Main Menu Bar
The Main Menu bar offers the first level of commands, which display in standard Windows-style pull-down menus.
NOTE: Menu options might be unavailable because the option does not apply to the current selection, another command option must be activated before, or security restrictions limit your menu rights. Contact your GoldMine Administrator if a menu option you need in unavailable.
To Access Menus on the Menu Bar
Use the following procedure to access a menu on the menu bar.
| 1. | Place the Mouse over the menu option and left-click to open the menu item. |
| 2. | Select the submenu option if needed. |
The appropriate dialog box, wizard, or window opens.
| 3. | Select the menus to perform a variety of tasks: |
○ File. Create contact records, print reports, Import/Export, and log in options. Also exit GoldMine from this menu.
○ Edit. Cut, copy and paste. Edit record properties. Edit, delete, and undo changes to Contact records.
○ Go To. Access all of Goldmine's modules, as well as Analysis, and Reporting tools.
○ Tools. Access GoldMine tools for synchronization, configuring GoldMine, managing databases, creating and running Automated Processes, Server Agents, globally replacing data, Synchronization
A proprietary remote synchronization process that can update one GoldMine system with new or changed information that has been entered in another GoldMine system. tools, territory realignment, and launching the Database A collection of data fields and related tables, storing information that facilitates access and retrieval. Alias Manager and QuickStart Wizard.
○ Actions. Access GoldMine communication tools, timer commands, and manage mail merge functions.
○ Schedule. Access scheduling options for the contact record, including scheduling a call, appointment, literature request, forecasted sale, follow-up action, and GoldMine e-mail.
○ Complete. Access completed action options for scheduled and unscheduled calls, appointments, sales, other actions, correspondence, and other pending activities.
○ Web. Access GM+Browser, web publishing, and other online options.
○ Window. Window display and status bar display options. Also open new contact record windows.
○ Help. Access GoldMine online help, the GoldMine Web site, NetUpdate, and important system information in About GoldMine.
