The Complete Idiot's Guide to GoldMine 5

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Overview

The Complete Idiot's Guide to GoldMine 5 takes you into the natural way the software is used. The book's format allows you to read what you need as you need it. Topics covered include: Advanced Record Location, Working in List View, Creating Scripts, Group Scheduling, Customizing User Fields, Forecasting Sales, Network Tricks and Traps, Connecting to Hand Held Devices, and Synchronizing with Remote Users.

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Overview

The Complete Idiot's Guide to GoldMine 5 takes you into the natural way the software is used. The book's format allows you to read what you need as you need it. Topics covered include: Advanced Record Location, Working in List View, Creating Scripts, Group Scheduling, Customizing User Fields, Forecasting Sales, Network Tricks and Traps, Connecting to Hand Held Devices, and Synchronizing with Remote Users.

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Product Details

  • ISBN-13: 9780789723505
  • Publisher: Alpha
  • Publication date: 8/10/2000
  • Series: Complete Idiot's Guide Series
  • Pages: 384
  • Product dimensions: 7.42 (w) x 9.08 (h) x 0.86 (d)

Meet the Author

The ASAP GoldMine Consultancy team is led in its authoring division by Bernard Dodd. Always aligned to the end user, ASAP has published six QUE books on SAP software systems and is now creating best practice CRM (Customer Relationship Management) procedures on the implementation of GoldMine. ASAP GoldStrike TM methology has been designed to maximize business benefits and enable rapid quality implementations of CRM processes. Instructional expertise comes from extensive experience in teaching technical subjects to industrial and commercial users.

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Table of Contents

I. GOLDMINING FOR BEGINNERS.

1. Staking Your Claim: Opening Up the GoldMine.

What Is GoldMine, and What Does It Do?

Being Polite and Businesslike. Remembering Every Single Contact.

Preparing to Install GoldMine.

Installing to a Single-User System. Checking System Requirements. Initiating the Install. Licensing Your Installation. Starting GoldMine. Exploring the GoldMine Main Menu. Accommodating Remote or Travelling Users. Separating License Types. Inspecting the State of Your System.

Using Free Support.

Consulting the Online KnowledgeBase. Downloading from the GoldMine Web Site. Using GoldMine Premium Support Services.

2. Scratching the Surface: Setting GoldMine to Work.

What GoldMine Can Do for You

Exploiting Your Computer.

Noting Useful To-do Activities.

Completing a To-do Activity. Setting and Recording the Time. Setting a Date.

3. Your Treasure Trove: Storing Contact Information.

Controlling Contact Data.

Commanding Files. Commanding Edits.

Finding a Contact Record.

Cloning an Existing Record. Toggling GoldMine Options. Adding Notes to a Contact Record. Entering Standardized Data.

Improving a Browse List.

Putting More Than One Entry in a Field. Attaching Descriptions and Explanations. Using Zip Codes. Getting Around Your Tabs. Editing Contact Record Properties.

4. The Right Look: Making Things Happen.

Preparing Your Workspace.

Controlling What You See. Commanding Your Windows. Resizing Your Record Display. Configuring Your Toolbars. Editing Your User Preferences. Commanding Views. Commanding Lookups.

Controlling What You Do.

Commanding for Your Contact. Customizing Templates. Commanding Your Schedule. Completing Activities. Commanding Tools and Wizards. Helping Yourself.

Making Macros.

Giving Your Macro Its Own Icon. Editing Macro Properties.

5. 24-Karat Printouts: Generating Paper by Printing and Faxing.

Linking to Word 97 or 2000.

Installing the Link. Setting Link Preferences. Working GoldMine from Word. Emailing, Messaging, and Even Writing.

Making a GoldMine Template Form.

Identifying a New GoldMine Template. Developing a Template. Placing a Microsoft Word Field. Placing a GoldMine Field. Saving a Correspondence Template. Writing with a Template. Linking a Document to a Contact.

Initiating a Merge.

Starting a Paper Merge. Starting an Email Merge. Recording a Document After Dispatch. Managing Form Printing. Setting Up Signature Bitmaps.

II. COMMUNICATING THROUGH THE INTERNET.

6. It Beats a Tin Can on a String: Managing Email.

Mastering Messages.

Emailing Another GoldMine User. Emailing Contacts. Setting Options for Email. Specifying Queue, Calendar, and History Options. Targeting a Mail Merge.

Setting Up Internet Email Accounts. Operating from the E-mail Center. Sending an Outlook Message to a Contact. Sending a Pager Message.

7. Are There Spiders in the Mine? Using the Web.

Contacting the World Wide Web. Finding What.

Exploring the GoldMine Search Engine. Managing Web Site Addresses. Making Contacts Through Your Web Site. Collecting Data from the Web. Controlling Web Import.

Prospecting with Web Site Messaging.

Creating the Web Form. Interpreting an HTML Form. Understanding the Web Import File. Formatting the Web Import File. Interpreting the Instructions Section. Interpreting the Data Sections. Matching a Password for Web Imports.

8. Remote Control: Updating GoldMine from the Web.

Exploring the Licensing System.

Configuring Your GoldMine License. Registering GoldMine Licenses.

Understanding Net-Update Now.

Installing the File Download on a Network. Installing a Network Update Locally.

Checking Your Details.

9. Prettying Up the Place: Customizing Startup and Settings

Tightening Your Records.

Reviewing How Your Fields Are Used.

Administering a GoldMine System.

Customizing Processes.

Managing the Users' Master File.

Selecting the GoldMine Home Directory. Configuring a User's Time Clock. Configuring User Groups. Configuring Resources. Rebuilding Your Screens. Creating a New Field. Creating a New Screen.

III. MANAGING CONTACTS EFFICIENTLY.

10. Look, Then Leap: Scheduling Your Activities.

Planning Things to Be Done.

Contemplating Your Activities. Reviewing Your Past. Completing an Activity. Replying to Another User. Linking to the Active Contact.

Dating an Activity.

Recording Activity Details. Allocating Time to an Activity. Using Your Calendar. Rescheduling an Activity. Deleting an Activity. Muddling Your Schedule. Locating Another User. Alarming Activities. Making a Private Call. Restricting a Private Entry.

11. Panning for Gold: Filtering Contacts from the Database.

Finding Particular Contact Records.

Searching on Basic Information. Searching on Indexed Fields. Narrowing a Search for Contacts. Calling for Another Record Window. Spinning for a Record. Finding Records Using Their Details.

Exploring Filters.

Tagging Contacts for Immediate Use. Building a Filter. Building a Filter Expression. Editing a Filter. Using a Filter. Optimizing Record Selection. Reviewing the Scope of a Filter. Previewing Filtered Records.

12. At the Corral: Building Contact Groups.

Working with Contact Groups.

Tagging Your Gang. Building a Group with a Filter. Activating a Group. Using the Membership Local Menu. Adding Group Members.

Controlling the Group Building Wizard.

Using the Optional Settings. Building from a Set of Contacts.

IV. GOLDMINE IN BUSINESS.

13. At the Mill: Generating the Reports You Like.

Introducing the Report Generator.

Choosing a Report Category. Scrutinizing a Report Template. Looking at a Report's Layout.

Using the Report Generator.

Using the Reports Local Menu. Choosing What to Report About. Reporting History Data. Reporting Calendar Data. Saving Report Options.

Sorting Report Data.

Printing a Report. Inspecting a Report Onscreen.

14. Round Up a Posse: Building a Sales Team.

Pressing a Posse

Assigning Users. Assigning Group Membership to a User.

Controlling User Access.

Owning a Record. Checking on Memberships. Letting Users Operate Particular Functions. Granting User Access to Records. Permitting Special Functions. Seeing What Others Are Doing. Controlling Users' Menus. Saving a Menu Template.

Inspecting a User's Timekeeping. Controlling Access to a Contact Database. Hiding User Screens.

15. Looking for the Real Seams: Using the Opportunity Manager.

Forecasting the Odds.

Scheduling a Forecasted Sale. Inspecting Forecasted Sales.

Dealing with an Entire Opportunity.

Tasking an Opportunity. Viewing the Opportunity Calendar. Providing Opportunity or Project Details. Differentiating Projects and Opportunities.

Identifying Influencers.

Assembling a Team. Documenting the Competitors. Documenting Issues.

Analyzing the Sales Pipeline. Assigning and Analyzing Quotas.

16. At the Assayer's Lab: Analyzing Leads.

Preparing to Analyze Leads.

Interpreting Lead Analysis. Costing the Source of a Lead.

Using Leads Analysis in Cunning Ways.

Maintaining Leads Analysis Files. Deleting a Leads Analysis.

V. ADMINISTERING A GOLDMINE INSTALLATION.

17. Be the Boss of the Territory: Maintaining Databases.

Maintaining GoldMine.

Backing Up. Identifying GoldMine Files. Preventing Corrupt Indexes. Copying and Moving Records.

Directing the Maintenance Wizard.

Rebuilding...Packing...Sorting. Arranging Automatic Maintenance.

Administering Records.

Consolidating Duplicate Records. Driving the Merge/Purge Wizard. Setting Up Merge Criteria. Selecting Field Comparison Methods. Whisking Away the Dross.

Making Global Changes to Contact Records.

Extending Global Replacements. Logging Updates in History. Viewing the Contact Files Logs. Viewing the GoldMine Files Logs. Substituting a Value from Another Field. Updating a Field with Advanced Options. Replacing with a dBASE Expression.

Deleting Records.

Deleting All (Filtered) Contact Records. Removing Old History. Using the Record Wizards.

18. Share the Wealth: Distributing Nuggets of Information.

Linking to Another Data File.

Linking from the Links Tab. Editing a Linked Document.

Nurturing Organizational Trees.

Adding Branches. Depicting the Competition. Rearranging the Furniture.

Using the InfoCenter.

Authoring a Book. Searching the InfoCenter. Extracting Information. Printing and Faxing a Topic.

Fulfilling Literature.

Creating a Contribution to Literature. Reviewing Literature Requests. Reviewing Queued Documents. Reviewing Recently Printed Documents.

Working with the Information Facilities.

19. High Noon: Synchronizing Records.

Synchronizing with GoldMine.

Setting Up a Session. Rousing the Synchronization Wizard. Synchronizing When Disconnected. Synchronizing by Sneaker Net. Filtering for the Transfer Set. Browsing a Transfer Set. Defining a Transfer Cutoff Moment. Defining Send Options. Defining Retrieval Options.

Synchronizing with Microsoft Outlook.

Defining Options for Outlook Synchronization. Setting Advanced Options for Outlook. Synchronizing with Palm Pilot. Installing the GoldMine Pilot Conduit. Selecting Data Categories to Purge. Selecting Contact Records for Pilot. Confirming HotSync Settings.

Synchronizing with a Windows CE Device.

20. A GoldMine Assembly Line: Automating Processes.

Making GoldMine Work for You.

Identifying Useful Processes. Performing Administrative Tasks.

Working with Processes.

Interpreting a Process Listing. Defining Track Properties. Defining a Track. Triggering Actions. Sequencing Events. Attaching a Track to a Contact Record.

Executing Processes by a Scan. Building an Automated Process.

Selecting What to Trigger On. Choosing an Action for an Event.

21. Line Please: Creating Telemarketing Scripts.

Selecting a Script.

Editing a Script. Saving the Questions and Answers.

Changing the Questions and Answers.

Creating a New Script. Directing Data Entry.

22. Boom Town: Extending GoldMine by Adding on Software.

Using GoldMine Industry Templates.

Choosing an Industry Template. Installing an Industry Template. Copying and Moving Records.

Exploring the Add-On Categories. Sampling the GoldMine Tools Catalog.

23. Getting Tricky: Installing to a Network and Troubleshooting.

Installing to a Network.

Sharing the Directory. Configuring the Workstations.

First-Level GoldMine Troubleshooting.

Interpreting an Insufficient Memory Error. Interpreting a BDE Error. Troubleshooting the Link to Word. Exploring GoldMine Support Services Consulting GoldMine Newsgroups.

Glossary.

Index.

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Sort by: Showing 1 Customer Reviews
  • Anonymous

    Posted October 16, 2001

    Not real useful to a novice

    This book suffers from the same problems as the GoldMine for Dummys book. If you have been using GoldMine and have a good understanding of its purpose and function then the book contains interesting information. If you are not knowledgeable about GoldMine and your boss drops it on your desk and tells you to learn it then this book has minimal value. The book lacks an integrated approach. The information is good and accurate but is basically scattered pieces of knowledge. Think of it like this, suppose that someone wanted to teach you chess. They described each and every piece and the board. They described the manner in which each piece could move and restrictions on movement. Then they said to go play chess. You would surely lose if you don't know that the goal is to capture the other king nor how all the pieces work together to create an effective defense or offense. This book describes how each piece works but not how to get them to work together. Unfortunately I can't point anyone to any other book on GoldMine that does not suffer the same problem. They describe all the ingredients and how to prepare the ingredients but not how to bake the cake.

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