ADVANCED GOLDMINE 6.5 STUDENT GUIDE LESSONS 

Introduction
   Using This Guide
   Course Objectives

Editing Contacts
   Using Contact Sets
   Referrals
   Review 

Advanced Filters 
   Expressions 
   Creating A Complex Filter 
   Editing Filters 
   Drill Down 
   Filter Limits 
   Review 

Groups 
   Using Groups 
   Adding A Member 
   Sorting A Group 
   Using A Filter To Add Members 
   Creating Groups 
      Creating A Group From A Filter 
      Creating A Group Based On Activities 
      Creating A Group From An SQL Query 
   Review 

Scheduling 
   Scheduling To-Do Actions 
   Scheduling Recurring Activities 
   Editing Recurring Activities 
   Checking The Activities Of Multiple Users 
      Displaying Multiple Users On The Calendar 
   Using The Planner 
   Scheduling An Event 
   Tracking Other Users' Activity 
   Scheduling An Activity For Multiple Contacts 
   Scheduling Meeting Requests 
   Review 

Correspondence 
   Dynamic Data Exchange 
   The Word Link 
   Creating A Letter Template In Word
   Merging To A Group Of Contacts
      Merging To Selected Additional Contacts 
   Copying Contact Details 
   Review 

Literature Fulfillment 
   Scheduling A Literature Request 
   Fulfilling A Literature Request 
   Adding A Listing To The Literature List 
   Review 

Messaging 
   Sending A Phone Message 
   Receiving A Phone Message 
   Sending A Goldmine E-Mail Message 
   Receiving A Goldmine E-Mail Message 
   Review 

Advanced E-Mail 
   E-Mail Options 
   E-Mail Rules 
   E-Mail Templates 
   Cloning An E-Mail Template 
   Merging E-Mail 
   Review 

Using Reports 
   Cloning A Report 
   Report Basics 
   Modifying A Text Field 
   Break Fields 
   Dialog Fields 
   Leads Analysis 
   System Reports 
   Review 

Customizing Goldmine 
   Expanded Detail Records 
   Setting Up Detail Tabs And Field Labels 
   Custom Screens 
   Creating A Custom Screen 
   Defining And Placing Fields 
   Editing In Your Custom Screen 
   Review 

Opportunity/Project Management 
   Opportunity/Project Management 
   Creating A New Opportunity 
   Players And Tasks 
   Creating An Opportunity Template 
   Selecting An Opportunity Template 
   The Project Manager 
   Review 

Index