When I train new GoldMine users, the question always comes; "How do I get my records out?". The answer, thankfully, couldn't be simpler.
1. Right-click, select "Output to... | Excel".
That, just that. If I sound like an awestruck geek, it's because I am and I am. I know of no other CRM product existing that makes it easier for an end user to create a spreadsheet out of any list they see in GoldMine.
For instance, the right-click Output To functionality can be used within;
- The Search Center
- The History and Pending Tabs
- The SQL Query records list
- The Master Users List
...in fact, it can be used anywhere you see "rows" in a window. Try it and happy list building!