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CD (DVD) Contents
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Over 10 hours of training for less than it costs for half a day with an onsite GoldMine
trainer !!
Basics
Launching and Exiting GoldMine - 7 mins 19 secs
Basic Overview of Premium Edition - 14 mins
Menus Toolbars and Taskbars - 16 mins 30 secs
Making Basic Updates to a Contact Record - 11 mins 52 secs
The Contact Window - 15 mins 04 secs
The Navigation Pane - 5 mins 39 secs
The Tabs
The Summary Tab - 11 mins
The Relationships Tab - 22 mins
The Notes Tab - 8 mins 40 secs
The Details Tab - 20 mins 50 secs
The GM+View Tab - 6 mins 20 secs
The Contacts Tab - 14 mins 09 secs
The Cases Tab - 12 mins 54 secs
The Referrals Tab - 17 mins 09 secs
The Pending Tab - 12 mins 06 secs
The History Tab - 13 mins 44 secs
The Links Tab - 15 mins 03 secs
The Opportunities Tab - 21 mins 18 secs
The Projects Tab - 16 mins 07 secs
The Fields Tab - 15 mins 57 secs
The Members Tab - 5 mins 30 secs
Viewing The Tracks Tab - 4 mins 23 secs
Any Remaining Tabs - 3 mins 56 secs
Contacts
Adding a New Secondary Contact to an Existing Company - 7 mins 28
secs
Adding a New Contact to an Existing Organisation - 10 mins 59 secs
Adding a New Company and Contact to the Database - 9 mins 19 secs
Recently Viewed Contacts - 3 mins 41 secs
Merging Duplicates - 3 mins 07 secs
Searching
Using the Contact Search Center - 22 mins 14 secs
Search for Detail Records - 8 mins 30 secs
Text Searching - 4 mins 12 secs
Scheduling and Completing Activities
Scheduling a Call, Next Action or Appt - 12 mins 49 secs
Scheduling a Simple Forecasted Sale - 9 mins 58 secs
Overview of the GoldMine Calendar - 18 mins 38 secs
The Activity List - 14 mins 14 secs
Scheduling Unlinked Activities and Occasions - 8 mins 28 secs
Scheduling Recurring Appointments - 4 mins 42 secs
Scheduling Multi Day Events - 2 mins 16 secs
Completing Activities - 8 mins 52 secs
Opportunities Overview - 15 mins 36 secs
Targeting groups of contacts
Creating Simple Filters - 21 mins 39 secs
How do I print out my filter results - 3 mins 52 secs
Simple Group Building - 17 mins 44 secs
Linking to Microsoft Office and Letter Templates
Installing the Link to Microsoft Outlook (GISMO) - 15 mins 46 secs
Installing the Link to Microsoft Word - 8 mins 09 secs
The Document Management Center - 11 mins 06 secs
Editing Existing and Creating New Letter Templates - 14 mins 48 secs
Adding Further Live Fields to Your Letter Template - 12 mins 33 secs
Formatting date fields in your letter templates - 7 mins 51 secs
Performing a Mail Merge - 9 mins 04 secs
Making Letter Templates Available to All Users - 3 mins 21 secs
How to Set a Letter to be your Default Letter - 4 mins 31 secs
Email
Getting set up for e-Mailing in GoldMine - 10 mins 38 secs
Creating Signature File Templates - 12 mins 39 secs
Creating a Plain Text Email Template - 5 mins 08 secs
Creating an HTML Email Template in GoldMine - 8 mins 56 secs
Creating an Email template with an External HTML Page - 8 mins 05
secs
Sending an Email Merge - 14 mins 04 secs
Miscellaneous
Changing your Password - 1 min 26 secs
Copy Contact Details - 1 min 52 secs
Options and Preferences - Record Tab - 10 mins 53 secs
Options and Preferences - Calendar Tab - 18 mins 38 secs
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 |
