GoldMine 5:Advanced

Working with reports
Creating reports
Editing reports

Using templates and Mail Merge
Creating templates
Using Mail Merge

Working with macros
Creating macros
Using macros with toolbars

Maintaining information using InfoCenter
Examining InfoCenter
Adding information to InfoCenter
Managing information in InfoCenter

Exchanging and synchronizing data
Importing data
Exporting data
Synchronizing data

Administering GoldMine 5.0
Handling security of data
Maintaining a database

Customizing GoldMine 5.0
Customizing the Contact window
Modifying settings
Using Web features

After completing this course, students will know how to:

Create a contact report, a report with specific data, a report with sorted data, labels, sales reports, and modify and print a report.
Create a template, add a template to Document Management Center, update a template, and create letters by using Mail Merge.
Create, run, edit, and delete a macro, and add a macro to a toolbar and delete a macro from a toolbar.
Rename and move a folder in InfoCenter, create an InfoCenter book, folder, and topic, search InfoCenter, change access rights for a book, and delete a book.
Import data from another GoldMine database and a text file, export data to a text file, and synchronize data with hand-held devices.
Add a user to GoldMine 5.0, change the password of a user, remove the password of a user, and remove a user from GoldMine 5.0, and scan for duplicate records, rebuild and pack a database, and create a backup and restore a database.
Create a field view, add a field, modify a field, and delete a field, and change record, login, and calendar preferences, and use Web features.

Prerequisites

GoldMine 5: Basic or equivalent experience