Introduction
Course Objective
Overview of the Administrators Manual
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
Appearance And Behavior
Calendar And Scheduling
Synchronization-Note: covered in 2 day course
only
Preferences- Internet
Settings
E-mail Preferences and Rules
E-mail Templates
Merging E-mail addresses into templates
Internet Search
Using the InfoCenter
The InfoCenter
Navigating the InfoCenter
Working With The InfoCenter
Attaching a File
InfoCenter Import/Export
Synchronization-Only
taught in 2 day Administrator Course:
Transferring Contacts between Files
Creating and Retrieving a Transfer Set of
customizations or data
Laptop Synchronization configuration
Synching with Outlook
Synching with your Palm
Customizing GoldMine
Lookup Window Settings
Expanded Profiles
Setting Up Profile Tabs and Field Labels
Global And Local Labels
Custom Screens
Defining Fields
Defining A View
Creating A Custom Screen
Editing In Your Custom Screen
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Customizing Toolbars
Creating A New Toolbar
Working With Toolbar Icons
Recording A Toolbar Macro
Deleting a Toolbar Macro
Toolbar Preferences
Database Maintenance
Indexing/Packing/Rebuilding
The Merge/Purge Wizard
Merging Visible Records
Globally Replace Fields
Territory Realignment
GoldMine System Logs
Importing and Exporting Data
File Formats
Exporting ASCII Delimited Files
Exporting DBF Files
Creating An Import Profile
License
Manager
The License Manager
GoldMine License Types
A Licensing Scenario
Creating a Site License
Creating Undocked Users
Using Net-Update
Using INI Files
The LOOKUP.INI File
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