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GoldMine Administrator

 
 

System Administration for GoldMine® 6.X and Sales & Marketing

Course Overview

 
This course provides all of the advanced skills needed to efficiently use the GoldMine contact management database including:
 

Setting Up GoldMine Users

  • Adding A New User
  • Record Ownership and Curtaining
  • Setting Access Rights
  • User Groups
  • Creating a User Template

User Preferences

  • The Personal and Record Folders
  • The Query and Toolbar Folders
  • The Pager and Misc. Folders
  • The Login Folder
  • The Calendar Folder
  • The Schedule and Alarm Folders
  • The Sync Folder

The Internet

  • The Modem and Internet Folders
  • The Composing and Retrieval Folders
  • The Accounts Folder
  • The E-Mail Center and Advanced Folders
  • E-Mail Templates
  • Merging E-Mail
  • Internet Search

Using The InfoCenter

  • Navigating the InfoCenter
  • Attaching a File
  • Searching the InfoCenter
  • InfoCenter Import/Export

Synchronization

  • Transferring Contacts
  • Creating a Transfer Set
  • Retrieving a Transfer Set

Customizing GoldMine

  • Lookup Window Settings
  • Expanded Profiles
  • Setting Up Profile Tabs and Field Labels
  • Global and Local Labels
  • Creating Custom Fields
  • Defining a View
  • Creating a Custom Screen

Customizing Toolbars

  • Creating a New Toolbar
  • Working with Toolbar Icons
  • Recording a Toolbar Macro
  • Deleting a Toolbar Macro

Data Maintenance

  • Indexing/Packing
  • The Merge/Purge Wizard
  • Merging Visible Records
  • Globally Replace Fields
  • Territory Realignment
  • GoldMine System Logs

Importing and Exporting

  • File Formats
  • Exporting ASCII Delimited Files
  • Exporting DBF Files
  • Creating an Import Profile

Telemarketing Scripts

  • Using Branching Scripts
  • Creating a Branching Script
  • Running Your New Branching Script

The License Manager

  • GoldMine License Types
  • A Licensing Scenario
  • Creating a Site License
  • Creating Undocked Users
  • Using Net-Update

INI Files

  • The LOOKUP.INI File

Key Benefits

 
This course will enable you to:
  • Utilize synchronization
  • Customize Toolbars for your specific needs
  • Enable you to do database maintenance to GoldMine
  • Use the Importing and Exporting features
  • Learn what the InfoCenter is and how to use it
To view our training schedule click here
 
To register click here
 
       
 
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