Drill Through to GoldMine CRM!!
Here at MasterMine Galactic Headquarters, we are frequently amazed when we speak with users who “love MasterMine” and use it for all kinds of reporting, but who don’t even know about one of the simplest, yet most powerful features it has: Drilldown to GoldMine CRM!
Even if you personally are using it, it wouldn’t hurt to mention drilldown to all the other users in your organization, because anyone can use it to save lots of time in their daily GoldMine work process.
In case you’ve missed it or forgotten, prepare to have your world rocked: You can double-click on any row on a line-listing page and cause the GoldMine record that underlies that row to “pop up” in GoldMine CRM. This is called “Drilldown to GoldMine” and it closes the loop between your reports and GoldMine CRM. Here are just a few of the huge number of ways you can use drilldown:
- Immediately fix any data error you notice in a report.
- Investigate apparent “anomalies” discovered in your reporting.
- Use MasterMine to create a “calling list” in Excel and work your way down the page, drilling-through to GoldMine each time to make your calls and notes.
- Discuss a subordinate’s or trainee’s work with him/her by drilling through a summary report of, say, the person’s outbound calls – then going over the calls, one-by-one, drilling through to GoldMine for any detail that’s needed.
Drilling through to GoldMine gives you easy access to the ultimate level of detail – GoldMine itself!
Did you know that you have a MasterMine User Manual available on your computer?
Here are two different ways to access it:
1. Help menu from the "Create MasterMine Report" screen.
2. Start, Programs, MasterMine Software Inc, User Manual (available in Version 6 of MasterMine)
MasterMine Value Services
Support
Need a quick boost to get unstuck, or more extensive help with reporting?
MasterMine has flexible support packages to keep the information flowing at reasonable cost!
Training
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Quickly get skilled and make the most of your valuable time with MasterMine. Although MasterMine is easy, basic training gives you a FAST start making top-quality reports in record time. |
Custom Reporting
Live, online report writing assistance is the fastest way to get the answers you need NOW!
Our experts have many years of experience helping people like you get the most useful and profitable information from GoldMine CRM Data.
Data Management: Garbage in, garbage out
In skilled hands, MasterMine is a powerful and efficient data management tool.
Together, online, we can help you zero in on bad or missing data, correct it or normalize it so you can deliver truly meaningful reports
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