Monday, September 30, 2013

GoldMine : Using the Personal Base

One of the most unsung areas of GoldMine; the Knowledgebases.

You can access the Knowledgebase by selecting Go To | Knowledgebase from the top level menu.

This is a great area to store all kinds of information. Typical things we see in the Knowledgebase are Employee Handbooks, Driving Directions (for easy repeating to customers), Best Practices, general things like that. As a general rule of thumb, if you need to look something up more than once, put it in the Knowledgebase!

However, I find the Personal Base infinitely more useful. As you might imagine, the Personal Base is just for you. Anything you add to this isn't seen by anyone else (excepting of course other MASTER users).

So I add lots of stuff to my personal base. Credit Card Numbers, Programming Examples, GoldMine compatibility notes, the list goes on and on and on.

Just remember, if you need to look at something more than once, it might just belong in the Knowledgebase!

1 comment:

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