Using the Automated Processes Center

Select Tools > Automated Processes > Manage Process A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process.. The Automated Processes Center opens.

Create or modify processes using tool and menu options:

○ Toolbar

○ Process Local Menu Also known as a shortcut menu, the local menu provides quick access to a set of commands affecting only the current browse window, tab, or pane.

○ Events Local Menu

NOTE: For information on the toolbar and local menus see Automated Processes Center Components.

○ Process Options Update. See Process Options Update.

Manage processes using these options:

○ Creating Processes. See Creating Processes

○ Creating Events. See Creating Events

○ Editing Processes. See Editing Processes

○ Editing Events. See Editing Events

○ Attaching Processes. See Attaching Processes to a Contact

○ Executing Processes. See Executing Processes

○ Deleting Processes or Events. See Removing Attached Automated Processes