Setting Preferences in GoldMine Plus for Microsoft Office
Use the GoldMine Plus Preferences for Microsoft Office dialog box to configure various system settings. GoldMine Plus preferences are accessed from within Microsoft Word.
| 1. | Open Microsoft Word. |
| 2. | From the GoldMine menu, select Setup. |
| 3. | The GoldMine Plus Preferences dialog opens. |
| 4. | Set GoldMine Plus Preferences using the following options: |
Automatic GoldMine Login: To login to GoldMine automatically when Microsoft Word or Excel are started:
○ Check the box for Please login to GoldMine with the following user data automatically in the future.
○ Enter your GoldMine User name and Password.
File Location: Select an option for a default file location where GoldMine Plus documents will be saved:
○ Use GoldMine to determine location: The default file location for GoldMine Plus documents will be determined from the GoldMine application.
○ Use Word Default Path: GoldMine Plus documents will automatically be saved to Microsoft Word’s default file location.
○ Use (Browse to file location): Manually browse to a default file location for GoldMine Plus documents.
OLEDB Data Provider: Enter the OLEDB data provider used by GoldMine Plus add-ins to export data to GoldMine and merge mail.
○ Provider Name: The data provider name we recommend using is Microsoft.ACE.OLEDB.XX.0, where XX is the driver version. The default value is Microsoft.ACE.OLEDB.14.0. For more information, see the related Important note below.
Fax Method:
○ Provider: Select your fax method in the drop-down list of fax applications:
- (none)
- OmniRush
- WinFax
- RightFax
- DelFax
- Zetafax
○ Fax Macro: Select the Fax Number Macro specified by you fax application in the drop-down list.
- &DIALFAX: The fax number from the active contact record.
- &FAX: The fax number as it should be sent to an auto-dialer for automatic fax transmission.
○ The Show Send Screen and Use 'Fine' Resolution options are available in different combinations, depending on the fax application.
Group
Fixed set of contact records that meet an initial set of conditions. Once selected, member records subsequently have instantaneous access to the subset. This method can be used instead of filters, to maintain a subset of data. Merge: Select Prompt for group merge destination (print only) to have GoldMine generate a prompt before printing.
Field Automation: Select the Place GoldMine fields in a way that Word will not attempt to update automatically option to all Microsoft Word to automatically update fields that you insert.
| 5. | Click Save to exit the GoldMine Plus Preferences dialog. |
IMPORTANT: If you have problems with the export from Excel to GoldMine or the mail merge, check the log file for the following error message: "The 'Microsoft.ACE.OLEDB.14.0' provider is not registered on the local machine."
If this error displays after the date and time you executed one of the operations, the version of the provider must be changed to the version installed on the machine. The OLEDB data provider is installed with Microsoft Office—to check which version is installed, follow these steps:
| 1. | Open the ODBC Open Database Connectivity Data Source Administrator (32-bit) or (64-bit) dialog. |
| 2. | Under the Drivers tab, look for the ACEODBC.DLL filename and the first two digits of the version number. |
