GoldMine Training Videos – Advanced: System Admin

Installing GoldMine(For End Users)

Creating and Configuring Users

Resources

Creating and scheduling resources

Configuring the Service Center

Customizing the Service Center Environment

Configuring the GM+View Tab

Databases

Creating a new SQL GoldMine database

Contact Record Relationships

Reporting

Automated Processes

Toolbars, Taskbars and Macros

Record Ownership and Curtaining

Record Alerts

Setting up and using record alerts

Lookup.ini

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

Configuring the Opportunity Manager

Record types

Using the Record Types Administration Center

Data Management

Data Import and Export

GoldMine’s License Manager

A Brief Tour of the License Manager

GoldSync

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

Getting Started with Crystal Reports

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