About GoldMine Plus for Microsoft Excel

GoldMine Plus for Microsoft Office installs a GoldMine menu in Excel for accessing integrated functions.

■ Insert GoldMine Fields. Provides a list of GoldMine fields and a field macros to map to Excel cells. Field mappings remain dynamically linked to GoldMine fields, changing to reflect values in the active GoldMine Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database.. For example, create a billing form in Excel, insert the appropriate name, address, and user‑defined fields. Then use the integrated form to generate a printed bill for the current contact. See Using GoldMine Fields in Microsoft Excel

■ Save as GoldMine Linked Document. Save a workbook or worksheet that is linked automatically to a GoldMine contact.

■ Export Data to GoldMine. GoldMine Plus now offers field mapping options for exporting Excel databases into GoldMine. Map Excel fields to GoldMine fields with a simple wizard-style interface, for the fastest, easiest method yet to bring data into GoldMine.Exporting From Microsoft Excel to GoldMine.

GoldMine Plus for Microsoft Office must be installed. After the application is installed, create individual spreadsheets with inserted GoldMine fields or create spreadsheet templates accessed through the Document Management Center (see Adding Excel Templates).

NOTE: If you do not see the GoldMine menu in Excel after installing GoldMine Plus for Microsoft Excel, open the Excel Help menu and select About Microsoft Office Excel. On the About Microsoft Excel dialog box, click the Disabled Items button and look for an item called GMPlusOffice. Re‑enable this item to make the GoldMine menu available.