Getting Familiar
4 Quadrants of GM
GoldMine's Look And Feel
Adding Records
Creating A New Contact
F2 Lookup Windows
Adding A Lookup Entry
Editing A Lookup Entry
Zip Code Database Autofill
Proper completion of Record
Duplicate Records/Record Tagging to merge
Records
Finding Contacts
Moving Around GM
The Contact Listing
Text Search
Contact Maintenance
Editing Contacts
Additional Contacts
Detail Records
Finding Detail Records
Adding A Note
Searching Notes
Calendars
The Calendar
Rescheduling from the Calendar
Resizing The Calendar
Calendar Outline View
The Activity List
Activity & Result Codes- Importance
& Proper uses
Scheduling A Call
Setting An Alarm
The Phone Call
Completing The Call
Scheduling An Appointment
Scheduling From The Calendar
Completing An Appointment
Scheduling A Forecasted Sale
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Introduction
To Filters
Using Filters
Creating A Single Filter
Creating A Variable Filter
GoldMine E-Mail Features:
Adding An E-Mail Address
The E-Mail Center
Reading E-Mail
Sending E-Mail
MS Outlook E-mail Integration Overview
The Organization Chart
Using The Org Chart
Adding A New Section
Replicating Data
Activating And Releasing A Section
Organization Chart Options
Overview of GM's Reports
Printing Reports
Reports And Filters
GoldMine's Preferences
Personal Settings
Record Properties
Calendar Settings
Schedule Settings
Alarms Settings
Lookup Settings
Toolbar Options
Pager Settings
Sync Folders
Misc Settings
Login Settings
Modem Settings
Internet and Email Settings
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