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