User manual FRONTRANGE SOLUTIONS GOLDMINE 6.0 - ADMINISTRATING

Administrating GoldMine VERSION 6.0 11/02 ii Table of Contents Copyright Ó 2002 FrontRange Solutions Inc. All Rights Reserved. This software includes software developed by the Apache Software Foundation (http://www.apache.org). The Sentry Spelling-Checker Engine Copyright © 1999 Wintertree Software Inc. GoldMine, HEAT and other FrontRange products and brands are registered trademarks or trademarks of FrontRange Solutions Inc. in the U.S. and/or other countries. Other products and brands are registered trademarks or trademarks of their respective owners/companies. Use of this software and its related user documentation IS subject to the terms and conditions of the applicable End-User License Agreement (EULA), a copy of which is found in the user documentation. You must agree to the terms and conditions of the EULA in order to use this software. If you do not agree to the terms and conditions of the EULA, promptly return the unused software IN ITS UNOPENED CD PACKAGE to the place from which you obtained it for a refund. WARNING: The software described in this manual and its related user documentation are protected by copyright law. In no event, shall any part of the related user documentation be copied, reproduced, distributed, transmitted, stored in a retrieval system, or translated into any language, without the express written permission of FrontRange Solutions Inc. Contact FrontRange Solutions Inc. at our Web site: www.frontrange.com (Oct. 2002) Table of Contents FrontRange Solutions Software Product: GoldMine® (Rev. Sept. 2002) END-USER LICENSE AGREEMENT (EULA) IMPORTANT READ CAREFULLY THIS EULA IS A LEGAL AGREEMENT BETWEEN YOU (YOU OR LICENSEE) AND FRONTRANGE SOLUTIONS INC. (A DELAWARE CORPORATION WITH ITS PRINCIPAL PLACE OF BUSINESS IN COLORADO), ON ITS OWN BEHALF AND ON BEHALF OF ITS SUBSIDIARIES, DIVISIONS AND AFFILIATES (COLLECTIVELY REFERRED TO AS FRONTRANGE SOLUTIONS), FOR THE SOFTWARE PRODUCT IDENTIFIED ABOVE WHICH INCLUDES COMPUTER SOFTWARE AND ASSOCIATED MEDIA AND DOCUMENTATION (COLLECTIVELY LICENSED SOFTWARE). BY OPENING THE SOFTWARE PACKAGING, COMPLETING THE SERIALIZATION PROCESS, OR DOWNLOADING, INSTALLING, ACCESSING OR UTILIZING THE LICENSED SOFTWARE OR CLICKING THE I ACCEPT BUTTON, YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA. IF YOU DO NOT AGREE WITH THE TERMS OF THIS EULA, PROMPTLY RETURN THE UNUSED LICENSED SOFTWARE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND. 1. Protection/Ownership. The Licensed Software may include software owned by third parties (collectively Third-Party Owners). The Third-Party Owners are third-party beneficiaries of this EULA and You agree to be bound to them under all the terms and conditions of this EULA, unless and to the extent that a separate license agreement for such software governs. The Licensed Software is protected by copyright and other intellectual property laws. FrontRange Solutions or a Third Party Owner retain ownership of the Licensed Software and the copies of the Licensed Software provided herewith. The Licensed Software is licensed to Licensee for use subject to the terms set forth in this EULA. 2. Grant of License. FrontRange Solutions hereby grants to Licensee and Licensee fully accepts, upon delivery, a nonexclusive, nontransferable and perpetual (unless earlier terminated as provided below) right to use only the executable version (no source code) of the Licensed Software for its own internal business purposes. Installation of the Licensed Software entails completion of a serialization procedure in which You will be required to enter a serialization code(s) provided to You as a part of the Licensed Software. You agree not to disclose the serialization code(s) provided to You to any third party other than an authorized FrontRange Solutions reseller (Reseller). The serialization code indicates to the loaded Licensed Software the number of authorized concurrent users covered by the license. 3. Scope of License. You are allowed only the number of concurrent users of the Licensed Software as shown in the corresponding purchase order or other order confirmation form. The number of authorized concurrent users covered by the license will be visually displayed to You during the serialization procedure. A remote user accessing the Licensed Software (via a web-enabled GoldMine product) is considered to be utilizing one concurrent user license. Nothing in this paragraph shall limit Licensee from allowing its employees, agents or representatives or the employees, agents or representatives of Licensees parent, subsidiaries or affiliates, if any, from accessing or using the Licensed Software for Licensees own internal business purposes; provided, however that the total number of concurrent users does not exceed the number of authorized concurrent users covered by the license. iii 4. Additional users. If You wish to expand the number of authorized concurrent users covered by the license You may be able to purchase the additional licenses from FrontRange Solutions or a Reseller. Such added licenses will be affected by the provision of additional serialization code(s) by FrontRange Solutions. contents iv Table of Contents 5. Transfer. To the maximum extent permitted by applicable law, Licensee may not resell or otherwise transfer for value the Licensed Software. Notwithstanding the foregoing, Licensee may assign all of its licensed rights and duties under this EULA to a third-party that: (a) directly or indirectly controls Licensee; (b) is controlled by or under common control with Licensee; or (c) purchases all or substantially all of Licensees assets; provided, however, that (i) Licensee gives written notice to FrontRange Solutions of the transfer or assignment; (ii) the permitted third-party assignee agrees to be bound by all the terms herein and completes and returns a registration card or other requested transfer documentation to FrontRange Solutions; and (iii) in no circumstance shall any transfer or assignment, unless specifically agreed upon in writing, (y) release Licensee from any prior outstanding obligation under this EULA, or (z) allow Licensee or Licensees transferee or assignee, collectively, to utilize more licenses than the number of licenses authorized under this EULA. 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Table of Contents UNLESS BOTH EXPRESSLY REPRESENTED AND AGREED IN WRITING, THE LICENSED SOFTWARE IS NOT DESIGNED, OR INTENDED FOR USE IN ANY MEDICAL, LIFE SAVING OR LIFE SUSTAINING SYSTEMS, TRANSPORTATION SYSTEMS, NUCLEAR SYSTEMS, OR FOR ANY OTHER MISSION CRITICAL APPLICATION IN WHICH THE FAILURE OF THE LICENSED SOFTWARE COULD CREATE A SITUATION WHERE SUBSTANTIAL PROPERTY DAMAGE OR PERSONAL INJURY OR DEATH MAY OCCUR. FRONTRANGE SOLUTIONS AND ANY THIRDPARTY OWNERS RECOMMEND AGAINST, AND DISCLAIM ANY LIABILITY FOR, USE OF THE LICENSED SOFTWARE IN ANY SUCH APPLICATION. You understand and acknowledge that FrontRange Solutions will not be liable for network-related problems attributable to the operation of the Licensed Software and that network configuration changes may affect the systems performance. 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Maintenance and Support. FrontRange Solutions provides maintenance and/or technical support (including upgrades and enhancements) for the Licensed Software only through separate Agreements. Please contact FrontRange Solutions or the place from which You obtained the Licensed Software if You wish to obtain maintenance and/or technical support through the execution of such an agreement. 10. Export Control. You may not export, ship, transmit, or re-export the Licensed Software in violation of any applicable law or regulation, including, without limitation, the Export Administration Regulations issued by the United States Department of Commerce, or any such similar law or regulation issued by such other governmental entity which may have jurisdiction over such export. v contents vi Table of Contents 11. United States Government Restricted Rights. THIS SECTION APPLIES ONLY TO LICENSING OR USE BY THE FEDERAL GOVERNMENT OF THE UNITED STATES. The Licensed Software is provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the federal government is subject to restricted rights as set forth in subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software clause at 252.227-7014 for DOD contracts and at FAR (48 CFR 52.227-19) for civilian agency contracts or other comparable agency clauses. 12. Termination. Your right to use the Licensed Software continues until this EULA is terminated. You may terminate this EULA at any time by destroying all of Your copies of the Licensed Software. This EULA will automatically terminate if You fail to comply with the material terms of this EULA. Upon any termination, You agree to remove all Licensed Software from Your computers, destroy all copies of the Licensed Software, and, upon request from FrontRange Solutions, certify in writing Your compliance herewith. 13. Severability. If any of the terms, or portions thereof, of this EULA are invalid or unenforceable under any applicable statute or rule of law, the court shall reform the contract to include an enforceable term as close to the intent of the original term as possible; all other terms shall remain unchanged. 14. Whole Agreement. This EULA and any applicable FrontRange Solutions order form or maintenance and support agreement or like document constitutes the entire agreement between You and FrontRange Solutions relating to the subject matter hereof, and any additions to, or modifications of, this EULA shall be binding upon the parties only if the same shall be in writing and duly executed by You and by a duly authorized representative of FrontRange Solutions. THE TERMS AND CONDITIONS OF ANY CORRESPONDING PURCHASE ORDER OR OTHER ORDER CONFIRMATION FORM RELATING TO THE LICENSED SOFTWARE ARE ONLY BINDING ON FRONTRANGE SOLUTIONS IF SUCH TERMS AND CONDITIONS ARE AGREED TO IN WRITING IN ACCORDANCE WITH THE PRIOR SENTENCE AND IN A DOCUMENT OTHER THAN THE PURCHASE ORDER OR OTHER ORDER CONFIRMATION FORM. 15. Waiver. The waiver or failure of either party to exercise in any respect any right provided for in this EULA shall not be deemed a waiver of any further or future right under this EULA. 16. Assignability. This EULA shall inure to the benefit of, and is freely assignable to, FrontRange Solutions successors and assignees of rights in the Licensed Software. 17. Resellers. If Licensee acquired the Licensed Software through a Reseller, Licensee acknowledges that (i) payment and delivery terms for the Licensed Software must be established separately and independently between the Licensee and the Reseller; (ii) this EULA constitutes the entire agreement between the Licensee and FrontRange Solutions regarding the license rights for the Licensed Software as described above and is controlling; (iii) the terms and conditions of any purchase order or any other agreement between the Licensee and the Reseller are not binding on FrontRange Solutions; (iv) the Reseller is not FrontRange Solutions agent and is not authorized to alter, amend or modify the terms of this EULA or to otherwise grant any license or other rights relating in any way to the Licensed Software; and (v) Licensees nonpayment of any amount due to a Reseller or any other relevant third party relating to its licensed rights under this EULA shall constitute a basis for FrontRange Solutions termination of this EULA. Licensee further acknowledges that FrontRange Solutions makes no representation or warranty with regard to any services provided by any Reseller, or any actions or failures to act by any Reseller. TA B L E O F C O N T E N T S Contents Introduction Welcome to GoldMine ............................................................................... 1 About this Manual ..................................................................................... 2 GoldMine Resources .................................................................................. 4 Contacting FrontRange Solutions Inc. ..................................................... 5 Preparing a GoldMine Installation Overview .................................................................................................. 1-1 Planning for Installation ......................................................................... 1-2 Installing GoldMine ................................................................................ 1-3 Configuring GoldMine ........................................................................... 1-3 Placing a Custom Image in GoldMines Login Window .................. 1-7 Licensing GoldMine Overview .................................................................................................. 2-1 The GoldMine License ............................................................................ 2-2 Working with the License Manager ..................................................... 2-4 Setting Up User Groups, Users, and Resources Overview .................................................................................................. 3-1 Understanding Users and Security Access .......................................... 3-2 Setting Up User Groups ......................................................................... 3-3 Setting Up Users ...................................................................................... 3-4 Customizing Users Toolbars, Macros, and Taskbars ...................... 3-35 Creating Resources ................................................................................ 3-41 viii Table of Contents Customizing Contact Records Overview .................................................................................................. 4-1 Creating Custom Screens and Custom Fields ..................................... 4-2 Creating Custom Details ...................................................................... 4-16 Creating F2 Lookups ............................................................................. 4-20 Working with HTML Displays in the GM+View Tab ..................... 4-22 Using Field, Screen, and Record Security .......................................... 4-23 Modifying and Creating Reports Overview .................................................................................................. 5-1 Understanding GoldMine Reports ....................................................... 5-2 Formatting Reports ................................................................................. 5-8 Modifying GoldMine Reports ............................................................. 5-38 Creating GoldMine Reports ................................................................. 5-39 Understanding Answer Wizard Reports ........................................... 5-39 Configuring the Telemarketing Tools Overview .................................................................................................. 6-1 Configuring Telemarketing Scripts ...................................................... 6-2 Configuring the Phone Dialer ............................................................... 6-9 Customizing the Auto-dialer Settings .................................................. 6-9 Creating Automated Processes Overview .................................................................................................. 7-1 Automated Processes Center ................................................................. 7-5 The Automated Process Wizard ............................................................ 7-6 Attaching Tracks (Processes) to Contacts .......................................... 7-26 Processing Tracks .................................................................................. 7-27 Running the Automated Processes with the Server Agent ............. 7-30 Managing with Server Agents Overview .................................................................................................. 8-1 Managing with the Server Agents Administrator .............................. 8-2 Starting the Server Agents ..................................................................... 8-4 Configuring the Managers Console Overview .................................................................................................. 9-1 How Managers Console Works ........................................................... 9-2 Configuring the Managers Console .................................................... 9-3 Configuring the Metric Administrator................................................. 9-4 Configuring Metric Indicators ............................................................... 9-9 Using the Metric Log ............................................................................ 9-11 Table of Contents ix Understanding GoldMine Databases Overview ................................................................................................ 10-1 The GoldMine File System ................................................................... 10-2 File Server and Client/Server Architecture ....................................... 10-3 A Comparison of dBASE and SQL Server ......................................... 10-4 GoldMines Data Files .......................................................................... 10-6 The Database Managers ..................................................................... 10-18 Managing Databases Overview ................................................................................................ 11-1 Creating Databases ................................................................................ 11-2 Attaching Databases ........................................................................... 11-10 Changing the Default Database ........................................................ 11-12 Importing and Exporting Data .......................................................... 11-13 Importing and Exporting XML.......................................................... 11-20 Cleaning Up DOS Notes ..................................................................... 11-21 Moving or Copying Data ................................................................... 11-21 Globally Replacing Fields .................................................................. 11-23 Territory Realignment ........................................................................ 11-28 Merging/Purging Records ................................................................. 11-30 Working with the Delete Wizard ...................................................... 11-39 Optimizing the Org Chart .................................................................. 11-42 The Basics of LookUp.ini .................................................................... 11-43 Maintaining GoldMine GoldSync Overview ................................................................................................ 13-1 Introduction to GoldSync ..................................................................... 13-2 Designing a GoldSync System ............................................................. 13-6 Using GoldSync ................................................................................... 13-16 Using One-button Synchronization .................................................. 13-48 Using the Synchronization Wizard .................................................. 13-56 Troubleshooting Tools ........................................................................ 13-66 Troubleshooting Synchronization Issues ......................................... 13-75 contents Overview ................................................................................................ 12-1 Maintaining Databases ......................................................................... 12-2 Backing Up and Restoring dBASE Databases ................................... 12-7 Backing Up and Restoring SQL Databases ........................................ 12-8 The GoldMine Maintenance Wizard .................................................. 12-9 x Table of Contents GoldMine Link Integration Overview ................................................................................................ 14-1 GoldMine Link for Word ..................................................................... 14-2 GoldMine Link for Outlook ................................................................. 14-4 Integrating with Other FrontRange Solutions Products Overview ................................................................................................ 15-1 Integrating with HEAT ......................................................................... 15-2 Integrating with GoldMine Plus Accounting for QuickBooks Pro 15-6 WebImporting Overview ................................................................................................ 16-1 Setting Up the WebImport Files .......................................................... 16-2 Creating the Web Form ........................................................................ 16-3 Creating the Script ................................................................................. 16-9 Importing Contacts into GoldMine .................................................. 16-12 Troubleshooting Overview ................................................................................................. A-1 Troubleshooting Techniques ................................................................ A-2 Using the GoldMine Logs ..................................................................... A-2 Common Error Messages ...................................................................... A-4 Troubleshooting Invalid Page Faults .................................................. A-5 Other Errors ............................................................................................. A-6 Troubleshooting Meeting Requests to Outside Contacts ............... A-13 Index in this chapter Welcome to GoldMine About this Manual GoldMine Resources Contacting FrontRange Solutions INTRODUCTION Introduction Welcome to GoldMine Welcome to GoldMine® 6.0 (Business Contact Manager)! GoldMine is a top-selling, award-winning contact manager for individuals and teams. It is specifically designed for small and mid-sized organizations to bridge the gap between traditional contact managers and complex CRM solutions. As a GoldMine administrator, it is your job to manage the system configurations including creating users, customizing contact records, setting security, configuring Automated Processes, managing databases, maintaining databases, and administrating GoldSync®. 2 Introduction About this Manual This manual addresses the main concepts and features for the administration of GoldMine ® Sales & Marketing and GoldMine® Business Contact Manger. Some of the features discussed are specific to a particular producteither GoldMine Sales & Marketing or GoldMine Business Contact Manager. It depends on the license (E-License or D-License) and what type of database you are using (SQL or dBASE). IMPORTANT: This guide is intended to serve as an introduction and reference source for GoldMine administrative concepts. For detailed, step-by-step instructions on any of the procedures mentioned in this guide, please refer to our extensive online Help system. Audience and Expertise The material assumes the administrator has already installed and is familiar with GoldMine. It also assumes the user has a basic understanding of databases and the Microsoft ® Windows® operating system. Document Conventions This document uses the following terms and syntax when explaining steps and procedures: Menu bar commands and the corresponding menu item are presented as File>>Print. This means you should select the word File on the menu bar, and then click Print in the dropdown menu. Dialog box, window, menu, and menu bar names begin with uppercase letters and are referenced in bold text when they are the result of an action. For example: Click OK. The Select a Data Source dialog box appears. Bold text may also be used if needed for emphasis on the first mention of that item. Introduction 3 Command buttons you click on-screen are referenced in bold text or pictured as they actually appear. Example: OK or Tips are presented in the margins to provide users with alternative procedures or with suggestions for using the feature. Notes are presented with a line above and below the paragraph; the word Note always appears in bold text. Notes provide information supplementing or emphasizing information in the text. General Notes are presented in the margins. General Notes contain additional information that can be pulled out of the text flow without affecting the actual content. Important Notes are presented with a line above and below the paragraph; the word IMPORTANT is always capitalized and appears in bold text. Important notes provide information essential to the text. Warnings are presented with an Exclamation icon and contain bold text. Warnings alert users that failure to read and use information provided may result in functionality and/or data loss. Cross-references are presented with a book icon . Cross-references inform users that related or additional information is available in another topic or manual. introduction Cautions are presented with an Exclamation icon and contain bold text. Cautions alert users that failure to read and use information provided may result in data loss. 4 Introduction GoldMine Resources GoldMine Manuals GoldMine offers the following manuals to help you get the information you need: Whats New in GoldMine: This guide provides an overview of the new features of each release. Using GoldMine manual: This guide provides an introduction to the main features of GoldMine. Administrating GoldMine manual: This guide provides an introduction to the main concepts and features of GoldMine administration. GoldMine Installation Guide: This guide provides installation and setup instructions for GoldMine. IMPORTANT: These manuals are available in PDF format on our support Web site at support.frontrange.com. Online Help GoldMine provides an extensive online Help system. This convenient feature allows you to access step-by-step instructions, overviews, checklists, tips, notes, definitions, dialog box descriptions, and reference information without having to look past your computer screen. To Access Help Choose commands from the Help menu located in the modules main menu bar. Note: Context-sensitive Help is also available by pressing F1. Context-sensitive Help launches Help directly from an active dialog box, allowing you to access information pertinent to the feature with which you are working. Introduction 5 Our Support Site Do you have a technical question about GoldMine® or HEAT® products? FrontRange Solutions Support is there to answer your questions and make sure you get the help you need. Visit: support.frontrange.com Select the appropriate section on the navigation bar for quick solutions to technical issues. Contacting FrontRange Solutions Inc. U.S. Contact Information Corporate Headquarters: FrontRange Solutions Inc. (a Delaware corporation) 1150 Kelly Johnson Blvd. Colorado Springs, CO 80920 TEL: 800.776.7889 and +1 719.531.5007 Worldwide Contact Information Visit our Web site at www.frontrange.com/International Sites.asp to find contact information for FrontRange around the world: Asia Pacific Headquarters Europe Middle East Africa Headquarters Northern Europe (United Kingdom, Eire, Sweden, Norway, Denmark, Finland, Iceland) Western Europe (France, Benelux, Middle-East) Central and Eastern Europe (Germany, Austria, Switzerland, Eastern Europe) Southern Europe (Italy, Spain, Portugal, Greece, Cyprus) South Africa introduction 6 Introduction in this chapter... Planning for Installation Installing GoldMine Configuring GoldMine Placing a Custom Image in GoldMines Login Window CHAPTER ONE Preparing a GoldMine Installation Overview Before you install GoldMine® 6.0 (Business Contact Manager), it is important to establish your goals for using such a system. Implementation requires careful thought and detailed planning. Although each implementation is unique, the foundation is similar. This section discusses planning a basic implementation. After you understand the basics, you can tailor the process to your specific needs. GoldMine offers several key areas of functionality, and when designing a database, you must decide whether it is appropriate for your business to use those features. 1 1 1-2 Preparing a GoldMine Installation Planning for Installation Consider these questions when planning a GoldMine installation: 1. Who will be the designated GoldMine administrator? Your GoldMine administrator should be a person who has access to network and office resources and is able to address the business-related implementation issues regarding configuration and customization. 2. Do you have the proper license and registration information for the version of GoldMine you are installing? For detailed information on licensing, see the Licensing GoldMine chapter in this guide. 3. Are you going to import data? Verify you can import the data from your source into GoldMine. 4. What database platform are you using with GoldMine dBASE or SQL? Different licenses are required for each platform. 5. Does the system administrator have full administrative rights? To install GoldMine on a network, the GoldMine administrator must have full administrative rights on the network. 6. Are your service packs compatible and current? If you are installing GoldMine on a Microsoft® Windows® 2000 operating system, check the 2000 version and service pack number. Verify no issues exist with your current service pack on the Web site at support.frontrange.com. 7. Have you reviewed the network structure? Consider the following: Are there multiple domains? Do the users have the correct rights on the GoldMine domain to access GoldMine? Is the server outside the regular network? There may be connectivity issues the network administrator needs to address. 8. Have you checked the hardware? Check the Installation Guide for the specific hardware requirements such as: Minimum recommended processor speed. Sufficient RAM Ample hard disk space Tip GoldMine Solutions Partners are GoldMine Certified in installation and setup. To locate a partner in your area, go to www.frontrange.com and use the Partner Locator. Installing GoldMine 1-3 9. Have you reviewed how the server and workstations are installed? Consider the following: Is a drive dedicated to system files such as c:\ Is a drive and folder dedicated to applications such as d:\ Tip Use the eight-character naming convention for folders. This promotes ease of use and consistency throughout laptops, workstations, and servers. Installing GoldMine If you are installing GoldMine Business Contact Manager, the dBASE database and the GoldMine files are automatically installed. If you are installing GoldMine Sales & Marketing, you must install Microsoft® SQL Server before installing GoldMine Sales & Marketing. Note: For specific installation instructions, consult the Installation Guide you received with the GoldMine software. Configuring GoldMine This guide covers the following areas of configuration: Creating users, user groups, security rights, and preferences including menu rights Generating and modifying F2 Lookup lists Changing field labels Creating user-defined fields and tabs Setting up expanded details To enhance GoldMine, you can also configure other areas such as: Automated Processes Reports preparation GoldMine is a user-configurable, off-the-shelf product. It has the simplicity of a pre-designed database but is powerful enough for you to adapt the program to suit specific business needs. As with any customizable system, you must carefully plan how you want the database to run and determine who is going to use it. 1-4 Preparing a GoldMine Installation You may have existing databases requiring importation into GoldMine. For migration purposes, ask yourself: Is it essential to keep all existing data? How out of date is the data? Are all of the fields in the existing database required in GoldMine? Setting Up GoldMine with the QuickStart Wizard Use the QuickStart Wizard to set up basic operations and tools you need to start working with GoldMine. The QuickStart Wizard contains a set of individual wizards you can access in one central location to ensure you configure key features and settings. Use the QuickStart Wizard to configure: Personal user data such as name and title. General user data and security settings such as the GoldMine user name and password and QuickStart Wizard access rights. applications. Industry Solutions templates and GoldMine ® PLUS Key field labels to store data useful to your business. Contact data to be imported into GoldMine. Internet e-mail account(s). GoldMines links to document applications, including Microsoft® Word and Adobe® Acrobat®. The QuickStart Wizard appears immediately after you install GoldMine to help you set up critical operations such as e-mail accounts; however, you can use the QuickStart Wizard at any time after installation to add or change basic configuration settings.