Companion Link for GoldMine and Handheld Organizers
Your BEST Sync solution!!

 

GoldMine

CompanionLink

 

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We've tried them all and CompanionLink is the Best!

Download CompanionLink 14 day Evaluation
Latest Version is 1.3

What Makes CompanionLink the Best Sync Product?

  1. Schedule Flexibility-  Where do you want you r activities to go?  CL let's you decide where to send calls, appointments, next actions, events.   Specify date book, task list or both.

  2. Additional Contacts- Want to carry ALL your contacts in the Palm of your hand?  CL lets you bring all your additional contacts form Goldmine.

  3. History / Notes - CL let's you bring either your Notes tab info or all your completed history activities with notes to your handheld.

  4. Schedule, complete and sync- CL let's you schedule or complete activities form your handheld to GoldMine.

  5. Reliable- Syncing can be a frustrating process.  We've used and recommended CompanionLink for over 2 years.  Our clients tell us they like that it's easy to use and reliable.

CompanionLink is a conduit that provides one-step synchronization with your Palm handheld organizer.

Here is the Main screen for the address book sync. 
Notice the many options you have to bring in your GoldMine data.


Contact Information

CompanionLink will move your GoldMine contact information to the built-in Address Book application on the Palm organizer. You may then edit the information, or add new contacts, and the information will be synchronized back to your GoldMine database.
The synchronized information includes:

  • Name, Company, Title, Address, City, State, Zip and Country
  • Five telephone numbers of your choice
  • Four "Custom Fields" of your choice
  • Notes, history and attachment information.


With CompanionLink, you can specify the number of contact notes to attach to the contact information, to be visible in the Palm Address Book application. You may also choose to import completed history records to the Palm. The Palm address book can hold 8000 characters, or about ten notes that are 10 lines long.


Calendar Information

Our favorite feature is the ability to decide what types of activities sync to the date book and which go to the to do list. With Companion Link you are in control.


GoldMine Appointments, Activities and Calls are synchronized with the built in Date Book application on the Palm Organizer. You can edit, reschedule, and create new appointments on the Palm organizer and those items will be synchronized with your GoldMine calendar. In addition to the standard GoldMine calendar items, CompanionLink Professional also allows you to map "Forcasted Sales" and "Other Actions" to your choice of the Palm Datebook or To-Do list.

The calendar information that is synchronized includes:

  • Appointment Date, Time and duration
  • Appointment Description
  • Alarm status and time. If you set the alarm to ring in GoldMine, it will also ring on the Palm organizer
  • Appointment Notes
  • Contact link information. This information will be attached to the appointment description in the following form:
    10:00 Lunch with Jane
    
    Link: Jane Smith
    
    
    At: ABC Corporation
    
    
    Ph: (888)555-1234

To-Do items

GoldMine To-Do items are synchronized with the built in To-Do application on the Palm Organizer. You can edit, reschedule, and create new To-Do items on the Palm organizer, and those items will be synchronized with your GoldMine To-Do list.
The To-Do information that is synchronized includes:
  • To-Do Description
  • To-Do Notes
  • To-Do Priority. GoldMine priority "High" is marked as priority 1 on the Palm organizer, "Medium" is 2 and "Low" is 3.
  • Contact link information. This information will be attached to the to-do description in the following form:
    Lunch with Jane
    
    Link: Jane Smith
    
    At: ABC Corporation
    
    Ph: (888)555-1234
Adding a new contact note

To add a new note via the Palm Organizer, add it to the Bottom of the existing notes (your cursor will be there by default). When synchronizing, CompanionLink will date and time stamp your new note and move it to the top of the list. CompanionLink is the only conduit that supports two way synchronization of notes and enables you to see history and information or contact notes on your PalmPilot


Creating appointments and to-do items on the handheld that are linked to Contacts "GoldMine-style."

To create a new "linked" appointment on the Palm, enter the description on the first line, then create a new line and add the word "LINK:". You may then enter the contact's name or perform a "phone-lookup" for the name. The lookup function involves executing a COMMAND-L on the PalmPilot. To do that, make a slash character ( / ) starting at the bottom left and going to the upper right of the grafitti window. You will see the word COMMAND in black text above the grafitti window. Then write the letter L. This allows you to look up the contact name, which is a lot easier than writing it. The lookup function is also available by touching the "menu" button and choosing "Look-Up" from the drop-down "options" menu.

The resulting entry will look like this:

4:00pm Followup phone call

link: Jane Smith (888)555-1234

You can see that the Palm organizer adds the phone number automatically. However, the word link must be at the start of the second line. When you synchronize with CompanionLink, the appointment "Followup phone call" will be put in your GoldMine calendar and linked to the specified contact.
CompanionLink is the only Palm Conduit that supports linked contacts for appointments and to-do items.

Limitations on CompanionLink

Repeated Appointments: Versions prior to the 1.1 release of CompanionLink will not support repeated appointments with the Palm. Versions 1.1 and later do move repeated appointments from GoldMine to the Palm.

Deleted Records: A record deleted on the handheld is NOT deleted in GoldMine This is because it is possible that all records could be deleted on the handheld, due to battery failure or connection error. We would not want CompanionLink to see this as an instruction to delete all records in the GoldMine database. To delete a record you must do so in GoldMine, not in the handheld organizer.


CompanionLink compared to other commercially available conduits

  • CompanionLink can synchronize 1000 records with notes in about 40 seconds, saving you valuable time as you are walking out the door.
  • CompanionLink supports GoldMine "linked" appointments.
  • CompanionLink allows you to exclude the personal category from synchronization. This allows you to keep data on the PalmPilot that is backed up in Palm Desktop, but is not part of your GoldMine database. CompanionLink Professional allows you to exclude multiple categories.
  • CompanionLink allows you to see notes or history items in the Address Book notepad, so you have more information at your fingertips.
  • CompanionLink works with GoldMine versions 2.5a and higher, and Palm Desktop 2.0 and higher, and all Palm organizers.
  • CompanionLink Professional allows you to combine data from different sources into the same Palm application. You can combine your GoldMine business database with your Outlook contacts database, and hold both in different areas of the Palm Address Book.
  • CompanionLink is a compact 32 bit application that does not install any files into your Windows directory. In this case, smaller means better and more features-like a swiss watch!
  • CompanionLink comes with free technical support available by calling (541) 412-0300 so you can get a question answered quickly and accurately.


CompanionLink Express verses CompanionLink Professional

CompanionLink Express is for people who use one GoldMine database. It is simple to set up, and easy to use. At $39.95 it is a bargain. Order CompanionLink Express Today!

CompanionLink Professional features the Category Manager. This is a tool that allows you to combine multiple GoldMine databases or databases from other sources, like a personal Outlook database, so that all the information is included on the PalmPilot and held in appropriate categories. New information entered on the handheld is directed by category to synchronize with the correct PC database. CompanionLink professional also offers support for Additional Contacts and the ability to map GoldMine calendar item types into either the Date Book or To-Do list according to your preference.

At $74.95, CompanionLink Professional is a powerful tool for the sophisticated professional on-the-go! Order CompanionLink Professional Today!

Copyright© 1998 by CompanionLink Software, Inc. All Rights Reserved. CompanionLink is a trademark of CompanionLink Software, Inc. Palm is a registered trademark of 3Com Corporation. Other trademarks belong to their respecive holders.

Click here to order CompanionLink Today!!

# of Copies

Price/License

1- 4 $74.95
5-9 71.95
10-19 69.95
20-49 67.95
50+ 64.95

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Page last modified on:01/04/09 03:11:42 PM