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The following outline lists the topics of instruction that are covered in the Advanced GoldMine® class. Specific questions are welcome. Basic/Intermediate class or verified understanding of GoldMine® basic concepts are a prerequisite of taking this course.
Working with Data Subsets
- Creating multiple if/then filtering statements
- Xbase expression and Boolean logic advancements
- Linking Filters to work within groups and isolation of data
- Creating Groups on Calendar, History and Supplemental data
- Specialty contact group creation based on other queries
- Using database structures to map SQL Queries
Customizing the GoldMine Environment
- Toolbars
- Macros
- Record Ownership
Organizational Chart
- Creating and adding links to an organization
- Activating as filter and Globally replacing data
The Opportunity/Project Manager
- Creating Opportunity and Project templates
- Using new linked opportunities/projects
- Scheduling activities linked to an Opportunity/Project
E-Mail Templates
- Creating Templates
- Using templates for e-mail merges
Advanced Layout Field customization
- User defined field's implementation
- Views layout customizations
- Transferring User defined fields to DDE templates
- Data Importing
Creating Letters and Mail Merges
- Creating a merge template.
- Manipulating Document listings
- Performing a merge
Literature Requests and Fulfillment
- Creating Literature Lists
- Scheduling and fulfilling literature requests
GoldMine Analysis
- Analyzing Forecasted Sales
- Leads Analysis
Synchronization Overview
- Synchronization Wizard
- Proper profile setups
- When is GoldSync® Necessary
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