|
|
|
First, launch MindManager
program.
GoldMinder icon
is located at the right bottom corner of MindManager program. 
Select a “branch”
from the MindManager program, then click the GoldMinder icon to launch
GoldMinder program.
|
|
1) While you are
on the Main Window of GoldMinder. Locate the [x] button on right top
corner. Clicking this [x] button will close GoldMinder.
2) Another way
to achieve this is, to locate the [Close] button while you are on the Main
Window of GoldMinder. Clicking this [Close] button will also close GoldMinder.
|
|
|
|
|
GoldMinder will schedule or complete
activities on the OPEN
GOLDMINE contact record.
|
|
The Activity Type
has seven options:
Appointment, Call,
Message, Next Action, Other, Sale, and To do.
|
|
|
|
|
Select “Appointment”
from Activity Type and then press the [Schedule] button to schedule an
“appointment.”
In GoldMine, this
would be the same as if we were scheduling an “appointment.”
|
|
Select “Call”
from Activity Type and then press the [Schedule] button to schedule a “call.”
In GoldMine, this
would be the same as if we were scheduling a “call.”
|
|
Select “Message”
from Activity Type and then press the [Schedule] button to schedule a
general/common message.
|
|
Select “Next
Action” from Activity Type then press the [Schedule] button to schedule a “Next
Action.”
In GoldMine, this
would be the same as if we were scheduling a “next action.”
|
|
Select “Other”
from Activity Type and then press the [Schedule] button to schedule an “other
action.”
In GoldMine, this
action would be the same as if we were scheduling an “other action.”
|
|
Select “Sale”
from Activity Type and then press the [Schedule] button to schedule a
“Forecasted Sale.”
In GoldMine, this
would be the same as if we were scheduling a “forecasted sale.”
|
|
Select “Todo”
from Activity Type and then press the [Schedule] button to schedule a “To-do.”
In GoldMine, this
would be the same as if we were scheduling a “To-do.”
|
|
|
|
|
Select “Appointment”
from Activity Type then press the [Add to History] button to add a
completed “Appointment” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing an “Appointment.”
|
|
Select “Call”
from Activity Type then press the [Add to History] button to add a completed
“Call” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing a “Scheduled Call.”
|
|
Select “Message”
from Activity Type then press the [Add to History] button to add a
completed “Message” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing a “Message.”
|
|
Select “Next
Action” from Activity Type then press the [Add to History] button to add a
completed “Next Action” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing a “Next Action.”
|
|
Select “Other”
from Activity Type then press the [Add to History] button to add a completed
“Other” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing an “Other Action.”
|
|
Select “Sale”
from Activity Type then press the [Add to History] button to add a completed
“Sale” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing a “Sale.”
|
|
Select “Todo”
from Activity Type then press the [Add to History] button to add a completed
“To-do” entry to GoldMine History tab.
In GoldMine, this
action would be the same as if we were completing a “To-do.”
|
|
There are two actions:
Schedule and Add to History.
[Schedule] adds
to Pending tab.
[Add to History]
adds to History tab.
|
|
Pressing the [Schedule]
button will display the following window:
GoldMinder will pull existing codes,
users, and references
from your GoldMine Software Installation.
We recommend making edits to your GOLDMINE software rather than GoldMinder (then your
team
gets the benefit of all changes).
1) Code –
the Code. Press the button to bring up the list and lookup window
2) User –
the Primary User. Press the button to bring up the list and lookup window
3) Reference –
the Reference. Press the button to bring up the list and lookup window
4) Notes –
the Notes. It is pulled from the MindManager program
5) Options –
Select applicable options.
6) Calendar –
Select which date to schedule from the calendar
7) Time / Priority – Time and Duration, or Priority
8) Schedule / Cancel – Press [Schedule] to accept and continue, or press [Cancel] |
|
Pressing the [Add
to History] button will write a new entry to the GoldMine History tab.
|
|
GoldMinder will enter MMN for Notify and MMY for Don't Notify in the GoldMine Result
Code.
This code will allow you to trigger an automated process to notify the rest of your
team of a
completed action.
|
|
|
|
|
This error appears
when you click on the GoldMinder icon without first selecting a branch in
the MindManager program.
To solve this error,
first select a branch before clicking the GoldMinder icon.  |
|
This error appears
when you click on [Schedule] or [Add to History] without having a
GoldMine program running.
To solve this error,
first launch a GoldMine program before selecting an Action in GoldMinder. |
|
It means that you
have either not installed GoldMinder, or accidentally uninstalled it.
To solve this problem,
go to "Add/Remove Programs" in the Control Panel and uninstall GoldMinder for MindManager X5. After uninstalling, run "GoldMinder_Setup.Exe" to reinstall.
|
|
|
|
|
1. Launching GoldMinder
