Professional Documents
Culture Documents
11/01
Copyright
Copyright © 2001 FrontRange Solutions Inc.
All rights reserved.
Trademark Notices
GoldMine, GoldSync, HEAT, Maestro Commerce and other
FrontRange products and brands are registered trademarks
or trademarks of FrontRange Solutions Inc. in the United
States and/or other countries. Other products and brands are
registered trademarks or trademarks of their respective
owners/companies.
2 Look at GoldMine
Important Terms .................................................................................................. 2-2
Start GoldMine ..................................................................................................... 2-3
GoldMine’s Work Area ....................................................................................... 2-4
Select a Main Menu command with your mouse ..................................... 2-5
Select a Main Menu command from the keyboard ................................... 2-5
Browse Windows ......................................................................................... 2-6
Select values from a lookup ......................................................................... 2-7
Add entries to a lookup ............................................................................... 2-7
Set time with the graphical clock ................................................................ 2-8
Set a date with the graphical calendar ....................................................... 2-9
Status Bar ..................................................................................................... 2-10
Contact Record ............................................................................................ 2-11
Get help! ...................................................................................................... 2-12
Log away from GoldMine ................................................................................. 2-13
Exit GoldMine .................................................................................................... 2-14
TABLE OF CONTENTS ix
3 Work with Contacts
Add a contact record ........................................................................................... 3-2
Add basic information to a contact record ................................................ 3-3
Add notes to a contact record ...................................................................... 3-6
Import contacts into GoldMine .......................................................................... 3-7
View multiple contact records ............................................................................ 3-8
Look up a contact by basic information ............................................................ 3-9
Look up a contact by any type of information ................................................ 3-10
Search by a detail record ................................................................................... 3-11
Find a contact by record number ..................................................................... 3-12
Edit a contact record .......................................................................................... 3-13
Copy contact information into another application ...................................... 3-14
Delete a contact record ...................................................................................... 3-15
Open a database ................................................................................................ 3-16
6 Complete Activities
Complete a scheduled activity ........................................................................... 6-2
Record an unscheduled call ............................................................................... 6-5
Take a phone message ........................................................................................ 6-7
Page another user ................................................................................................ 6-9
Complete a message .......................................................................................... 6-10
TABLE OF CONTENTS xi
7 Manage Sales
Schedule a forecasted sale .................................................................................. 7-2
Complete a forecasted sale .................................................................................. 7-4
Analyze forecasted sales ..................................................................................... 7-6
Assign a quota ..................................................................................................... 7-8
Analyze quotas .................................................................................................... 7-9
Analyze completed activities ........................................................................... 7-10
Display graphs of activity data ........................................................................ 7-13
8 Set up E-mail
Prerequisites to Sending Internet E-mail ........................................................... 8-2
Addressing Internet E-mail ................................................................................ 8-2
Set up Internet e-mail—basics ............................................................................ 8-3
Define options for composing e-mail ................................................................ 8-5
Define retrieval settings ...................................................................................... 8-7
Work with your e-mail accounts ...................................................................... 8-10
Set up additional Internet accounts ......................................................... 8-11
Define POP3 and SMTP settings .............................................................. 8-13
Configure the E-mail Center ............................................................................. 8-15
Define advanced e-mail settings ...................................................................... 8-17
9 Send E-mail
Create a distribution list ..................................................................................... 9-2
Add a contact to the distribution list .......................................................... 9-3
Add a contact’s e-mail address to the distribution list ............................ 9-4
Add a GoldMine user or user group to the distribution list ................... 9-5
Add a manual recipient to the distribution list ........................................ 9-6
Remove a recipient from the distribution list ............................................ 9-7
Delete a distribution list ...................................................................................... 9-8
Send GoldMine e-mail ........................................................................................ 9-9
10 Retrieve E-mail
Working with User-Defined E-mail Rules ...................................................... 10-2
Working with Global E-mail Rules ................................................................. 10-2
Create a rule set .................................................................................................. 10-3
Activate a rule set ....................................................................................... 10-7
Add a rule .................................................................................................... 10-8
Move a rule .................................................................................................. 10-8
Add a condition .......................................................................................... 10-9
Add an action ........................................................................................... 10-10
Delete a rule or rule set .................................................................................... 10-11
Retrieve Internet e-mail ................................................................................... 10-12
Read your e-mail .............................................................................................. 10-13
11 Print and Fax
Print a letter or memo ........................................................................................ 11-2
Fax a letter or memo ........................................................................................... 11-3
Manually install GoldMine’s link to Word 97 ............................................... 11-5
Create a template for correspondence ............................................................. 11-8
Add a letter, memo, or fax form ............................................................... 11-11
Update a previously created template ................................................... 11-13
Set up your signature file ......................................................................... 11-14
Insert your signature ................................................................................ 11-15
13 Share Information
Tour the InfoCenter ............................................................................................ 13-2
Create an InfoCenter book or folder ................................................................. 13-4
Move a folder or topic ................................................................................ 13-7
Rename a book, folder, or topic ................................................................. 13-8
Link a file to a book, folder, or topic ......................................................... 13-9
Change access rights to a book, folder, or topic .................................... 13-10
Delete a book, folder, or topic ......................................................................... 13-11
Search the InfoCenter ...................................................................................... 13-12
14 Select Preferences
Enter personal information .............................................................................. 14-3
Change your password ..................................................................................... 14-4
Configure the contact record display .............................................................. 14-5
Validate ZIP Codes ..................................................................................... 14-7
Change the display colors of field labels or text ..................................... 14-8
Configure tabs in the contact record ........................................................ 14-9
Configure the Calendar display ..................................................................... 14-10
Add a holiday configuration .................................................................. 14-12
Add a holiday ........................................................................................... 14-13
Add holidays defined for another holiday configuration ................... 14-14
Appendixes
A: Keyboard Shortcuts ..................................................................................... Ap-1
B: Toolbars ........................................................................................................ Ap-3
Select toolbar display and editing operations ........................................ Ap-4
Move toolbars ............................................................................................. Ap-6
Hide a floating or docked toolbar ............................................................ Ap-7
Restore a toolbar ........................................................................................ Ap-8
Create a toolbar .......................................................................................... Ap-9
Delete an icon from a toolbar ................................................................. Ap-11
Restore the default set of icons ............................................................... Ap-11
Delete a custom toolbar ........................................................................... Ap-12
Record a macro ........................................................................................ Ap-13
Edit a macro ............................................................................................. Ap-14
Delete a macro .......................................................................................... Ap-15
Index
TABLE OF CONTENTS xv
xvi GOLDMINE 5.5 AT A GLANCE
IN THIS CHAPTER
1
GoldMine 5.5 Information
Resources
Other GoldMine
O ur mission is to help users of our products to create
customers for life. GoldMine was developed as a
workgroup customer manager. Using this program, you can
Introduction
pull together both contact information and the users of that
Documentation Resources
information. Most organizations, particularly those with a
Contacting Technical sales team, need to track not only the contacts, but their
Support histories and pending activities as well. Customer service,
Other GoldMine Resources sales, MIS, management, and accounting must all be able to
communicate internally about their prospects, clients and
vendors. GoldMine integrates these previously separate
departmental entities into efficient, team-based workgroups
by relating all communications and activities back to
the contact.
GoldMine At a Glance is designed as an “on-the-job” aid.
Any user who is trying a GoldMine feature for the first time
will find the step-by-step instructions helpful. This book
assumes familiarity with basic Windows terminology.
However, each section is designed in a modular format to
minimize references to other sections, and to help you get
your work done quickly and successfully.
INTRODUCTION 1-1
GoldMine 5.5 Information Resources Other GoldMine Technical Publications
In addition to this guide, GoldMine 5.5 includes a variety of · GoldMine 5.5 Installation Guide: provides procedures to
resources to help you get the information you need quickly to install a single-user copy or network edition of
get your job done. These resources include: GoldMine, upgrade a previously installed version to
· online Help: provides complete documentation for all GoldMine 5.5, add or change your licenses, and
GoldMine features and operations in a format similar troubleshoot any installation-related issues.
to the reference manuals. You can look up topics in a · GoldMine Reference Manual Suite (.PDF included on the
hierarchical Contents, look up a topic by an entry in product CD-ROM; printed edition available for
the Index, or Find a topic by key word(s) or phrases. purchase from FrontRange Solutions): contains
· online How Do I: contains step-by-step procedures for a Maintaining GoldMine, Synchronizing with GoldMine,
variety of frequently performed tasks. and Integrating with GoldMine.
· online Referentia Tutorial: contains interactive, · GoldSync Administrator’s Guide (.PDF only)
multimedia tutorials for commonly performed
operations.
· online Release Notes: list new, changed, and improved
Contacting Technical Support
features in the revision of GoldMine running on your FrontRange Solutions offers many avenues of technical
system. You can either view this document onscreen, assistance to meet your needs. GoldMine users can access the
or print the document. following sources of free support:
If you can configure GoldMine to connect to your Internet · GoldMine Technical Support Newsgroups
Service Provider, you can additionally access the following
resources: · Searchable Online KnowledgeBase
· FrontRange Solutions Web site: accesses the corporate · Technical FactsBack Documents
Web site that contains the latest product information, · Support download area of FrontRange Solutions’ Web site
in-depth technical documents covering procedural The following sections describe each type of support.
instructions and troubleshooting, utility programs and
enhancements for GoldMine and GoldSync.
· FrontRange Solutions newsgroups: connects you with GoldMine Technical Support Newsgroups
other users and GoldMine Technical Support. You can You can access the support newsgroups from a standard Web
read and submit posts about issues and experiences browser or from a newsreader. Messages that you post to the
with GoldMine. newsgroups will receive responses from other users, GoldMine
resellers, as well as from dedicated FrontRange Solutions Technical
Support engineers. You will usually receive a response
within one day—sometimes as quickly as just a few hours!
INTRODUCTION 1-3
Other GoldMine Resources
In addition to using support resources offered by FrontRange
Solutions, FrontRange Solutions Partners and GoldMine
Authorized Trainers can assist your organization with
installing, maintaining, and running GoldMine and
GoldSync. While Technical Support does not provide
training or “walkthroughs” of GoldMine features, GoldMine
Solutions Partners are available to provide these services.
4 Select OK.
2 3 4
toolbar
contact record
work area
status bar
4 Select OK.
4 Click Select.
TIP
To quit GoldMine using the
keyboard, either:
· Press a-F to access the
File menu, then press X
to select Exit.
· Press a-o. 2
10 Select OK.
Members Projects
Displays the groups to which the contact belongs. Groups Displays long-term projects to which the contact is linked.
are a way of creating subsets of records from a very large
database.
Tracks
Displays Automated Processes™ tracks assigned to the
contact record. A track consists of one or more events, which
are step-by-step instructions GoldMine must evaluate to
perform a specified series of activities.
records, or click to
navigate through your
system.
5
SEE ALSO 7 Click Next>. Follow the
For details about “Working with directions provided by the
the Import Wizard,” see the online wizard. 6
Help topic group, “Managing
Information.”
3 To select a record by
numbered position in the
contact database, select
Lookup|Goto|Go to
Record Number.
3 Click Copy.
3 To prevent synchronizing
the deleted information,
uncheck Synchronize this
record’s deletions.
4 Select Delete.
Contacts
Organizational Chart criteria. For example, you might want to send a brochure
Types of contact subsets for a new product to only those contacts located in a test
Create sets of contacts market.
Use sets of contacts This chapter contains procedures for sorting contacts,
organizing them in an Organizational Chart (Org Chart),
Return to working with and for creating and using subsets of contact records.
all contacts
44
5 Select OK.
3 4
15 Select OK.
TIP
GoldMine’s Filters tab contains a
record for each defined filter
expression. Filter expressions are
arranged alphabetically by Filter
Name in the browse window.
6 7
SEE ALSO 9
For details about working with the
Group Building Wizard, see
“Building a Group” in the online
Help.
10
12 Select Schedule.
12
TIP
The timer can also be manually
started, stopped, reset, and
restarted from commands on the
Edit|Timer menu.
SEE ALSO
For details on setting up resources,
see “Defining Available Resources”
in the online Help.
9
11
9 Select Schedule.
View activities scheduled by all users for one contact in the Pending tab.
10
You can use the Contact Listing contact with the scheduled 2
and Calendar together to activities that you want to
schedule an activity. You can
schedule an activity by view, click .
dragging a contact from the
Contact Listing to the Calendar. 3 Click on the contact for
The contact can be dropped whom you want to
into a date or time slot in the schedule an activity, then 3
Day, Week, Month, or Year tab. drag the cursor to the
Calendar.
17 Select OK.
16
17
3
5 Select the Result code from
the lookup list. 4 5 6 7
13 To schedule a subsequent
activity, select Schedule a
Follow-up, then select an
activity from the drop-down
list.
14 Select OK.
11 Select OK.
9
10
11
7 Select OK.
12 To schedule a subsequent
activity, select Schedule a
Follow-up, then select an
activity from the drop-down
list.
13 Select OK.
11 To schedule a forecasted
sale that is not associated
with the active contact 10
record, uncheck Link. 9
12 To be notified when, and if,
the forecasted sale is 11 12
completed, select RSVP.
13
13 To activate the pop-up
alarm for this sale, check 14
Alarm.
14 Select OK.
17 Select OK.
6 Select OK.
3
5
10 Select Close.
7 8
9 10
8 Select OK.
6
3
4
5
3
2 5 6
6 Select OK.
3 5
10 Select Analyze. 8 10
9
11 To print a copy of the sales
analysis, select Print.
12 Select Close.
11
12
4
5 To select a different user or
user group, or to add users
or user groups, click Select
SEE ALSO Users.
For details about each option in the
Graphical Analysis Options
6 To add a user to the
dialog box, see “Displaying Graphs
analysis, double-click on the 5
of Activity Data” in the online
Help. user name in the User List.
9 Select OK.
18
19
21
20
11 To define additional
settings, select More Options.
15 To designate a destination
for retrieved e-mail
attachments, specify the
14
path and file name of the
Attachments directory.
16 To prevent linking
attachments to your 15
contacts, uncheck Save
attachments as linked 16
documents.
17
17 Click another tab to set up
other options for your
Internet e-mail, or click OK.
· SPA
8 Select OK.
15 To automatically import
Web Import data at the same
time that GoldMine performs
background retrieval of
Internet e-mail, select Import 14
data on background mail 15
retrieval. 16
List click .
4 Click Add.
2
5 To select either the newly
added address or a
previously entered address
for any contact associated
with the primary contact’s
record, select the E-mail 3 4
Address entry.
5
6 Click OK.
9 Click OK.
10 To send e-mail to an
Outlook user, select Outlook
(MAPI) recipient. For details,
click Help. 9
10
Recipients 1 Click . 2
11 Select Close.
13 Click OK.
14 To send e-mail to an
Outlook user, select Outlook
(MAPI) recipient. For details, 13
click Help.
14
3 Select OK. 3
12 Select Calendar/History
options, another tab, or
dispatch the message by
selecting one of the
following toolbar icons:
9 Select OK.
In the global display, the left pane of the E-mail Rules Center
contains two global rule sets:
· Primary Global Rules: applied before individual users’
e-mail rules.
· Secondary Global Rules: applied after individual users’
The E-mail Rules Center contains a list of rule sets and e-mail rules.
component rules in the left pane, and details about the rules
You cannot delete either of these rule sets, but you can delete
and rule sets in the right pane.
individual rules from either rule set.
The right pane contains details about the rules and rule sets.
· Outgoing
5 Select Next. 3
11
12
17
18
TIP
Be sure to check the rule set or rule
you have selected before deleting
because GoldMine does not prompt
you before completing the deletion.
TIP 2
The E-mail Center “previews” the
beginning lines of an e-mail
message. By default, GoldMine
displays up to 15 lines of a message.
If the drivers have not been installed, you must install them
before you can install the Word link. You can install the
ODBC drivers for Word 97 or Word 2000. For details on
checking for and installing the necessary ODBC drivers, get
Factsback #550 as described in “GoldMine Software
Corporation Support Services.”
9 Select OK.
19 20
· &Company
· &Address1 12
· &CityStateZip
17 Select GoldMine|Save as
GoldMine Form.
21 Select OK.
21
TIP 22 Select either Document
When you save a Word file as a Template (*.dot) or Word
document to use with GoldMine, Document (*.doc) from the
you must save the file in either drop-down list.
the standard .doc or .dot format.
To work successfully with 24
23 Type the File name.
GoldMine 5.0, you cannot save a
Word 97/2000 file as an .rtf,
24 Select Save. When you close
Word 6.0/95 .doc, or other file type.
the new template and exit
Word, do not save the file
again if prompted.
23
22
1 Select Contact|Write|Customize
Templates.
7 To prevent creating a
document link when you
merge information into
the template, uncheck Link
to Doc.
5 Select GoldMine|Update
GoldMine Form. When you
close the updated template
and exit Word, do not save
the file again if prompted.
6 Select &Signature.
7
5
8 Select OK.
13 Select OK.
12 Select OK.
TIP
If you want to only rename a folder
or topic, overwrite only the
current name. Do not overwrite the
previous names in the sequence
that are followed by semi-colons (;).
These establish the location of the 2
folder or topic.
3
4
5 Select OK.
6 Select OK. 4 5
· Keywords
8
· Topic name
· Folder name
· Topic text
7 Select Search.
6 Click OK.
2 4
3 5
5 Select OK.
3
4
7 To right-align numbers,
check Show numerics aligned
to the right.
9 To automatically display
the Organization Chart
when you maximize a
contact record, check Open
org tree when maximized.
11 Click OK.
3 Click OK.
8 Click OK.
· Move Up
or
· Move Down
10 To synchronize changed 10
dates when scheduled
activities roll over from the 11
originally scheduled dates,
select Sync Roll-over. To 12
preserve the original date
and time, leave this check
box blank.
12 Click OK.
3
4
8 Select OK. 8
4 Select Delete.
2
5 Select OK.
3 4
5 Click OK.
· Calls
· Appointments
· Next Actions
· To-dos
10 Click OK.
· Task-bar notification
2
5 To specify the amount of
time before an activity is
scheduled that the alarm
appears, type the number of
3 5
minutes for the Alarms default
lead time. 4 6
· Contact
or
· Company 6
8 Click OK.
5 To display a brief
description of the toolbar
icon’s operation on the left 3
4
side of the status bar when
5
the mouse pointer is 6
positioned on the icon, select
Show status bar help.
6 To display a description of
the icon’s operation within
the enlarged button, select
Show button text.
10 Click OK.
10 Click OK.
10
4 To designate a destination
for GoldMine or GoldSync
to place a retrieved linked 2
6 Click OK.
6 To reconfigure GoldMine to
display the v4.0 default
Main Menu configuration,
select Use the old GoldMine
4.0 menu.
9 Click OK.
8 9
10
APPENDIXES Ap-1
Write an Internet message ........................................................ b +j +E Insert into a template:
Display Opportunity Manager .......................................................................... t Section label .................................................................................. q
Display your Calendar .................................................................................... r Text label ....................................................................................... t
View the Org Chart for the contact Find a contact record
APPENDIXES Ap-3
Customizing Select toolbar
display and editing
the GoldMine operations
Toolbar 1 Select Edit|Toolbars.
You can set up GoldMine’s
toolbar to support your work 2 Select Options.
needs, including:
3 To display a brief description 1
· Specifying the types and of an icon’s operation when
positions of toolbar the mouse pointer is
displays positioned on the icon, select
· Creating custom Show quick help.
toolbars
4 To display a brief description
· Recording and playing of the toolbar icon’s operation
macros that automate on the left side of the status bar
multiple-step tasks when the mouse pointer is
Depending on the options positioned on the icon, select
enabled, you can add text to Show fly-by status bar help.
each icon, move, edit and/or 2
hide the seven preconfigured 5 To enlarge all options, and
toolbars. You can also create display text within each icon
custom toolbars that can be that describes the operation
moved, edited, hidden, or performed by the icon, select
deleted. The original toolbars Show button text.
or any custom toolbars can
6 To enable toolbar editing 3
contain special icons that will
capabilities, such as adding 4
execute macros of automated
new icons to a toolbar, select 5
actions that you record easily 6
Allow user configuration.
from any toolbar display.
8 Select OK.
APPENDIXES Ap-5
Moving Move toolbars
APPENDIXES Ap-7
Restoring a Restore a toolbar
You may find that you perform 3 Type the title for the new 2
some operations so frequently toolbar. 1
that grouping the icons
corresponding to these 4 Select OK.
functions in a customized
5 Select OK.
toolbar would speed your 4
work. You can create a toolbar 3
6 Select Edit|Toolbars.
or make changes to any
existing toolbar. 7 Select Insert Item.
5
TIP
The Insert Item command appears
on the Toolbars menu only if
Allow user configuration is
selected in the Toolbar Options
dialog box.
new toolbar
7
6 7
APPENDIXES Ap-9
TIP 8 Drag the icon(s) to the new
You can also move icons from an toolbar.
existing toolbar to the empty 9
toolbar, or copy icons to the new
9 Select Close.
toolbar.
3 Select Yes.
2
APPENDIXES Ap-11
Deleting Delete a custom
1
toolbar
Custom
1 Right-click to display the local
Toolbars menu on the toolbar that you
want to delete.
You can delete any custom
toolbar. Once deleted, a toolbar 2 Select Delete Toolbar.
must be recreated if needed at
a later time. 3 Select Yes.
TIP
The Delete Toolbar command is
available only to remove custom
toolbars.
APPENDIXES Ap-13
Editing Macros Edit a macro
You can change properties for 1 Select Edit|Toolbars.
an existing macro.
2 Select Edit Macro.
3 8
4
6
7
APPENDIXES Ap-15
Ap-16 GOLDMINE 5.5 AT A GLANCE
IN THIS CHAPTER
A
Actions tab, 5-18
view for one contact, 5-17
view from three types of
windows, 5-16
analysis report
save data selection settings
for, 12-5
Index
active contact record, 2-2, 2-6, view in the Activity List, select Calendar data to
3-8, 3-6 5-18–5-19 include, 12-5
activity view in the Calendar, select data for, 12-4
add participants to a 5-20–5-21 select history data for, 12-4
scheduled, 5-9 activity information, 3-2, 5-16 select linked data types to
add to your to-do list, 5-26 Activity List, 2-2, 2-5, 5-18 include, 12-5
analyze completed, 7-10 Actions tab, 5-18 select records by activity
display graphs of activity Appts tab, 5-18 code, 12-4
data, 7-13–7-15 Calls tab, 5-18 select records by result
complete, 6-4, 6-6 Closed tab, 5-18 code, 12-4
find time open for all E-mail tab, 5-18 specify a date range for
participants, 5-11–5-12 Filed tab, 5-18 history records to be
page another user, 6-9 Forecast tab, 5-18 included, 12-4
reserve resources for, 5-10 Open tab, 5-18 specify date range for
schedule, 5-6–5-8 Out-Box tab, 5-18 activity records to be
schedule a recurring, 5-13 RealTime tab, 5-18 included, 12-5
schedule for a group of tag records in, 4-8 analyze
contacts, 5-14–5-15 To-do tab, 5-18 completed activities, 7-10
schedule using the Contact add details in tab folders, 3-4 forecasted sales, 7-6–7-7
Listing and Calendar, address labels, 12-2 quotas, 7-9
5-23 alarm Appts tab, 5-18
schedule with the Calendar, configure GoldMine to send assign a quota, 7-8
5-22 via pager, 14-31 authentication protocol, 8-11
scheduling from the Outline for Internet e-mail, 9-18 auto-dial a telephone number,
tab, 5-24 Alarms tab, 14-2, 14-20–14-22 5-4
take a phone message, 6-7–6-8
INDEX 1
B Calendar tab, 14-2, 14-10–14-11 link to Organization Chart, copy contact information copy
call 4-6 into another application,
Basic toobar icons, Ap-3 auto-dial telephone number look up by any type of 3-14
bcc on outgoing messages for, 5-4 information, 3-10 copyright information, ii
(Internet), 8-6 record an unscheduled, look up by basic information, correspondence
Boolean expression, 4-9 6-5–6-6 3-9 add a template, 11-11
browse window, 2-2, 2-6, record call length, 5-5 look up by record number, create a template, 11-8
2-7, 4-2 schedule, 5-2–5-3 3-12 Crystal Reports, 12-3
button text display on toolbar Calls tab, 5-18 select display colors of field
icons, Ap-4 case-sensitivity of searches, 3-9 labels or text, 14-8 D
change your password entry, sort in the Contact Listing,
C 14-4 4-2 database
check the schedules of other tag, 4-8 methods of managing
Calendar, 2-2, 2-5, 5-16, users, 5-25 view activities scheduled subsets, 4-9
5-20, 5-22, 5-23 clock, 2-8 for, 5-17 open, 3-16
add a holiday configuration, Closed tab, 5-18 contact record, 2-2, 2-11, date format setting for Internet
14-12 complete 3-1, 3-12 e-mail, 8-16
add holidays defined for forecasted sale, 7-4–7-5 add basic information to, 3-3 Day tab, 5-22, 5-23, 5-24
another configuration, message, 6-10 add notes to, 3-6 dBASE, 4-9
14-14 scheduled activity, 6-2–6-4 create, 3-2 delete a contact record, 3-15
configure display, 14-2 contact database edit, 3-13 Delrina Winfax PRO, 11-3
configure the format, methods of managing view multiple, 3-8 dialing settings, 14-28–14-30
14-16–14-17 subsets, 4-9 contact report Document Management Center,
delete a holiday, 14-15 open, 3-16 save data selection settings 11-2, 11-4
use with the Contact Listing Contact Listing, 5-23 for, 12-5
to schedule an activity, configure, 14-23–14-24 select Calendar data to
E
5-23 using with the Calendar to include, 12-5
VCR controls, 5-20 e-mail
schedule an activity, 5-23 select data for, 12-4 add a recipient to a message,
calendar report Contact Listing, 4-3, 4-4, 4-6 select history data for, 12-4
save data selection settings 9-13
sort contacts in, 4-2 select linked data types to add Internet e-mail to an
for, 12-7 tagging records from, 4-8 include, 12-5
select a format for page opportunity or project,
contact record select records by activity 9-17
layout, 12-7 configure display, 14-2, code, 12-4
select activity data types to address, 8-2
14-5–14-6 select records by result code, assign a password, 9-15
include, 12-6 configure tabs, 14-9 12-4
specify date range for attach a file, 9-20
copy information into specify a date range for attach your VCard to a
activities, 12-6 another application, 3-14 history records, 12-4
specify time period for message, 8-5, 9-17
delete, 3-15 specify date range for authentication protocol, 8-11
activities, 12-6 activity records, 12-5 automatically send queued
INDEX 3
adding secondary, 14-14 Internet e-mail link attachments in mes- set GoldMine to automati-
delete from your Calendar, Add a recipient to a sages to GoldMine users, cally retrieve, 8-8
14-15 message, 9-13 9-18 set headers display, 8-15
How Do I?, 2-12 add the message to an manually dispose of each set up (basics), 8-1, 8-3–8-4
opportunity or project, unlinked incoming set up additional accounts,
I 9-17 message, 8-7 8-11–8-12
assign a password, 9-15 PASS authenication protocol, SMTP Port setting, 8-13
IE, 8-3 attach a file, 9-20 8-11 specify destination for
import contacts into GoldMine, attach a VCard to outgoing POP3 Port setting, 8-13 retrieved attachments, 8-9
3-7 messages, 8-5, 9-17 prerequisites for sending, 8-2 spell-check a message, 9-16
important terms, 2-2 authentication protocol, 8-11 quote entire message in synchronize attachments to,
InfoCenter automatically send queued your reply, 8-6 8-18
change access rights to a messages when retrieving, read your messages, Internet Explorer, 8-3
book, folder, or topic, 8-9 10-13–10-14 Internet Service Provider, 8-2
13-10 bypass messages larger than receive a return receipt, 9-17 Internet tab, 14-2, 14-27
create a book or folder, specified size, 8-8 receive an RSVP, 9-18 ISP, 8-2
13-4–13-6 change communications record incoming messages
delete a book, folder, or timeout setting, 8-19 as private, 8-8 K
topic, 13-11 change the number of remove MIME support from
display What's new? after preview lines for a message, 9-17 keyboard shortcuts, Ap-1–Ap-2
login, 14-36 message, 8-7 remove word-wrapping KnowledgeBase
editing toolbar, 13-5 change the primary recipient from a message, 9-17 change access rights to a
link a file to a book, folder, of a message, 9-11 retrieve only unread mail book, folder, or topic,
or topic, 13-9 configure accounts and from the server, 8-8 13-10
move a folder or topic, 13-7 settings, 14-27 retrieve VCards with create a book or folder,
rename a book, folder, or define advanced settings, incoming messages, 8-8 13-4–13-6
topic, 13-8 8-17–8-19 retrieve your message(s), delete a book, folder, or
resources contained in, 13-1 define options for compos- 10-12 topic, 13-11
search, 13-12–13-13 ing messages, 8-5 select default templates, 8-6 description of, 13-1
tour of features, 13-2–13-3 define options to record a select line quote style, 8-6 editing toolbar, 13-5
use Windows Explorer to message, 9-19 select options for a message, link a file to a book, folder,
link a file to, 13-4 define retrieval settings, 8-7 9-17 or topic, 13-9
input focus, 2-6 define settings for E-mail send bcc to yourself, 8-6 move a folder or topic, 13-7
install the Word link, 11-4–11-7 Center, 8-15 send message in .RTF rename a book, folder, or
international access code for delete attachments to, 8-18 format, 9-17 topic, 13-8
telephone numbers, 14-29 display queued messages, send to one recipient, 9-10 search, 13-12–13-13
international format for 9-19 set date format for message tour of features, 13-2–13-3
telephone numbers, 3-2 encryption, 9-15 display, 8-16
how to address, 8-2 set date on incoming
import Web Import data, 8-19 messages, 8-7
INDEX 5
introduction to selecting, R select for printing, 12-3 by record number, 3-12
14-2 select history data to include case-sensitivity of, 3-9
link Schedule+ with read your e-mail, 10-13–10-14 in a contact or analysis, on any field value, 3-10
GoldMine, 14-19 RealTime tab, 5-18 12-4 secondary holiday, 14-14
record pager information, record an unscheduled call, select linked data types to signature
14-2, 14-31 6-5–6-6 include, 12-5 insert into template, 11-15
select additional settings, record call length, 5-5 select records by activity requirements to add to
14-2 Record tab, 14-2, 14-5–14-6, code, 12-4 template, 11-14
select display colors of field 14-7 select records by result code, set up for use in a template,
labels or text, 14-8 recurring activity, 5-13 12-4 11-14
select program and system Referrals tab, 3-4 sort data, 12-8, 12-9 SMTP Port, 8-13
file locations, 14-2, release notes, 2-12 specify date range for sort
14-38–14-40 remote synchronization activity records, 12-5 contacts in the Contact
select scheduling settings, configure connections and specify date range for Listing, 4-2
14-18–14-19 document links, 14-2, history records, 12-4 data in a report, 12-9
select ZIP Code validation 14-32 tertiary sort, 12-8, 12-9 records by the natural order
method, 14-7 set handshake timeout Reports Menu, 12-2 of records, 12-8
set additional settings, value, 14-34 reserve resources spelling check for an Internet
14-36–14-37 set timeout periods for, for a scheduled activity, 5-10 e-mail message, 9-16
set personal, 14-2, 14-3 14-34–14-35 restore standard report templates, 12-1
set timeout periods for reports default set of icons, Ap-11 start GoldMine, 2-3
synchronization, 14-34 categories of standard toolbar, Ap-8 status bar, 2-2, 2-4, 2-10, 14-36
set up alarm, 14-20–14-22 templates, 12-2 retrieve Internet e-mail, 10-12 Summary tab, 3-4
set up modem and define display a full-page view of, return receipt for e-mail, 9-17 Sync tab, 14-2, 14-32–14-33,
dialing properties, 14-2 12-10 RightFax, 11-3, 11-4, 11-5 14-34–14-35
primary sort (reports), 12-8 introduction to GoldMine’s RSVP for Internet e-mail, 9-18 synchronization
print reporting feature, 12-2 configure connections and
default template, 11-2 number of standard S document links, 14-2
envelopes, 12-2 templates, 12-1 configure connections
mailing labels, 12-2 primary sort, 12-8, 12-9 schedule document links,
Project Manager, 6-3, 6-6 print to monitor or printer, activity, 5-6–5-8 14-32–14-33
Projects tab, 3-5 12-10 call, 5-2–5-3 set handshake timeout
save data selection settings forecasted sale, 7-2–7-3 value, 14-34
Q for, 12-5 select settings, 14-18–14-19 set timeout periods for,
save sort settings, 12-9 Schedule tab, 14-2 14-34
queued messages, 9-19 secondary sort, 12-9 Schedule+ link with GoldMine,
quit GoldMine, 2-14 select Calendar data to 14-19
quota include, 12-5 search
analyze, 7-9 select data for a contact or by a profile, 3-11
assign, 7-8 analysis report, 12-4 by basic information, 3-9
INDEX 7
INDEX 8 GOLDMINE 5.5 AT A GLANCE