSelfService,HEATManagersConsole,HEATAnswerWizard,HEATQuickStartWizard,InfoCenter,AutomatedProcesses,FirstLevelSupport,enteo,DeviceWall,CentennialDiscovery,DiscoveryDashboard,MicroAudit,SAM,andotherFrontRangeproductsandbrands.Other Trademark InformationMicrosoftproducts,brandsandtrademarks,includingMicrosoft,Windows,WindowsServer,WindowsVista,SQLServer,andInternetExplorer,arethepropertyofMicrosoftCorporationintheUnitedStatesand/orothercountries.Otherproductsandbrandsarethetrademarksoftheirrespectiveownersorcompanies.ContactFrontRangeSolutionsUSAInc.atourWebsite:www.frontrange.com(Sept2013)

WARNING:Thesoftwaredescribedinthismanualanditsrelateduserdocumentationareprotectedbycopyrightlaw.Innoevent,shallanypartoftherelateduserdocumentationbecopied,reproduced,distributed,transmitted,storedinaretrievalsystem,ortranslatedintoanylanguage,withouttheexpresswrittenpermissionofFrontRangeSolutionsUSAInc.

GoldMine User Guide Table of Contents 3

Table of Contents

Welcome to GoldMine Premium Edition 15Introduction ..........................................................................15AboutThisGuide ......................................................................16AudienceandExpertise .................................................................16DocumentConventions .................................................................16DocumentationResources...............................................................16

Getting Started 17Overview.............................................................................17KeyTermsandConcepts ................................................................18LaunchingGoldMine....................................................................19GoldMineOverview ....................................................................21

MainMenuBar .....................................................................22ToAccessMenusontheMenuBar..................................................22

WorkArea .........................................................................23GlobalToolbar......................................................................31Taskbar............................................................................31

GettingStarted ..................................................................32Customize......................................................................32NavigationPane.................................................................33StatusBar ......................................................................34

GoldMineNavigationShortcuts ..........................................................35CustomizingtheTaskbar ................................................................35

ChangingIconDisplay ...............................................................35ChangingIconPosition...............................................................35ManagingGettingStartedListItems....................................................36ManagingGettingStartedListGroups ..................................................36

CustomizingToolbars ...................................................................37AddingandRemovingStandardToolbarButtons .........................................37CreatingaNewToolbar ..............................................................37RenamingaToolbar .................................................................38RenamingToolbarButtons............................................................38

4 Table of Contents GoldMine User Guide

RearrangingToolbarButtons ..........................................................38UsingOnlineHelp ......................................................................39MenuCommandShortcutKeys...........................................................39

GoldMineShortcutKeys..............................................................39ContactRecordShortcutKeys .........................................................40ContactTabShortcutKeys ............................................................41ReportShortcutKeys ................................................................42TreeViewShortcuts.................................................................43ComboBoxShortcuts ...............................................................43SearchBoxShortcuts ................................................................43EditBoxShortcuts..................................................................44OtherControlShortcuts .............................................................44NavigationShortcuts ................................................................45MicrosoftWindowsShortcuts .........................................................45MicrosoftWindowsExplorerShortcuts .................................................46FavoritesCenterShortcuts............................................................47TabShortcuts ......................................................................47AddressBarShortcuts ...............................................................47SearchBarShortcuts ................................................................48

UsingLogAwayinGoldMine .............................................................48LogginginasAnotherUser ...........................................................49

ViewingGoldMineInformation ...........................................................49LocalMenus ..........................................................................50

QuickStart Wizard 51Overview.............................................................................51

UsingtheUserInformationQuickStartWizard ...........................................52UsingtheUserQuickStartWizard ......................................................54UsingtheIndustryTemplatesQuickWizard..............................................56UsingtheKeyFieldsQuickStartWizard .................................................59UsingthePostalCodesQuickStartWizard ...............................................61UsingtheDataImportQuickStartWizard ...............................................61UsingtheGoldMinePLUSQuickStartWizard.............................................65

Dashboards 67Overview.............................................................................67ChoosingaPredefinedDashboard ........................................................67DashboardDesigner ....................................................................68

DashboardCanvas ...............................................................68DashboardPalette ...............................................................68DashboardProperties ............................................................68DashboardObjectsTree...........................................................69DashboardToolbar ...............................................................69

PredefinedDashboards .................................................................69ManagementDashboards............................................................69

ActivityDashboard ...............................................................70ActivitySummaryDashboard ......................................................70


CaseDashboard .................................................................70LeadDashboard .................................................................70ManagementDashboard ..........................................................70

SalesDashboards ...................................................................71ForecastDashboard..............................................................71OpportunityDashboard ...........................................................71SalesUserDashboard.............................................................71

Activities 73Overview.............................................................................73BenefitsofUsingActivities ..............................................................74SchedulingandCompletingActivities ......................................................74

AboutSchedulingActivities ...........................................................74SchedulingActivities.................................................................75SchedulingActivityDetails............................................................76

ToModifyContactsforaScheduledActivity..........................................77SchedulingActivitiestoUsers .........................................................77SchedulingActivitieswithResources ...................................................78SchedulingActivitiesBasedonAvailableTimes ...........................................78SchedulingRecurringActivities ........................................................79

ToScheduleaRecurringActivity ....................................................79EditinganExistingActivity ............................................................80DeletinganActivity .................................................................80RespondingtoGoldMineAlarms.......................................................81

AutoUpdatingActivities ................................................................82SchedulingLiteratureRequests ...........................................................83SchedulingForecastedSales .............................................................84AboutCompletingActivities .............................................................84

ToConfiguretheCalendartoDisplayCompletedActivities..............................85CompletingActivities................................................................85

ToCompleteMultipleActivities ....................................................87CompletingLettersandMemos .......................................................87

AboutGoldAlarm ......................................................................88AbouttheActivityList ..................................................................88

ActivityListToolbar .................................................................88ActivityListMainWindow............................................................89ActivityListOptionsSubMenu ........................................................89ActivityListDateRangeDialog ........................................................90

UsingtheActivityList ...................................................................91ViewWindow:ActivityList ...........................................................92

ViewScheduledActivityZoom ...........................................................92PrintingActivities ......................................................................93

Calendars 95Overview.............................................................................95CalendarsOverview ....................................................................95


CalendarParts......................................................................96MyCalendar....................................................................96CalendarToolbar ................................................................97CalendarView ..................................................................97

UsingtheCalendar.....................................................................97ViewingActivitiesintheCalendar......................................................98UsingtheOutlineCalendar ...........................................................98UsingthePegBoard .................................................................99

TaskListintheCalendar.................................................................99OccasionsintheCalendar ..............................................................100

AddingorEditingOccasions .........................................................100DeletinganOccasion ...............................................................101

Free/BusyConfiguration ...............................................................102ConfigureFree/BusyOptions.........................................................102ConfiguringFree/BusyURLs .........................................................102

SharingFree/BusyTimes ...............................................................102SchedulingBasedonContactsFree/BusyTimes ........................................103DistributingYourFree/BusyURLtoothers..............................................103SettingFree/BusyTimes.............................................................104UsingFree/BusyTimes(.ifb) .........................................................105ConfiguringIIStoAccess.ifbFileTypes ................................................105

SchedulingfromMeetingRequests ......................................................105SchedulingActivitiesBasedonAvailableTimes ..........................................106CreatingMeetingRequests ..........................................................107RespondingtoMeetingRequests.....................................................107

SharingCalendarInformation...........................................................108PublishingYourCalendaras.icsand.htm ..............................................108PublishingYourFree/BusyTimeasa.ifbFile ............................................108ExportingYourCalendaras.ics.......................................................108AccessingSharedCalendars..........................................................108ConfiguringCalendarPublishingintheServerAgentsAdministrator ........................109

PublishingCalendarInformation.........................................................109PublishingFree/BusyTimes ..........................................................109CalendarOptionsDialogBox,Free/BusyTab ............................................110CalendarOptionsDialogBox,PublishingTab............................................110

ManagingResources ..................................................................111AutoUpdatingResources ...........................................................111UsingtheResourcesMasterFile......................................................111CreatingResources .................................................................112ViewingtheResourcesSchedule......................................................112

Contact Communication 113Overview............................................................................113AbouttheDocumentCenter............................................................114

CreatingDocumentTemplates .......................................................115ToCreateaNewDocumentTemplate ..............................................115ToCloneanExistingDocumentTemplate ...........................................117


AddingSubfolderstotheDocumentManagementCenter.................................118CreatingDocumentTemplateswithGoldMinePlusInstalled .................................118

EditingDocumentTemplates.........................................................119UpdatingTemplates ................................................................120

FaxingCorrespondence ................................................................120FaxingYourDefaultFaxSheet ...........................................................122PrintingDocuments ...................................................................123

PrintingDocumentsfromtheGoldMineDocumentCenter ................................123UsingMailMergePropertiesforPrinting ...............................................123PrintingEnvelopesandLabels ........................................................124

UsingtheEmailCenter................................................................125EmailCenterComponents ..........................................................125GeneralEmailToolbar..............................................................126TheEditEmailToolbar .............................................................127LocalMenus ......................................................................129CreatingandSendingEmail .........................................................129

ToAddEmailAttachments .......................................................131SendingEncryptedEmail ...........................................................131

ToSendEmailMessagesEncryptedUsingGoldMine..................................131ToSendEmailMessagesEncryptedUsingDigitalID ..................................132ToSendDigitallySignedEmail....................................................132

SendingEmailtoMultipleRecipients .................................................132ConfiguringEmailOptions ..........................................................133CreatingEmailTemplates...........................................................135

ToCloneanExistingEmailTemplate ...............................................136ToEditanEmailTemplate .......................................................136

UsingtheMailMergePropertiesforEmailing ..........................................137SendingEmailsfromtheDocumentManagementCenter ................................137ReplyingtoanActivity..............................................................138SpellCheckingEmail ...............................................................139CreatingDictionaries ...............................................................140RetrievingEmail...................................................................141LinkingEmailMessagestoContacts ..................................................142ReadingEmail ....................................................................142ReadingEmailSentwithDigitalIDs ...................................................143UsingEmailTemplates .............................................................144CreatingEmailDistributionLists .....................................................144

UsingEncryptionandDigitalIDs.........................................................144UsingDigitalIDswithEmailMessages.................................................144UsingDigitalIDs ...................................................................145PublicandPrivateKeys .............................................................145LevelsofSecurity ..................................................................145SharingPublicKeys.................................................................145UsingDigitalIDsinGoldMine ........................................................146SettingDigitalIDsinContactDetails...................................................146

AbouttheLiteratureFulfillmentCenter ...................................................147AddingDocumentstotheLiteratureFulfillmentCenter ...................................148EditingDocumentsintheLiteratureFulfillmentCenter...................................149FulfillingorRejectingScheduledLiteratureRequests.....................................149


FulfillingorRejectingQueuedDocuments ..............................................150EditingScheduledLiteratureRequests.................................................150

AboutTelemarketingScripts............................................................150BranchingScriptsWorkflow..........................................................151CreatingTelemarketingScripts .......................................................151BranchingScriptsListingDialogBox...................................................151BranchingScriptProfileDialogBox ....................................................151BranchingScriptQuestionDialogBox..................................................152BranchingScriptAnswerDialogBox ...................................................152UsingTelemarketingScripts ..........................................................152

CallingContactswithGoldMine .........................................................153UsingthePhoneDialer..............................................................153

MakingandAnsweringCallswithSoftPhone ...............................................154AboutPersonalContacts ...............................................................154SendinganSMSorTextMessage ........................................................155

Sales Management 157Overview............................................................................157UnderstandingSales ...................................................................157SchedulingForecastedSales ............................................................158

CompletingForecastedSales .........................................................159SalesAnalysisTools ...................................................................160

UsingForecastedSalesAnalysis.......................................................160UsingGraphicalAnalysis ............................................................161

ToUseWildCardsinActivityandResultCodeFields ..................................162UsingLeadsAnalysis ................................................................162UsingQuotaAnalysis ...............................................................163

AssignNewQuotaDialogBox .....................................................164QuotaProfileDialogBox.........................................................164

UsingSalesAnalysis ................................................................165UsingStatisticalAnalysis ............................................................166

AboutTerritoryRealignment............................................................167UsingtheTerritoryRealignmentWizard................................................167

Opportunity and Project Management 169Overview............................................................................169UsingtheOpportunityManager.........................................................169

CreatingOpportunities..............................................................170CreatingOpportunityTemplates ......................................................171CreatingOpportunitiesBasedonTemplates ............................................172UsingtheOpportunityWizard........................................................172

UsingtheProjectManager .............................................................175CreatingProjects...................................................................175EditingProjects ....................................................................176CreatingProjectTemplates ..........................................................176UsingtheProjectWizard............................................................177


ManagingOpportunityandProjectDetails ................................................178EditingProjectContacts .............................................................178EditingOpportunityInfluencers ......................................................179EditingProductsandServices ........................................................179EditingTasks ......................................................................180EditingTeams .....................................................................181EditingIssues......................................................................181EditingNotesforOpportunitiesandProjects............................................181EditingCompetitors ................................................................182EditingDetails/Links ................................................................182EditingPendingActivitiesforOpportunitiesandProjects .................................183EditingHistoryInformationforOpportunitiesandProjects ................................183

Contact Management 185Overview............................................................................185AboutContactRecordTabs .............................................................185

ToCustomizeContactRecordTabs .................................................186AboutCreatingContactRecords .........................................................187CreatingNewDefaultRecordTypes......................................................187CreatingaNewContactRecord..........................................................187DuplicateWarnings ...................................................................188

DuplicateCompanyorContactNames .................................................189DuplicatePhoneNumbers ...........................................................189DuplicateEmailAddresses..........................................................190

AddingContactstoanExistingCompany ..................................................190RequiredFieldsAlertDialogBox ......................................................191

EditingContactRecords ................................................................191PrintingContactRecords...............................................................192LinkingFilestoaContactRecord.........................................................192DisplayingMultipleContactRecords .....................................................193DeletingContactRecords...............................................................193UsingtheDeleteWizard................................................................194WorkingwithContactDetails ...........................................................197AbouttheRelationshipsTab ............................................................197

CreatingRelationships..............................................................197AddingContactsToExistingRelationshipTrees ..........................................198CreatingRelationshipSections .......................................................198AddingContactstoRelationships.....................................................199

AbouttheDetailsTab..................................................................199AddingDetailRecords ..............................................................199CreatingDetailsInformationFields....................................................200DeletingCustomDetailTabs .........................................................201DeletingaDetailRecord.............................................................201

AboutthePendingTab.................................................................202ActivitiesLocalMenu ...............................................................202

AbouttheNotesTab ..................................................................203


AbouttheReferralsTab ................................................................203AbouttheHistoryTab .................................................................204AbouttheSummaryTab ...............................................................205SearchingforContacts .................................................................205ContactSearchCenter.................................................................205

ContactSearchCenterToolbar .......................................................206SavingSearches...................................................................207SearchingforContactRecords........................................................208

SavingSearchCriteriaasaFilter ...................................................210SyncingContactsintheContactSearchCenter .......................................210CreatingContactSearchCenterGroups .............................................210

ContactSearchCenterQueryEditor ...................................................211BrowserColumnSelection .......................................................211

SettingRecordScrollOrderintheContactSearchCenter .................................211UniversalSearch ......................................................................212

SearchingforContactswithUniversalSearch ...........................................213UsingtheUniversalSearchAdvancedFeature ...........................................214SettingUniversalSearchOptions .....................................................215FormatofQueriesandResultsofSearches .............................................219

GeneralFormat.................................................................220Format ............................................................220(Fromwherewps)Format ........................................................221

MemoFilters......................................................................221AboutFiltersandGroups ...............................................................222

Filters ............................................................................222Groups ...........................................................................223HowGroupsDifferfromFilters .......................................................223UsingFiltersandGroups ............................................................223

WorkingwithFilters ...................................................................224CreatingFilters ....................................................................224FilterExpressionOperators..........................................................226BooleanOperators.................................................................227UsingtheOptimizingFiltersOptions...................................................227UsingthePreviewingFiltersOptions ..................................................228CreatingSQLQueryFilters ...........................................................228SQLQuerySamples ................................................................229ViewNewContactRecordsEnteredDuringaSpecificTimePeriod ..........................230

WorkingwithGroups..................................................................230GroupMembersLocalMenu.........................................................230UsingtheGroupsTab ...............................................................231CreatingaNewGroup ..............................................................231GroupBuildingWizard ..............................................................232GroupsBasedonFilteredRecords ....................................................233GroupOptionalSettings.............................................................234GroupBasedonScheduledActivities..................................................234GroupBasedonCompletedActivities .................................................234GroupBasedonSupplementalContactData............................................235SavingSearchResultsasaGroup .....................................................235

ActivatingandReleasingFiltersandGroups ...............................................235


ActivatingandReleasingFilters.......................................................235ActivatingandReleasingGroups ......................................................237

Marketing Tools 239Overview............................................................................239AbouttheLeadsManagementCenter ....................................................239UsingtheLeadsManagementCenter.....................................................240AbouttheCampaignManagementCenter.................................................240

CampaignLocalMenu ..............................................................241CampaignManagementCenterToolbar................................................242

UsingtheCampaignManagementCenter.................................................242CreatingCampaigns ................................................................243CloningCampaigns .................................................................244RenamingCampaigns ...............................................................244CreatingNewCampaignTasks ........................................................244CompletingCampaignTasks .........................................................245DeletingCampaigns................................................................245DeletingCampaignTasks............................................................245ChangingCampaignTaskProperties ...................................................245

UsingConstantContact ................................................................245DownloadingCampaignInformationfromConstantContact...............................246RefreshingCampaignInformation.....................................................246ViewCampaignInformationforaContact .............................................246

Service Center 249Overview............................................................................249UsingtheServiceCenter ...............................................................249

ServiceCenterListView.............................................................249UsingtheServiceCenterToolbar(ListView) .........................................251

ServiceCenterDetailView ..........................................................251UsingtheServiceCenterToolbar(DetailView) .......................................251

AbouttheCaseDetailsWindow(DetailView)...........................................252UsingtheCaseManager(DetailView)....................................................253

ManagingCaseManagerTabs ........................................................253CaseManagerPreferences ..........................................................256

CreatingaNewCase...................................................................260ToCustomizetheNewRecordTabs ................................................261

CreatingaNewTemplate...............................................................262ManagingTemplates ...............................................................263

ManagingCases ......................................................................263ReassigningaCase .................................................................264EscalatingaCase...................................................................265ResolvingaCase...................................................................266AbandoningaCase .................................................................267

CreatingaPerformanceReportforaCase .................................................267CustomizingServiceCenterTabs.........................................................269


Knowledge Base 271Overview............................................................................271AccessingtheKnowledgeBase ..........................................................271KnowledgeBaseToolbar ...............................................................272CreatingandEditingKnowledgeBaseBooks,Folders,andTopics..............................272AddingHTMLTexttoKnowledgeBaseTopics..............................................273KnowledgeBaseTopicTextLocalMenu...................................................273AddingAttachmentstoKnowledgeBaseDocuments ........................................274SearchingtheKnowledgeBasefromtheResolutionTab.....................................274

Outlook Integration 275Overview............................................................................275GoldMineEnhancementstoOutlook.....................................................276GoldMineOutlookOverview ............................................................277

AbouttheGoldMineToolbar .........................................................277AbouttheGoldMineOutlookNavigationButtons........................................278

ToHide/ShowtheGoldMineOutlookNavigationButtons ..............................279ToAdd/RemoveGoldMineOutlookNavigationButtons................................279ToShowMoreorFewerGoldMineOutlookNavigationButtons .........................280

AbouttheGoldMineOutlookPanel ...................................................281ToHide/ShowtheGoldMineOutlookPanel .........................................282

OutlookMail.........................................................................283LinkingEMailMessages ............................................................283

ToSearchforaGoldMineContacttoAssociateanEmailAddress.......................284ToManuallyLinkMessagestoaGoldMineContact ...................................284ToLinkMultipleMessages........................................................284ToUnlinkanEMailfromaGoldMineContact........................................285

SendingEMailMessages............................................................285ToLinkaNewMessagetoaGoldMineContact.......................................285ToSearchforaContactRecord ....................................................286ToSelectaRegardingOptionforaNewMessage .....................................286ToUseanEMailTemplateforaNewMessage .......................................287

CreatingaGoldMineContactRecordfromanOutlookMessage............................287OutlookCalendar .....................................................................288

ScheduleaCalendarActivity .........................................................289ToScheduleanAppointment .....................................................289ToScheduleaMeeting...........................................................289

OutlookContacts .....................................................................290SearchforContactinGoldMinetoAssociateanEMailAddress ............................290CreateaNewGoldMineContactfromtheOutlookContact ...............................291ManageGoldMineCustomerContacts.................................................292

OutlookTasks ........................................................................292CreateaTaskinOutlook.............................................................292CreateandLinktoaNewGoldMineTask ...............................................292


GoldMine Mobile Edition Features 294Overview............................................................................294ConfiguringandUsingMobileEdition ....................................................294

Resources 296AdditionalDocumentation..............................................................296ContactUs ...........................................................................296

Glossary 298

Index 304

GoldMine User Guide Welcome to GoldMine Premium Edition 15

Welcome to GoldMine Premium Edition

IntroductionGoldMineisapowerfultooldesignedtoautomateandmanageyourdaytodaybusinessactivities.Maintainbusinessrelationships,managetime,establishandachievegoalsmoreeasilythaneverbeforewithnewfeaturesandenhancementsinGoldMinePremiumEdition.GoldMineautomateskeyareasofdailybusinessactivity:Client/contactmanagementGoldMinemaintainsarobustcontactdatabaseofprospectiveclients;currentcustomers;

anyonewhosimportanttoyourbusiness,andintegratesanarrayofcommunicationandautomationtoolstomakedoingbusinesseasierandmoreeffectiveforyouandyourentirecompany.Awidevarietyofinformationisatyourfingertips,includingcompanyandcontactnames,addresses,telephonenumbers,andmore.GoldMinePremiumEditionalsoincludescomprehensivecustomerrelationshiptoolsthatallowyoutomanageyourcontactsindividuallyandincustomizedgroupsformaximumefficiency.

TimeandtaskmanagementTheGoldMinecalendarmanagestheschedulingandtrackingoftelephonecalls,meetings,androutinemailingsandfaxes.Schedulemeetingsandreminders,manageproductivity,anddelegateworktootherGoldMineuserswithadvancedcalendaringfunctions.Keepingtrackofyourprogressiseasy,sincecompletedactivitiesareautomaticallystoredinyourdatabaseascontacthistory.

DocumentandemailmanagementGoldMine'sextensivedocumentmergingcapabilityenablesyoutoautomatewrittencorrespondence.CreatedocumentsthatincorporateGoldMinefieldsusingGoldMinePlusforMicrosoftOffice:Individualizedletters,memos,andfaxes,allbasedonyourGoldMinedata.GoldMinealsooffersemailmanagementfeaturessuchastheabilitytolinkemailtocontactsandcreatecustomemailtemplatesusingGoldMinefields.Sentemailsarelinkedtocontactrecordsashistoryforeffortlesstrackingofpastcorrespondence.

SalesmanagementPutyourentiresalesteamonlinewithGoldMinePremiumEdition.Youllhaveaccesstouptotheminute,onscreenstatisticsforyoursalesteamsperformance,aswellasstatisticsforforecastedsales,closedsales,andcallsuccessrates.WithGoldMine,youcanquicklyanalyzethesourceandprofitabilityofyourleadsandmaximizeyourmarketingefforts.

ServiceManagementGoldMinePremierEditionaddsCustomerServicefunctionality,allowingyoutotrack,resolve,andreportonCustomerServicecasesforallofyourGoldMinecontacts.Customerservicecaserecordsdynamicallyinteractwiththerestofyourdatabase,enablingyoutoputGoldMine'srelationalpowertoworkforyourCustomerServiceteam.

Foradditionalsupport,visit:http://www.frontrange.comandhttp://support.frontrange.com.

16 Welcome to GoldMine Premium Edition GoldMine User Guide

About This GuideThisguideintroducesyoutothemainfeaturesinGoldMinePremium(GoldMine)andprovidesyouwithanswerstobasicquestionsabouthowitworksandprovidesdefinitionsandproceduresforbasicfunctionality.

Audience and ExpertiseTheinformationinthisguideisintendedforuserswhowillusethefeaturesofGoldMine.Thismaterialassumesusershaveafundamentalworkingknowledgeofthefollowing:ComputersanddatabasesMicrosoftWindowsoperatingsystemFrontRangeSolutionsand/orGoldMinesoftwareGoldMinesystemadministratorsmusthaveahigherlevelofexpertise.

Document Conventions

Documentation ResourcesGoldMineAdministratorGuideGoldMineInstallationGuideManualsareavailableinPDFformatfromtheInstallationCDROM,theNetUpdatedownload,orfromwww.frontrange.com/supportformaintenancecustomers.

Example Description

File>Print Menubarcommands(inthisexample,selectFileonthemenubar,thenselectPrintinthedropdownmenu)

TheSelectaDataSourcedialogboxopens.

Dialogboxesandmenuitemsinbold

OK ButtonnamesNOTE/TIP AdditionalinformationCAUTION/WARNING Criticalinformationtopreventfunctionalityordata

loss

GoldMine User Guide Getting Started 17

Getting Started

OverviewThissectionprovidesinformationtohelpyouunderstandandusetheapplicationandgetstartedusingGoldMine.KeyTermsandConceptsLaunchingGoldMineGoldMineOverviewGoldMineNavigationShortcutsCustomizingtheTaskbarCustomizingToolbarsUsingOnlineHelpMenuCommandShortcutKeysUsingLogAwayinGoldMineViewingGoldMineInformationLocalMenus

18 Getting Started GoldMine User Guide

Key Terms and ConceptsThefollowingisalistofGoldMinekeytermsandconcepts.

Activity ListAcategorizedlistofactivitiesassociatedwithaparticularcontactrecordorassignedtoaGoldMineuser.UsetheActivityListtoviewdetailsofanactivity,displaythecontactrecordlinkedtoanactivity,scheduleandcompletetheactivity,andsavereferenceinformationinthehistoryfile.

Browse WindowAlistofcontacts,Calendarevents,reports,andotheritems.BrowsewindowsdifferfromothertypesofwindowsinGoldMinebecausetheydisplayinformationincolumns.

CalendarActivityinformationorganizedintabsthataccessdifferentlevelsandtypesofdetail.UsetheCalendartoscheduleandcompleteactivities.

Contact recordStandardcontactinformation,suchasname,company,phonenumber,andaddress.MostoperationsinGoldMineareperformedonthecontactrecord.ThecontactrecordisthebasisforscheduledworkinGoldMine,actingasthelinkbetweenGoldMinesCalendarandHistorybymaintainingpendingandpasteventsrelatedtoeachcontactrecord.WhenmultiplewindowsareopeninyourGoldMineworkarea,thetitlebarofanactivecontactrecordisadifferentcolorfromotheritemsoccupyingtheworkarea.

F2 LookupAdataentrytoollistingfrequentlyusedorcodespecificentries.SecurityoptionscontrolF2Lookups,ensuringuserinputandallowingdatastandardization.

Work AreaDisplaysopencontactrecords,theCalendar,ActivityList,EmailCenter,andanyotheropenwindows.Althoughyoucanopen,position,andsizemultiplecontactrecordsintheworkarea,onlyonecontactrecordcanbeactiveatatime.

Universal SearchAoneboxsearchtogiveyouasummaryviewoftheinformationalongwithlinkstomoredetailedinformation.


Launching GoldMineUsethefollowingproceduretolaunchGoldMinePremiumEditiononyourdesktopcomputer.To Launch GoldMine1. OntheWindowsdesktop,selectStart>Programs>GoldMineordoubleclicktheGoldMinedesktopicon.

TheGoldMinePremiumEditionloginwindowopens.

2. EnteryourusernameintheUsernamefield.3. EnteryourpasswordinthePasswordfield,ifapasswordisassignedtotheusername.4. ClickOKtologintoGoldMine.To Change the Default Login Usethefollowingproceduretochangetheusernameand/orthepasswordofyourlogin.1. LogintoGoldMineusingthedefaultlogin.2. Tochangetheusername,navigatetoTools>OptionsandselecttheLogintab.3. AttheDefaultLoginuserfield,selectthenewusernamefromthedropdownmenu.4. Tochangethepassword,navigatetoTools>OptionsandselectthePersonaltab.5. ClickChangePassword.

TheChangePassworddialogboxopens.


6. AttheChangePassworddialogbox,enterintheoldpasswordandthenthenewpassword(twice)intheappropriatefieldsandthenclickOK.

To View Information About GoldMine Premium EditionViewsummaryinformation,credits,installationdetails,orcontactinformationforFrontRangeSolutions.UsethefollowingproceduretoviewinformationaboutGoldMine.1. SelectHelp>AboutGoldMine.2. AttheAboutGoldMinewindow,viewtheversion,registeredowner,productserialnumber,andcopyrightinformation.

Selectthefollowingbuttonstoseeinformationfor:Credits.Displaysintegratedapplications.FrontRange.DisplayscontactinformationforFrontRangeSolutions.System.DisplaysinformationaboutyourGoldMineinstallation.Tocopytheinformation,clickCopyAll.Pastethe

informationintoyouroutsideapplication.3. ClickOK.


GoldMine OverviewThissectiondescribesthenavigationtoolsandproceduresyoucanusetonavigatethroughGoldMine.TheGoldMineMainWindowcandisplayalargeamountinformationbasedonyourchoices,andoffersaccesstoawidearrayofoptionstomanagedetails.

NOTE: YoucanaccesstheclassicGoldMinemenuconfigurationbyselectingTools>Options.Then,clicktheSystemtabandselectthecheckboxforUseclassicGoldMinemenu.


Main Menu BarTheMainMenubaroffersthefirstlevelofcommands,whichdisplayinstandardWindowsstylepulldownmenus.

NOTE: Menuoptionsmightbeunavailablebecausetheoptiondoesnotapplytothecurrentselection,anothercommandoptionmustbeactivatedbefore,orsecurityrestrictionslimityourmenurights.ContactyourGoldMineAdministratorifamenuoptionyouneedinunavailable.

To Access Menus on the Menu BarUsethefollowingproceduretoaccessamenuonthemenubar.1. PlacetheMouseoverthemenuoptionandthenleftclicktoopenthemenuitem.2. Selectthesubmenuoptionifneeded.

Theappropriatedialogbox,wizard,orwindowopens.3. Selectthemenustoperformavarietyoftasks:

File.Createcontactrecords,printreports,Import/Export,andloginoptions.AlsoexitGoldMinefromthismenu.Edit.Cut,copyandpaste.Editrecordproperties.Edit,delete,andundochangestoContactrecords.GoTo.AccessallofGoldmine'smodules,aswellasAnalysis,andReportingtools.Tools.AccessGoldMinetoolsforsynchronization,configuringGoldMine,managingdatabases,creatingand

runningAutomatedProcesses,ServerAgents,globallyreplacingdata,Synchronizationtools,territoryrealignment,andlaunchingtheDatabaseAliasManagerandQuickStartWizard.

Actions.AccessGoldMinecommunicationtools,timercommands,andmanagemailmergefunctions.Schedule.Accessschedulingoptionsforthecontactrecord,includingschedulingacall,appointment,literature

request,forecastedsale,followupaction,andGoldMineemail.Complete.Accesscompletedactionoptionsforscheduledandunscheduledcalls,appointments,sales,other

actions,correspondence,andotherpendingactivities.Web.AccessGM+Browser,webpublishing,andotheronlineoptions.Window.Windowdisplayandstatusbardisplayoptions.Alsoopennewcontactrecordwindows.Help.AccessGoldMineonlinehelp,theGoldMineWebsite,NetUpdate,andimportantsysteminformationin

AboutGoldMine.


Work AreaThescreen'scenteristheworkarea.TheGoldMineworkareadisplaysactivewindows,includinganyopencontactrecords,theCalendar,theActivityList,theEmailCenter,Opportunities,Projects,Campaigns,theServiceCenter,Leads,theKnowledgeBase,andtheContactSearchCenter.Theworkareaalsodisplaysdialogboxes,tools,andwizards.Thefollowinggraphicshowsacoupleoftheworkareawindows.


Activity WindowTheActivityListMainWindowcontainsthreepanes:

ThefirstpanelistheFolderpanelanditliststhecurrentactivitiesfolders.ThislistincludesOpenActivities,ClosedActivitiesandEmailactivity.Openeachfolderbyclickingontheplussign(+).TheselectionyouchooseappearsintheActivitylistpanel.

ThesecondpanelistheActivitieslistpanelanditdisplaystheactivities,whichcanbesortedandfilteredbyanyofitscolumns.ClickonanactivityandthesummaryinformationdisplaysinthePreviewpanel.

NOTE: Gridfiltersareappliedbasedontherecordsthatarecurrentlyinthegrid,whichmightbeasubsetoftherecordsinthedatabase.

ThethirdpanelisthePreviewpanelanditdisplaysthesummaryinformationforaselectedactivity.FormoreinformationandproceduresonusingtheActivitywindow,see"Activities"onpage73.


CalendarThetabsatthebottomofthewindowarethetypesofavailablecalendarstypesappearatthebottomoftheCalendarscreen:

ThefirstpanelisMyCalendaranditshowsfourgraphicalmonthsofyourcalendaratatime.ClickonadateandthepageappearsintheCalendarpanel.ThesecondpanelistheCalendarpanelanditdisplaystheactivitiesforthespecifieddateandtime.ChoosehowthecalendardisplaysbyselectingoneofthebuttonatthebottomoftheCalendarpanelpage:Day.Adailycalendarpage.Week.Aweeklycalendarpage.Month.Amonthlycalendarpage.Year.Apagethatshowstheentireyear.Outline.Displaysyourscheduledactivitiesinahierarchicaltreestructure.Planner.Whenyouareschedulingactivitiesforothers,usethePlannertoviewtheirschedules.PegBoard.ShowsLoginstatusandactivityofindividualusersandsystemavailability.ThethirdpanelistheTaskpanelanditlistsupcomingtasksand/oroccasions.Clickthetaskoroccasiontoseeasummary.FormoreinformationandprocedurestousetheCalendar,see"UsingtheCalendar"onpage97.


MailThisworkwindowisafullynavigablebrowserfortheEmailCenter.

ThefirstpanelistheMailFolderspanelanditlistsallmailfoldersoftheuser.ClickonthefolderanditwillappearintheMailpanel.ThesecondpanelistheMailpanelanditdisplaystheselectionsfromtheMailFolderpanel.Notethattheclickpathappearsatthetopofthepanel.FormoreinformationontheMailCenter,see"UsingtheEmailCenter"onpage125.


Opportunities

ThiswindowprovidesahistoryofrecentlyviewedOpportunitiesandallowsyoutocreate,editandmaintainyourOpportunities.FormoreinformationonOpportunities,see"OpportunityandProjectManagement"onpage169.Projects

ThiswindowdisplayslongtermprojectstowhichaContactrecordislinked.Youcancreateoreditprojectsonthiswindow.FormoreinformationandprocedurestouseProjects,see"OpportunityandProjectManagement"onpage169.


CampaignsThiswindowallowsyoutoviewcustomerinteractions,frominitialcontacttoclosingthefirstsaletofuturepurchases.WhenyouclickonCampaigns,thefirstwindowthatopensisaWelcometotheCampaignManagementCenter.

ClickOKandtheCampaignManagementCenteropens.

FormoreinformationandproceduresforusingCampaigns,see"MarketingTools"onpage239.


Service Center

Thiswindowallowsyourserviceprofessionalstoassign,escalateandresolvecustomerservicerequests.FormoreinformationontheServiceCenter,see"UsingtheServiceCenter"onpage249.Leads

Thiswindowprovidesasequenceofactivitiestohelpmanagemarketingactivitiesrelatedtothebaseofcontactsandpotentialleads.Itprovidesasetoftoolsthatassistyouindefiningleads.FormoreinformationontheLeads,see"MarketingTools"onpage239.


Knowledge BaseThiswindowprovidesaresourceformaintaininganytypeofinformationusefultoanorganizationoranindividual.WhenyouclickonKnowledgeBase,thefirstwindowthatopensisaWelcometotheKnowledgeBaseCenter.

ClickOKandtheKnowledgeCenteropens.


FormoreinformationandproceduresforusingtheKnowledgeBaseCenter,see"KnowledgeBase"onpage271.

Global ToolbarTheGlobalToolbarislocateddirectlybeneaththeMainMenu.GoldMinePremierEditioninstallsdefaultcontent.Thistoolbarcanbecustomized.

Formoreinformationonusingandeditingtheglobaltoolbar,see"CustomizingToolbars"onpage37.

TaskbarTheGoldMineTaskbarcanbeeitherdockedwiththeGlobalToolbarordraggedofftocreateafloatingTaskbar.TheTaskbarcontainstwobutton:GettingStarted(seepage32)andCustomize(seepage32).

TIP:IfyouhorizontallyresizethefloatingTaskbar,theTaskbarbuttonsmovebeloweachothertocreateaverticalstack.

Taskbar(Docked) Taskbar(Floating)


Getting StartedWhenyouclicktheGettingStartedbuttonontheTaskbar,adropdownlistopenswithalisttoaccessfrequentlyusedGoldMinemenucommandsandmacros,tolaunchexternalapplicationsandwebsites,andtodisplaydocumentsandfiles.Eachiconinthetaskbarrepresentsataskitem.Therecanbe50taskitemsinataskgroupand20taskgroups.GoldMineaddsdefaultitemstothislist,butyoucancustomizethelistforyourownneeds.CustomizeTheCustomizebuttonontheTaskbardisplaystheCustomizeTaskbardialogbox.YoucandirectlyaccesstheitemsonyourGettingStartedlistbyclickingtheassociatedicon,oryoucancustomizewhichitemsappearonthislist.

FordetailedinformationaboutcustomizingtheTaskbar,see"CustomizingtheTaskbar"onpage35.


Navigation Pane TheNavigationPaneoffersadditionalviewingandnavigationoptions,dependingonthemoduleselected

Thepanecontainsthefollowingsections:SearchField.TypeinsearchcriteriaandclickGo.TheContactSearchCenteropensintheworkarea.TitleBar.Displaysthetitleforthecurrentlyselectedmodule.ClicktheTitleBartominimizeormaximizetheNavigation

Pane.ViewWindow.Displayscontextsensitivenavigablehistorydata,filebrowser,orcalendar,dependingonthemodule

selected.Navigationbuttons.Eachbuttondisplaysthemainwindowforitscorrespondingmodule.Forexample,clickingContacts

openstheContactslistview.ModulemenuandNavigationPaneoptions.ThisisamenuwhichopenswhenyouclicktheConfigureButtoniconat

thebottomoftheNavigationPane.YoucanselectaGoldMinemodulefromthelist,oropentheNavigationPaneoptions(see"SettingtheNavigationPaneOptions"onpage34).


Setting the Navigation Pane Options1. ClicktheConfigureButtonsiconatthebottomoftheNavigationPanetodisplaythemenu.

2. SelectNavigationPaneOptionsfromthemenu.3. Usingthecheckboxes,selectthemodulesthatappearintheNavigationPane.

4. Whenfinished,clickOKtoclosethedialogbox.Status BarThebottomlineofthewindowiscalledthestatusbarandcontains:

ThenameoftheopenContactSetontheleftside.Inthegraphicabove,itisGoldMineDatabase.However,theleftsideofthestatusbaralsodisplaysthehelpmessageforeachtoolbarbuttonwhenthemouseispositionedonthebutton.

Theshiftstateof[CAPSLOCK]and[NUMLOCK].Theusernamefortheloggedinuser.Thedateandtimeonthelocalcomputer.


GoldMine Navigation ShortcutsUsethefollowingkeyboardshortcutstonavigatethroughGoldMine.Navigatebetweenopenmodules.PressCTRL+TAB .Navigatewithinamodule(betweentoppanelandbottomtabs).Eachofthefollowingnavigationitemsissome

combinationofCTRL-TAB ,TAB andtheARROW keys.Thesetoolsallowyoutoaccesseveryfieldandbuttonshownonscreen.

Navigateamongthefieldsofamodule.UseTAB .NavigatePrimarysectionswithinthecurrentlyopenmodule.Eachmodulehasuniquefeatures,butthefollowingare

examplesofnavigation:MovethroughtheGrid(inActivityList,Contacts,andsoon.)UseTAB orARROWS .MovearoundeditablefieldsinaContactrecord,andCustomscreenifopen.UseTAB orARROWS

TheTaborderisdefinedinFieldProperties.Ifoneofthecontactfieldiseditable,TAB goestothenextfieldandmakethisfieldalsoeditable.

MovearoundeditablefieldsinCasedetailview.UseTAB orARROWS .Tabshouldnotbeusedtocyclebetweenthetabs(forexample,gofromthePendingtabtotheHistorytab).

MoveintheContextpane.UseTAB ,ARROWS .UseTAB tomovefocusinoroutofthisarea.ThenuseARROWS tomoveupordownorsidetosideinthepanel.

MovewithintheNavigationpanel.UseTAB orARROWSMovebetweenthetopleveltoolbars(excludingMenubar).UseTAB .MovewithintheMenuBar.UseALT .Scrollbetweencontactrecordtabs(Pending,Historyandsoon.)UseCTRL .

Customizing the TaskbarYoucancustomizetheGoldMineTaskbarbyaddingandremovingitemstoexistinggroups,orcreatingnewgroupsofitemstosuityouneeds.RefertothefollowingtopicsfordetailsoncreatingyourowncustomizedTaskbar.ChangingIconDisplay(seepage35)ChangingIconPosition(seepage35)ManagingGettingStartedListItems(seepage36)ManagingGettingStartedListGroups(seepage36)

Changing Icon Display1. ClicktheCustomizebuttonontheTaskbar.2. RightclickontheGoldMinetaskbar.3. Selectfromthefollowingmenuoptions:

DisplaywithLargeIconDisplaywithSmallIcon

Changing Icon Position1. ClicktheCustomizebuttonontheTaskbar.2. Clickanddragtheicontothenewlocation.

YoucanalsorightclickandselectMoveItemUporMoveItemDownfromthemenu.


Managing Getting Started List Items

To Add an Item1. RightclickontheGoldMinetaskbarandselectAddNewItemfromthemenu.

TheTaskbarGroupItemSelectiondialogboxappears.2. SelectthetypeofitemfromtheItemTypedropdownlist.3. EntertherequiredfieldsfortheitemandthenclickOKtoaddtheitemtothecurrentgroup.To Remove an Item1. RightclickovertheitemyouwanttoremoveontheGoldMinetaskbarandselectRemoveItemfromthemenu.

Awarningmessageappears.2. ClickYestoremovetheitemorNotocancelTo Edit an Item1. RightclickontheGoldMinetaskbarandselectEditItemfromthemenu.

TheTaskbarGroupItemSelectiondialogboxappearswiththetreeexpandedtothecurrentitem.2. SelectthetypeofitemfromtheItemTypedropdownlist.3. MakeanychangestotherequiredfieldsfortheitemandthenclickOK.

Managing Getting Started List Groups

To Add a Group1. RightclickontheGoldMinetaskbarandselectAddNewGroupfromthemenu.

TheNewTaskbarGroupdialogboxappears.2. TypetheGroupNameandselectfromthefollowingoptions:

SmallIconsforitemstoappearassmallicons.GlobalGroupfortaskgrouptoapplytoallusers.Globalgroupnamesappearboldonthetaskbar.TIP:GlobalGroupsettingsareinthegm.tbi.Taskbarconfigurationsthatarenotglobalareintheusername.tbi.

DetachedforcreatingaseparatebarforthegroupintheTaskbarSplitButtonforcreatingagroupthatusesaniconinsteadofthegroupnameintheTaskbar.

3. ClickOKtoaddthetaskgrouptoyourtaskbar.Then,addtaskitemstothenewgroup.To Remove a Group1. RightclickontheGoldMinetaskbarandselectRemoveGroupfromthemenu.

Awarningmessageappears.2. ClickYestoremovethegrouporNotocancel.To Edit a Group1. RightclickontheGoldMinetaskbarandselectEditGroupfromthemenu.

TheNewTaskbarGroupdialogboxappearswiththesettingsforthecurrentgroup.2. MakeanychangesandthenclickOKtoapplythechanges.


Customizing ToolbarsTheToolbarsdisplayinthespacebelowtheGoldMinemenubar.Youcancustomizethesetoolbarsbyadding,removingorrearrangingthebuttonsthatappearonthem.Youcanalsocreateadditionaltoolbars.Foradditionalinformation,refertothefollowingtopics:AddingandRemovingStandardToolbarButtonsCreatingaNewToolbarRenamingaToolbarRenamingToolbarButtonsRearrangingToolbarButtons

Adding and Removing Standard Toolbar ButtonsThefollowingprocedureisusedtoaddandremovethebuttonsthatdisplayontheStandardToolbar.1. ClicktheToolbarOptionsdropdownmenulocatedattherightendofthetoolbar.

2. SelectAddorRemoveButtons>StandardtoviewthelistoffavailablebuttontodisplayontheStandardToolbar.3. CheckorunchecktheboxnexttotheitemyouwantontheStandardToolbar.

Creating a New ToolbarUsethefollowingproceduretocreateaNewtoolbar.1. Rightclickintheemptyspacebythetoolbarandfromthepopupmenu,selectCustomize.2. OntheToolbarstab,clickNewandthentypethenameofthenewtoolbarintheNewToolbarpopupbox.


3. ClickOK.ThenewtoolbarappearsinthelistofToolbarsontheToolbarstabintheCustomizedialogbox.TIP:Ifyoucannotfindyournewtoolbarrightaway,rightclickintheemptyspacebythetoolbartobringupthecontextmenuwiththenamesoftheavailabletoolbars.Clickthenewtoolbarnameyoucreatedandthetoolbarappears.

4. AddbuttonstothenewToolbarbyusingthefollowingmethods:ClicktheCommandstab.Then,selectoneoftheCategoriestoviewtherespectiveCommandslinkedtothat

category.ClickoneoftheCommandsanddragittothenewToolbar.WiththeCustomizedialogboxstillopen,holddownCTRL andthendraganddropthemenuitemsyouwantto

appearasbuttonsonyournewtoolbar.Forexample,ifyouwantUserGroupsonyournewtoolbar,clickandholddownCtrl,thenopentheToolsmenu,selectUserGroups,andthendragUserGroupstothenewtoolbar.

NOTE: IfyoudonotuseCTRL whiledraggingthemenucommandstotheToolbars,themenucommandwillbemovedfromtheMenutotheToolbar.Torestorethemovedmenuitems,clicktheResetbuttonontheToolbarstab.ThisdoesnotremovetheitemfromtheToolbar.

5. ClickClosetoclosetheCustomizedialogbox.

Renaming a Toolbar1. RightclickintheemptyspacebytheToolbarandselectCustomizefromthecontextmenu.2. SelectthetoolbaryouwanttorenameandclickRename.3. TypeinthenewnameintheRenameToolbardialogboxandthenclickOK.4. ClickClosetoclosetheCustomizedialogbox.

Renaming Toolbar Buttons1. RightclickintheemptyspacebytheToolbarandselectCustomizefromthecontextmenu.2. Selectthetoolbarwhichcontainsthebuttonthatyouwanttorename.3. WiththeCustomizedialogboxstillopen,rightclickontheToolbarbuttonyouwanttorename.4. Onthecontextmenu,changethetextintheNamefieldandthenpressENTER onthekeyboardorclickanywhere

outsidethecontextmenu.Thenewbuttonnameappearsonthetoolbar.

5. Usethecontextmenutoeditordeleteanyexistingbutton.6. ClickClosetoclosetheCustomizedialogbox.

Rearranging Toolbar ButtonsDraganddropthebuttonstothedesiredconfiguration.1. RightclickintheemptyspacebytheToolbarandselectCustomizefromthecontextmenu.2. SelectabuttonontheToolbar,thendothefollowing:

TochangethelocationofthebuttononthecurrentToolbar,clickanddragthebuttontothedesiredlocationonthecurrentToolbar.

TomovethebuttontoanotherToolbar,clickanddragittoanyotherToolbar.ToplaceacopyofabuttononanotherToolbar,pressandholdCtrlonthekeyboardwhiledraggingthebuttonto

anotherToolbar.3. ClickClosetoclosetheCustomizedialogbox.


Using Online HelpViewdocumentationusingtheextensiveonlineHelpsystem.Accessoverviews,stepbystepinstructions,tips,notes,descriptions,andreferencematerialwhileyouwork.ToimplementwindowlevelHelp,clickinsidethedialogboxandpressF1.

NOTE: GoldMinerequiresInternetExplorer6.0orhigher.

Menu Command Shortcut KeysGoldMinemenucommandscanbeexecutedwithshortcutkeys.Ratherthanusingthemousetoselectmenuoptions,theshortcutkeysarekeyboardkeys(F1)orkeycombinations(suchasCTRL+P)thatinvokeaparticularcommand.ThissectionprovidestablesofshortcutkeysinbothGoldMineandMicrosoftWindows.

GoldMine Shortcut Keys

MenuCommand KeyDisplayonlinehelpfortheactivewindow F1Displaycontextsensitivehelp Shift+F1Displaypredefinedfieldentriesforlookups,calendar(datefields),orclock(timefields)

F2

DisplaytheContactSearchCenter F4DisplaytheEmailCenter F5DisplaytheActivityList F6DisplayyourCalendar F7DisplaytheOpportunityManager F9LaunchCampaignManager F10Closetheactivewindowormodule Ctrl+F4ExitGoldMine Alt+F4Findnext F3Movetopreviousmodule Ctrl+TabMovetothenextopenmodule Ctrl+Shift+TabMovetoSearchbox Ctrl+2MovetofirstContactfield Ctrl+1


Contact Record Shortcut Keys

MenuCommand KeySearchforastringwithintheactivetab F3Displaypredefinedfieldentriesforlookups,calendar(datefields),orclock(timefields)

F2

DialthePhone2telephonenumberfortheContact Alt+2DialthePhone3telephonenumberfortheContact Alt+3UndotypinginNotes Ctrl+ZCutselectedtextinNotes Ctrl+XCopyselectedtextinNotes Ctrl+CPastecopiedtextinNotes Ctrl+VGotothenextContactrecord PageDownGotothepreviousContactrecord PageUpGotothefirstrecord Ctrl+PageUpGotothelastrecord Ctrl+PageDownCyclethroughlastviewedrecords Shift+PageUpWriteanemailmessagetoContact Ctrl+Shift+EDialthePhone1telephonenumberfortheContact Alt+1DialFaxfortheContact Alt+4ViewtheSummarytab Ctrl+SViewtheFieldstab Ctrl+FViewtheNotestab Ctrl+NViewtheContactstabforadditionalcontacts Ctrl+CViewtheRelationshipstab Ctrl+TViewtheDetailstab Ctrl+DViewtheReferralstab Ctrl+RViewthePendingtab Ctrl+PViewtheHistorytab Ctrl+HViewtheLinkstab Ctrl+LViewtheMemberstab Ctrl+MViewtheProcessestab Ctrl+OViewtheOpportunitiestab Ctrl+UViewtheProjectstab Ctrl+JViewtheCasesTab Ctrl+AViewtheGM+ViewTab Ctrl+VDisplayPersonalContacts F11Starttimer F8


Contact Tab Shortcut KeysThefollowingshortcutkeysarethedefaultvalues.YoucanrenameanyContacttabshortcutandassignanyshortcuttoopenthistab.

ViewtheSummarytab Ctrl+SViewtheFieldstab Ctrl+FViewtheNotestab Ctrl+NViewtheContacttabforadditionalcontacts Ctrl+CViewtheDetailstab Ctrl+DViewtheReferralstab Ctrl+RViewthePendingtab Ctrl+PViewtheHistorytab Ctrl+HViewtheLinkstab Ctrl+LViewtheMemberstab Ctrl+MViewtheProcessestab Ctrl+OViewtheOpportunitiestab Ctrl+UViewtheProjectstab Ctrl+JViewtheCasestab Ctrl+AViewtheGM+Viewtab Ctrl+V

Stoptimer Shift+F8Resettimer Alt+F8Restarttimer Ctrl+F8

MenuCommand Key

MenuCommand Key


Report Shortcut Keys

MenuCommand KeyCuttheobject Ctrl+XCopytheobject Ctrl+CPastetheobject Ctrl+VDeletetheobject DeleteChangethefontforthetext Alt+F10Alignthetextwithintheobject Ctrl+PSpecifyoutlineproperties Ctrl+OSelectabackground Ctrl+BEditafieldexpression Ctrl+FInsertasectionlabel F6Insertatextlabel F9Insertdatafield F2Insertexpressionfield F3Insertsystemfield F4Insertdialogfield F5Insertline Ctrl+F9Insertpicturefromclipboard Alt+F7Insertpicturefromdiskfile Alt+F8Createadialogfield Ctrl+REditadialogfield Ctrl+MDeleteadialogfield Ctrl+DDefinemargins,ruler,anddateformat F7Defineafilter Ctrl+F7Saveorupdatereporttemplate F10Savetemplatewithanewfilename Shift+F10


Tree View Shortcuts

Combo Box Shortcuts

Search Box Shortcuts

MenuCommand KeyDisplayallsubitemsundertheselecteditem *(Asterisk)ontheNumeric

pad

Displaythesubitemsdirectlyundertheselecteditem +(Plussign)ontheNumericpad

Collapsetheitemsdirectlyundertheselecteditem (Minussign)ontheNumericpad

Collapsethecurrentselectionifitisexpandedandmovethefocustothegroupleafroot

(Rightarrow)Viewthepreviousgroup Alt+LeftarrowViewthenextgroup Alt+RightarrowScrolltheviewwithoutchangeoftheselection Ctrl+UparrowScrolltheviewwithoutchangeoftheselection Ctrl+DownarrowMovetheselectiontotheitemmatchingtheprefixlettersinthebeginningofalabel

Anyprintablekey

MenuCommand KeyDisplaytheitemsintheactivedropdownlistorcombobox F4+Alt+UpArrowHidetheitemsintheactivedropdownlistorcombobox F4+Alt+DownArrow

MenuCommand KeySelecttheSearchbox. Ctrl+EEnterSearchforenteredtermusinglocalsearch Alt+.(Period)EnterSearchforenteredtermusingInternetbrowser Shift+.(Period)LaunchaprogramelevatedifusedfromtheStartMenu Ctrl+Shift+Enter


Edit Box Shortcuts

Other Control Shortcuts

MenuCommand KeyMovetheinsertionpointtothebeginningofthenextword. Ctrl+RightarrowMovetheinsertionpointtothebeginningofthepreviousword. Ctrl+LeftarrowSelectablockoftext. Ctrl+Shiftwithanyofthe

arrowkeysMovetheselecteditemup Alt+Shift+UparrowMovetheselecteditemdown Alt+Shift+DownarrowScrolltheviewwithoutchangeoftheselection Ctrl+DownarrowMovetheselectiontotheitemmatchingtheprefixlettersinthebeginningofalabel

Anyprintablekey

MenuCommand KeyDisplaytheitemsintheactivedropdownlistorcombobox F4+Alt+UpArrowHidetheitemsintheactivedropdownlistorcombobox F4+Alt+DownArrowDownCyclethroughtheTabcontrols Ctrl+Tab,Ctrl+PageReversecyclethroughtheTabcontrols Ctrl+Shift+Tab,Ctrl+PageUpMovetheinsertionpointtothebeginningofthenextword. Ctrl+RightarrowMovetheinsertionpointtothebeginningofthepreviousword. Ctrl+LeftarrowSelectablockoftext. Ctrl+Shiftwithanyofthe

arrowkeysMovetheselecteditemup Alt+Shift+UparrowMovetheselecteditemdown Alt+Shift+Downarrow


Navigation Shortcuts

Microsoft Windows ShortcutsThefollowingshortcutsarereservedforusebyMicrosoftWindows.

Activateorinactivatethemenubar AltCyclethroughitemsintheordertheywereopened. Alt+EscCyclethroughitemsinthereverseordertheywereopened Alt+Shift+EscDisplayshortcutmenufortheactivechildwindow(multipledocumentinterface[MDI]application)

Alt+hyphen

Displaytheshortcutmenufortheselecteditem. ApplicationCopytheentirescreenimagetotheclipboard. PrintScreenCopytheactivewindowimagetotheclipboard. Alt+PrintScreenDisplaythesystemmenufortheactivewindow Alt+spacebarCyclethroughopenprimarywindows Alt+TabReversecyclethroughopenprimarywindows. Alt+Shift+TabCyclethroughopenprimarywindowswithoutclosingthemenu. Ctrl+Alt+TabReversecyclethroughopenprimarywindowswithoutclosingthemenu. Ctrl+Alt+Shift+

TabDisplaytheStartmenu Ctrl+EscStartTaskManager Ctrl+Shift+EscDisplaytheWindowssecurityscreen Ctrl+Alt+Delete

MenuCommand KeyClosetheactivewindoworprogram Alt+F4Closetheactivedocumentinprogramsthatallowyoutohavemultipledocumentsopen

Ctrl+F4

Movestonextpaneorpalettewithinaprogram Ctrl+TabMovestopreviouspaneorpalettewithinaprogram Ctrl+Shift+TabMovestonextwindowinagroupofrelatedwindows(orbetweenMDIdocumentwindows)

Ctrl+F6

Movestopreviouswindowinagroupofrelatedwindows(orbetweenMDIdocumentwindows)

Ctrl+Shift+F6

MenuCommand Key


Microsoft Windows Explorer Shortcuts

MenuCommand KeySearchforafileorfolder F3orCtrl+FDisplaytheAddressbarlist F4SelecttheAddressbar Alt+DViewthefolderonelevelup Alt+UparrowGobacktopreviouslocationviewed Alt+LeftarroworBackspaceGoforwardtonextlocationinviewed Alt+RightarrowClosetheactiveitem,orexittheactiveprogram. Alt+F4orCtrl+WDeletetheselecteditemandmoveittotheRecycleBin Ctrl+DorDeleteDeletetheselecteditemwithoutmovingittotheRecycleBin Shift+DeleteOpenthecurrentlocationinanewwindow Ctrl+NCreateshortcuttoselecteditem Ctrl+ShiftwhiledragginganitemSwitchinputlanguagesorkeyboardlayouts(Availableandconfigurablewhentheuserhasinstalledmultiplekeyboardlayouts.)

LeftAlt+Shift

Switchkeyboardlayoutsorinputlanguages(Availableandconfigurablewhentheuserinstalledmultiplekeyboardlayouts.).

Ctrl+Shift

Shortcutkeyforinputlanguages(Availableandconfigurablewhentheuserinstalledmultiplekeyboardlayouts.)

CtrlorleftAlt+Shift+~,number(0~9),orgraveaccentkey

Cancelthecurrenttaskorsearch Esc


Favorites Center Shortcuts

Tab Shortcuts

Address Bar Shortcuts

MenuCommand KeyOrganizeFavorites Ctrl+BAddcurrentpagetoFavorites Ctrl+DOpenHistory Ctrl+HOpenHistoryinpinnedmode Ctrl+Shift+HOpenFavorites Ctrl+IOpenFavoritesinpinnedmode Ctrl+Shift+IOpenFeeds Ctrl+JOpenFeedsinpinnedmode Ctrl+Shift+J

MenuCommand KeyOpenalinkinnewbackgroundtab Ctrl+LeftmousebuttonOpenalinkinnewforegroundtab Ctrl+Shift+LeftmousebuttonClosetab(closeswindowifonlyonetabisopen) Ctrl+F4,Ctrl+WOpenQuickTabview Ctrl+QOpenanewTab Ctrl+TViewthelistoftheopenTabs Ctrl+Shift+QSwitchtonexttab Ctrl+TabSwitchtoprevioustab Ctrl+Shift+Tab

MenuCommand KeyViewthelistofpreviouslytypedaddresses F4SelecttheAddressbar Alt+DOpentheWebsiteaddressthatistypedintheAddressbarinnewtab Alt+EnterAddhttp://www.tothebeginningoftextand.comtotheendoftextinAddressbar

Ctrl+Enter

Addhttp://www.tothebeginningoftextandtheWebsiteaddresssuffixyouhavespecifiedtotheendoftextintheAddressbar

Ctrl+Shift+Enter

Switchtotheprevioustab Ctrl+Shift+Tab


Search Bar Shortcuts

Using Log Away in GoldMineIfyouneedtopostinformationaboutyourcurrentlocationandthetimeand/ordateofyourexpectedreturn,usethefollowingprocedure.1. SelectFile>LogAway.

TheI'mawayfrommydeskdialogboxopens.

2. IntheMyWhereaboutsfield,dooneofthefollowing:TypewhereyouhavegoneinthetextboxRightclickinthefieldandselectanitemfromtheF2Lookuplist.Selectoneoftheradiobuttonoptionsbelowthetextboxtoselect:

AtlunchOnbreakOntheroadGonehome

3. IntheI'llbebackatdialogselectthetimeyouwillreturnfromthedropdownlist,orselectatimeperiodusingtheradiobuttonstotheright.Selectthedayforthedayoptions(TomorroworOnMonday)orselectthedatefromtheF2graphicalcalendaronthedatetextboxbyclickingthearrowbuttontotherightofthedate.

MenuCommand KeyOpensearchresultsinnewtab Alt+EnterViewlistofsearchproviders Ctrl+Downarrow


ChooseadatefromthecalendarandthenclickSelect.4. Selectanoption:

Logout.ThisoptionpoststhetimeoflogoutinthePegBoard.Waitforme.ThisoptionminimizesGoldMine.AlthoughyouarenotloggedoutofGoldMine,youarepromptedfor

yourpasswordtorestorethedisplay.Afterreturningtoyourworksession,GoldMineautomaticallyclearsthereferenceintheWhereaboutscolumnofthePegBoard.

Cancel.Thisoptioncancelstheaction.

Logging in as Another UserUsethefollowingproceduretologintoGoldMineasanotheruser.1. SelectFile>SwitchUser.2. GoldMineclosesandanewloginscreenappears.3. TypeintheUsernameandPasswordofthenewuser.4. ClickOKtologinasthatuser.

Viewing GoldMine InformationViewsummaryinformation,credits,installationdetails,orcontactinformationforFrontRangeSolutions.UsethefollowingproceduretoviewGoldMineinformation.1. SelectHelp>AboutGoldMine.

TheAboutGoldMinewindowopens.2. Viewtheversion,registeredowner,productserialnumber,andcopyrightinformation.Clickthefollowingbuttonsto

accessinformationfor:Credits.Displaysintegratedapplications.FrontRange.DisplayscontactinformationforFrontRangeSolutions.System.DisplaysinformationaboutyourGoldMineinstallation.Tocopytheinformation,clickCopyAll.Pastethe

informationintoyouroutsideapplication.3. ClickOK.


Local MenusUsealocalmenu(shortcutmenu)toaccesscommandseffectingoptionsorinformationintheselectedbrowsewindow,tab,orpane.Usethefollowingproceduretoaccesslocalmenus.1. Rightclickinthewindow,tab,orpaneyouareworkingin.Forexample,ifyouareworkingonthePendingtab,the

followinglocalmenuopens:

2. Selecttheactionfromthemenu.

GoldMine User Guide QuickStart Wizard 51

QuickStart Wizard

OverviewTheQuickStartWizardallowsyoutoaccessandconfigurebasicoperationsandtoolstoworkwithGoldMine.

TheQuickStartWizardcontainsasetofindividualwizardsyouaccessinonecentrallocationtoensureyouconfigurekeyoperations:

Userinformation.Configurespersonalinformationforuserssuchasnameandtitle.See"UsingtheUserInformationQuickStartWizard"onpage52.

User.ConfiguresgeneraluserdataandsecuritysettingssuchastheindividualsGoldMineusernameandpasswordandQuickStartWizardaccessrights.See"UsingtheUserQuickStartWizard"onpage54.IMPORTANT:Contactyouradministratorbeforeusingthiswizard.IndustryTemplates.ConfiguresIndustrySolutionstemplatesandGoldMinePLUSapplications.See"UsingtheIndustryTemplatesQuickWizard"onpage56.

52 QuickStart Wizard GoldMine User Guide

TheQuickStartWizardappearsimmediatelyafterinstallingGoldMinetohelpsetupthecriticaloperationsmostusersneedimmediatelysuchasemailaccounts.UsetheQuickStartWizardafterinstallationtoaddorchangebasicconfigurationsettingsbyselectingTools>QuickStartWizard.UserswithoutMasterRightshaveaccesstotheUserInformationWizardandDocumentManagementWizard.

Using the User Information QuickStart WizardConfigureorupdateindividualuser'spersonalinformationstoredinthePersonaltaboftheUser'sOptions.UsethefollowingproceduretoconfigureuserinformationwiththeUserInformationwizard.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheUserInformationWizardbutton.

3. TheWelcomescreenoftheQuickStartWizard:UserInformationdialogboxappears.ClickNext.

KeyFields.Configuresthekeyfieldlabelstostoredataforyourbusiness.See"UsingtheKeyFieldsQuickStartWizard"onpage59.

PostalCodes.ConfigurestheprocesstoimportpostalcodesintoGoldMine.See"UsingthePostalCodesQuickStartWizard"onpage61.

DataImport.ConfigurestheprocesstoimportcontactdatafromanothercontactmanagementapplicationintoGoldMine.See"UsingtheDataImportQuickStartWizard"onpage61.

GoldMinePLUS.ConfiguresGoldMineslinkstodocumentapplicationsincludingMicrosoftWordandAdobeAcrobat.See"UsingtheGoldMinePLUSQuickStartWizard"onpage65.


4. Attheuserlist,selecttheuserforwhichyouareupdatingpersonalinformationandthenclickNext.

5. Updatethefollowingfieldsasneeded:Title.TypetheappropriatetitleorsalutationsuchasMs.,Dr.,andsoon.Department.Typetheuser'sorganizationalunitsuchasMarketing.Phone.Typetheuser'sprimarytelephonenumber.Fax.Typetheuser'sfaxnumber.


ClickNext.Theuservariableoptionsopen.ThesevariablessupplementbasicinformationstoredinthePersonaltab.

6. Toaddorchangeavariable,clickNeworEdit.TheAddaNewVariableorEditaVariabledialogboxopens.

IntheNamefield,typethenewvariablesuchasCellPhone.IntheValuetextbox,typethevalueofthevariablesuchasthecellphonenumber.Toremoveavariable,highlightthevariableandclickDelete.ClickAddorOKtoclosetheAddorEditVariabledialogboxandreturntotheUserInformationWizard.

7. ClickFinishtoclosetheUserInformationWizardandreturntotheQuickStartWizarddialogbox.

Using the User QuickStart WizardUsethiswizardtocreateandupdateusersandtheirsettings.ThecreatedorupdatedusersareavailableintheUsers'MasterFile(selectTools>Configure>Users'Settings).UsethefollowingproceduretoconfigureuserswiththeUserwizard.

NOTE: Contactyouradministratorbeforeusingthiswizard.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheUserWizardbutton.


3. TheWelcomescreenoftheQuickStartWizard:UserSettingsdialogboxopens.ClickNext.

4. AttheUsernameaccountsdialogbox,selecteither:CreateNewUser.Createanewuser.UpdateExistingUser.Selectthenameoftheuseryouareeditinginthedropdownlist.

5. ClickNext.


6. Completethesefieldstocreateormodifytheusersettings:GoldMineUsername.Ifcreatinganewuser,typetheusername(upto8characters)inthetextbox.User'sFullName.Typethefirst,middle,andlastname,asappropriateforyourcompany.GoldMinePassword.TypeapasswordtheuseruseswhenloggingintoGoldMine.

TheusercanchangethepasswordonthePersonaltaboftheUsers'Optionsdialogbox.SelectMasterRightsifyouaregrantingtheuserunrestrictedaccesstoGoldMinefeaturesandsettingsexcept

otherusers'PersonalContactsandPersonalBaseintheInfoCenter.NOTE: OnlyGoldMineadministratorsorotherauthorizedindividualsshouldhaveMasterRights.

7. ClickFinish.AQuickWizardmessageboxthatacknowledgestheuserupdateissuccessful.

Using the Industry Templates Quick WizardUsethefollowingproceduretousethiswizardtoconfigureIndustrySolutionstemplatesandGoldMinePLUSapplications.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheIndustryTemplatesWizardbutton.


TheWelcomescreenoftheQuickStartWizard:IndustryTemplatesdialogboxopens.3. SelectoneoftheIndustrySolutiontemplates:

FinancialServicesiMarketInsurance(Life)Insurance(PropertyandCasualty)LegalServicesMortgageLendingNonProfitsOrganizationsRealEstate(Commercial)RealEstate(Residential)

4. ClickNext.

5. AttheGoldMineTemplateInstallerdialogbox,readandfollowthetext.Besuretobackyourworkupbeforegoingtothenextstep.ClickNext.


6. Selectthecustomizationoptions.AttheAdditions/Updatefield,selecttheoptionsyouwanttoinstall.AttheDeletionfield,selecttheoptionsyouwanttodelete.

7. ClickNext.

8. ReadthescreentextandthetypeinYesovertheNodefault.Thistextexplainsthatyoucannotundothecustomization.AdialogboxappearsstatingyoumustbeloggedinasaMasterRightsusertoinstallanIndustrySolutiontemplate.

9. ClickNext.


10. ClickFinishtobeingtheinstallation.11. Whentheinstallationiscomplete,amessageappearsthatstatesthefieldsareupdatedandneedtoberebuilt.

12. ClickOK.TIP:Toseethechanges,rebuildthedatabase,logout,andlogintoGoldMine.

Using the Key Fields QuickStart WizardGoldMineindexesthefiveKeyfields,makingthemexcellentfieldsfordatayouretrieveorfilteronoften.Assignfieldlabelsusingthiswizard.UsethefollowingproceduretoconfigurekeyfieldcustomizationwiththeKeyFieldswizard.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheKeyFieldsWizardbutton.

TheWelcomescreenoftheQuickStartWizard:KeyFieldsCustomizationdialogboxopens.


3. ClickNext.

4. AttheUpdateKeyFieldLabelNamesdialogbox:IntheNameinDatabasecolumnthefieldnames,Key1throughKey5,arelisted.TheCurrentLabelcolumndisplaysthecurrentfieldname.IntheNewLabelfield,typethenecessarychangesforeachfieldnames.


TheCurrentLabelcorrespondstothelocallabelforthefield.Ifthefielddoesnothavealocallabel,theCurrentLabelcolumndisplaysthegloballabel.

5. ClickFinish.

6. AttheGoldMinemessage,clickYes.ToseetheupdatedKeyfieldlabels,logoutofGoldMineandbackin.

Using the Postal Codes QuickStart WizardYoucanimportover42,000UnitedStatesPostalCodesintoyourlookuptable.UsethefollowingproceduretoimportpostalcodesintoGoldMineusingthePostalCodeswizard.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheKeyFieldsWizardbutton.3. ThePostalCodeImportdialogboxopens.

4. ClickFinishtoimportallUnitedStatesPostalCodesintoyourlookuptable.Theimportprocessmighttakeconsiderabletime,dependingonyourenvironment.

Using the Data Import QuickStart WizardImportdatafromothercontactmanagementapplicationsintoGoldMine,eliminatingdataentry.IncorporatenewdataintoGoldMineandbeginusingit.


NOTE: ThiswizardisavailableforuserswithMasterRightsonly.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheDataImportWizardbutton.

TheWelcomescreenoftheDataImportWizarddialogboxopens.

3. ClickNext.


4. SelectthecontactmanagementapplicationyouareimportingfromintheChoosetheproductfromwhichyouareimportingdropdownlist.Selectone:ACT!forwindows2.0through4.0ACT!6.0LotusOrganizer6.0MicrosoftOutlook98orhigherFirebirdorMicrosoftSQLServerdatabasetabledBasefiles(*.DBF)Testfileswithdelimiters,likecommasortabsTextfileswithfixedlengthfieldsIfimportingfromasourcedifferentfromtheseoptions,usetheimportoptionsinGoldMine.SelectFile>ImportandExport>Importcontactrecords.

5. ClickFinish.TheAlertwindowopens.

6. ClickOK.TheImportWizardopens.


7. MakeyourselectionandthenclickNext.

8. EnterthecompletepathandfilenameofthefiletobeexportedinthefieldandclickNext.IfyouchoseSQLthefollowingscreenopens.


9. CompletethewizardscreensandthenclickFinish.

Using the GoldMine PLUS QuickStart WizardUsethisquickwizardlinksGoldMinePlusproductstodocumentapplicationsincludingMicrosoftWordandAdobeAcrobat.UsethefollowingproceduretoimportGoldMinePLUSdata.1. SelectTools>QuickStartWizard.2. AttheGoldMineQuickStartWizarddialogbox,clicktheGoldMinePLUSbutton.

TheFrontRangeSupportsitepageopens.3. LogintoFrontRangeandmovethroughtheSupportsite.

GoldMine User Guide Dashboards 67

Dashboards

OverviewTheGoldMineDashboardisaplacewereyoucanquicklyviewandaccessdatabasedonpredefinedcriteriaandviewrealtimeinformationalgraphicsanddatatableswithcontrolstoselectthedesiredinformationforviewing.Dashboardsareuserdefinedsummaryviewsofdatafrominternalandexternalsources.ByusingDashboards,youcanquickly:measuretheflowofnewLeads,viewafilteredlistofLeadrecords,chartOpportunitiesandForecasts,reviewtheCustomerServiceprocesses,reviewtodolists,calendar,inbox,andprogresstowardSalesobjectives,andviewForecastsandAppointments.

NOTE: FordetailsonmanagingtheDashboards,seeDashboardsManagementintheAdministratorGuideorOnlineHelp.

Choosing a Predefined DashboardDashboardsaremadeavailablebyclickingtheDashboardsbuttonontheNavigationPane(see"NavigationPane"onpage33).ThelistofavailableDashboards,bothpredefinedandcustomized,isdisplayedinthepanelontheleftabovetheNavigationbuttons.WhenyouopentheDashboardsmodule,themostrecentlyviewedDashboarddisplaysbydefault.GoldMinecomeswithseveralDashboardsalreadysetupforyou,basedontypicalusecases(see"PredefinedDashboards"onpage69).Management

ActivityDashboardActivitySummaryDashboardCaseDashboardLeadDashboardManagementDashboard

SalesForecastDashboardOpportunityDashboardSalesUserDashboard

68 Dashboards GoldMine User Guide

Dashboard DesignerTheDashboardDesignerisusedtomanageyourDashboards.YoucanusetheDashboardDesignertoeditexistingDashboards,createnewDashboards,anddeleteunwantedDashboards.TheDashboardDesignerhasseveralmaincomponents:Canvas(see"DashboardCanvas"onpage68)Palette(see"DashboardPalette"onpage68)Properties(see"DashboardProperties"onpage68)ObjectsTree(see"DashboardObjectsTree"onpage69)Toolbar(see"DashboardToolbar"onpage69)Dashboard CanvasTheCanvasdisplaystheDashboardsmainframeandallofitsparts.GridpointsontheCanvasareusedasareferenceforaligningDashboardPartsandSplittertooneanotherontheCanvas.

NOTE: Asarule,DashboardPartsshouldnotoverlaponeanother.However,inthedesignview,someDashboardPartsmightappeartooverlapduetothedynamicresizingoftheDashboard.

Dashboard PaletteThePaletteislocatedintheupperrightcorneroftheDashboardDesigner.ItcontainsallthepartsyoucanusetocreateormodifytheDashboard.ThepartsaretheelementsthatdefinetheappearanceoftheDashboard.Thesize,location,andpropertiesofthepartcanbemodifiedafteryouaddth