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Ticomix Home >> GoldMine Training >> GoldMine Administrator Training
 The GoldMine Admin training class will be approached from the perspective of an
Administrator. The skills to effectively navigate throughout GoldMine
6.x will becovered as well as the Administrator features including
customization and maintenance. The management tools that come with
GoldMine will also be discussed.
Student Profile and Prerequisites:
This course is designed for GoldMine Administrators / Users currently
using the product who are responsible for designing and maintaining a
GoldMine installation. They should have administrative knowledge of
Microsoft Windows®operating system and a general understanding of what
GoldMine does.
 GoldMine_Admin_Training
Course Length: 3 Days
Dates: Please call us toll-free at 866.TICOMIX or Email us at
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for availability.
Cost: $1495 per person
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GoldMine Administrator Syllabus – 3 Day
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Setting Up Goldmine Users
• Goldmine Users
• Adding A New User
• Record Ownership And Curtaining
Setting Access Rights
• User Groups
• Creating A User Template
User Preferences
• User Preferences
• Appearance And Behavior
• Calendar And Scheduling
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
Synchronization
• Synchronization
• Transferring Contacts Between Contact
Sets
• Creating & Retrieving a Transfer Set
• Notebook Synchronization
• On The Network
• On The Notebook
• Internet Sync
• Palm/Visor Synchronization
• Outlook Synchronization
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• Pocket PC Synchronization
Customizing Goldmine
• Expanded Detail Records
• Setting Up Detail Tabs & Field Labels
• Custom Screens
• Creating A Custom Screen
• Defining And Placing Fields
• Editing In Your Custom Screen
Customizing Toolbars
• Customizing Toolbars
• Creating A New Toolbar
• Working With Toolbar Icons
• Recording A Toolbar Macro
• Deleting A Toolbar Macro
• Toolbar Preferences
The Background
• The Background
• Modifying The Background
• Adding A Logo
• Adding Background Text
The Taskbar
• The Taskbar & Task Items
• Task Groups
• Taskbar Options
Automated Processes
• Automated Processes Explained
• Defining And Creating A Track
• Attaching Tracks To Contacts
• Executing A Track
• Editing A Track
• Using History To Schedule An Activity
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• Using History To Schedule Followup Call
• Adding A Branch
• Removing A Track
Data Maintenance
• Indexing/Packing
• Backup & Restore
• The Merge/Purge Wizard
• Merging Visible Records
• Global Replace
• Territory Realignment
• Goldmine System Logs
Importing And Exporting
• File Formats
• Exporting ASCII Delimited & DBF Files
• Creating An Import Profile
Telemarketing Scripts
• Branching Scripts
• Using & Creating Branching Scripts
• Running Your New Branching Script
The License Manager
• The Goldmine License Manager & Types
• A Licensing Scenario
• Creating Site License & Undocked Users
HTML Features
• HTML Features
• The GM+View Tab
Enabling IFRAMES
Creating GM+View Tab Templates
My GoldMine
• Customizing The My GoldMine Window
• Adding Resources
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About Ticomix
Ticomix is a provider of products and services for customer relationship management (CRM), sales force automation (SFA), IT service management (ITSM), information technology infrastructure library (ITIL) call centers, help desks, and computer networking. Our mission is to help our clients succeed through effective technology implementation and management. Headquartered in Rockford, Illinois, Ticomix also has a regional presence in Chicago, Illinois; Des Moines, Iowa; Cleveland, Cincinnati, and Columbus, Ohio; Indianapolis, Indiana; Milwaukee and Madison, Wisconsin; San Antonio, Houston, and Dallas, Texas.
Call Ticomix today at 866.842.6649 or email us at
This email address is being protected from spam bots, you need Javascript enabled to view it
This email address is being protected from spam bots, you need Javascript enabled to view it This email address is being protected from spam bots, you need Javascript enabled to view it This email address is being protected from spam bots, you need Javascript enabled to view it for all of your business technology needs.
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