.

Class Prerequisites: Attended GM Basic Class or Experienced GM User

Day One:
8:30 to 9:00 AM -Arrival

Users
    Creating New Users
    Configuring - Rights/Preferences
    Setting Up Users Internet E-Mail
    Creating User Menu Profiles
    Creating User Groups
    Placing Users in Groups
    Customizing toolbar

E-Mail
    Templates & Rules

User Defined Fields - Standard vs. SQL
    Creating User Defined Fields
    Field Properties
    Creating Views
    View Properties
    Field Display Properties
    Size & Position
    Access
    Logging Changes
    DBase Expression Fields
    Tab Order

11:45 to 12:45 PM -Lunch

Maintenance
    Why - Index vs. Pack and Rebuild
    When - Frequency
    Standard vs. Enterprise (dBase vs. SQL)

Using Lookup.ini to update fields

Global Replace
    Basic - Standard options
    Advanced - dBase Expressions

Import & Export
    dBase
    ASCII Delimited
    ASCII Fixed
    SQL
    dBase Expressions

5:00 PM -Dismissal

Day Two:
8:30 to 9:00 AM -Arrival

Merge/Purge

GoldMine Systems Logs
    Understanding and Navigating
    Purging
    Effect of Purging Records

Filters
    Advanced Filtering ? DBase Expressions

Installation
    Net Update
    If on nw- proxy settings in user.ini file
    Installing Workstations

Licensing
    Adding Licenses
    New Sites
    GoldMine
    GoldSync
    Undocking Users

11:45 to 12:45 PM -Lunch

Synchronization
    Configuring New Sync Sites (Host & Remote)
    Cloning Sync Sites
    Creating Transfer Sets
    Set up GoldSync Shortcut w/ command line switches

Reporting Crystal / GoldMine reports
    Management Console
    Configuring
    Cloning

Troubleshooting
    Error Messages
    Synchronization

4:30 PM -Questions

CERTIFICATE PRESENTATIONS

5:00 PM -Dismissal




 











  Copyright © 2002 Contact Management Systems, Inc. All rights reserved.
For more information please read our legal terms and notices.
 

Home Services Training Products News Contact