GoldMine User Group: Best Practices for Using the Search Center

Transcript

1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

   Best Practices for Using the Search Center GoldMine User Group

2. © W-Systems Corp. | www.w-systems.com Presenters Kevin Reichley W-Systems kreichley@

   w-systems.com Sarah Friedlander Garcia W-Systems sarah@ w-systems.com Kevin Smith Ivanti / GoldMine kevin.smith@ goldmine.com

3. © W-Systems Corp. | www.w-systems.com Agenda • Recap of Last

   User Group Webinar • GoldMine News Roundup • GoldMine Resources & Training • Feature Topic – Best Practices for Using the Search Center • GoldMine Q&A Session

4. © W-Systems Corp. | www.w-systems.com Place your screenshot here Last

   User Group Meeting November 2017: GoldMine 2018.1 Preview Streaming Video Recording Link on our blog (September Archive) • Blog Post • Webinar Archive

5. © W-Systems Corp. | www.w-systems.com GoldMine has seen the following

   updates recently: GoldMine 2018.1 GoldMine 2018.1 offers a new look and feel with custom themes and fonts, simplified and streamlined Outlook plugin, tighter integration to Constant Contact, and several enhancements to the web interface. January Hotfix estimated release Jan 26th. Numerous Windows and Office issues resolved. GoldMine Releases

6. © W-Systems Corp. | www.w-systems.com For both new and existing

   customers looking to add licenses of GoldMine and wMobile as a bundle we are offering a special promotion. • 30% discount on purchase of GoldMine/wMobile Bundle • Contact us for details! GoldMine & wMobile Q1 Promo (Expires 3/31)

7. © W-Systems Corp. | www.w-systems.com GoldMine Resources GoldMine Resources •

   GoldMine Community: goldmine.com/community • GoldMine Support: goldmine.com/goldmine-support • GoldMine on Twitter: twitter.com/contactgoldmine • GoldMine Training Center: goldmine.com/training • GoldMine on Vimeo: vimeo.com/goldminecrm GoldMine Resources by W-Systems • W-Systems GoldMine Blog: w-systems.com/blog/goldmine • W-Systems on Social Media: Facebook, Twitter, LinkedIn, YouTube) • W-Systems Resources (Case Studies, eBooks & Whitepapers, Newsletter Signup/Archives, Project Portfolio, ROI Calculator, Webinar Archives): w-systems.com/resources

8. © W-Systems Corp. | www.w-systems.com Place your screenshot here GoldMine

   Training Center GoldMine’s Training Center is divided into four different sections: 1. Basics 2. Dashboards 3. Advanced: System Admin 4. Definitive Guide

9. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

   Best Practices for Using the Search Center

10. © W-Systems Corp. | www.w-systems.com Agenda • How to Access

    the Search Center • Finding One Record • Finding All Records Based on Criteria • Taking Action ⁃ Output to Word/Excel ⁃ Printing Quick Report ⁃ Saving as a Filter or Group ⁃ Scheduling Activities ⁃ Mail and Email Merging The GoldMine Search Center

11. © W-Systems Corp. | www.w-systems.com How to Access the Search

    Center Way to access the GoldMine Search Center • GoldMine toolbar - “Search” tool • Click on field name in GoldMine record

12. © W-Systems Corp. | www.w-systems.com Finding One Record Finding one

    record is very quick and easy: • Select field to search by • Start typing the value you are looking for • Click on the the record name when you see it

13. © W-Systems Corp. | www.w-systems.com Finding All Records Based on

    Criteria Enter as many criteria you want using • Select field, operator (e.g. Equal to, Begins with) and value • Click on the “+” at end of row to add another criteria row • Add as many criteria as you want

14. © W-Systems Corp. | www.w-systems.com Taking Action • Output to

    Word/Excel • Printing Quick Report • Saving as a Filter or Group • Scheduling Activities • Mail and Email Merging

15. © W-Systems Corp. | www.w-systems.com Taking Action • Output to

    Word/Excel • Printing Quick Report • Saving as a Filter or Group • Scheduling Activities • Mail and Email Merging

16. © W-Systems Corp. | www.w-systems.com Taking Action • Output to

    Word/Excel • Printing Quick Report • Saving as a Filter or Group • Scheduling Activities • Mail and Email Merging

17. © W-Systems Corp. | www.w-systems.com Taking Action • Output to

    Word/Excel • Printing Quick Report • Saving as a Filter or Group • Scheduling Activities • Mail and Email Merging

18. © W-Systems Corp. | www.w-systems.com Taking Action • Output to

    Word/Excel • Printing Quick Report • Saving as a Filter or Group • Scheduling Activities • Mail and Email Merging

19. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Best Practices for Using the Search Center Demo

20. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A

21. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!