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GM 101 — Introduction to GoldMine
Manual: GoldMine QuickStart Manual |
Cost: $295
9:30 a.m. - 4:30 p.m. |
Introduction to GoldMine
• Launching GoldMine
• The GoldMine Record Window
• The Tab Bar
• The Menu Bar
The Primary Data Areas
• What is a field?
• The F2 Lookup Menu
• Viewing Different Contacts
• Searching for a Contact
The Tab Bar
• Overview of:
• Summary
• Referrals
• Members
• Tracks
• Opportunity
• Project
• Utilizing:
• Fields
• Notes
• Contacts
• Adding a New Contact |
The Tab Bar (cont.)
• Utilizing:
• Adding an Additional Contact
• Sending and Retrieving E-Mail
• Details
• Links
Scheduling and Completing Activities
• Scheduling An Activity
• Activity Codes
• Pending Activities
• The Calendar
• Completing An Activity
• Result Codes
• Historical Activities
• The Calendar
Time Management
• The Calendar Views
• The Activity List
The Menu Bar |
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GM 102 — Intermediate GoldMine
Manual: GoldMine Intermediate Manual |
Cost: $395
9:30 a.m. - 4:30 p.m. |
Filters
• Concept of Filters
• Building a Simple Filter
• Utilizing AND, OR, ( )
• Combining Two Filters (Drill Down)
• Optimization
• Utilizing Filters
Groups
• Concept of Groups
• Creating a Group from a Filter
• Creating a Group from a Previewed Filter
• Creating a Group from "Tagged" Records
• Creating a Group from a Detail Record
• Creating a Group Based on a Scheduled and Completed Activities
Advanced Scheduling
• Scheduling for Multiple Users
• Checking for Available Time
• Scheduling a Recurring Activity
• Creating Resources
• Scheduling (reserving) a Resource
• Scheduling to a Group
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Import Export
• Creating a New Database
• Import Wizard
• Transferring Between Contact Sets
• Export
Administrative Tools
• Merge / Purge
• Delete Records Wizard
• Globally Replace a Field
• Territory Realignment
The Microsoft Word Link |
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GM 201 — GoldMine Database Administrator II
Manual: GoldMine Advanced Manual Addendums |
Cost: $595
9:30 a.m. - 4:30 p.m. |
The GoldMine Database
• Structure
• GoldMine Directory
• GMBASE Directory
• Contact Directories
• Linked Document Directory
• Creating New Databases
• Rehosting Databases
• DBASE vs. SQL
Database Maintenance
• Backing Up GoldMine
• Re-indexing GoldMine • Databases
• Rebuilding GoldMine • Databases
• Rebuilding Individual Files
• Performance Tests
• NetUpdates
• Common Database Errors
• Borland Database Engine
• Help About
• The GM.ini
Reporting
• Running Default Reports
• Designing Custom Reports
• Adding Pre-Built Reports
• Sorting Reports
• DBASE Expressions in Reports
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Introduction to DBASE Expressions and SQL Queries
• Basic DBASE Commands
• Testing DBASE in GoldMine
• Inserting DBASE into Reports
• Inserting DBASE into Fields
• Editing Filters Using DBASE
• Basic SQL Commands
• Basic SQL Query
The Lookup.ini
• The Basic Lookup.ini
• Understanding Advanced • Lookup.ini's
• INI Evaluation
• Automated Processes
Macros
• Why Use a Macro?
• Building a Macro
• Running a Macro |
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GM 103 — GoldMine for Managers
Manual: T.B.A. |
| Coming soon! |
