GoldMine 8 for Dummies - download pdf or read online

By Joel Scott

Explains easy methods to use the touch supervisor application to agenda calls and conferences, combine calendars, forecast and study revenues functionality, and automate mass e-mails and faxes

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Understanding the GoldMine Interface If you are sitting in front of GoldMine for the first time, you will quickly become comfortable with the navigation because it’s very much like many other twenty-first–century applications. In addition to looking different, GoldMine now has some new terminology for you to get used to. GoldMine 8 has a Global Toolbar, a Navigation Pane, and a Taskbar. On top of that, some of the functions are in different places now. Figure 2-1 shows as many of GoldMine’s work areas as possible, and I refer to this figure throughout this chapter.

For instance, if your company uses Microsoft Exchange and does not have POP and SMTP enabled, you will not be able to use GoldMine’s e-mail client. Figure 3-7: Set up your display options when querying the database on the Lookup tab. Figure 3-8: Tell GoldMine where to find your e-mail servers on the E-Mail tab. 39 40 Part I: GoldMine Premium Basics The Network Connection section determines how GoldMine connects to the Internet. If you use another program, such as Internet Explorer or Netscape Navigator for your Internet connection, you don’t have to select the Use Dialup Networking option; if you want GoldMine to dial in and make the connection, however, select this option.

In fact, the Links tab is generally more important and more often used than several of the original tabs that are displayed by default. There are several candidates for demotion from the first tier to the second. My recommendation is to demote the Summary tab to the second tier and replace it with the Links tab. I’ve used GoldMine since the early 1990s and have never once felt a need for the Summary tab. My second choice for demotion is the Referrals tab. Although I do use the Referrals tab, I don’t use it all that often, and most of our clients don’t use it at all.

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