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Quick Reference Card

G o l d M i n e ’ s Wo r k A r e a

Title Bar Main Menu Toolbar


Shows the version of Contains commands Provides a quick way
GoldMine running on to perform operations to perform common
your system. in GoldMine. operations.

Org Chart (optional)


Contact Record
Displays the contact’s
associations with The center of all
departments, companies, etc. information about
individuals with
whom you interact.

Tab Bar
Presents detailed information
about a contact.

Status Bar
Displays the open database,
status of Num Lock and
Caps Lock
B a s i c To o l b a r

Create View groups Print View Schedule Send


contact record Start timer of contacts merge form Activity List Next Action Internet E-mail

View View Org Chart View personal Set Schedule Take telephone
another record for contact Rolodex® preferences Appointment message

Dial contact’s Find View View Schedule call Send


telephone number contact record InfoCenter™ Calendar GoldMine E-mail

Open another Insert note Build Filter Print report(s) Complete activity Schedule sale
contact
datbase file

Ta b B a r

Automatically generated details Customizable views and fields General information about the Information about additional con-
on activities scheduled and that your organization uses contact that might be helpful tacts at the same organization
completed for the contact. to store special information to working with the individual with whom you interact less fre-
for contacts. in a variety of situations. quently than the primary contact.

Supplemental information about Two-way associations between Upcoming activities for the Completed activities related to
the contact that GoldMine can the contact and other contact(s) contact. the contact.
search very quickly. in the open database.

Documents or applications linked Subsets of contacts (groups) Lists Automated Processes™ tracks Sales opportunities that involve
with the contact record, such as that include the contact. (step-by-step instructions GoldMine the contact.
a form letter. evaluates to perform a series of
activites) assigned to the contact.

Long-term projects that involve


the contact.
Default Main Menu

File Edit

View Lookup
Contact Schedule Complete

Tools Window Help

Copyright ©1999 GoldMine Software Corporation. All Rights Reserved. GoldMine, GoldSync and HEAT are registered trademarks of GoldMine Software Corporation in the United States and/or other countries. GoldMine FrontOffice 2000, GoldMine Sales
and Marketing, GoldMine Service and Support, GoldMine Web and HEATWeb are trademarks of GoldMine Software Corporation. Other products and brands are registered trademarks or trademarks of their respective owners/companies.
Keyboard Shor tcuts

Working in GoldMine Star t timer F8


Access Main Menu F10 Stop timer Shift+F8
Display Help for active window F1 Reset timer Alt+F8
Display predefined field entries, lookup, Restar t timer Ctrl+F8
clock (time fields) or calendar (date fields) F2 Schedule a Next Action Shift+F6
Exit GoldMine Alt+F4 Write an Internet message Ctrl+Shift+E
Display Oppor tunity Manager F9
Display your Calendar F7
Working with Contacts Display E-mail Center F5
Find text (in active browse window) F3 Display Activity List F6
Go to contact’s record:
Next record Page Down
Previous record Page Up Designing Report Layouts
First Record Ctrl+Page Up Center object Alt+C
Last Record Ctrl+Page Down Edit object:
Cycle last-viewed records Shift+Page Up Cut Ctrl+X
View details about a contact: Copy Ctrl+C
Org Char t Ctrl+Q Paste Ctrl+V
Summar y Ctrl+S Delete Delete
Fields Ctrl+F Change font for text Alt+F10
Notes Ctrl+N Align text within object Ctrl+P
Contacts (Additional) Ctrl+C Specify outline proper ties Ctrl+O
Details Ctrl+D Select a background Ctrl+B
Referrals Ctrl+R Edit a field expression Ctrl+F
Pending (Activities) Ctrl+P Edit a filter Ctrl+F6
Histor y Ctrl+H Inser t into a template:
Links Ctrl+L Section label F6
Members Ctrl+M Text label F9
Tracks (Automated Processes) Ctrl+T Data field F2
Opptys (Oppor tunities) Ctrl+Y Expression field F3
Projects Ctrl+J System field F4
Edit contact’s record: Ctrl+E Dialog field F5
Undo typing Ctrl+Z Line Ctrl+F9
Cut selected text Ctrl+X Picture Ctrl+F8
Copy selected text Ctrl+C Duplicate field Alt+F5
Paste copied text Ctrl+V Work with dialog fields (prompts):
Edit text in Notes (inser t date/time stamp) Ctrl+I Create Ctrl+R
Display Personal Rolodex F11 Edit Ctrl+M
Scheduling Activities Delete Ctrl+D
Schedule a call Shift+F5 Specify repor t settings:
Dial telephone to contact: Define margins, ruler, and date format F7
Phone 1 Alt+1 Define a filter Ctrl+F7
Phone 2 Alt+2 Save repor t template:
Phone 3 Alt+3 Save/update template F10
Fax Alt+4 Save template under a new file name Shift+F10

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