MM Updater -- Manage GoldMine data from Excel
With MM Updater, your favorite GoldMine reporting and analysis tool has become an even more powerful data management product.
One of the most frequently asked questions from new MasterMine users is, "Can I make changes in MasterMine (Excel) and have them update GoldMine?" Well, from now on, the answer is "Yes!"
In a MasterMine drill-down worksheet, simply change the data you want updated in GoldMine. Then invoke MMUpdater to map an Excel column to the target GoldMine field and... Presto!... your changes appear in GoldMine.
Key benefits:
- Works with MasterMine's powerful segmentation capability to pinpoint the data you want to update.
- Any data you can get into a MasterMine report can be updated in GoldMine.
(GoldMine's global replace, for instance, is limited to the Contact1 and 2 tables).
- Make data changes using familiar Excel features (Find/Replace, copy down, data sort, etc.).
- See all your changes BEFORE "finalizing" them in GoldMine, avoiding potentially costly errors.
- All changes are sync-aware, so your changes transfer throughout your system, even to remote GoldMine users.
Examples of use:
- Identify and clean up obsolete or incorrectly entered data quickly.
- When GoldMine rules change (such a activity codes in History or Pending) easily go back and make old data conform to new rules.
- Normalize data from multiple sources, so your database works as one unit.
- Re-link history records from one contact to another on a mass or selective basis.
- Sort through a page of contacts and assign "priority" codes off the top of your head, quickly and easily going from one record to the next in one view.
- Sum up Sales amounts into a "Qtr to date" or "Last Year Purchases" numeric field on your "Fields" tab. Run this process periodically to update your data in a single operation.
- Use your Excel "formula-building" skills to combine two or more fields or outside information (like goals or commission levels) in an expression that yields a calculation - then transfer that info into a user-defined GoldMine field for easy reference.
