Cover image for Goldmine for dummies
Goldmine for dummies
Scott, Joel.
Personal Author:
Publication Information:
Foster City, CA : IDG Books Worldwide, [2000]

Physical Description:
xxiv, 351 pages : illustrations ; 24 cm.
General Note:
Includes index.
Title Subject:
Format :


Call Number
Material Type
Home Location
Item Holds
HF5438.4 .S365 2000 Adult Non-Fiction Central Closed Stacks

On Order



GoldMine For Dummies enables you to use GoldMine to manage client relationships and excel in areas of sales, marketing, and customer service like never before. Written in plain English, this book helps you discover the easy way to prospect for customers and mine your contacts:
* Familiarize yourself with GoldMine basics, from navigating the database to setting preferences and default values.
* Organize contacts by understanding screen functions, fields, and notes as well as contact, detail, and referral tabs.
* Get a grip on upcoming events by scheduling activities, and check on those already scheduled.
* Understand GoldMine Filters and Groups, which enable you to send out batches of letters, faxes, and e-mails.
* Use the InfoCenter to store and distribute company information.
* Configure GoldMine for those who travel or for those who manage people who don't work in the main office.

Author Notes

Joel Scott is the president and head trainer of Computer Control Corporation, a Top 10 GoldMine Partner and Authorized Training Center.

Table of Contents

Introductionp. 1
How to Use This Bookp. 1
Conventions Used in This Bookp. 2
Foolish Assumptionsp. 2
How This Book is Organizedp. 3
Icons Used in This Bookp. 4
Where To Go from Herep. 5
Part I GoldMine Basicsp. 7
Chapter 1 GoldMine: An Overviewp. 9
All the Great Stuff You Can Do with GoldMinep. 10
Putting all your contacts into GoldMinep. 10
Keeping track of your lifep. 10
Communicating with the outside worldp. 11
Intranet, schmintranetp. 11
Keeping tabs on your projectsp. 11
Setting up Automated Processesp. 12
Even a Great Piece of Software Can't Do Everything!p. 12
Use your own word processorp. 12
Get some faxing softwarep. 13
Get some accounting, quoting, and mapping softwarep. 13
GoldMine Can Help You Plan for Successp. 13
Don't Forget That Key Ingredient: Trainingp. 14
Chapter 2 Getting Around in GoldMinep. 17
The Main Screenp. 18
The main menu and drop-down listsp. 19
The GoldMine toolbarsp. 20
The four quadrants of contact informationp. 21
File folder tabsp. 24
The status linep. 26
Additional Navigational Toolsp. 27
Using the right mouse buttonp. 27
Using browse windowsp. 27
Using F2 lookupsp. 28
Chapter 3 Setting User Preferencesp. 31
Personal Preferencesp. 31
Record Preferencesp. 32
Calendar Preferencesp. 34
Schedule Preferencesp. 35
Alarms Preferencesp. 36
Lookup Preferencesp. 37
Toolbar Preferencesp. 38
Internet Preferencesp. 39
Modem Preferencesp. 40
Miscellaneous Preferencesp. 41
Login Preferencesp. 42
Part II Managing Contactsp. 43
Chapter 4 Creating and Viewing Client Recordsp. 45
Creating a New Recordp. 45
Dealing with Jr., Sr., and IIIp. 47
Entering U.S. telephone numbersp. 47
Entering telephone numbers for the rest of the worldp. 48
E-mail addresses--you've got to collect 'emp. 48
Entering Web site addressesp. 49
Checking for duplicate recordsp. 49
Finding a Record in Your Databasep. 50
The official way to find a recordp. 50
The secret and fast way to find a recordp. 50
Using a Custom Fieldp. 52
Who needs custom fields anyway?p. 52
How custom fields get onscreenp. 53
Accessing field viewsp. 53
Chapter 5 Entering Notes and Secondary Contactsp. 55
The Main Notepadp. 55
What to put in the main notepadp. 56
Starting a new notep. 57
The Contacts Tabp. 59
Entering a new secondary contactp. 59
Editing an existing secondary contactp. 62
Swapping the secondary contact with the primary onep. 62
Converting a secondary record to a stand-alone recordp. 63
Chapter 6 Details and Referralsp. 65
Taking Care of the Detailsp. 65
Using existing detailsp. 66
Entering new detailsp. 67
Modifying an existing detailp. 68
Creating your own detailsp. 68
More fields you can use with detailsp. 70
Making Use of Referralsp. 70
Part III Managing Activitiesp. 75
Chapter 7 Scheduling Activitiesp. 77
Defining Activitiesp. 78
Viewing the Calendarp. 79
Scheduling Activitiesp. 81
Filling in the Scheduling screenp. 82
Rescheduling an Activityp. 86
Scheduling Activities for Other Peoplep. 86
Scheduling Recurring Activitiesp. 87
Chapter 8 Viewing Scheduled Activitiesp. 89
Viewing Activities Using the Calendarp. 89
Viewing open activities with the Calendarp. 90
Viewing completed activities from the Calendarp. 92
Modifying the listing within each Calendar activityp. 94
Checking the Activity Listp. 95
Getting back to the accountp. 96
Changing the focus of the Activity listp. 97
Forwarding activitiesp. 97
Viewing Groups of Users on the Calendarp. 98
Chapter 9 Dealing with and Completing Scheduled Activitiesp. 99
Four Ways to Complete Your Activitiesp. 100
Delegating activities to other peoplep. 100
Rescheduling activitiesp. 100
Deleting activitiesp. 101
Ignoring activitiesp. 102
The Best Action to Use to Complete an Activityp. 102
Completing from the Calendarp. 102
Completing from the Activity Listp. 103
Completing from the Pending tabp. 104
Chapter 10 Sales Forecastingp. 107
Entering Quotas and Forecastsp. 107
Setting up a quotap. 108
Entering a forecastp. 109
Viewing Your Sales Pipelinep. 111
Analyzing sales in tabular formatp. 111
Analyzing sales in graphical formatp. 112
Viewing individual items in the forecastp. 113
Forecast reportsp. 114
Viewing a Group Forecastp. 115
Going from Forecasting to Commission Trackingp. 115
Part IV Sending and Receiving Correspondencep. 117
Chapter 11 Using Filters and Groupsp. 119
Understanding Filtersp. 119
Accessing the filter systemp. 120
Creating and using a new filterp. 121
Releasing a filterp. 124
Counting records in a filterp. 124
Building and Using Groupsp. 127
Building groups from filtered recordsp. 128
Building groups from manually tagged recordsp. 129
Chapter 12 Sending and Receiving E-Mailp. 131
Configuring your E-Mail systemp. 132
Entering your ISP's account informationp. 132
Setting options for composing your messagesp. 134
Sending E-Mail Messagesp. 139
Addressing a messagep. 142
Composing the body of a messagep. 144
Completing a messagep. 144
Sending messages to a groupp. 145
Getting Your Mailp. 145
I just wanna get my e-mail alreadyp. 146
Defining rule conditionsp. 146
Defining Rule Actionsp. 147
Chapter 13 Faxing Made Simplep. 151
Selecting Fax Softwarep. 151
Using third-party softwarep. 152
Using service bureau softwarep. 153
Sending a Faxp. 154
Creating a templatep. 154
Sending a fax to one contactp. 155
Sending a fax to more than one contactp. 156
Chapter 14 Linking Documentsp. 159
Exploring the Links Tabp. 159
Linking Files Automaticallyp. 161
Linking word-processing documentsp. 161
Linking e-mailsp. 164
Linking faxesp. 165
Manually Linking Files and Foldersp. 165
Using the local menup. 165
Using drag-and-dropp. 167
Accessing Linked Documentsp. 167
Part V Distributing Information to Your Teamp. 169
Chapter 15 The InfoCenterp. 171
Navigating the InfoCenterp. 172
How InfoCenter is organizedp. 172
Searching the InfoCenterp. 173
Creating new InfoCenter Books, Folders, and Topicsp. 175
Creating an InfoCenter bookp. 175
Editing entries in your InfoCenterp. 176
Notifying Your Staff of Important Changesp. 177
Using the What's new? tabp. 177
Assigning an alert to a contact recordp. 177
Chapter 16 Literature Fulfillmentp. 179
Configuring the Fulfillment Centerp. 180
The LFC toolbarp. 180
The data sectionsp. 181
Creating and modifying your Literature Listp. 182
Sending Literature Requestsp. 183
Requesting literature for multiple contactsp. 186
Chapter 17 Graphical and Statistical Analysisp. 189
Displaying Account Statisticsp. 190
Setting Quotas and Measuring Performance against Themp. 191
Assigning a quotap. 191
Analyzing sales versus quotap. 193
Stats, Stats, and More Statsp. 194
Using the Forecast Analysisp. 196
Using Graphical Analysisp. 197
Using Leads Analysisp. 200
Chapter 18 The Reporting Systemp. 203
Choosing a Report Categoryp. 203
Generating a GoldMine Reportp. 204
Choosing the report typep. 204
Sorting and selecting data for your reportsp. 204
Displaying and Printing Reportsp. 210
Setting up your printerp. 210
Sending a report to a printerp. 212
Sending a report to display on-screenp. 212
Modifying Existing Reportsp. 212
Structuring your reportp. 213
Adding new fieldsp. 214
Adding a labelp. 216
Creating Custom Reportsp. 217
Using Alternatives to the Built-in Reporting Systemp. 218
Excelp. 218
Accessp. 219
Crystal Report Writerp. 219
GoldReporterp. 219
Part VI Customizing GoldMinep. 221
Chapter 19 Creating New Labels, Fields, and Viewsp. 223
Changing a Field Label Onscreenp. 223
Adding New Fields to Your Databasep. 225
Creating a new fieldp. 227
Rebuilding your databasep. 229
Editing and deleting a fieldp. 229
Organizing and Creating Field Viewsp. 230
Cloning a new viewp. 231
Displaying New Fieldsp. 232
Chapter 20 Creating and Modifying Lookup Listsp. 237
Using Existing Lookup Listsp. 238
Customizing Your Own Lookup Listsp. 239
Getting rid of the standard lookup entriesp. 240
Creating new entriesp. 240
Setting lookup list optionsp. 240
Using the punctuation toolsp. 242
Chapter 21 Importing and Exporting Datap. 247
Using the Import Wizard to Import Datap. 248
Importing new filesp. 250
Creating your own import profilesp. 250
Estimating import timep. 254
Importing from Spreadsheetsp. 255
Converting Data from ACTp. 257
Importing ACT's user-defined fieldsp. 257
Importing additional ACT fieldsp. 258
More ACT conversion words of wisdomp. 258
Advanced Importing Using GoldBoxp. 259
Exporting Data from GoldMinep. 260
Part VII Advanced Stuffp. 263
Chapter 22 Opportunity and Project Managerp. 265
The Opportunity/Project Managerp. 266
The Opportunity Manager and its functionsp. 266
Getting to know the Opportunity tabsp. 267
Closing and Converting Opportunitiesp. 274
Chapter 23 Remote Synchronizationp. 275
Synchronizing Your Datap. 275
Using sneaker-net to share datap. 276
Palm Pilot, Windows CE, and Outlook 2000p. 281
Sharing Data Automatically by Using GoldSyncp. 281
Reviewing GoldSync terminologyp. 282
Looking at sync logsp. 283
Troubleshooting GoldSyncp. 284
Chapter 24 Automated Processesp. 285
Designing Automated Processesp. 286
Developing Tracksp. 288
Setting process propertiesp. 288
Choosing a triggerp. 289
Actions speak louder than wordsp. 290
Attaching Tracks to Recordsp. 292
Attaching a track to a contact recordp. 292
Attaching a track to multiple contact recordsp. 292
Programming Eventsp. 293
Preemptive eventsp. 293
Sequential eventsp. 294
Executing a Processp. 295
Part VIII The Part of Tensp. 299
Chapter 25 Ten Add-on Productsp. 301
Using FaxRush to Fax from GoldMinep. 302
Importing and Manipulating Your Data with GoldBoxp. 303
Fixing Your Area Codes with Split Wizardp. 303
Never Get Lost: Using Mapping Systemsp. 304
Custom Reportingp. 304
Creating Price Quotesp. 305
Creating Proposals with ProposalMasterp. 306
Making GoldMine Simpler to Usep. 306
Tracking Expenses and Commissionsp. 307
HEATing up the Help Deskp. 308
Chapter 26 Ten Outside Resourcesp. 309
Using GoldMine Dealersp. 309
Top10 Partnersp. 310
Platinum Partnersp. 311
Gold Partnersp. 312
Authorized dealersp. 312
Authorized Training Centersp. 312
Public classesp. 312
Private classesp. 313
User Groupsp. 313
Electronic Trainingp. 313
Newsgroupsp. 314
Tech Support from GoldMinep. 314
Premium support optionsp. 314
On the Webp. 315
GoldMine free telephone supportp. 316
GoldSync free telephone supportp. 316
GoldMine support by faxp. 316
GoldMine Premium Support: Pay-per-Incidentp. 317
GoldMine Premium Support: Pay-per-Minutep. 317
Help Desksp. 318
Appendix Networks, Licenses, and Versionsp. 319
Networks That Work with GoldMinep. 319
Tuning Other Networks to Work with GoldMinep. 320
OEM Version Bp. 320
Novell Client 32p. 321
Windows NT 3.51p. 322
Checking your Windows NT 4.0 Service Pack versionp. 323
Installing GoldMinep. 323
Different Versions of GoldMinep. 325
Standard versionp. 325
GoldSyncp. 326
Enterprise versionp. 327
Builds, upgrades, and bumpsp. 327
Licensing Issuesp. 328
Indexp. 331
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