Course Agenda

Continuing Education for System Administrators (CESA)
GoldMine Weekly Webinars

Items with an * have been recorded 
Level indicates level of difficulty for attendees

Week One
Top 10 Issues and Their Resolution - Level I *

  • Issues with Opening GoldMine
  • Issues with the Document Management Center
  • Issues with E-Mail
  • Issues with Options and Permissions
  • Issues with Sync
  • Issues with Vista
  • Q&A

Week Two
Hidden .ini Settings and Their Meaning - Level I*

  • Colors with Codes
  • Settings in GM.ini
  • Settings in Username.ini
  • Q&A

Week Three
GoldMine Basics - Level I *

  • Overview of Goldmine
  • The Goldmine Window
  • The Menu Bar, The Toolbar, and The Taskbar
  • The Tabs
  • Using Help
  • Q&A

Week Four
Working with Contact Records - Level I *

  • Finding Contacts
  • Editing Contacts
  • Viewing Multiple Contacts
  • Creating a Contact
  • Deleting a Contact
  • Q&A

Week Five
Scheduling/Completing Activities - Level I

  • Scheduling Calls/Appointments/Next Actions/To-Do's
  • Completing Activities
  • Scheduling Recurring Activities
  • Scheduling Events
  • Using the Goldmine Calendar and Activity List
  • Q&A

Week Six
Filters and Groups - Level I *

  • Creating Simple Filters
  • Using Filters in the Database
  • Creating Simple Groups
  • Using Filters and Groups together
  • Q&A

Week Seven
Filters and Groups - Level II *

  • Creating Complex Filters
  • Creating Complex Groups
  • Using Groups in the Database
  • Using Filters and Groups together
  • Q&A

Week Eight
GoldMine Reporting - Level I *

  • Using Output to for basic Reporting and Exporting
  • Creating a Basic Filter
  • Report Categories
  • Sample Reports
  • Cloning a GoldMine Report
  • Q&A

Week Nine
Document Management - Level I *

  • Uses for Word Templates
  • Creating/Managing/Using Word Templates
  • Q&A

Week Ten 
E-Mail Management - Level I

  • Creating/Managing/Using E-Mail Templates
  • Q&A

Week Eleven
Database Setup - Level I

  • Advantages and Disadvantages of Additional Databases
  • Creating/Managing/Using multiple dBase databases
  • Creating/Managing/Using multiple SQL databases
  • Creating/Managing/Using the Details Tab
  • Q&A

Week Twelve
Database Setup - Level II *

  • Setting up New Screens
  • Setting up New Fields
  • Setting up Field Properties
  • Q&A

Week Thirteen
Review of Other GoldMine Tabs - Level I *

  • Contact and Referral Tabs
  • Links and Members Tabs
  • Notes and other Tabs
  • Arranging Tabs
  • Q&A

Week Fourteen
Lookup Lists and Lookup.ini - Level I

  • Creating, Modifying and Controlling Lookup Lists*
  • Creating, Modifying, and Using Lookup.ini
  • Other Useful .ini files in GoldMine
  • Q&A

Week Fifteen
Record Typing - Level II

  • The Advantages and Disadvantages of  Record Typing?
  • Creating/Managing/Using Record Typing
  • Q&A

Week Sixteen
Setting User Preferences - Level I *

  • Personal, Record, Calendar, Schedule
  • Alarms, Lookup, Toolbar, E-Mail (Internet)
  • Misc., Speller, System
  • Q&A

Week Seventeen
User Setup - Level I *

  • Creating/Cloning a New User
  • Setting User Properties
  • Setting User Preferences
  • Q&A

Week Eighteen
User Setup - Level II *

  • Setting up User Groups
  • Setting Record Ownership and Curtaining
  • Q&A

Week Nineteen
Opportunity/Project Manager - Level I

  • Advantages and Disadvantages of the Opportunity Manager
  • Creating/Managing/Using the Opportunity Manager
  • Advantages and Disadvantages of the Project Manager
  • Creating/Managing/ Using the Project Manager
  • Q&A

Week Twenty
Service Management - Level I *

  • Modifying/Managing/Using Service Management Center
  • Modifying/Managing/Using the Cases Tab
  • Q&A

Week Twenty-One
Creating Reports - Level II *

  • Creating More Complex GoldMine Reports
  • Understanding GoldMine Tables and Fields
  • Other Non-GoldMine Reporting Tools
  • Q&A

Week Twenty-Two
The Relationships Tab (Organization Chart) - Level I

  • Location and Structure of the Relationships Tab (Org Chart)
  • Advantages of the Relationships Tab (Org Chart) to your business
  • Tricks and Troubles with the Relationships Tab (Org Chart)
  • Q&A

Week Twenty-Three
Other GoldMine Features - Level I *

  • Using the Knowledge Base (Info Center)
  • Copying Contact Details
  • Using the Personal Rolodex and Internet Search
  • Q&A

Week Twenty-Four
Database Clean Up - Level I

  • Finding and Dealing with Duplicates
  • To Merge or Delete that is the question
  • Cleaning up data using Global Replace (a little level II here)
  • Q&A

Week Twenty-Five
Database Clean Up - Level II

  • Merging/Purging the Database
  • Importing/Exporting Records
  • Q&A

Week Twenty-Six
SQL Queries - Level I

  • Creating/Running/Saving Queries
  • Converting Queries to Groups
  • Outputting Queries to Excel
  • Q&A

Week Twenty-Seven
SQL Queries - Level II

  • Creating/Running/Saving Advanced Queries
  • Running Queries in SQL
  • Using SQL to Delete GoldMine items
  • Q&A

Week Twenty-Eight
Integration with Outlook and PDAs - Level I

  • Interfacing GoldMine with Outlook
  • Outlook E-Mail Integration (GISMO)
  • Sync with a PDA
  • Q&A

Week Twenty-Nine
GM+Views - Level II

  • Basics of creating GM+Views
  • Some Examples of GM+Views
  • Q&A

Week Thirty
Useful Third Party Products - Level I

  • Beyond Gold (from D-J Hunt)
  • Linked Document Mover (from Prior Analytics)
  • Other Third Party Products
  • Q&A

 

Continuing Education for System Administrators (CESA)
GoldMine Weekly Webinars

Items with an * have been recorded 
Level indicates level of difficulty for attendees

Week One
Top 10 Issues and Their Resolution - Level I *

  • Issues with Opening GoldMine
  • Issues with the Document Management Center
  • Issues with E-Mail
  • Issues with Options and Permissions
  • Issues with Sync
  • Issues with Vista
  • Q&A

Week Two
Hidden .ini Settings and Their Meaning - Level I*

  • Colors with Codes
  • Settings in GM.ini
  • Settings in Username.ini
  • Q&A

Week Three
GoldMine Basics - Level I *

  • Overview of Goldmine
  • The Goldmine Window
  • The Menu Bar, The Toolbar, and The Taskbar
  • The Tabs
  • Using Help
  • Q&A

Week Four
Working with Contact Records - Level I *

  • Finding Contacts
  • Editing Contacts
  • Viewing Multiple Contacts
  • Creating a Contact
  • Deleting a Contact
  • Q&A

Week Five
Scheduling/Completing Activities - Level I

  • Scheduling Calls/Appointments/Next Actions/To-Do's
  • Completing Activities
  • Scheduling Recurring Activities
  • Scheduling Events
  • Using the Goldmine Calendar and Activity List
  • Q&A

Week Six
Filters and Groups - Level I *

  • Creating Simple Filters
  • Using Filters in the Database
  • Creating Simple Groups
  • Using Filters and Groups together
  • Q&A

Week Seven
Filters and Groups - Level II *

  • Creating Complex Filters
  • Creating Complex Groups
  • Using Groups in the Database
  • Using Filters and Groups together
  • Q&A

Week Eight
GoldMine Reporting - Level I *

  • Using Output to for basic Reporting and Exporting
  • Creating a Basic Filter
  • Report Categories
  • Sample Reports
  • Cloning a GoldMine Report
  • Q&A

Week Nine
Document Management - Level I *

  • Uses for Word Templates
  • Creating/Managing/Using Word Templates
  • Q&A

Week Ten 
E-Mail Management - Level I

  • Creating/Managing/Using E-Mail Templates
  • Q&A

Week Eleven
Database Setup - Level I

  • Advantages and Disadvantages of Additional Databases
  • Creating/Managing/Using multiple dBase databases
  • Creating/Managing/Using multiple SQL databases
  • Creating/Managing/Using the Details Tab
  • Q&A

Week Twelve
Database Setup - Level II *

  • Setting up New Screens
  • Setting up New Fields
  • Setting up Field Properties
  • Q&A

Week Thirteen
Review of Other GoldMine Tabs - Level I *

  • Contact and Referral Tabs
  • Links and Members Tabs
  • Notes and other Tabs
  • Arranging Tabs
  • Q&A

Week Fourteen
Lookup Lists and Lookup.ini - Level I

  • Creating, Modifying and Controlling Lookup Lists*
  • Creating, Modifying, and Using Lookup.ini
  • Other Useful .ini files in GoldMine
  • Q&A

Week Fifteen
Record Typing - Level II

  • The Advantages and Disadvantages of  Record Typing?
  • Creating/Managing/Using Record Typing
  • Q&A

Week Sixteen
Setting User Preferences - Level I *

  • Personal, Record, Calendar, Schedule
  • Alarms, Lookup, Toolbar, E-Mail (Internet)
  • Misc., Speller, System
  • Q&A

Week Seventeen
User Setup - Level I *

  • Creating/Cloning a New User
  • Setting User Properties
  • Setting User Preferences
  • Q&A

Week Eighteen
User Setup - Level II *

  • Setting up User Groups
  • Setting Record Ownership and Curtaining
  • Q&A

Week Nineteen
Opportunity/Project Manager - Level I

  • Advantages and Disadvantages of the Opportunity Manager
  • Creating/Managing/Using the Opportunity Manager
  • Advantages and Disadvantages of the Project Manager
  • Creating/Managing/ Using the Project Manager
  • Q&A

Week Twenty
Service Management - Level I *

  • Modifying/Managing/Using Service Management Center
  • Modifying/Managing/Using the Cases Tab
  • Q&A

Week Twenty-One
Creating Reports - Level II *

  • Creating More Complex GoldMine Reports
  • Understanding GoldMine Tables and Fields
  • Other Non-GoldMine Reporting Tools
  • Q&A

Week Twenty-Two
The Relationships Tab (Organization Chart) - Level I

  • Location and Structure of the Relationships Tab (Org Chart)
  • Advantages of the Relationships Tab (Org Chart) to your business
  • Tricks and Troubles with the Relationships Tab (Org Chart)
  • Q&A

Week Twenty-Three
Other GoldMine Features - Level I *

  • Using the Knowledge Base (Info Center)
  • Copying Contact Details
  • Using the Personal Rolodex and Internet Search
  • Q&A

Week Twenty-Four
Database Clean Up - Level I

  • Finding and Dealing with Duplicates
  • To Merge or Delete that is the question
  • Cleaning up data using Global Replace (a little level II here)
  • Q&A

Week Twenty-Five
Database Clean Up - Level II

  • Merging/Purging the Database
  • Importing/Exporting Records
  • Q&A

Week Twenty-Six
SQL Queries - Level I

  • Creating/Running/Saving Queries
  • Converting Queries to Groups
  • Outputting Queries to Excel
  • Q&A

Week Twenty-Seven
SQL Queries - Level II

  • Creating/Running/Saving Advanced Queries
  • Running Queries in SQL
  • Using SQL to Delete GoldMine items
  • Q&A

Week Twenty-Eight
Integration with Outlook and PDAs - Level I

  • Interfacing GoldMine with Outlook
  • Outlook E-Mail Integration (GISMO)
  • Sync with a PDA
  • Q&A

Week Twenty-Nine
GM+Views - Level II

  • Basics of creating GM+Views
  • Some Examples of GM+Views
  • Q&A

Week Thirty
Useful Third Party Products - Level I

  • Beyond Gold (from D-J Hunt)
  • Linked Document Mover (from Prior Analytics)
  • Other Third Party Products
  • Q&A

 

 Support Articles

One of the biggest misconceptions we see in the use of CRM packages to connect with customers is that e-mail marketing is a cost-free way to reach out. 

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Sometimes an Automated Process can get you 95% of what you need, especially for processing a newly imported lead . . . and yet sometimes you need just a little more than it can provide.

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You can now take control of your security needs in GoldMine. Frequently customers want to curtain records by territories.  The User Group Security program can help!

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For those of you who have not upgraded to Office 2007, there is a way to use Office 2000, 2003 or XP to open Office 2007 documents.
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We are now offering Block Hour Agreements which enable you to purchase a block of hours in advance at a discounted rate.

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