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Microsoft Windows Help File Content  |  1998-01-15  |  46.4 KB  |  857 lines

  1. :Base gmw4hlp.HLP
  2. 1 Getting Started with GoldMine
  3. 2 Welcome to GoldMine=Welcome_to_GoldMine
  4. 2 Working with Displays and Menus
  5. 3 GoldMine's Work Area=GoldMine_s_Work_Area
  6. 3 Menus and Commands
  7. 4 GoldMine's Menus and Commands=GoldMine_s_Menus_and_Commands
  8. 4 Executing Commands from the Main Menu=Executing_Commands_from_the_Main_Menu
  9. 4 Menu Changes from GoldMine 3.2 for Windows 95=Menu_Changes_from_GoldMine_3.2_for_Windows_95
  10. 4 Menu Changes from GoldMine 2.5a for Windows=Menu_Changes_from_GoldMine_2.5a_for_Windows
  11. 3 Toolbar
  12. 4 Using the Toolbar=Using_the_Toolbar
  13. 4 Basic Toolbar=Basic_Toolbar
  14. 4 Standard Toolbar=Standard_Toolbar
  15. 4 Schedule Toolbar=Schedule_Toolbar
  16. 4 E-mail Toolbar=E_mail_Toolbar
  17. 4 Misc. Toolbar=Misc._Toolbar
  18. 4 Tools Toolbar=Tools_Toolbar
  19. 4 Record Toolbar=Record_Toolbar
  20. 4 Setup Toolbar=Setup_Toolbar
  21. 3 Displaying and Selecting Data
  22. 4 Working with GoldMine's Objects=Working_with_GoldMine_s_Objects
  23. 4 Selecting Entries from Browse Windows=Selecting_Entries_from_Browse_Windows
  24. 4 Setting up Values in Lookup Lists=Setting_up_Values_in_Lookup_Lists
  25. 4 Lookup List Setup=Lookup_List_Setup
  26. 4 Setting Time with the Graphical Clock=Setting_Time_with_the_Graphical_Clock
  27. 4 Setting a Date with the Graphical Calendar=Setting_a_Date_with_the_Graphical_Calendar
  28. 4 Working with Drop-Down Lists and Spin Controls=Working_with_Drop_Down_Lists_and_Spin_Controls
  29. 1 Working with Contact Information
  30. 2 Viewing Contact Information
  31. 3 Displaying Contact Data=Displaying_Contact_Data
  32. 3 Working with the Tab Bar
  33. 4 Displaying Data from the Tab Bar=Displaying_Data_from_the_Tab_Bar
  34. 4 Summary Tab=Summary_Tab
  35. 4 Fields Tab=Fields_Tab
  36. 4 Notes Tab=Notes_Tab
  37. 4 Contacts Tab=Contacts_Tab
  38. 4 Profiles Tab=Profiles_Tab
  39. 4 Referrals Tab=Referrals_Tab
  40. 4 Pending Tab=Pending_Tab
  41. 4 History Tab=History_Tab
  42. 4 Links Tab=Links_Tab
  43. 4 Members Tab=Members_Tab
  44. 4 Tracks Tab=Tracks_Tab
  45. 4 Opptys Tab=Opptys_Tab
  46. 4 Projects Tab=Projects_Tab
  47. 2 Entering Contact Information
  48. 3 Creating a Contact=Creating_a_Contact
  49. 3 Selecting a Record Creation Method=Selecting_a_Record_Creation_Method
  50. 3 Selecting a Record View Method=Selecting_a_Record_View_Method
  51. 3 Editing Contact Information=Editing_Contact_Information
  52. 3 Formatting Telephone Numbers=Formatting_Telephone_Numbers
  53. 3 Selecting Entries from Lookups=Selecting_Entries_from_Lookups
  54. 3 Creating and Editing Notes=Creating_and_Editing_Notes
  55. 3 Adding Contacts to a Record
  56. 4 Adding Contacts to a Company Record=Adding_Contacts_to_a_Company_Record
  57. 4 Creating an Additional Contact=Creating_an_Additional_Contact
  58. 4 Additional Contacts Local Menu=Additional_Contacts_Local_Menu
  59. 4 Editing an Additional Contact=Editing_an_Additional_Contact
  60. 4 Converting an Additional Contact to a Primary Contact=Converting_an_Additional_Contact_to_a_Primary_Contact
  61. 3 Adding Detailed Information
  62. 4 Adding Custom Information with Profiles=Adding_Custom_Information_with_Profiles
  63. 4 Profiles Local Menu=Profiles_Local_Menu
  64. 4 Storing Internet-Related Information as a Profile=Storing_Internet_Related_Information_as_a_Profile
  65. 4 Profile Properties Window=Profile_Properties_Window
  66. 4 Adding a Profile=Adding_a_Profile
  67. 4 Adding Details to a Profile=Adding_Details_to_a_Profile
  68. 4 Accessing Profile Details=Accessing_Profile_Details
  69. 4 Displaying Information about a Profile Record=Displaying_Information_about_a_Profile_Record
  70. 3 Working with Referrals
  71. 4 Linking Contacts with Referrals=Linking_Contacts_with_Referrals
  72. 4 Creating a Referral=Creating_a_Referral
  73. 3 Linking Files to a Contact
  74. 4 Linking Documents to a Contact=Linking_Documents_to_a_Contact
  75. 4 Starting an Application and Loading a File from GoldMine=Starting_an_Application_and_Loading_a_File_from_GoldMine
  76. 4 Using the Local Menu to Create a Document Link=Using_the_Local_Menu_to_Create_a_Document_Link
  77. 4 Creating a Document Link Using Drag-and-Drop=Creating_a_Document_Link_Using_Drag_and_Drop
  78. 3 When all you need is a Phone Number
  79. 4 Using the Personal Rolodex=Using_the_Personal_Rolodex
  80. 4 Adding and Maintaining Entries in Your Personal Rolodex=Adding_and_Maintaining_Entries_in_Your_Personal_Rolodex
  81. 4 Dialing from the Personal Rolodex=Dialing_a_Telephone_Number_from_Pers_Rolodex
  82. 2 Finding a Contact Record
  83. 3 Searching for Contacts=Searching_for_Contacts
  84. 3 Searching on Indexed Fields=Searching_on_Indexed_Fields
  85. 3 Searching with the Contact Listing=Searching_with_the_Contact_Listing
  86. 3 Finding Profile Records=Finding_Profile_Records
  87. 3 Displaying the Profile Browse Window=Displaying_the_Profile_Browse_Window
  88. 3 Searching through Any Fields for a Value=Searching_through_Any_Fields_for_a_Value
  89. 3 Finding a Contact by Navigating the Database=Finding_a_Contact_by_Navigating_the_Database
  90. 2 Organizing Contact Records
  91. 3 Managing Contacts in an Organizational Chart=Managing_Contacts_in_an_Organizational_Chart
  92. 3 Displaying the Organizational Chart=Displaying_the_Organizational_Chart
  93. 3 Working with Contacts in an Organizational Chart=Working_with_Contacts_in_an_Organizational_Chart
  94. 3 Defining a Section=Defining_a_Section
  95. 3 Using the Org Chart to Globally Replace Data=Using_the_Org_Chart_to_Globally_Replace_Data
  96. 2 Working with Subsets
  97. 3 Working with Filters and Groups=Working_with_Filters_and_Groups
  98. 3 Boolean Expressions=Boolean_Expressions
  99. 3 Tagging Records=Tagging_Records
  100. 3 Filters
  101. 4 Working with Filters=Working_with_Filters
  102. 4 Filters Folder Local Menu=Filters_Folder_Local_Menu
  103. 4 Adding a Filter
  104. 5 Creating a Filter Expression=Creating_a_Filter_Expression
  105. 5 Building a Filter=Building_a_Filter
  106. 5 Working with the Expression Builder=Working_with_the_Expression_Builder
  107. 5 Listing Fields Available for a Filter Expression=Listing_Fields_Available_for_a_Filter_Expression
  108. 5 Selecting an Operator for a Filter Expression=Selecting_an_Operator_for_a_Filter_Expression
  109. 5 Specifying a Value for the Filter Expression=Specifying_a_Value_for_the_Filter_Expression
  110. 5 Finishing the Filter Expression=Finishing_the_Filter_Expression
  111. 5 Building Complex Expressions=Building_Complex_Expressions
  112. 5 Improving Filter Performance with Limits=Improving_Filter_Performance_with_Limits
  113. 4 Using a Filter
  114. 5 Activating a Filter=Activating_a_Filter
  115. 5 Previewing Selected Records=Previewing_Selected_Records
  116. 5 Preview Local Menu=Preview_Local_Menu
  117. 3 Groups
  118. 4 Grouping Contacts=Grouping_Contacts
  119. 4 Working with Groups=Working_with_Groups
  120. 4 Groups Local Menu=Groups_Local_Menu
  121. 4 Members Local Menu=Members_Local_Menu
  122. 4 Adding a Group
  123. 5 Introduction=Adding_a_Group
  124. 5 Creating a Group=Creating_a_Group
  125. 5 Building a Group=Building_a_Group
  126. 5 Building a Group based on a Filter or Expression=Building_a_Group_based_on_a_Filter_or_Expression
  127. 5 Building a Group based on Previewed Records=Building_a_Group_based_on_Previewed_Records
  128. 5 Building a Group based on Scheduled Activities=Building_a_Group_based_on_Scheduled_Activities
  129. 5 Building a Group based on Completed Activities=Building_a_Group_based_on_Completed_Activities
  130. 5 Building a Group based on Tagged Records=Building_a_Group_based_on_Tagged_Records
  131. 5 Building a Group based on Supplemental Contact Data=Building_a_Group_based_on_Supplemental_Contact_Data
  132. 5 Building a Group based on Search Result=Building_a_Group_based_on_Search_Result
  133. 5 Setting Additional Options for Group Members=Setting_Additional_Options_for_Group_Members
  134. 4 Using a Group
  135. 5 Activating a Group=Activating_a_Group
  136. 5 Sorting a Group=Sorting_a_Group
  137. 5 Finding Contacts with an SQL Query=Finding_Contacts_with_an_SQL_Query
  138. 3 SQL Queries
  139. 4 Finding Contacts with an SQL Query=Finding_Contacts_with_an_SQL_Query
  140. 4 Updating your List of SQL Expressions=Updating_your_List_of_SQL_Expressions
  141. 1 Managing Activities
  142. 2 Using the Activity List
  143. 3 Displaying User Activities in an Activity List=Displaying_User_Activities_in_an_Activity_List
  144. 3 Activity List Local Menus=Activity_List_Local_Menus
  145. 3 Replying to an Activity=Replying_to_an_Activity
  146. 2 Using the Calendar
  147. 3 Displaying the Calendar=Displaying_the_Calendar
  148. 3 Calendar Local Menu=Calendar_Local_Menu
  149. 3 Displaying the Daily Calendar=Displaying_the_Daily_Calendar
  150. 3 Displaying the Weekly Calendar=Displaying_the_Weekly_Calendar
  151. 3 Displaying the Monthly Calendar=Displaying_the_Monthly_Calendar
  152. 3 Displaying the Annual Calendar=Displaying_the_Annual_Calendar
  153. 3 Viewing Activities in an Outline Calendar=Viewing_Activities_in_an_Outline_Calendar
  154. 3 Checking the Schedules of Others=Checking_the_Schedules_of_Others
  155. 3 Working with the Peg Board
  156. 4 Checking Activity with the Peg Board=Checking_Activity_with_the_Peg_Board
  157. 4 Peg Board Local Menu=Peg_Board_Local_Menu
  158. 4 Logging Away from GoldMine=Logging_Away_from_GoldMine
  159. 4 Displaying a Contact's Pending Activities=Displaying_a_Contact_s_Pending_Activities
  160. 2 Scheduling Activities
  161. 3 Setting up a To-Do List=Setting_up_a_To_Do_List
  162. 3 Scheduling Activities
  163. 4 Introduction=Scheduling_Activities
  164. 4 Activity Types=Activity_Types
  165. 4 Scheduling an Activity=Scheduling_an_Activity
  166. 4 Setting up Basic Activity Information=Setting_up_Basic_Activity_Information
  167. 4 Selecting Users for an Activity=Selecting_Users_for_an_Activity
  168. 4 Reserving Resources=Reserving_Resources
  169. 4 Determining Available Times for a Meeting=Determining_Available_Times_for_a_Meeting
  170. 4 Scheduling Recurring Activities=Scheduling_Recurring_Activities
  171. 4 Scheduling an Activity for Multiple Contacts=Scheduling_an_Activity_for_Multiple_Contacts
  172. 4 Scheduling Activities from the Contact Listing=Scheduling_Activities_from_the_Contact_Listing
  173. 4 Scheduling a Forecasted Sale=Scheduling_a_Forecasted_Sale
  174. 4 Checking for Scheduling Conflicts=Checking_for_Scheduling_Conflicts
  175. 4 Scheduling an Automated Process=Scheduling_an_Automated_Process
  176. 4 Viewing Details for a Scheduled Activity=Viewing_Details_for_a_Scheduled_Activity
  177. 2 Making and Recording Calls
  178. 3 Calling a Telephone Number with GoldMine=Calling_a_Telephone_Number_with_GoldMine
  179. 3 Recording Call Length=Recording_Call_Length
  180. 3 Taking a Phone Message=Taking_a_Phone_Message
  181. 2 Completing Activities
  182. 3 Completing Scheduled Activities=Completing_Activities
  183. 3 Completing an Activity for a Selected Contact=Completing_an_Activity_for_a_Selected_Contact
  184. 3 Using a Filter to Select History Records=Using_a_Filter_to_Select_History_Records
  185. 3 Reviewing Contact History=Reviewing_Contact_History
  186. 3 Viewing a User's Activity History=Viewing_a_User_s_Activity_History
  187. 3 Viewing Details for a Completed Activity=Viewing_Details_for_a_Completed_Activity
  188. 2 Working with Territories
  189. 3 Realigning Sales Territories=Realigning_Sales_Territories
  190. 3 Defining Selection and Update Criteria=Defining_Selection_and_Update_Criteria
  191. 3 Defining Options for Territory Realignment=Defining_Options_for_Territory_Realignment
  192. 3 Synchronizing Realigned Territories with Users in the Field=Synchronizing_Realigned_Territories_with_Users_in_the_Field
  193. 3 Starting the Territory Realignment=Starting_the_Territory_Realignment
  194. 2 Managing Large Sales and Projects
  195. 3 Managing Sales Opportunities and Projects=Managing_Sales_Opportunities_and_Projects
  196. 3 Viewing the Opportunity/Project Manager=Viewing_the_Opportunity_Project_Manager
  197. 3 Opportunity/Project Listing Local Menu=Opportunity_Project_Listing_Local_Menu
  198. 3 Adding an Opportunity or Project
  199. 4 Adding a Record=Adding_an_Opportunity_or_Project_Record
  200. 4 Entering Basic Information about an Opportunity=Entering_Basic_Information_about_an_Opportunity
  201. 4 Entering Basic Information about a Project=Entering_Basic_Information_about_a_Project
  202. 4 Adding Notes about an Opportunity or Project=Adding_Notes_about_an_Opportunity_or_Project
  203. 4 Editing Basic Information for an Opportunity or Project=Editing_Basic_Information_for_an_Opportunity_or_Project
  204. 4 Tracking Key Components
  205. 5 Tasks
  206. 6 Tracking Tasks=Tracking_Tasks
  207. 6 Tasks Local Menu=Tasks_Local_Menu
  208. 6 Entering Information about a Task=Entering_Information_about_a_Task
  209. 5 Details
  210. 6 Tracking Detailed Information=Tracking_Detailed_Information
  211. 6 Details Local Menu=Details_Local_Menu
  212. 6 Entering Details for an Opportunity or Project=Entering_Details_for_an_Opportunity_or_Project
  213. 5 Decision-Makers
  214. 6 Tracking Decision-Makers=Tracking_Decision_Makers
  215. 6 Influencers/Contacts Local Menu=Influencers_Contacts_Local_Menu
  216. 6 Entering Information about an Influencer=Entering_Information_about_an_Influencer
  217. 5 Team Members
  218. 6 Tracking Members of the Team=Tracking_Members_of_the_Team
  219. 6 Team Local Menu=Sales_Team_Local_Menu
  220. 6 Entering Information about a Team Member=Entering_Information_about_a_Team_Member
  221. 5 Competitors
  222. 6 Tracking the Competition=Tracking_the_Competition
  223. 6 Competitors Local Menu=Competitors_Local_Menu
  224. 6 Entering Information about a Competitor=Entering_Information_about_a_Competitor
  225. 5 Issues
  226. 6 Tracking Issues=Tracking_Issues
  227. 6 Issues Local Menu=Issues_Local_Menu
  228. 6 Adding or Editing an Issue=Adding_or_Editing_an_Issue
  229. 5 Other Components
  230. 6 Tracking Forecasted Sales=Tracking_Forecasted_Sales
  231. 6 Local Menus for the Forecast, Pending, and History Folders=Local_Menus_for_the_Forecast_Pending_and_History_Folders
  232. 6 Tracking Pending Activities for the Opportunity or Project=Tracking_Pending_Activities_for_the_Opportunity_or_Project
  233. 6 Tracking Completed Activities for the Opportunity or Project=Tracking_Completed_Activities_for_the_Opportunity_or_Project
  234. 6 Automated Processes
  235. 7 Working with Automated Processes=Working_with_Automated_Processes
  236. 7 Tracks Folder Local Menu=Tracks_Folder_Local_Menu
  237. 3 Working with Templates
  238. 4 Working with an Opportunity or Project Template=Working_with_an_Opportunity_or_Project_Template
  239. 4 Creating an Opportunity or Project Template=Creating_an_Opportunity_or_Project_Template
  240. 4 Selecting an Opportunity or Project Template=Selecting_an_Opportunity_or_Project_Template
  241. 1 Communicating with Others
  242. 2 Sending Messages=Sending_Messages
  243. 2 Sending E-mail via Microsoft Exchange=Sending_E_mail_via_Microsoft_Exchange
  244. 2 E-mail
  245. 3 GoldMine E-mail
  246. 4 Sending GoldMine E-mail=Sending_GoldMine_E_mail
  247. 4 Editing Toolbar=Editing_Toolbar
  248. 4 Selecting E-mail Recipients=Selecting_E_mail_Recipients
  249. 3 Internet E-mail
  250. 4 Creating and Sending E-mail
  251. 5 Sending E-mail via the Internet=Sending_E_mail_via_the_Internet
  252. 5 Sending Queued E-mail=Sending_Queued_E_mail
  253. 5 Sending and Retrieving E-mail Automatically=Sending_and_Retrieving_E_mail_Automatically
  254. 5 Working with E-mail Templates=Working_with_E_mail_Templates
  255. 5 Defining E-mail Options
  256. 6 Selecting E-mail Delivery Options=Selecting_E_mail_Delivery_Options
  257. 6 Selecting E-mail Merge Options=Selecting_E_mail_Merge_Options
  258. 6 Recording Delivered E-mail=Recording_Delivered_E_mail
  259. 4 Retrieving E-mail
  260. 5 Retrieving E-mail from the Internet=Retrieving_E_mail_from_the_Internet
  261. 5 Retrieving E-mail Automatically=Retrieving_E_mail_Automatically
  262. 5 Retrieving E-mail Manually=Retrieving_E_mail_Manually
  263. 5 Importing Data from a Web Site=Importing_Data_from_a_Web_Site
  264. 4 Reading E-mail
  265. 5 Reading your E-mail=Reading_your_E_mail
  266. 5 Read E-mail Local Menu=Read_E_mail_Local_Menu
  267. 4 E-mail Center
  268. 5 Working with the E-mail Center=Working_with_the_E_mail_Center
  269. 5 Viewing your Waiting E-mail=Viewing_your_Waiting_E_mail
  270. 5 E-mail Center Toolbar=E_mail_Center_Toolbar
  271. 5 E-mail Center Local Menus=E_mail_Center_Local_Menus
  272. 5 Forwarding a Message=Forwarding_a_Message
  273. 5 Deleting Messages from the E-mail Center=Deleting_Messages_from_the_E_mail_Center
  274. 5 Working with Folders
  275. 6 Adding a Message Folder=Adding_a_Message_Folder
  276. 6 Deleting a Message Folder=Deleting_a_Message_Folder
  277. 2 Using your Pager
  278. 3 Sending a Pager Message=Sending_a_Pager_Message
  279. 3 Defining Modem Settings=Defining_Modem_Settings
  280. 3 Entering Pager Information=Entering_Pager_Information
  281. 3 Setting up the Pager Message=Setting_up_the_Pager_Message
  282. 2 Correspondence
  283. 3 Managing Correspondence=Managing_Correspondence
  284. 3 Configuring GoldMine for International Settings=Configuring_GoldMine_for_International_Settings
  285. 3 Working with Templates
  286. 4 Setting up a New Template Form=Setting_up_a_New_Template_Form
  287. 4 Creating a Template Form in WordPad=Creating_a_Template_Form_in_WordPad
  288. 4 Defining Forms Settings=Defining_Forms_Settings
  289. 4 Generating Correspondence from Template Forms=Generating_Correspondence_from_Template_Forms
  290. 4 Printing or Faxing a Document=Printing_or_Faxing_a_Document
  291. 2 Reporting
  292. 3 Generating Reports
  293. 4 Running Reports=Running_Reports
  294. 4 Working with the Report Generator
  295. 5 Accessing the Report Generator=Accessing_the_Report_Generator
  296. 5 Generating a Report=Generating_a_Report
  297. 5 Reports Local Menu=Reports_Local_Menu
  298. 5 Selecting Data for a Report=Selecting_Data_for_a_Report
  299. 5 Selecting Data for a Contact Report or an Analysis Report=Selecting_Data_for_a_Contact_Report_or_an_Analysis_Report
  300. 5 Selecting Data for a Calendar Report=Selecting_Data_for_a_Calendar_Report
  301. 5 Sorting Report Data=Sorting_Report_Data
  302. 5 Changing a Report Profile=Changing_a_Report_Profile
  303. 5 Printing a Report
  304. 6 Introduction=Printing_a_Report
  305. 6 Sending a Report to the Onscreen Display=Sending_a_Report_to_the_Onscreen_Display
  306. 6 Moving to a Selected Page in the Report=Moving_to_a_Selected_Page_in_the_Report
  307. 6 Setting up Print Options=Setting_up_Print_Options
  308. 6 Sending a Report to a Printer=Sending_a_Report_to_a_Printer
  309. 3 Designing Reports
  310. 4 Creating Custom Reports=Creating_Custom_Reports
  311. 4 Overview to Designing Reports=Overview
  312. 4 Working with the Form Designer
  313. 5 Accessing the Form Designer=Accessing_the_Form_Designer
  314. 5 Creating Custom Reports=Creating_Custom_Reports
  315. 5 Creating a Report Template=Creating_a_Report_Template
  316. 5 Copying a Report Template=Copying_a_Report_Template
  317. 5 Selecting, Sizing, and Placing Objects=Selecting_Sizing_and_Placing_Objects
  318. 5 Form Designer Toolbar=Form_Designer_Toolbar
  319. 5 Working with a Report Template=Working_with_a_Report_Template
  320. 5 Working with Report Data
  321. 6 Organizing Data in a Report=Organizing_Data_in_a_Report
  322. 6 Operators=Operators
  323. 6 Operator Precedence=Operator_Precedence
  324. 6 Result of an Expression=Result_of_an_Expression
  325. 6 Applying a Report Filter=Applying_a_Report_Filter
  326. 6 Functions for GoldMine Expressions=Functions_for_GoldMine_Expressions
  327. 5 Report Macros
  328. 6 Working with Report Macros=Working_with_Report_Macros
  329. 6 General Report Macros=General_Report_Macros
  330. 6 Calendar Report Macros=Calendar_Report_Macros
  331. 6 Using Macros to Define Break Fields=Using_Macros_to_Define_Break_Fields
  332. 5 Defining the Format
  333. 6 Formatting a Report=Formatting_a_Report
  334. 6 Adding Graphics to a Report=Adding_Graphics_to_a_Report
  335. 6 Deleting Objects or Sections=Deleting_Objects_or_Sections
  336. 5 Making Changes to a Report
  337. 6 Editing Report Templates=Editing_Report_Templates
  338. 6 Changing Parameters for Field Types=Changing_Parameters_for_Field_Types
  339. 6 Changing Text Field Parameters=Changing_Text_Field_Parameters
  340. 6 Changing Numeric Field or Float Field Parameters=Changing_Numeric_Field_or_Float_Field_Parameters
  341. 6 Changing Logical Field Parameters=Changing_Logical_Field_Parameters
  342. 6 Changing Date Field Parameters=Changing_Date_Field_Parameters
  343. 6 Changing Dialog Field Settings=Changing_Dialog_Field_Settings
  344. 6 Deleting a Dialog Field=Deleting_a_Dialog_Field
  345. 6 Changing Section Parameters=Changing_Section_Parameters
  346. 6 Working with Section Selection Criteria=Working_with_Section_Selection_Criteria
  347. 6 Changing Line Style=Changing_Line_Style
  348. 2 InfoCenter
  349. 3 Using the InfoCenter=Using_the_InfoCenter
  350. 3 Accessing the InfoCenter=Accessing_the_InfoCenter
  351. 3 Working with What's New=Working_with_What_s_New
  352. 3 Searching the KnowledgeBase=Searching_the_KnowledgeBase
  353. 3 Working with the KnowledgeBase
  354. 4 Setting up the KnowledgeBase
  355. 5 Introduction=Setting_up_the_KnowledgeBase
  356. 5 Navigating the KnowledgeBase=Navigating_the_KnowledgeBase
  357. 5 KnowledgeBase Local Menu=KnowledgeBase_Local_Menu
  358. 5 Creating a Topic=Creating_a_Topic
  359. 5 Linking a File to a Topic=Linking_a_File_to_a_Topic
  360. 5 Setting Access Rights to a Topic=Setting_Access_Rights_to_a_Topic
  361. 5 Adding Text to a Topic=Adding_Text_to_a_Topic
  362. 4 Changing the KnowledgeBase
  363. 5 Modifying the KnowledgeBase=Modifying_the_KnowledgeBase
  364. 5 Moving a Topic=Moving_a_Topic
  365. 5 Changing a Node Name=Changing_a_Node_Name
  366. 5 Changing a File Link to a Node=Changing_a_File_Link_to_a_Node
  367. 5 Changing Access Rights to a Topic=Changing_Access_Rights_to_a_Topic
  368. 5 Deleting a Node=Deleting_a_Node
  369. 2 Telemarketing Scripts
  370. 3 Working with Telemarketing Scripts=Working_with_Telemarketing_Scripts
  371. 3 Working with Branching Scripts=Working_with_Branching_Scripts
  372. 3 Selecting a Script=Selecting_a_Script
  373. 3 Using a Branching Script=Using_a_Branching_Script
  374. 3 Script Local Menu=Script_Local_Menu
  375. 3 Terminating a Script=Terminating_a_Script
  376. 3 Setting up a Branching Script=Setting_up_a_Branching_Script
  377. 3 Adding a Script=Adding_a_Script
  378. 3 Using a Script for Directed Data Entry=Using_a_Script_for_Directed_Data_Entry
  379. 1 Customizing GoldMine
  380. 2 Defining Available Resources=Defining_Available_Resources
  381. 2 Defining Preferences for GoldMine
  382. 3 Setting Preferences=Setting_Preferences
  383. 3 Personal and Password
  384. 4 Entering Personal and Password Information=Entering_Personal_and_Password_Information
  385. 4 Changing your GoldMine Password=Changing_your_GoldMine_Password
  386. 3 Contact Record Display
  387. 4 Configuring the Contact Record Display=Configuring_the_Contact_Record_Display
  388. 4 Selecting Display Colors=Selecting_Display_Colors
  389. 4 Validating ZIP Codes=Validating_ZIP_Codes
  390. 3 Calendar
  391. 4 Configuring the Calendar Display=Configuring_the_Calendar_Display
  392. 4 Setting Calendar Format Options=Setting_Calendar_Format_Options
  393. 4 Working with Holidays
  394. 5 Adding Holidays to your Calendar=Adding_Holidays_to_your_Calendar
  395. 5 Adding a Country to the Holidays List=Adding_a_Country_to_the_Holidays_List
  396. 5 Defining a Holiday=Defining_a_Holiday
  397. 5 Adding Secondary Holidays to the Holidays List=Adding_Secondary_Holidays_to_the_Holidays_List
  398. 3 Internet E-mail
  399. 4 Setting up Internet E-mail=Setting_up_Internet_E_mail
  400. 4 Defining Options for Composing E-mail=Defining_Options_for_Composing_E_mail
  401. 4 Specifying Conditions for Retrieving E-mail from the Internet=Specifying_Conditions_for_Retrieving_E_mail_from_the_Internet
  402. 4 Adding Internet Accounts to GoldMine=Adding_Internet_Accounts_to_GoldMine
  403. 4 Setting up the E-mail Center=Setting_up_the_E_Mail_Center
  404. 3 Other Preferences
  405. 4 Setting Options for Scheduling=Setting_Options_for_Scheduling
  406. 4 Setting Alarms=Setting_Alarms
  407. 4 Configuring the Contact Listing Display=Configuring_the_Contact_Listing_Display
  408. 4 Configuring the GoldMine Toolbar Display=Configuring_the_GoldMine_Toolbar_Display
  409. 4 Defining Modem and Dialing Settings=Defining_Modem_and_Dialing_Settings
  410. 4 Entering Information about your Pager=Entering_Information_about_your_Pager
  411. 4 Setting up Miscellaneous Options=Setting_up_Miscellaneous_Options
  412. 4 Defining Login Settings=Defining_Login_Settings
  413. 2 Customizing the Toolbar
  414. 3 Introduction=Customizing_the_GoldMine_Toolbar
  415. 3 Working with Toolbars
  416. 4 Selecting Toolbar Display and Editing Functions=Selecting_Toolbar_Display_and_Editing_Functions
  417. 4 Moving Toolbars=Moving_Toolbars
  418. 4 Hiding a Toolbar=Hiding_a_Toolbar
  419. 4 Restoring a Toolbar=Restoring_a_Toolbar
  420. 4 Deleting Icons or Toolbars=Deleting_Icons_or_Toolbars
  421. 4 Deleting one Icon from a Toolbar=Deleting_one_Icon_from_a_Toolbar
  422. 4 Deleting a Custom Toolbar=Deleting_a_Custom_Toolbar
  423. 3 Adding a Toolbar
  424. 4 Creating a Custom Toolbar=Creating_a_Custom_Toolbar
  425. 4 Moving Icons=Moving_Icons
  426. 4 Copying Icons to a Toolbar=Copying_Icons_to_a_Toolbar
  427. 3 Working with Macros
  428. 4 Adding Macros to the Toolbar=Adding_Macros_to_the_Toolbar
  429. 4 Recording a Macro=Recording_a_Macro
  430. 4 Editing Macro Properties=Editing_Macro_Properties
  431. 4 Deleting the Toolbar Macro=Deleting_the_Toolbar_Macro
  432. 2 Customizing Views and Fields
  433. 3 Creating Custom Views and Fields=Creating_Custom_Views_and_Fields
  434. 3 Custom User Fields
  435. 4 Changing the Labels of Primary Fields=Changing_the_Labels_of_Primary_Fields
  436. 4 Working with Custom User Fields=Working_with_Custom_User_Fields
  437. 4 Adding Fields to a Contact Database=Adding_Fields_to_a_Contact_Database
  438. 4 Defining a Field=Defining_a_Field
  439. 4 Rebuilding the Database=Rebuilding_the_Database
  440. 3 Custom Field Views
  441. 4 Designing User-Defined Field Views=Designing_User_Defined_Field_Views
  442. 4 Adding and Maintaining User-Defined Field Views=Adding_and_Maintaining_User_Defined_Field_Views
  443. 4 Working with Listed Fields=Working_with_Listed_Fields
  444. 4 Adding and Maintaining a Field Profile=Adding_and_Maintaining_a_Field_Profile
  445. 4 Adding a Display Field=Adding_a_Display_Field
  446. 4 Editing a Display Field=Editing_a_Display_Field
  447. 3 Expanded Profiles
  448. 4 Designing Expanded Profiles=Designing_Expanded_Profiles
  449. 4 Selecting a Profile=Selecting_a_Profile
  450. 4 Setting up Tab and Field Labels=Setting_up_Tab_and_Field_Labels
  451. 2 Customizing GoldMine with Special Files
  452. 3 Introduction=Customizing_GoldMine_Settings
  453. 3 Defining Paths
  454. 4 Customizing Path Statements=Customizing_Path_Statements
  455. 4 Adding a Path for GoldSync to Find Linked Documents=Adding_a_Path_for_GoldSync_to_Find_Linked_Documents
  456. 4 Adding a Destination Path for a Transfer Set=Adding_a_Destination_Path_for_a_Transfer_Set
  457. 3 Customizing Menus
  458. 4 Adding Options to GoldMine Menus=Adding_Options_to_GoldMine_Menus
  459. 4 Adding Custom Help Files=Adding_Custom_Help_Files
  460. 4 Customizing a Menu to Run Other Applications=Customizing_a_Menu_to_Run_Other_Applications
  461. 4 Adjusting Elevator Bar Tracking=Adjusting_Elevator_Bar_Tracking
  462. 3 Customizing Alarms
  463. 4 Turning on Alarms as the Default Setting=Turning_on_Alarms_as_the_Default_Setting
  464. 4 Playing a Sound during Alarm Display=Playing_a_Sound_during_Alarm_Display
  465. 3 Adjusting Date and Time Settings
  466. 4 Compensating for Time Zones=Compensating_for_Time_Zones
  467. 4 Setting a Beginning Date for Sync Records=Setting_a_Beginning_Date_for_Sync_Records
  468. 4 Searching for Records with International Format Phone Numbers=Searching_for_Records_with_International_Format_Phone_Numbers
  469. 3 Customizing Modem and Dial Settings
  470. 4 Introduction=Customizing_Modem_and_Dial_Settings
  471. 4 Modem Settings=Modem_Settings
  472. 4 Dial Settings=Dial_Settings
  473. 4 Autodialer Settings=Autodialer_Settings
  474. 3 Updating GoldMine Fields
  475. 4 Introduction=Updating_GoldMine_Fields
  476. 4 Defining Lookup Instructions=Defining_Lookup_Instructions
  477. 4 Performing Field Updates Automatically=Performing_Field_Updates_Automatically
  478. 4 Defining Field Updates as an Automated Process=Defining_Field_Updates_as_an_Automated_Process
  479. 4 Launching Applications when Records are Created and Edited=Launching_External_Applications_when_Records_are_Created_and_Edited
  480. 4 Example of a LOOKUP.INI File=Example_of_a_LOOKUP.INI_File
  481. 3 Capturing Web Data
  482. 4 Introduction=Capturing_Web_Data
  483. 4 Setting up the Web Import Files=Setting_up_the_Web_Import_Files
  484. 4 Creating the Web Form=Creating_the_Web_Form
  485. 4 Creating the CGI Script=Creating_the_CGI_Script
  486. 4 Importing Contacts into GoldMine=Importing_Contacts_into_GoldMine_Web_Import
  487. 4 Formatting the Web Import File=Formatting_the_Web_Import_File
  488. 3 Other Settings
  489. 4 Loading the Macros of another User=Loading_the_Macros_of_another_User
  490. 4 Displaying a Licensee Name in the Title Bar=Displaying_a_Licensee_Name_in_the_Title_Bar
  491. 4 Disabling Column Sort Capabilities for dBASE Files=Disabling_Column_Sort_Capabilities_for_dBASE_Files
  492. 3 Adding Custom Internet Mail Settings
  493. 4 Working with Internet Mail Settings=Working_with_Internet_Mail_Settings
  494. 4 Adding a Signature to Internet E-mail=Adding_a_Signature_to_Internet_E_mail
  495. 4 Decoding Encoded MIME Attachments=Decoding_Encoded_MIME_Attachments
  496. 4 Requiring a Password for Web Import Files=Requiring_a_Password_for_Web_Import_Files
  497. 4 Creating a History Record for MS Mail=Creating_a_History_Record_for_MS_Mail
  498. 1 Automated Processes
  499. 2 Handling Workflow with Automated Processes=Handling_Workflow_with_Automated_Processes
  500. 2 What is an Automated Process?=What_is_an_Automated_Process
  501. 2 Attaching Tracks
  502. 3 Attaching Tracks to a Contact Record=Attaching_Tracks_to_a_Contact_Record
  503. 3 Attaching a Track to a Single Contact Record=Attaching_a_Track_to_a_Single_Contact_Record
  504. 3 Attaching a Track to Multiple Contact Records=Attaching_a_Track_to_Multiple_Contact_Records
  505. 3 Tracks Local Menu=Tracks_Local_menu
  506. 2 Processing Tracks
  507. 3 Executing Processes=Executing_Processes
  508. 3 Monitoring Tracks=Monitoring_Tracks
  509. 3 Process Monitor Local Menu=Process_Monitor_Local_Menu
  510. 3 Using a Filter or Group while Processing Tracks=Using_a_Filter_or_Group_while_Processing_Tracks
  511. 2 Working with Automated Processes
  512. 3 Setting up an Automated Process=Setting_up_an_Automated_Process
  513. 3 Defining Process Properties=Defining_Process_Properties
  514. 3 Maintaining Tracks=Maintaining_Tracks
  515. 3 Attaching a New Track=Attaching_a_New_Track
  516. 3 Removing a Track=Removing_a_Track
  517. 3 Adding Events
  518. 4 Adding Events to a Track=Adding_Events_to_a_Track
  519. 4 Defining an Event=Defining_an_Event
  520. 3 Triggering Actions
  521. 4 Defining a Trigger=Defining_a_Trigger
  522. 4 Triggering on Scheduled Activities=Triggering_on_Scheduled_Activities
  523. 4 Triggering on Profile Records=Triggering_on_Profile_Records
  524. 4 Triggering on History Records=Triggering_on_History_Records
  525. 3 Performing Actions
  526. 4 Specifying an Action=Specifying_an_Action
  527. 4 Triggering Form Output=Triggering_Form_Output
  528. 4 Triggering a Report Printout=Triggering_a_Report_Printout
  529. 4 Scheduling an Activity by Triggered Event=Scheduling_an_Activity_by_Triggered_Event
  530. 4 Creating a History Record by Event Trigger=Creating_a_History_Record_by_Event_Trigger
  531. 4 Updating a Field with an Expression Result=Updating_a_Field_with_an_Expression_Result
  532. 1 Analyzing Data
  533. 2 Analyzing User Performance=Analyzing_User_Performance
  534. 2 Using Wild Cards in Activity and Result Code Fields=Using_Wild_Cards_in_Activity_and_Result_Code_Fields
  535. 2 Displaying Contact Record Statistics=Displaying_Contact_Record_Statistics
  536. 2 Analyzing Forecasted Sales=Analyzing_Forecasted_Sales
  537. 2 Analyzing Completed Activities=Analyzing_Completed_Activities
  538. 2 Displaying Graphs of Activity Data=Displaying_Graphs_of_Activity_Data
  539. 2 Analyzing Quota Performance
  540. 3 Performing Quota Analysis=Performing_Quota_Analysis
  541. 3 Quota Listing Local Menu=Quota_Listing_Local_Menu
  542. 3 Assigning a Quota=Assigning_a_Quota
  543. 2 Analyzing Leads
  544. 3 Performing Leads Analysis=Performing_Leads_Analysis
  545. 3 Leads Analysis Local Menu=Leads_Analysis_Local_Menu
  546. 3 Sorting Leads Analysis Information=Sorting_Leads_Analysis_Information
  547. 1 Managing Information
  548. 2 Converting Notes written in GoldMine for DOS=Converting_Notes_written_in_GoldMine_for_DOS
  549. 2 Importing and Exporting Data
  550. 3 Introduction=Importing_and_Exporting_Data
  551. 3 Data Formats
  552. 4 Working with Data Formats=Working_with_Data_Formats
  553. 4 xBase/Clipper (DBF) Format=xBase_Clipper_DBF_Format
  554. 4 Delimited ASCII (TXT) Format=Delimited_ASCII_TXT_Format
  555. 4 Fixed Length (SDF) Format=Fixed_Length_SDF_Format
  556. 3 Importing Data
  557. 4 Importing ZIP Codes into GoldMine=Importing_ZIP_Codes_into_GoldMine
  558. 4 Working with the Import Wizard
  559. 5 Importing Data into GoldMine=Importing_Data_to_GoldMine
  560. 5 Importing a New File=Importing_a_New_File
  561. 5 Importing a File using an Existing Profile=Importing_a_File_using_an_Existing_Profile
  562. 5 Importing Data from ACT! for Windows=Importing_Data_from_ACT_for_Windows
  563. 5 Previewing the Import File=Previewing_the_Import_File
  564. 5 Defining Import Options
  565. 6 Setting ASCII Import Options=Setting_ASCII_Import_Options
  566. 6 Setting SDF Import Options=Setting_SDF_Import_Options
  567. 6 Defining the Import File Structure=Defining_the_Import_File_Structure
  568. 6 Creating an Import Expression=Creating_an_Import_Expression
  569. 6 Selecting an Option for Matching Records=Selecting_an_Option_for_Matching_Records
  570. 6 Saving an Import Profile=Saving_an_Import_Profile
  571. 3 Exporting Data
  572. 4 Exporting Data from GoldMine=Exporting_Data_from_GoldMine
  573. 4 Exporting Data using an Existing Profile=Exporting_Data_using_an_Existing_Profile
  574. 4 Defining the Export File Structure=Defining_the_Export_File_Structure
  575. 4 Creating a Custom Export Field Definition=Creating_a_Custom_Export_Field_Definition
  576. 4 Setting Export Options=Setting_Export_Options
  577. 4 Saving an Export Profile=Saving_an_Export_Profile
  578. 2 Making Global Changes
  579. 3 Making Global Changes to Contact Records=Making_Global_Changes_to_Contact_Records
  580. 3 Replacing a Field with a Value=Replacing_a_Field_with_a_Value
  581. 3 Replacing a Field with Another Field=Replacing_a_Field_with_Another_Field
  582. 3 Replacing a Field with Advanced Options=Replacing_a_Field_with_Advanced_Options
  583. 3 Replacing a Field with a dBase Expression=Replacing_a_Field_with_a_dBase_Expression
  584. 3 Running a Performance Test=Running_a_Performance_Test
  585. 2 Merge/Purge
  586. 3 Consolidating Duplicate Records=Consolidating_Duplicate_Records
  587. 3 Selecting Criteria for the Merge/Purge=Selecting_Criteria_for_the_Merge_Purge
  588. 3 Defining Merge/Purge Settings=Defining_Merge_Purge_Settings
  589. 3 Selecting a Merge Method=Selecting_a_Merge_Method
  590. 3 Selecting a Purge Method=Selecting_a_Purge_Method
  591. 3 Starting the Merge/Purge Process=Starting_the_Merge_Purge_Process
  592. 3 Merging Displayed Records=Merging_Displayed_Records
  593. 3 Merging Tagged Records=Merging_Tagged_Records
  594. 2 Deleting Records
  595. 3 Methods of Deleting Records=Deleting_Records
  596. 3 Deleting a Selected Contact Record=Deleting_a_Selected_Contact_Record
  597. 3 Deleting All Contact Records=Deleting_All_Contact_Records
  598. 2 Managing Databases
  599. 3 Managing Multiple Databases=Managing_Multiple_Databases
  600. 3 Working with a Contact Database=Working_with_a_Contact_Database
  601. 3 Contact Files Local Menu=Contact_Files_Local_Menu
  602. 3 Opening a Contact Database=Opening_a_Contact_Database
  603. 3 Editing Properties for a Database File=Editing_Properties_for_a_Database_File
  604. 3 Working with the Database Wizard
  605. 4 Creating a Database File=Creating_a_Database_File
  606. 4 Setting Database Options=Setting_Database_Options
  607. 4 Setting Access Options=Setting_Access_Options
  608. 4 Setting Database Case-Sensitivity=Setting_Database_Case_Sensitivity
  609. 4 Starting to Create Database Files=Starting_to_Create_Database_Files
  610. 2 Establishing Data Access and Security
  611. 3 Viewing the User Log=Viewing_the_User_Log
  612. 3 Setting up Access Rights=Setting_up_Access_Rights
  613. 3 Setting up Users
  614. 4 Setting up GoldMine Users=Setting_up_GoldMine_Users
  615. 4 Adding Users=Adding_Users
  616. 4 Changing a User's Security Profile=Changing_a_User_s_Security_Profile
  617. 4 Working with User Groups=Working_with_User_Groups
  618. 4 Maintaining User Groups=Maintaining_User_Groups
  619. 4 Assigning Group Membership to a User=Assigning_Group_Membership_to_a_User
  620. 3 Granting Access Rights
  621. 4 Controlling User Access=Controlling_User_Access
  622. 4 Granting Access to Menu Commands=Granting_Access_to_Menu_Commands
  623. 4 Saving a Custom Menu Template=Saving_a_Custom_Menu_Template
  624. 4 Deleting a Custom Menu Template=Deleting_a_Custom_Menu_Template
  625. 4 Controlling Access to a Contact Database=Controlling_Access_to_a_Contact_Database
  626. 4 Controlling Access to a Field View=Controlling_Access_to_a_Field_View
  627. 4 Controlling Access to Contact Records=Controlling_Access_to_Contact_Records
  628. 1 Synchronizing Data
  629. 2 Synchronzing with GoldMine
  630. 3 Introduction
  631. 4 Synchronizing Data between the Field and the Office=Synchronizing_Data_between_the_Field_and_the_Office
  632. 4 Understanding GoldMine's Remote Synchronization Process=Understanding_GoldMine_s_Remote_Synchronization_Process
  633. 4 Synchronizing Data Files=Synchronizing_Data_Files
  634. 4 How are Records Identified?=How_are_Records_Identified
  635. 4 What Happens during Remote Synchronization?=What_Happens_during_Remote_Synchronization
  636. 4 Retrieving the Transfer Set=Retrieving_the_Transfer_Set
  637. 4 Sending the Transfer Set=Sending_the_Transfer_Set
  638. 4 Using Filters with Remote Synchronization=Using_Filters_with_Remote_Synchronization
  639. 4 Copying Records between Contact Sets=Copying_Records_between_Contact_Sets
  640. 3 Synchronizing with the Synchronization Wizard
  641. 4 Synchronizing with a Remote Site=Synchronizing_with_a_Remote_Site
  642. 4 Working with the Synchronization Wizard=Working_with_the_Synchronization_Wizard
  643. 4 Defining Options
  644. 5 Defining Session Settings=Defining_Session_Settings
  645. 5 Creating a Transfer Set=Creating_a_Transfer_Set
  646. 5 Retrieving a Transfer Set=Retrieving_a_Transfer_Set
  647. 5 Setting Options to Receive a Call=Setting_Options_to_Receive_a_Call
  648. 5 Setting Options to Call a Remote System=Setting_Options_to_Call_a_Remote_System
  649. 5 Setting Transfer Set Send Options=Setting_Transfer_Set_Send_Options
  650. 5 Defining Send Options=Defining_Send_Options
  651. 5 Setting Transfer Set Retrieve Options=Setting_Transfer_Set_Retrieve_Options
  652. 5 Defining Retrieval Options=Defining_Retrieval_Options
  653. 5 Defining Options for Calling another System=Defining_Options_for_Calling_another_System
  654. 5 Defining Synchronization Frequency=Defining_Synchronization_Frequency
  655. 5 Defining Synchronization Intervals=Defining_Synchronization_Intervals
  656. 5 Saving Settings in a Profile=Saving_Settings_in_a_Profile
  657. 4 Other Synchronization Tasks
  658. 5 Monitoring the Synchronization Process=Monitoring_the_Synchronization_Process
  659. 5 Copying the Contact Set to a Remote Site=Copying_the_Contact_Set_to_a_Remote_Site
  660. 2 Synchronizing with GoldSync
  661. 3 Introduction
  662. 4 What is Remote Synchronization?=What_is_Remote_Synchronization
  663. 4 Typical Remote Synchronization Scenario=Typical_Remote_Synchronization_Scenario
  664. 4 Understanding GoldMine's Remote Synchronization Process=Understanding_GoldMine_s_Remote_Synchronization_Process
  665. 4 What is GoldSync?=What_is_GoldSync
  666. 4 GoldSync System Requirements=GoldSync_System_Requirements
  667. 4 GoldSync System Components
  668. 5 Introduction=GoldSync_System_Components
  669. 5 Server=Server
  670. 5 Process=Process
  671. 5 Administrative Console=Administrative_Console
  672. 4 Terms to Know
  673. 5 GoldSync Terminology=GoldSync_Terminology
  674. 5 Remote Site=Remote_Site
  675. 5 Client Privileges=Client_Privileges
  676. 5 Cutoff Date/Time=Cutoff_Date_Time
  677. 5 Queue Options=Queue_Options
  678. 5 Queue Connection Methods=Queue_Connection_Methods
  679. 5 Synchronization Methods=Synchronization_Methods
  680. 5 Intervals for Queue Processing=Intervals_for_Queue_Processing
  681. 5 Periods for Synchronization=Periods_for_Synchronization
  682. 3 Planning your GoldSync Implementation
  683. 4 Introduction=Planning_your_GoldSync_Implementation
  684. 4 Scenarios
  685. 5 Scenario One: GoldMine Site Calling a GoldSync Server=Scenario_One_GoldMine_Site_Calling_a_GoldSync_Server
  686. 5 Scenario Two: Multiple GoldMine Sites Calling a GoldSync Server=Scenario_Two_Multiple_GoldMine_Sites_Calling_a_GoldSync_Server
  687. 5 Scenario Three: Multiple GoldMine Sites Simultaneously Calling a GoldSync Server=Scenario_Three_Multiple_GoldMine_Sites_Simultaneously_Calling_a_GoldSync_Server
  688. 5 Scenario Four: GoldMine Sites Calling GoldSync via Direct Internet Connection=Scenario_Four_GoldMine_Sites_Calling_GoldSync_via_Direct_Internet_Connection
  689. 5 Scenario Five: GoldSync Calling Remote GoldMine Sites=Scenario_Five_GoldSync_Calling_Remote_GoldMine_Sites
  690. 5 Scenario Six: GoldSync Calling GoldMine via Direct Internet Connection=Scenario_Six_GoldSync_Calling_GoldMine_via_Direct_Internet_Connection
  691. 5 Scenario Seven: GoldSync-to-GoldSync Synchronization via WAN=Scenario_Seven_GoldSync_to_GoldSync_Synchronization_via_WAN
  692. 3 Working with the GoldSync Manager
  693. 4 Accessing the GoldSync Manager=Accessing_the_GoldSync_Manager
  694. 4 Deleting a Site=Deleting_a_Site
  695. 4 Setting up Sites
  696. 5 Working with Sites=Working_with_Sites
  697. 5 Sites Local Menu=Sites_Local_Menu
  698. 5 Overview to Site Setup=Overview_to_Site_Setup
  699. 5 Entering Basic Information about a Site=Entering_Basic_Information_about_a_Site
  700. 5 Defining Synchronization Settings=Defining_Sync_Settings
  701. 5 Defining Send Options=Defining_Send_Options2
  702. 5 Selecting Send and Delete Filters=Selecting_Send_and_Delete_Filters
  703. 5 Defining Retrieval Options=Defining_Retrieval_Options
  704. 5 Selecting a Filter for Retrieved Records=Selecting_a_Filter_for_Retrieved_Records
  705. 5 Defining Synchronization Privileges=Defining_Synchronization_Privileges
  706. 5 Options for Queue Processing
  707. 6 Defining Options for Queue Processing=Defining_Options_for_Queue_Processing
  708. 6 Requesting Data from a GoldSync Server=Defining_Retrieval_Options_from_GoldSync
  709. 6 Defining Connection Settings for Queue Processing=Defining_Connection_Settings_for_Queue_Processing
  710. 6 Designating Shared Paths=Designating_Shared_Paths
  711. 6 Defining the Schedule for Queue Processing=Defining_the_Schedule_for_Queue_Processing
  712. 6 Defining Synchronization Frequency=Defining_Synchronization_Frequency
  713. 6 Defining Synchronization Intervals=Defining_Synchronization_Intervals
  714. 5 Interacting with Remote Sites
  715. 6 Synchronizing from a Remote Site=Synchronizing_from_a_Remote_Site
  716. 6 Relationship between GoldSync Server and GoldMine Site=Relationship_between_GoldSync_Server_and_GoldMine_Site
  717. 4 Setting up Processes
  718. 5 Introduction=Setting_up_Processes
  719. 5 Working with Processes=Working_with_Processes
  720. 5 Processes Local Menu=Processes_Local_Menu
  721. 5 Entering Basic Information about a Process=Entering_Basic_Information_about_a_Process
  722. 5 Defining Process Functions=Defining_Process_Functions
  723. 5 Deleting a Process=Deleting_a_Process
  724. 4 Starting and Monitoring Processes
  725. 5 Starting a Process=Starting_a_Process
  726. 5 Working with the Process Monitor=Working_with_the_Process_Monitor
  727. 5 Process Monitor Local Menu=Process_Monitor_Local_Menu
  728. 5 Stopping a Process=Stopping_a_Process
  729. 4 Viewing Sync Logs
  730. 5 Displaying the Sync Logs=Displaying_the_Sync_Logs
  731. 5 Displaying the Connection Logs=Displaying_the_Connection_Logs
  732. 5 Displaying the Detailed Logs=Displaying_the_Detailed_Logs
  733. 5 Displaying the Contact Files Logs=Displaying_the_Contact_Files_Logs
  734. 5 Displaying the GoldMine Files Logs=Displaying_the_GoldMine_Files_Logs
  735. 5 Purging Log Entries=Purging_Log_Entries
  736. 5 Restarting GoldSync Automatically=Restarting_GoldSync_Automatically
  737. 4 Working with Sync Configurations
  738. 5 Setting up GoldSync Configurations=Appendix_Setting_up_GoldSync_Configurations
  739. 5 Configuring GoldMine-to-GoldSync Remote Synchronization via Modem=Configuring_GoldMine_to_GoldSync_Remote_Synchronization_via_Modem
  740. 5 Configuring GoldSync-to-GoldMine Remote Synchronization via Modem=Configuring_GoldSync_to_GoldMine_Remote_Synchronization_via_Modem
  741. 5 Configuring GoldMine-to-GoldSync Remote Synchronization via Internet E-mail=Configuring_GoldMine_to_GoldSync_Remote_Synchronization_via_Internet_E_mail
  742. 5 Configuring GoldSync-to-GoldMine Remote Synchronization via Direct Internet Connection=Configuring_GoldSync_to_GoldMine_Remote_Synchronization_via_Direct_Internet_Connection
  743. 5 Configuring GoldSync-to-GoldMine Remote Synchronization via Direct Internet Connection=Configuring_GoldSync_to_GoldMine_Remote_Synchronization_via_Direct_Internet_Connection
  744. 5 Configuring GoldSync-to-GoldMine Remote Synchronization via WAN/RAS=Configuring_GoldSync_to_GoldMine_Remote_Synchronization_via_WAN_RAS
  745. 5 Configuring GoldSync-to-GoldSync Remote Synchronizationvia Shared Directories=Configuring_GoldSync_to_GoldSync_Remote_Synchronizationvia_Shared_Directories
  746. 5 Configuring GoldSync to Create Transfer Sets for Pickup=Configuring_GoldSync_to_Create_Transfer_Sets_for_Pickup
  747. 1 Maintaining GoldMine
  748. 2 Running a Performance Test=Running_a_Performance_Test
  749. 2 Regenerating Files
  750. 3 Maintaining GoldMine=Maintaining_GoldMine
  751. 3 Indexing and Rebuilding Files=Indexing_and_Rebuilding_Files
  752. 3 Selecting Files to Index=Selecting_Files_to_Index
  753. 3 Indexing All Database Files=Indexing_All_Database_Files
  754. 3 Setting up Automatic Indexing=Setting_up_Automatic_Indexing
  755. 3 Packing and Rebuilding the Database=Packing_and_Rebuilding_the_Database
  756. 3 Starting to Rebuild the Database=Starting_to_Rebuild_the_Database
  757. 3 Preventing Corrupt Indexes=Preventing_Corrupt_Indexes
  758. 2 Backing up Data
  759. 3 Backing up Data=Backing_up_Data
  760. 3 Selecting a Backup System=Selecting_a_Backup_System
  761. 3 Selecting Files to Back up=Selecting_Files_to_Back_up
  762. 2 Upgrading your GoldMine or GoldSync License
  763. 3 Introduction=Upgrading_your_GoldMine_or_GoldSync_License
  764. 3 GoldMine's Flexible Licensing System=GoldMine_s_Flexible_Licensing_System
  765. 3 Working with Licenses
  766. 4 Accessing the GoldMine License Manager=Accessing_the_GoldMine_License_Manager
  767. 4 Adding to your GoldMine or GoldSync License=Adding_to_your_GoldMine_or_GoldSync_License
  768. 4 Creating a Sublicense for a Remote Office=Creating_a_Sublicense_for_a_Remote_Office
  769. 4 Creating a Sublicense for an Undocked User=Creating_a_Sublicense_for_an_Undocked_User
  770. 4 Removing a License=Removing_a_License
  771. 4 Updating your Copy of GoldMine=Updating_your_Copy_of_GoldMine
  772. 4 Updating Registration Information=Updating_Registration_Information
  773. 4 Installing the Update to GoldMine 4.0 Locally=Installing_the_Update_to_GoldMine_4.0_Locally
  774. 1 Advanced Topics
  775. 2 Dynamic Data Exchange (DDE)
  776. 3 Overview
  777. 4 Introduction=Dynamic_Data_Exchange_DDE
  778. 4 Using DDE in GoldMine=Using_DDE_in_GoldMine
  779. 4 Entering Application, Topic, and Item Names=Entering_Application_Topic_and_Item_Names
  780. 4 Establishing a DDE Conversation=Establishing_a_DDE_Conversation
  781. 3 DDE Functions
  782. 4 Working with DDE Functions=Working_with_DDE_Functions
  783. 5 Append=Append
  784. 5 CalComplete=CalComplete
  785. 5 CallerID=CallerID
  786. 5 Close=Close
  787. 5 DataStream=DataStream
  788. 5 ExecIniImp=ExecIniImp
  789. 5 Expr=Expr
  790. 5 Filter=FilterDDE
  791. 5 FormAddFields=FormAddFields
  792. 5 FormClearFields=FormClearFields
  793. 5 FormCloseForm=FormCloseForm
  794. 5 FormCreateFile=FormCreateFile
  795. 5 FormGetFieldName=FormGetFieldName
  796. 5 FormNewFormNo=FormNewFormNo
  797. 5 FormQueryCreate=FormQueryCreate
  798. 5 InsHistory=InsHistory
  799. 5 LinkDoc=LinkDoc
  800. 5 Move=Move
  801. 5 MsgBox=MsgBox
  802. 5 NewForm=NewForm
  803. 5 NewGroup=NewGroup
  804. 5 NewMember=NewMember
  805. 5 Open=Open
  806. 5 PlayMacro=PlayMacro
  807. 5 Range=Range
  808. 5 Read=Read
  809. 5 RecNo=RecNo
  810. 5 RecordObj=RecordObj
  811. 5 Replace=Replace
  812. 5 Search=Search
  813. 5 SendPage=SendPage
  814. 5 StatusMsg=StatusMsg
  815. 5 Unlock=Unlock
  816. 4 Macros
  817. 5 DDE Macros=DDE_Macros
  818. 5 DDE Macros for Merge Forms=DDE_Macros_for_Merge_Forms
  819. 2 Database Structures
  820. 3 Introduction=Database_Structures
  821. 3 CAL.DBF=CAL.DBF
  822. 3 CONTACT1.DBF=CONTACT1.DBF
  823. 3 CONTACT2.DBF=CONTACT2.DBF
  824. 3 CONTGRPS.DBF=CONTGRPS.DBF
  825. 3 CONTHIST.DBF=CONTHIST.DBF
  826. 3 CONTSUPP.DBF=CONTSUPP
  827. 3 INFOMINE.DBF=INFOMINE.DBF
  828. 3 LOOKUP.DBF=LOOKUP.DBF
  829. 3 MAILBOX.DBF=MAILBOX
  830. 3 OPMGR.DBF=OPMGR.DBF
  831. 3 PERPHONE.DBF=PERPHONE
  832. 3 RESOURCE.DBF=RESOURCE.DBF
  833. 3 SPFILES.DBF=SPFILES.DBF
  834. 1 Troubleshooting Guide
  835. 2 Introduction=Troubleshooting_Guide
  836. 2 Viewing the Database Error Log=Viewing_the_Database_Error_Log
  837. 2 System Errors=System_Errors
  838. 2 General Protection Faults=General_Protection_Faults
  839. 2 Troubleshooting Modem Initialization and Reset Problems=Troubleshooting_Modem_Initialization_and_Reset_Problems
  840. 2 Damaged Files
  841. 3 Troubleshooting Damaged Files=Troubleshooting_Damaged_Files
  842. 3 Reindexing Damaged Files=Reindexing_Damaged_Files
  843. 3 Correcting Chronic Index Errors=Correcting_Chronic_Index_Errors
  844. 3 Restoring Damaged Database Files=Restoring_Damaged_Database_Files
  845. 1 GoldMine Software Corporation
  846. 2 About GoldMine=About_GoldMine
  847. 2 License Agreement=License_Agreement
  848. 2 Product Support
  849. 3 GoldMine Software Corporation Support Services=GoldMine_Software_Corporation_Support_Services
  850. 3 24-hour/7-day FREE Support Options=24_hour_7_day_FREE_Support_Options
  851. 3 World Wide Web Home Page=World_Wide_Web_Home_Page
  852. 3 GoldMine Forum on CompuServe=GoldMine_Forum_on_CompuServe
  853. 3 Electronic Bulletin Board System (BBS)=Electronic_Bulletin_Board_System_BBS
  854. 3 FactsBack Document Service=FactsBack_Document_Service
  855. 3 Premium Support Options=Premium_Support_Options
  856. 3 Other Sources of Support=Other_Sources_of_Support
  857.