Goldmine must be the most complicated piece of software ever written. Sure, it might be powerful – but for a small to medium business, it’s about as difficult as it gets.
Picture this scenario: I want to do a mail merge.
That’s all – just a mail merge. Should be simple – right? Wrong.
I had a client call for some help with this yesterday, and after 2 hours of frustration, I finally got it figured. What a drama!
So if you need to do a mail merge in Goldmine, here’s what you need to do:
- First of all, you need to install a plugin to insert Goldmine fields in Microsoft Word. It is a free download from the Goldmine website, but I challenge you to find it. Took me 15 minutes just to find the download, after I’d spent however long discovering that I actually needed this plugin in the first place! You would think that something as fundamental as this would be easy to find.
- Once you’ve got that far and inserted your fields, save the doc as a Goldmine Template from the Goldmine menu.
- In Goldmine, do your lookup and select the contacts you’d like to include in your merge.
- Click Schedule, then Literature Request.
- Now, Goldmine will present you with a list of documents here that you can use for your merge. Don’t choose any of them! What you have to do is select your document from the “Cover Letter” drop down list. Obvious, hey?
- Click the Group Schedule tab and tick the selected contacts.
- Then click the Schedule button.
- Click View from the Menu, then Literature Fulfillment.
- In the Literature Requests list, under Today, highlight all the contacts listed there.
- Click the Fulfill button.
This might be great if you have a different department on a different floor that does the actual mail merge – but how many small/medium businesses have that?
If you’re a corporate user, fine. Small to medium businesses: stay away! Aaaaaaaargh!