Help with Goldmine to Outlook ConversionQuestions & Answers
Help with Goldmine to Outlook Conversion| Topic | Question | Answer |
| Contacts | >GoldMine “Contact Tab” – does data convert Y/N – If yes where in Outlook - I would like to keep as a subset of original contact not a new individual contact. |
Yes we convert the Goldmine Contacts in to the Outlook Contacts folder. |
| Screens | >What does it look like Before and After the conversion? |
We have some "Before and After" Screen shots at http://www.cicorp.com/Outlook/convert/BeforeAndAfter.htm |
| Details | >Goldmine Details Tab – does data convert Y/N – If yes where in Outlook. I would prefer not be part of notes area but if that is only work around or to costly I could massage info before upload to convert. | Details become User defined fields in Outlook. |
| Calendar | >Your enhancement for linking contact with activity (very important) is a permanent fix – future work in outlook will have link or only conversion data? | Future appointments in Outlook can have an icon link to the Contact. The conversion data will have the Contact's name, so you can tell which person the appointment goes with. |
| Calendar | >Do you have enhancement or third party for Outlook for “Outline Calendar View” like in Goldmine? | There may be some, but there is an Events View in the Outlook calendar, so you can see the activities (calls, meetings, todo) in a list` |
| Emails | >Do you convert Goldmine emails? | Yes, we put them in to a separate PST (Post document for Microsoft Outlook) in the way that they appear in Goldmine, sorted by User, Year, and Month |
