GOLDMINE SYSTEM ADMINISTRATION 6.5 BOOK LESSONS
Introduction
Using This Guide
Course Objectives
Setting Up Goldmine Users
Goldmine Users
Adding A New User
Record Ownership And Curtaining
Setting Access Rights
User Groups
Creating A User Template
Review
User Preferences
User Preferences
Appearance And Behavior
Calendar And Scheduling
Review
The Internet
The Internet
E-Mail Preferences
Review
Using The Infocenter
The Infocenter
Navigating The Infocenter
Working With The Infocenter
Attaching A File
Making A Table Of Contents
Searching The Infocenter
Infocenter Import/Export
Record Alerts
Review
Synchronization
Synchronization
Transferring Contacts Between Contact Sets
Creating And Retrieving A Transfer Set
Creating The Transfer Set
Retrieving The Transfer Set
Notebook Synchronization
On The Network
On The Notebook
Internet Sync
Palm/Visor Synchronization
Outlook Synchronization
Pocket PC Synchronization
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
Customizing Toolbars
Customizing Toolbars
Creating A New Toolbar
Working With Toolbar Icons
Recording A Toolbar Macro
Deleting A Toolbar Macro
Toolbar Preferences
Review
The Background
The Background
Modifying The Background
Adding A Logo
Adding Background Text
Review
The Taskbar
The Taskbar
Task Items
Task Groups
Taskbar Options
Review
Automated Processes
Automated Processes Explained
Defining And Creating A Track
Attaching Tracks To Contacts
Executing A Track
Editing A Track
Using A History Record To Schedule An Activity
Using A History Record To Schedule A Followup Call
Adding A Branch
Removing A Track
Executing Your New Track
Review
Data Maintenance
Indexing/Packing
Backup & Restore
The Merge/Purge Wizard
Merging Visible Records
Global Replace
Territory Realignment
Goldmine System Logs
Review
Importing And Exporting
File Formats
Exporting ASCII Delimited Files
Exporting DBF Files
Creating An Import Profile
Review
Telemarketing Scripts
Branching Scripts
Using Branching Scripts
Creating A Branching Script
Running Your New Branching Script
Review
The License Manager
The License Manager
Goldmine License Types
A Licensing Scenario
Creating A Site License
Creating Undocked Users
Review
HTML Features
HTML Features
The GM+View Tab
Enabling IFRAMES
Creating GM+View Tab Templates
My GoldMine
Customizing The My GoldMine Window
Adding Resources
Review
Appendix 1
The Lookup.Ini File
The Predial.Ini File
A Predial.Ini Scenario
Web Import
The Web Form
The CGI Script
The Import File
Appendix 2
Goldmine Data Structures
Goldmine 6.5 Directory Structure
Goldmine 6.5 Database File Structures
Goldmine 6.5 Index Keys
Goldmine 6.5 Database Field Map
Index