INTRODUCTION      1 
   Using This Guide  2 
   Course Objectives 3 

SETTING UP GOLDMINE USERS     5 
   Goldmine Users    6 
   Adding A New User 6 
   Record Ownership And Curtaining     7 
   Setting Access Rights   9 
   User Groups 14 
   Creating A User Template      15 
   Review      17 

USER OPTIONS      19 
   User Options      20 
   Appearance And Behavior 20 
   Calendar And Scheduling 28 
   Review      32 

INTERNET OPTIONS  33 
   E-Mail Options    34 
   Review      46 

THE KNOWLEDGE BASE      47 
   The Knowledge Base      48 
   Navigating The Knowledge Base 48 
   Working With The Knowledge Base     50 
   Attaching A File  52 
   Making A Table Of Contents    55 
   Searching The Knowledge Base  56 
   Knowledge Base Import/Export  58 
   Record Alerts     59 
   Review      63 

SYNCHRONIZATION   65 
   Synchronization   66 
   Creating And Retrieving A Transfer Set    66 
      Creating the Transfer Set     66 
      Retrieving the Transfer Set   72 
   Notebook Synchronization      75 
   On The Network    76 
   On The Notebook   79 
   Internet Sync     81 
   Outlook Synchronization 81 
   Palm/Treo & Pocket Pc Synchronization     85 
   Review      85 

CUSTOMIZING GOLDMINE    87 
   Lookup Window Settings  88 
   Expanded Detail Records 90 
   Setting Up Detail Tabs And Field Labels   91 
   Custom Screens    93 
   Creating A Custom Screen      94 
   Defining And Placing Fields   96 
   Editing In Your Custom Screen 105 
   Review      105 

CUSTOMIZING TOOLBARS    107 
   Toolbars    108 
   Creating A New Toolbar  109 
   Working With Toolbar Icons    110 
   Recording A Macro 114 
   Review      116 

AUTOMATED PROCESSES     117 
   Automated Processes Explained 118 
   Defining And Creating A Track 118 
   Attaching Tracks To Contacts  126 
   Executing A Track 127 
   Editing A Track   129 
      Using A History Record To Schedule An Activity  129 
      Using A History Record To Schedule A Followup Call    135 
   Adding A Branch   136 
   Removing A Track  139 
   Executing Your New Track      141 
   Review      144 

DATA MANAGEMENT   145 
   Creating A Database     146 
   Copy/Move Records 151 
   Indexing    153 
   The Merge/Purge Wizard  156 
   Merging Tagged Records  161 
   Global Replace    162 
   Territory Realignment   165 
   Goldmine System Logs    167 
   Review      170 

IMPORTING AND EXPORTING 171 
   File Formats      172 
   Exporting Ascii Delimited Files     173 
   Exporting Dbf Files     176 
   Creating An Import Profile    178 
   Review      183 

TELEMARKETING SCRIPTS   185 
   Branching Scripts 186 
   Using Branching Scripts 187 
   Creating A Branching Script   188 
   Running Your New Branching Script   193 
   Review      196 

HTML FEATURES     197 
   Html Features     198 
   The Gm+View Tab   198 
      Enabling IFRAMES  198 
      Creating GM+View Tab Templates      199 
   My Goldmine 202 
      Customizing The My GoldMine Window  202 
      Adding Resources  204 
   Review      207 

APPENDIX 1  209 
   The Lookup.Ini File     210 
   The Predial.Ini File    212 
   A Predial.Ini Scenario  212 
   Web Import  214 
      Creating a Web Import Profile 214 

APPENDIX 2  221 
   GOLDMINE DATA STRUCTURES      222