• Launching GoldMine

• The GoldMine Record Window

• The Tab Bar

• The Menu Bar

The Primary Data Areas

• What is a field?
• The F2Lookup Menu
• Viewing Different Contacts
• Searching for Contact

The Tab Bar - Overview

Summary

• Referrals

• Members

• Tracks

• Opportunity

• Project

Utilizing:

• Fields
• Notes
• Contacts
• Adding a New Contact
• Adding an Additional Contact

Utilizing cont'd

• Sending and Retrieving E-Mail
• Details
• Links

Scheduling and Completing Activities

ˇ         Scheduling an Activity

ˇ         Activity Codes

ˇ         Pending Activities

ˇ         The Calendar

ˇ          Completing An Activity

ˇ         Result Codes

ˇ         Historical Activities

ˇ         The Calendar

E-Mail Center

Time Management

• The Calendar Views
• The Activity List

Filters and Groups

• Setting up simple filter
• Creating an Ad Hoc Group

Printing Reports

• 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

Exporting Using Filters and Groups

Advanced Scheduling

• Scheduling for Multiple Users
• Checking for Available Time
• Scheduling a Recurring Activity
• Creating Resources
• Scheduling (reserving) a Resource
• Scheduling to a Group

• Creating a New Template
• Utilizing Letter Templates
• Default Templates
• Mass Mail Merge

E-Mail Templates

• Creating an E-Mail Template
• Utilizing E-Mail Templates
• Default Templates

Literature Fulfillment Center

• Creating Literature
• Scheduling Literature
• Fulfilling Literature

Opportunity Manager/Project Manager

• What is an Opportunity?
• Creating a New Opportunity
• Defining Opportunity Details
• Completing an Opportunity
• The Pipeline

InfoCenter

• What is the InfoCenter?
• Populating the InfoCenter
• Utilizing the InfoCenter

Preferences

• User Master File
• Creating a New User
• Setting User Security
• Creating a User Template
• Creating User Groups
• Using Group Security
• User Preferences
• Record Ownership
• Setting Access Rights
• Setting Field Access Rights

Field Customization

• Modifying Field Labels
• Modifying the Lookup Menu
• Altering Field Properties
• Creating Custom Views
• Creating Custom Fields
• Creating Expanded Details
• Creating a New Database
• Import Wizard
• Transferring Between Contact Sets
• Export

License Manager

Import Export

Administrative Tools

• Merge/Purge
• Delete Records Wizard
• Globally Replace a Field
• Territory Realignment

Installation of GoldMine

• Initial Installation
• NetUpdate
• Remote user Installation

Database Maintenance

• Backing Up GoldMine
• Re-indexing

Reporting

• Running Default Reports
• Designing Custom Reports
• Adding Pre-Built Reports
• Sorting Reports
• dBASE Expressions in Reports

ToolBars and Macros

• Working with TollBars
• Creating a New Toolbar
• Why Use a Macro?
• Building a Macro
• Running a Macro

Synchronization

• Transferring Contacts between Files
• Creating and Retrieving a Transfer Set of customizations or data
• Laptop Synchronization configuration
• Synching with Outlook
• Synching with you Palm