Basics | Dashboards |Advanced: System Admin

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