Learn How to Use Case Management in the New GoldMine Premium Edition
This new, long awaited feature brings to GoldMine users a whole new set of capabilities for tracking and managing customer support related issues. Case Management is one of the most significant enhancements to the GoldMine product ever.
This web-based training session will take you through the “Ins & Outs” of the functionality that Case Management offers. It’s ideal for new GoldMine Premium Edition owners, as well as GoldMine Corporate Edition users who are considering an upgrade.
This GoldMine seminar will cover the following topics:
What is Case Management and what are some its applications
Navigating the various views of Cases from the Record, to the Service Center, to an Actual Case
Configuration Options
Creating Cases and Updating Cases
Attendees will come away with an appreciation of the value of Case Management along with a much clearer sense of how it may apply to their organization. 1/21/09
Prerequisite: Active GoldMine User. We will be showing this feature on a GoldMine Premium Edition System. (Prospective users may wish to attend to find out more about GoldMine’s features; however, they should limit their questions or direct them to sales staff at First Direct outside of the event.)
