GoldMine Plus for Microsoft Office

GoldMine Plus for Microsoft Office is a powerful add-in for GoldMine that allows seamless integration between Microsoft Office and your GoldMine environment. Create dynamically merged documents such as letters, faxes, and e-mails using your GoldMine contact data, and then leverage the powerful features in the Microsoft Office suite to produce and distribute your work. Easily move data between GoldMine and Microsoft Excel. Tools embedded directly into Excel allow flexible generation of customized invoices, reports, and more, using your GoldMine contact data.

IMPORTANT: GoldMine support the use of more than one contact set. However, the integration link supports the use of only one contact set, and this must be the one in your primary SQL database that includes both Contact and GMBASE tables.

Select from the following topics to learn more about GoldMine Plus for Microsoft Office.

About GoldMine Plus for Microsoft Word

About GoldMine Plus for Microsoft Excel

About GoldMine Plus for Microsoft Outlook

Installing GoldMine Plus for Microsoft Office

Setting Preferences in GoldMine Plus for Microsoft Office

Granting User Access to Templates

Using GoldMine Fields in Microsoft Word

Using GoldMine Fields in Microsoft Excel

Adding Excel Templates