GOLDMINE  FREQUENTLY ASKED QUESTIONS

Question:
How do I install the Word Link on GoldMine 5.0 with Word 2000 or Word 97?

Answer:
Download the latest copy of the Gmlink.dot from FrontRange.com to the GoldMine directory. Select from the menu Tools>>Macros>>Security in Word 2000, and change the security setting to medium or low ( not necessary in Word 97). Next, open GoldMine and select to Edit>>Custom Templates. Switch the username to public (upper left hand corner of the Document Management Center). Find and double click on Blank Letter 2 or any .dot file under the 'Letters, Memos, and Faxes' icon on the left side. 'Enable' macros and say 'Yes' to install the link. Accept the default settings in the installation wizard and specify the fax software before selecting the Save Preferences button. Click OK to avoid viewing the documentation.



Question:
How do I get my undocked users to see other users information?

Answer:
On the GoldSync server in GoldMine, select File>>Synchronize>>GoldSync Administration Center. Then open the group folder and select the appropriate undocked user's site profile that is to receive the other users information. Right mouse click and select Properties. Proceed to the page labeled Override Options. Under "Sending transfer sets settings" check the box next to "Transfer set record type creation options". Go to the next screen and under Send Record Types, scroll down to "Customizations" and check the box next to "Users." On the right side of the screen check the user names for the calendars of the other users to synchronize. Select Finish to save the new settings.



Question:
When should I create a User Defined field and when should I create a Detail record?

Answer:
If the data to be captured is in the nature of a one-to-one relationship with the contact record then it is appropriate to create a User Defined field. If the data pertains to a one-to-many relationship with the contact record, create a Detail record or a new Tab to capture the information.



Question:
How do I configure the e-mail center?

Answer:
Edit>>Preferences>>Internet, set the POP3 and SMTP server settings, username and password and return email address. Also, for further options click the more options button.



Question:
Why do I keep getting the same e-mail back that I deleted?

Answer:
Because the "auto-delete" in the preferences is not checked. To turn this feature on, select Edit>>Preferences>>Internet tab>>More Options>>Accounts tab>>Edit. Make sure "auto-delete" is checked.



Question:
How do I backup my GoldMine data?

Answer:
Issues with lost or corrupted data are not common, but can still occur. Possible causes are a defective memory chip in the computer, power outages, lightning strikes, or any other random system issues can cause data to be corrupted or lost. To minimize the possibility of data loss, it is vital to safeguard against these potential issues. The best safeguard against data loss is a good preventative maintenance program of systematic backups. There are numerous options available for backing up a system and the data on it. For proper guidance in the absence of an Information Technologies team, it is recommended that a qualified computer consultant aid in determining the needs of the organization. The FrontRange Solutions Sales team at 800.654.3526 can provide the names of a local GoldMine Authorized Solutions Partners to consult on this matter. Additional information is available in document 503 - How to Backup Data From GoldMine® dBase Installations.



Question:
How do I prioritize my scheduled tasks?

Answer:
1) Schedule any action, such as call, next action or other action. 2) In the Time field of the Schedule window, type in any letter, such as A,B, or C. 3) This action will toggle the word Time on the window to say Priority. 4) Then, from the Activity List window, you can click on the Time column to sort all your activities alphabetically by priority.



Question:
How can I customize the toolbar to speed tasks?

Answer:
GoldMine has a number of toolbars organized around different types of work in the system. Selecting from a list of predefined toolbars is as easy as right clicking on any empty area of the toolbar and choosing from the options. You can also add your own buttons to a toolbar by right-clicking on it and selecting Insert item…, or remove buttons by holding down the right mouse button and dragging the applicable button off of it. By Customizing your toolbar, you can make GoldMine better meet your business needs.



Question:
How do I use the Internet Search feature in GoldMine?

Answer:
GoldMine has the capability to send contact record data to the Web to retrieve information from popular company and people search engines such as Yahoo, Who Where, and Switchboard, as well as informational search engines such as Map Quest and Yahoo Weather? With GoldMine’s Internet Search, you can quickly map out directions to a contact’s business location or home, search for a contact’s phone number or research the weather in a particular location. All of this functionality is available without having to type in a single character or word. GoldMine’s Internet Search will help you take greater advantage of Internet resources with incredible efficiency. This GoldMine feature is available in GoldMine 4.00.505 and higher. This GoldMine feature is easily accessed by selecting Lookup>>Internet Search.



Question:
How do I move or copy records from one local contact database to another, or merge two local databases?

Answer:
Sometimes it is necessary to combine contact records of local databases. Synchronization is great for transferal of contacts between remote users or locations, but when both databases are local, there is a more efficient process available.