Consultancy

Implementation

Integration

Management Reports

Training

Technical Support

Change Management

Project Recovery

Data Migration

SERVICES GOLDMINE TRAINING

Our courses ensure that your users and systems administrators are armed with the knowledge and information they need.

Training is at your own premises, and will be tailored to your own system and your own requirements.


COURSE AGENDA INTRODUCTION TO GOLDMINE

Objectives

To provide end user training on Goldmine. Upon returning to the workplace, the user will be competent in the basic functions of Goldmine.

Target Audience

Any user with no previous Goldmine knowledge. It is presumed the user will be familiar with windows and general PC usage.

Duration

One day.

Agenda

  • The GoldMine Layout
  • Searching for Records
  • Entering Contact information
  • Scheduling Activities
  • The GoldMine Calendar
  • Completing Activities
  • The Activity List
  • Sending E-mails
  • The E-mail Centre
  • Using Letter Templates
  • Introduction to Reports

COURSE AGENDA ADVANCED GOLDMINE

Objectives

To build on basic GoldMine knowledge and to raise delegates to power-user status.

Target Audience

Delegates should have a reasonable understanding of Goldmine, either from using Goldmine regularly for 3 months or from attending the Goldmine Introductory Level Course.

Duration

One day.

Agenda

  • Revision of Basic Concepts
  • Advanced Scheduling Features
  • Built-In Analysis Features
  • Literature Fulfilment
  • The Organisation Tree
  • The Opportunity Manager
  • Filters and Groups
  • Creating and Using E-mail Templates
  • Creating and Using Letter Templates

COURSE AGENDA GOLDMINE SYSTEM ADMINISTRATOR

Objectives

This course will help the delegate understand the Goldmine application and apply the processes relating to configuration and system administration.

Target Audience

The delegate will have a good understanding of Goldmine or have attended the Advanced Training Course.

Duration

Two days.

Agenda

  • The Database Structure
  • Installing GoldMine
  • Configuring GoldMine
  • Database Maintenance
  • Creating Users and User groups
  • Importing Exporting
  • Data manipulation
  • Creating Macros
  • Intro to Automated Processes
  • Logs
  • Server Agents
  • Preferences
  • Setting up e-mail
  • Sync with Outlook/PDA
  • Intro to Lookup.INI
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COURSE AGENDA CRYSTAL REPORTS FOR GOLDMINE

Objectives

The course will introduce the delegate to Goldmine’s database architecture and demonstrate how to use Crystal to report on the data held in Goldmine.

Target Audience

It is recommended that delegates should have at least one month’s experience of using Goldmine in the workplace.

Duration

Two days.

Agenda

  • Structure of Goldmine
  • Introduction to Crystal
  • Selecting Tabs
  • Linking Data Tables
  • Selecting fields
  • Grouping Data
  • Sorting Data
  • Design Aesthetics
  • Sub Reports

COURSE AGENDA GOLDBOX

Objectives

To provide delegates with sufficient knowledge that they can import and export using GoldBox and to introduce them to some of the products advanced features.

Target Audience

Delegates should be experience GoldMine System Administrators. This course is quite technical in nature.

Duration

One day.

Agenda

  • Introduction to GoldBox
  • GoldMine Structure
  • The Help Files
  • Importing Main Contact Data
  • Principles of Data Matching
  • Filtering
  • Using Expressions
  • Field Translation
  • Importing Tab Information
  • Plug-Ins
  • Exporting
  • De-Duplication
  • Org Tree Builder
  • Batch Files
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COURSE AGENDA SQL ADMINISTRATION FOR GOLDMINE

Objectives

This course will help the user understand how SQL interfaces with GoldMine.

Target Audience

It is advised that all delegates have a good understanding of GoldMine or have attended the Systems Administrator training course.

Duration

One day.

Agenda

  • Installing GoldMine Sales and Marketing
  • Introduction to SQL
  • Users and Permissions Configuration
  • Adding User Defined Fields
  • Creating new Databases
  • Re-hosting Databases
  • Trouble Shooting

COURSE AGENDA GOLDSYNC

Objectives

When the administrator returns to the workplace they will be able to use competently the basic functions of Goldsync.

Target Audience

The delegate will have attended the Systems Administration Training Course.

Duration

One day.

Agenda

  • Licensing
  • Undocking
  • Goldmine To Goldmine Synchronisation
  • Goldsync Administration Centre
  • Methods Of Synchronisation
  • Queue Processing
  • Groups
  • Sites
  • Servers
  • Processes