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There are many excellent online courses. This has been hugely beneficial in my day to day work.
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- Louise Nolan
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Goldmine 4.0 User Introduction
Course Aims
This intensive course is designed to give an introduction to Goldmine 4.0, a powerful business contact manager for a workgroup environment. This course will give readers a good understanding of recording their contacts, maintaining a contact history, communicating via a range of media and scheduling activities. |
Assumed Knowledge
A working knowledge of PCs and Windows is assumed. |
Course Audience
New or intending users of Goldmine who need to get to grips with the software in a short space of time. |
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Table of Contents
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Opening and Navigating The Database · The Main Screen and Icons in Detail
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The Main Contact Screen - Bottom Half
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Additional Available Tabs
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Status Bar - Bottom Screen
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Creating New Contact Records
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Creation Method - New Record
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Creation Method - Duplicate Record
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Additional Contact Record Options
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Entering Additional Information
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Deleting A Contact Record
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Searching For Contact Records
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Tagging Your Contact Records
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Working with Filters
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Drilling Down an Existing Query
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Scheduling Activities
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Advanced Scheduling Options
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Scheduling Private Activities
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Viewing Activities Using the Activity List
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Using Local Menus within the Activity List
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Viewing Activities for One Selected Contact
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Viewing Activities Using the Calendars
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Additional Calendar Views
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Writing Letters Using Existing Goldmine Templates
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Creating An Individual Letter Using An Existing Template
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Sending Mailshots/Faxshots through Goldmine
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Linking Existing Documents To Contact Records
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The Information Centre
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Areas within the InfoCentre
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Setting up A New Section or Topic
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Attaching Files within the Bases
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The Rolodex
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