Publish or Perish Information Management Systems

(630) 627-7227

Beginner GoldMine Training

This class will provide you with the basics to help you navigate through GoldMine. We will briefly cover the meanings of each icon and the programs functions and features. There will be time throughout each class for questions and answers.

The Class will cover:

  • Screen Areas and Main Menu - You will become familiarized with the general layout of GoldMine.
  • Contact Records - Create, edit and delete contact records - learn shortcuts in editing records.
  • F2 Lookups - customize this very handy feature for frequently used entries such as order entry codes. This option can be security set so it can enforce user input and it will allow for standardization in your data.
  • Online Help - Use GoldMine's Online Help Program
  • Manage Activities - Scheduling appointments, call, events, to-do's and completing them.
  • GoldMine Interoffice Email - Send email inter office to one or several other GoldMine Users.
  • Connecting to the Internet - Configure GoldMine to get your Email and send alpha pager messages as well as link to Outlook*
  • Phone messages - Take messages for other Users and Posting your availability for other GoldMine users to schedule appointments for you.
  • Access Rights - Introduction of how you can customize what other Users see in GoldMine.
  • Calendar - Schedule appointments for yourself and other GoldMine users, customize the Calendar's settings and learn all the shortcuts so using the Calendar will be a breeze!
  • Field editing - You can customize GoldMine to collect data that is important to you. With this function you will be able to utilize your database more efficiently.
  • Merge Forms - Create personalized professional documents and Faxes by using GoldMine's form merge function that allows you to address each letter and fax without re-entering the Contact's name and address.
  • Document Management - Link and track which documents were sent to whom and when.
  • Toolbars - Use one of the many toolbars that come packaged with GoldMine.
  • Printing - Basic Printing tasks
  • Filters - Basics of Filters and Groups
  • Preferences - Configure GoldMine's settings for the internet/Calendar/modem/visual -etc.
  • Scripting - Basics of scripts such as telemarketing scripts
  • Maintenance - Basic maintenance of the databases