The complete idiot's guide to GoldMine 5
Langue : Anglais
The Complete Idiots Guide to GoldMine 5.0 will take the reader into the natural way the software is used. Read what you need as you need it. No fuss, no muss. 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.
I. GOLDMINING FOR BEGINNERS.
1. Staking Your Claim: Opening Up the GoldMine.
2. Scratching the Surface: Setting GoldMine to Work.
3. Your Treasure Trove: Storing Contact Information.
4. The Right Look: Making Things Happen.
5. 24-Karat Printouts: Generating Paper by Printing and Faxing.
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.
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.
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.
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.
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.
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.
7. Are There Spiders in the Mine? Using the Web.
8. Remote Control: Updating GoldMine from the Web.
9. Prettying Up the Pla
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.
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.
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.
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 Pla
Date de parution : 06-2000
Ouvrage de 380 p.
22.9x18.4 cm
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