GoldMine Enhancements to Outlook

The GoldMine Add-in makes many enhancements to Microsoft Outlook for integration with GoldMine. Below is a list of some of these enhancements for each of the following Outlook components.

Outlook Mail

Linking E-Mail Messages

Sending E-Mail Messages

Creating a GoldMine Contact RecordClosed 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. from an Outlook Message

Linking and Display options in Outlook Mail

Outlook Calendar

Calendar Display options in Outlook Mail

Schedule a Calendar Activity

Outlook Contacts

Search for Contact in GoldMine to Associate an E-Mail Address

Create a New GoldMine Contact from the Outlook Contact

Manage GoldMine Customer Contacts

Outlook Tasks

Create a Task in Outlook

Create and Link to a New GoldMine Task

Linking Task Details in Outlook Mail