GoldMine 8 For Dummies -- About the Author -- Author's Acknowledgments -- Contents at a Glance -- Table of Contents -- Introduction -- The Various Flavors of GoldMine -- How to Use This Book -- Foolish Assumptions -- How This Book Is Organized -- Conventions Used in This Book -- Icons Used in This Book -- Where to Go from Here -- Part I: GoldMine Premium Basics -- Chapter 1: GoldMine: An Overview -- Discovering Everything that GoldMine Can Do -- Investigating a Few of the Things GoldMine Isn't Designed to Do -- Planning a Successful Project -- Providing Training: The Key to Success -- Chapter 2: Getting Around in GoldMine -- Understanding the GoldMine Interface -- The status bar -- Getting Help -- Chapter 3: Setting Up Your Preferences -- Customizing Your Tabs -- Customizing All Your Preferences -- Chapter 4: Accessing GoldMine Remotely -- Securing Your Data -- Syncing Up with GoldSync -- Adding iGoldMine Plus -- Accessing GoldMine with Remote Desktop -- Using Handheld Devices -- Part II: Managing Contacts -- Chapter 5: Creating and Viewing Client Records -- Creating New Records -- Finding a Record in Your Database -- Using a Custom Field -- Chapter 6: Handling Notes and Secondary Contacts -- The Main Notepad -- The Contacts Tab -- Chapter 7: Details and Referrals -- Taking Care of the Details -- Making Use of Referrals -- Chapter 8: Using Filters, Groups, and SQL Queries -- Building and Using Filters -- Building and Using Groups -- Building and Using SQL Queries -- Part III: Managing Activities -- Chapter 9: Scheduling Activities -- Defining Activities -- Creating Activities -- Entering Activities on the Calendar -- Filling in the Scheduling Dialog Box -- Rescheduling an Activity -- Scheduling Activities for Other People -- Using the iCal Features -- Scheduling Recurring Activities -- Chapter 10: Viewing Scheduled Activities.

Viewing Activities Using the Calendar -- Checking the Activity List -- Viewing Groups of Users on the Calendar -- Chapter 11: Dealing with and Completing Scheduled Activities -- Four Ways to Complete Your Activities -- The Best Way to Complete an Activity -- Chapter 12: Sales Forecasting -- Setting up Quotas -- Entering Your Forecasts -- Viewing Your Sales Pipeline -- Completing Your Forecasts -- Part IV: Marketing and Support -- Chapter 13: Managing Your Leads -- Importing Leads into GoldMine -- Assigning Leads to Users -- Analyzing Your Leads -- Using Automated Processes -- Chapter 14: Managing Your Marketing -- Using the Campaign Manager -- Using the Essential Fields for Marketing with GoldMine -- Chapter 15: Handling Cases -- Configuring Your Case Setup -- Using Templates -- Handling Cases -- Using Your Knowledge Base -- Part V: Managing Documents -- Chapter 16: Integrating with Word -- Understanding What Versions Work Together -- Creating Templates -- Using Your Templates -- Chapter 17: Sending and Receiving E-Mail -- Configuring Your E-Mail System -- Sending E-Mail Messages -- Getting Your Mail -- Chapter 18: Using Outlook -- What Versions Work Together -- The Three Options for Outlook -- Using GISMO -- Chapter 19: Linking Documents -- Exploring the Links Tab -- Linking Files Automatically -- Manually Linking Files and Folders -- Accessing Linked Documents -- Part VI: Organizing and Distributing Information -- Chapter 20: The Knowledge Base -- Navigating the Knowledge Base -- Creating New Knowledge Base Books, Folders, and Topics -- Notifying Your Staff of Important Changes to the Knowledge Base - or Not -- Chapter 21: Graphical and Statistical Analysis -- Displaying Account Statistics -- Lying with Statistics -- Using the Forecast Analysis -- Using Graphical Analysis -- Using Leads Analysis.

Setting Quotas and Measuring Performance against Them -- Chapter 22: The Reporting System -- Choosing a Report Category -- Generating a GoldMine Report -- Displaying and Printing Reports -- Modifying Existing Reports -- Creating Custom Reports -- Using Alternatives to the Built-in Reporting System -- Chapter 23: Opportunity and Project Manager -- The Opportunity/Project Manager -- Closing and Converting Opportunities -- Chapter 24: Managing Relationships -- Building Relationships -- Activating a Section -- Doing a Rollup -- Part VII: Customizing GoldMine -- Chapter 25: Creating New Labels and Fields -- Adding New Fields to Your Database -- Organizing and Creating Field Views -- Displaying New Fields -- Changing Field Labels and Data On the Fly -- Modifying an Existing Field -- Chapter 26: Creating and Modifying Lookup Lists -- Using Existing Lookup Lists -- Customizing Your Lookup Lists -- Chapter 27: Automated Processes -- Designing and Implementing Automated Processes -- Developing Tracks -- Executing a Process -- Chapter 28: GM+ View and GM+ Browser -- Displaying the GM+ View Tab -- Creating GM+ View Templates -- Selecting Your Template -- Using GM+ Browser -- Chapter 29: Integrating GoldMine with YourWeb Site -- Preparing to Link GoldMine and Your Web Site -- Designing Scripts -- Designing Forms -- Part VIII: The Part of Tens -- Chapter 30: Ten Useful Add-Ons -- Remote Access -- Using Handheld Devices -- General Utilities -- QuoteWerks -- BounceLinker -- KnowledgeSync and TaskCentre -- Honorable Mentions -- Chapter 31: The Ten Most Important New Developments Since 6.0 -- New User Interface -- Customer Support Module -- Tabbed View -- Auto-Complete -- GM+ Browser -- Enhanced Reporting & Microsoft SQL Reporting Services -- SQL Query Wizard -- Web Integration -- Record Typing -- Several Other, Miscellaneous New Features.

GoldMine Standard Bites the Dust -- Index.