GOLDMINE CORPORATE EDITION

 ADVANCED
COURSE OUTLINE

1-half day session

 


Review of Advanced Manual
 
Initial Setup 
   The Quick Start Wizard
   Placing Image on Login Window
   
Setting up User Groups, Users, and Resources 
   Understanding Users and Security Access
   Setting up User Groups
   Setting up Users
   Customizing Users’ Toolbars, Macros and   
      Taskbars
   
Customizing Contact Records 
   Creating Custom Screens and Custom Fields
   Creating Custom Details
   Creating F2 Lookups
   Using Field, Screen and Record Security 
 
Creating Automated Processes 
   Automated Processes Center
   Automated Process Wizard
   Processing Tracks 
 
Understanding GoldMine Databases    The File System
   Database Managers
   Creating Databases
   Attaching Databases
   Changing the Default Database
   Importing and Exporting Data
   Globally Replacing Fields
   Territory Realignment
   Merging/Purging Records
   
 
 
 
Maintaining GoldMine 
   Maintaining Databases
   Backing Up and Restoring
   The Maintenance Wizard 
 
GoldMine Link to Word