The Basics

• Launching and Exiting GoldMine
• Basic Overview of Premium Edition
• Menus Toolbars and Taskbars
• Making Basic Updates to a Contact Record
• The Contact Window
• The Navigation Pane

The Tabs

• The Summary Tab
• The Relationships Tab
• The Notes Tab
• The Details Tab
• The GM+View Tab
• The Contacts Tab
• The Cases Tab
• The Referrals Tab
• The Pending Tab
• The History Tab
• The Links Tab
• The Opportunities Tab
• The Projects Tab
• The Fields Tab
• The Members Tab
• Viewing The Tracks Tab
• Any Remaining Tabs

Contacts

• Adding a New Secondary Contact to an Existing Company
• Adding a New Contact to an Existing Organisation
• Adding a New Company and Contact to the Database
• Recently Viewed Contacts
• Merging Duplicates

Searching

• Using the Contact Search Center
• Search for Detail Records
• Text Searching

Scheduling and Completing Activities

• Scheduling a Call, Next Action or Appt
• Scheduling a Simple Forecasted Sale
• Overview of the GoldMine Calendar
• The Activity List
• Scheduling Unlinked Activities and Occasions
• Scheduling Recurring Appointments
• Scheduling Multi Day Events
• Completing Activities
• Opportunities Overview

Targeting Groups of Contacts

• Creating Simple Filters
• How do I print out my filter results
• Simple Group Building

Linking to Microsoft Office and Letter Templates

• Installing the Link to Microsoft Outlook (GISMO)
• Installing the Link to Microsoft Word
• The Document Management Center
• Editing Existing and Creating New Letter Templates
• Adding Further Live Fields to Your Letter Template
• Formatting date fields in your letter templates
• Performing a Mail Merge
• Making Letter Templates Available to All Users
• How to Set a Letter to be your Default Letter

Email

• Getting set up for eMailing in GoldMine
• Creating Signature File Templates
• Creating a Plain Text Email Template
• Creating an HTML Email Template in GoldMine
• Creating an Email template with an External HTML Page
• Sending an Email Merge

Miscellaneous

• Changing your Password
• Copy Contact Details
• Options and Preferences (Record Tab)
• Options and Preferences (Calendar Tab)

Installing GoldMine(For End 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

Configuring the Service Center

• Customizing the Service Center Environment

Configuring the GM+View Tab

• Setting up individual Contact images
• Creating simple NEWS views and Configuring the rules
• GM+View to query an external database and show the results in a grid
• Using GM+Browser to view your SQL reports

Toolbars, Taskbars and Macros

• Toolbars and taskbars
• What is a macro and how can it save me time?
• More advanced use of Macros to save time

Record Ownership and Curtaining

• What is Record ownership and record Curtaining
• 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?
• Updating One Field from another Field
• Setting more than 1 lookup in the Lookup.ini
• Using Lookup.ini to calculate Fields and work out Averages
• Create a unique ID for new records
• Setting Colour codes for activities
• Playing a macro through the 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

Customizing Fields, Screens and Details

• Setting up field lookup lists
• Labels and Expressions
• Configure field label and data Color (manually and dynamically)
• Layout
• Field Security
• A quick look at the Screen Designer
• How to add an Expression field
• Creating a Custom Screen
• Adding Custom Fields
• Add a new field to your Screen
• The Details Tab

Configuring the Opportunity Manager

• Customizing the Opportunity manager
• Creating Opportunities with staged payments

Record types

• Using the Record Types Administration Center

Data Management

• Globally Updating a field
• Globally updating a field using advanced options
• Swapping over 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

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

• Synchronization 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
• Help! My Process Monitor seems to have disappeared!
• What is Sync Spy and date/Time stamp converter –done
• Three different ways to run the GoldSync Agent on your server

Syncing the Calendar with MS Outlook Calendar

• Setting up the sync using the sync wizard

Publishing GoldMine Calendars

• Setting up to publish the calendar info to an ICS file

Web-Import

• Configuring Web Import for “Non Techies”

Getting Started with SQL Queries

• Examples of useful DBase Expressions to use in GoldMine
• A Tour of the Main GoldMine Data Tables
• Let’s get started with some simple queries
• More Simple SQL Queries
• NULLS, COUNT, GROUP BY, CAST
• AVG, SUM, MAX, MIN, Including Top 3 sales people in GoldMine
• 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 Simple SQL query
• Find Contacts with 4 or more history records this year
• Extracting the date a detail record was added
• 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

Getting Started with Crystal Reports

• How to Create an ODBC Connection
• Setting the Default Fonts and size in Crystal Reports
• Basics – Create a new report using the Wizard
• Create a new blank report without using the Wizard
• Grouping the Report Data
• Creating 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 Opportunity Manager Report
• Running the reports in Goldmine and exporting

Dashboards

• Dashboards – a quick tour
• Setting properties on pre-defined dashboards
• Dashboard Controls and simple Dashboard layout
• Creating Simple Data Sources (part1)
• Simple Data Sources (part2)
• Example of a Manually Typed Data Source
• Create a Pivot Table in a Dashboard
• Copying and Editing a Predefined Dashboard
• Creating a Sales Performance Dashboard (part1)
• Creating a Sales Performance Dashboard (part2)

This series of 7 short videos will show you the easy steps for installing and getting started with GoldMine Premium Edition.

1. Installing SQL Server
2. Installing GoldMine
3. Installing Premium Edition Client/Workstation
4. Adding GoldMine Users
5. Adding Fields
6. First File Import

Please note:

A typical SQL Server & GoldMine installation/setup can take 2+ hours. These videos are provided by the manufacturer of GoldMine software and may or may not contain all the steps needed for a proper installation of SQL Server and/or GoldMine. Always check to ensure your system/computer meets all the necessary system requirements for the version of GoldMine & SQL Server that you will be installing. Also please refer to the GoldMine installation guides regarding the specific version of GoldMine you are installing. The installation and setup of GoldMine has changed since these videos were first created. It is highly recommended that you speak to and work with one of our GoldMine technicians who have many years of experience (25+) in upgrading, installing and migrating GoldMine applications and data.

Installing SQL

Installing GoldMine

Installing GoldMine Premium Edition Client/Workstation

Adding GoldMine Users

Adding Custom Fields

First File Import

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