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CD (DVD) Contents
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Over 120 Videos
Introduction
Installing GoldMine (Minimal install for network users)
GoldMine Set up – Workstation install
GoldMine link to Microsoft Word and Excel
GoldMine link to Microsoft Outlook (for linking emails)
What is a “Local install” and how do you do it?
Creating and Configuring Users
Create a new user and delete user (high level view)
User Properties
Profile Tab
Membership Tab
Access Tab
Menu Tab
User Preferences – Record tab
User Preferences – Calendar tab
User Groups
Using username.ini
Resources
Creating and scheduling resources
Service Center
Configuring the Service Center
Customizing the Service Center Environment
GM+View Tab and GM+Browser
Configuring the GM+View Tab
setting up individual Contact images
Creating simple NEWS views and Configuring the rules
Using the GM+View to query a database and show the results in a grid
Using GM+Browser to view your SQL reports
Toolbars, Taskbars and Macros
Toolbars, Taskbars and Macros
Toolbars and taskbars
How to create macros
Using a macro to export brochure request data (advanced)
Record Ownership and Curtaining
What is Record Ownership
How to set Record Ownership based on a field (lookup.ini)
How to set Record Curtaining Automatically (lookup.ini)
Using Territory Realignment to reassign Record Ownership
Record Alerts
Setting up and using record alerts
Lookup.ini
What is the Lookup.ini?
Lookup.ini - Auto-updating fields
Lookup.ini - Setting more than 1 lookup (lookup.ini)
Lookup.ini - Using Lookup[.ini to calculate Fields and work out
Averages
Create a unique ID for new records
Lookup.ini – Setting Colour codes for activities
Lookup.ini – playing a macro through the lookup.ini
Lookup.ini – Launching an external application based on an update
GM.ini
GM.ini – Some basic Corporate Overrides
Start Up Parameters
Start up switches to get Goldmine to run a macro at Start up
Telemarketing
Setting up Telemarketing Scripts
Customising Fields, Screens and Details
Setting up field lookup lists
Editing Field Properties
Labels and Expressions
Configure field label and data Colour (manually and dynamically)
Layout
Security
Creating New Custom Fields
Expression fields
Add a new data field to the screen
Adding New Fields and laying out the screen
Creating a new Screen (tab) for your Custom Fields
Screen Design Mode
The details Tab
Configuring the Opportunity Manager
Customizing the Opportunity manager
Record types
Using the Record types Administration Center to create a new record
type
Data Management
Global Replace Wizard
Globally Replace a field(s)
Globally replace a field using advanced options
Swapping the values of two fields
Merge Purge Wizard
Copy/Move Records
Delete Records Wizard
Move linked Docs and Attachments
Databases
Creating a new SQL GoldMine database
Contact Record Relationships
Setting up the relationships tab
Relationships tab vs Secondary Contacts vs referrals
GoldMine Reporting
Using Goldmine reports and setting options
Creating a new GoldMine report to track a campaign
Automated Processes
Navigating The Automated Process Center
Automated Processes Events, Triggers and Actions
Attempt to trigger Only Once and Update field Lookup.ini option
A very simple Automated Process for New Customers
Pre-emptive vs Sequential and Branch to Event
Globally Updating History Records in GoldMine
Creating a more complex Automated Process Using a Watching Track
Debugging Automated Processes
Attaching Tracks to Contacts
Executing the Automated Processes
Data Import and Export
How to do an import using GoldMine
How to do an update import using GoldMine
Exporting to Excel
GoldMine’s License Manager
A Brief Tour of the License Manager
GoldSync
Synchronisation Settings (General)
Configuring GoldSync and adding a Site group
Continuing configuring GoldSync - setting up a Goldsync Server
Setting up one button Sync and One Button Installation file
Goldsync Troubleshooting – Unable to establish connection
Goldsync Troubleshooting – File Codes
Goldsync Troubleshooting – Verification Codes
Goldsync Troubleshooting - Data not being received
Goldsync Troubleshooting – Help! My Process Monitor seems to have
disappeared!
What is Sync Spy and date\Time stamp converter
Three different ways to run the GoldSync Agent on your server
Syncing with Outlook Calendar and Publishing the GoldMine
Calendar
Syncing the GoldMine Calendar with a Microsoft Outlook Calendar
Publishing GoldMine Calendars
WebImport
How to set up the WebImport for Non Techies
Useful DBASE
Expressions
Writing and Using dBase Expressions
Getting
Started with SQL Queries
A bit about the GoldMine tables and Rectypes
Let’s get started with some simple queries
More Simple SQL Queries
NULLS, COUNT , GROUP BY, CAST
SUM, AVG, MAX, MIN
Joining Cal and Conthist with a UNION Query
Create a SQL View and how to reference an external table in a query
Finding Potential Dupes with a SQL query
Find Contacts with 4 or more history records this year
Show Details records created within a date range
Display Primary and Additional Contacts and their email address
Using a LEFT Join to show all contacts and email address (if they
have one)
Display all contacts (Primary and Additional) with their email
address
List your contacts with the last time you visited them
A history and Calendar Wide line report from a SQL query
Fields not being displayed on a Custom Screen
Who’s not emptying their trash can?
Quick Overview of the OPMGR table
How to Write Crystal reports
How to Create an ODBC Connection
Setting the Default Font size in Crystal Reports
Basics – new report using wizard
Create a new blank report and adding tables to it
Grouping the data
Summary fields
Suppress or Hide Sections
Changing Record Selection Criteria
Adding Parameter Fields (Prompts)
Formula Fields and Dynamically Grouping Records
Bar Charts and Pie Charts
Adding a Cross Tab
Simple Oppty Manager Report
Running the reports in Goldmine and exporting the report as a
PDF/Excel doc
Notice -
Files on the CD (DVD) are .wmv files and will play in Windows Media
Player. The films are all recorded at 1024 x 768 and should be
viewed on a screen resolution of at least 1024 x 768.These videos are provided by iwicks.com and may be used for general
reference purposes only. iwicks.com does not warrant that any
information provided, whether by way of hypertext links or any other
information obtained directly or indirectly from this web site, is
accurate or complete. iwicks.com takes no responsibility for any
consequences that may arise as a result of trying to replicate
anything within these videos |
