Automated Processes

You can automate routine tasks by setting up a series of predefined actions to perform the tasks on Contacts in the database. These tasks include:

■ Administrative and tracking duties

■ Generating direct mail

■ Validating data

For example, print introductory letters to new contacts whenever a 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. is created. After printing the letter, the Automated 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. can schedule a follow-up activity (such as a call back) on the calendar of a GoldMine user.

Select from the following topics to learn more about Automated Processes in GoldMine.

■ Automated Processes Components

■ Automated Processes Center Components

■ Process Options Update

■ Creating Automated Processes

■ Working with Automated Processes

■ Creating Processes

■ Creating Events

■ Creating Triggers

■ Creating Actions

■ Attaching Processes to a Contact

■ Executing Processes

■ Removing Attached Automated Processes

■ Trigger Dialog Boxes