Using GoldMine Fields in Microsoft Excel

After GoldMine Plus for Microsoft Office is installed, you add GoldMine fields to an Excel document. The fields remain dynamic, meaning that when changes are made to the active GoldMine Contact RecordClosed 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., linked field data in Excel changes as well.

NOTE: If you are using Microsoft Office 2007, all GoldMine menu items are accessed by selecting the GoldMine Tab from Excel’s main menu.

1. Launch GoldMine and select a Contact Record as a data source.
2. Open Excel.
3. Select GoldMine > Insert GoldMine Field. The GoldMine Fields floating toolbar appears. (To anchor the GoldMine Fields toolbar, drag-and-drop it in the Excel toolbar.)

NOTE: In Microsoft Office 2007/2010, the fields toolbar is always available in the GoldMine Tab.

4. Select a target cell on the spreadsheet.
5. Click the field drop-down list on the floating GoldMine Fields toolbar and select a field or macro.

Fields list as TABLE->FIELDNAME (for example, CONTACT1->CONTACT). MacrosClosed A series of commands and/or keystrokes that launches or runs a action. list as &MacroName (for example, &EmailAddress).

NOTE: Excel does not support multiple lines per cell, therefore, multi-line macros cannot function in Excel.

6. Continue adding desired fields to cells.
7. Finish the process by:

○ Saving the spreadsheet for later use: Select File > Save as on the Excel menu. Save the file as filename.xls. To reuse the file with dynamic fields, launch Excel and open the saved .xls document. The dynamic fields display data from the active Contact Record.

○ Saving the spreadsheet as a template: Select File > Save as on the Excel menu. Save the file as filename.xlt. If using it in GoldMine, save the new template in the GoldMine Template folder. Then add the template to the Document Management Center (see About the Document Center).

○ Select NO. If you select YES an additional error message displays. GoldMine must be running in order for Excel to access linked cells.