GoldMine Systems Administrator - Training
Objective
To provide GoldMine System Administrators with the skills and techniques to enable them to take ownership of their GoldMine CRM solution. To understand how to best use GoldMine to drive the business sales processes and to design and implement changes and additions to the business process models through GoldMine.
Pre Requisites
Delegates should have a strong working knowledge of Windows and a good working knowledge of GoldMine to advanced user level.
This training is designed for administrators who are using GoldMine on a daily basis, rather than IT support staff.
Creating Goldmine Users
- Goldmine Users
- Adding A New User
- Record Ownership And Curtaining
Setting security & access rights
- User Groups
- Creating a user template
GoldMine User Preferences
- User Preferences
- Appearance And Behavior
- Calendar And Scheduling
Using The Knowledge Base
- The knowledge base
- Navigating The knowledge base
- Working With The knowledge base
- Attaching A File
- Making A Table Of Contents
- Searching The knowledge base
- knowledge base Import/Export
- Record Alerts
Synchronisation
- Synchronisation
- Transferring Contacts Between Contact
Sets
- Creating & Retrieving a Transfer Set
- Notebook Synchronisation
- On The Network
- On The Notebook
- Internet Sync
- Palm/Visor Synchronisation
- Outlook Synchronisation
- Pocket PC Synchronisation
Customising Goldmine
- Expanded Detail Records
- Setting Up Detail Tabs & Field Labels
- Custom Screens
- Creating A Custom Screen
- Defining And Placing Fields
- Editing In Your Custom Screen
Customising Toolbars
- Customising Toolbars
- Creating New Toolbars
- Working With Toolbar Icons
- Recording a Macro
- Deleting a Macro
- Toolbar preferences
The GoldMine Desktop Background
- The Background
- Modifying The Background
- Adding A Logo
- Adding Background Text
The Taskbar
- The Taskbar & Task Items
- Task Groups
- Taskbar Options
Automated Processes
- Automated Processes Explained
- Defining And Creating A Track
- Attaching Tracks To Contacts
- Executing A Track
- Editing A Track
- Using History To Schedule An Activity
- Using History To Schedule Followup Call
- Adding A Branch
- Removing A Track
Data Maintenance (dBase systems only)
- Indexing/Packing
- Backup & Restore
- The Merge/Purge Wisard
- Merging Visible Records
- Global Replace
- Territory Realignment
- Goldmine System Logs
Importing And Exporting
- File Formats
- Exporting ASCII Delimited & DBF Files
- Creating An Import Profile
Telemarketing Scripts
- Branching Scripts
- Using & Creating Branching Scripts
- Running Your New Branching Script
The License Manager
- The Goldmine License Manager & Types
- A Licensing Scenario
- Creating Site License & Undocked Users
HTML Features
- HTML Features
- The GM+View Tab
Enabling IFRAMES
Creating GM+View Tab Templates
My GoldMine
- Customising The My GoldMine Window
- Adding Resources
