|
User
Preferences
The GoldMine Work Area
Adding Icons to the Toolbar
Adding Items to the Taskbar
Managing
Contacts
The Contact Record
General Contact Data
Five Key Fields
The Tab Bar
Adding Contacts
Lookups
Finding Contacts
The Organizational Chart
Managing
Activities
Scheduling a Phone Call
Schedule an Appointment
Schedule a Next Action
Schedule a Forecasted Sales
Scheduling for Other Users
The GoldMine Calendar
The Activity List
Completing Activities
Schedule a Follow-up
|
|
Basic
Filters, Groups
Why Use Filters or Groups
Filters and Groups Defined
Creating Filters
Creating Groups
Using Filters and Groups
GoldMine
Merge Forms
Merging in GoldMine
Creating GoldMine Forms
Saving GoldMine Forms
Merging to a Filter or Group
Reports
Choosing the Best Report
Printing Reports
Printing Reports to a Filter or Group
E-mail
Sending Internet E-mail
Sending Internal E-mail
E-mail Merge Templates
|
|
