QuickStart Wizard
The QuickStart Wizard allows you to access and configure basic operations and tools to work with GoldMine.
The QuickStart Wizard contains a set of individual wizards you access in one central location to ensure you configure key operations:
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User information. Configures personal information for users such as name and title. See Using the User Information QuickStart Wizard. |
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User. Configures general user data and security settings such as the individual’s GoldMine user name and password and QuickStart Wizard access rights. See Using the User QuickStart Wizard. IMPORTANT: Contact your administrator before using this wizard. |
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Industry Templates. Configures Industry Solutions templates and GoldMine PLUS applications. See Using the Industry Templates Quick Wizard. |
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Key Fields. Configures the key field labels to store data for your business. See Using the Key Fields QuickStart Wizard. |
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Postal Codes. Configures the process to import postal codes into GoldMine. See Using the Postal Codes QuickStart Wizard. |
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Data Import. Configures the process to import contact data from another contact management application into GoldMine. See Using the Data Import QuickStart Wizard. |
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GoldMine PLUS. Configures GoldMine’s links to document applications including Microsoft Word and Adobe Acrobat. See Using the GoldMine PLUS QuickStart Wizard. |
The QuickStart Wizard appears immediately after installing GoldMine to help set up the critical operations most users need immediately such as e-mail accounts. Use the QuickStart Wizard after installation to add or change basic configuration settings by selecting Tools > QuickStart Wizard.
Users without Master Rights have access to the User Information Wizard and Document Management Wizard.
