3 Replies Latest reply on Mar 28, 2017 8:21 AM by CDohme

    goldmine plus

    LAnn Rookie

      I am trying to use a list of contacts to import into Goldmine. I did some googling and see their is some type of addon called Goldmine Plus? Anyone have details, used it, how do we get it?

       

      Thanks for any input.

        • 1. Re: goldmine plus
          CDohme Apprentice

          LeeAnn:

           

          The Goldmine Plus add-in is an option on the Windows client-side install.  There are options for linking to Word, Excel & Outlook.  I've used the Word link extensively for many years.  I would review the Compatibility Matrix supplied by Goldmine to make sure that the version of MS Office is compatible with your release of Goldmine.  After the add-in is installed you will see additional options in the Word/Excel main menus that allow you to select Goldmine fields from Contact1 & Contact2 tables.  After your word template is built you can use the Document Templates area of Goldmine to perform a mail merge on one or more records.

           

          Chris

          • 2. Re: goldmine plus
            LAnn Rookie

            THANKS CHRIS!

             

             

            LeeAnn Schmitt

            Office Manager

            Phone: 631.582.5900    Fax:  631-582-9520

            Web: www.youngequipmentsales.com<http://www.youngequipmentsales.com>

            • 3. Re: goldmine plus
              CDohme Apprentice

              I added a bit more to my reply see above.