Using the GoldMine Knowledge Base

The GoldMine Knowledge Base

The GoldMine Knowledge Base provides a resource for maintaining any type of information useful to an organization or an individual. It can provide easy accessible storage for graphics, multimedia files, and/or program applications. This information can then be linked to a contact record (displays the record whenever you access that topic).

The Knowledge Base consists of the Knowledge Base, and the Personal Base. Configure them to present newly added information to the GoldMine user, control user reading and updating privileges, and search for specific entries based on user-defined criteria.

Topic pages are arranged in outline format. Locate information by navigating through different sections, conducting a search, or opening a linked file.

Users with Master Rights can set up user access to the Knowledge Base; each connected user can set up information in his or her Personal Base.

What can you use the Knowledge Base for? For storing information for just about anything really. Some choose to use it for storing information about their contacts only, while others use it for both contacts and personal information.  It can become a great resource for quick/easy access to information you may need at any given time and you don’t want to have to HUNT ALL OVER  for it. It can become a great tool for educating your current GoldMine users and GoldMine users who are new to the company and may not have used GoldMine before. Storing information about how your organization works and uses GoldMine can be easily accessed via the Knowledge Base.

If your organization is not using the GoldMine Knowledge Base now is a great time to start.

Knowledge Base Topic Text Local Menu

To open the Knowledge Base topic local menu, right-click in the right pane of the Knowledge Base window.
The menu options are:
Save.  Saves the page you have created.
Cut.  Cuts the highlighted text.
Copy. Copies the highlighted text.
Paste. Pastes copied text to the location of the blinking cursor.
Delete. Deletes highlighted text.
Select All. Selects all the text on the page.
Font. Sets the font style, type, and size.
Paragraph. Sets text alignment on the page.
Style. Sets the text style, including format, heading, definitions.
Insert. Select the following.
Insert Link. Select this option and the Hyperlink dialog box opens. Select the file type to link and type the URL.
Spell Check. Select this option and the Check Spelling dialog box opens.
Save as File. Saves the HTML page you created as a separate file.
Print. Prints the page.
Edit HTML Source. Toggles the display from your formatted WYSIWYG to HTML source code. Edit the document in the HTML source code.

WYSIWYG means What You See Is What You Get. A WYSIWYG display allows you to see on the screen exactly what will appear when the document is printed.

HTML means HyperText Markup Language. The authoring language used to define the structure and layout of a Web document by using a variety of tags and attributes.

To add an attachment to a Knowledge Base document

1.  Select the book, folder, or page to which to attach a file.
2.  Right-click and select Attach file.
3.  The Attached File tab of the Topic Properties dialog box opens.
4.  In the Attached file field, type or browse to the location of the file to attach. If attaching an application, browse to the .exe file for the program.
5.  Select Synchronize the file to include the attachment when the Knowledge Base information is synchronized to remote users.
6.  Click OK. The path to the attached file appears on the right of the Knowledge Base toolbar and the Launch Attached File button is active
7.  To open the attached file or application, click the button, or right-click and select Launch.