2253 W Springfield Rd

Glen Rock, PA  17327

Ph: (717) 235-4297

www.eCSH.net

 

GoldMine Premium Edition Intermediate Training Course Outline

Reference – “GoldMine 8 for Dummies” by Joel Scott

 

 

Accessing GoldMine Remotely (Cp 4)

            Securing Your Data (46)

            Syncing Up with GoldSync (47)

            Adding iGoldMine Plus (48)

            Other Remote Access (49)

            CompanionLink & wMobile (50)

           

Using Filters, Groups, and SQL Queries

            Building and Using Filters (84)

                 Creating and using a new filter (85)

                 Releasing a filter (88)

                 Counting records in a filter (89)

            Building and Using Groups (92)

                 Bldg groups from filtered records (93)

                 Bldg groups by tagging records (94)

            Building and Using SQL Queries (95)

 

Integrating with Word (Cp 16)

            Creating Templates (180)

            Using Your Templates (183)

 

Linking Documents (Cp 19)

            Exploring the Links Tab (213)

            Linking Files Automatically (216)

            Manually Linking Files & Folders (218)

            Accessing Linked Documents (220)

                       

Sending and Receiving E-Mail (Cp 17)

            Configuring Your E-Mail System (188)

            Creating an e-mail signature file (190)

            Sending E-Mail messages (196)

                 Sending messages to a group (200)

            Getting Your Mail (202)

           

 

 

 

 

 

 

 

 

The Knowledge Base (Cp 20)

            Navigating the Knowledge Base (224)

                 Searching the Knowledge Base (226)

            Creating New Books, Folders, and

              Topics (228)

           

Graphical and Statistical Analysis (Cp 21)

            Displaying Account Statistics (231)

            Statistical Analysis (233)

            Using Forecast Analysis (234)

            Using Graphical Analysis (236)

            Using Leads Analysis (238)

            Setting Quotas and Measuring… (240)

 

Managing Relationships (Cp 24)

            Building Relationships (274)

            Activating a Section (276)

            Doing a Rollup (276) 

 

 

 

 

 

 

 

 

 

-- References --

            1. GoldMine 8 for Dummies

            2. GoldMine User Guide

            (UserGuide.pdf from the GoldMine                                 Premium Install CD – Documentation folder)

                3.  Main Menu – Help | GoldMine Help