For Multi-user pricing (5 or more) so that you can run training CDs on your server and provide for concurrent log-on training sessions, contact First Direct's sales team.
Try the Demo
The current version of GoldMine used on our CDs is version 6.5. FrontRange Solutions has since released versions 6.6. and 6.7, and GoldMine Corporate Edition version 7.0. These updates have addressed bug fixes and other issues -- but the interface and the features covered remain the same.
One enhanced feature in GoldMine v7.0 CE lets you schedule and perform various other GoldMine operations directly from the contact search center, but the operations themselves are covered on our CDs. 7.0 CE also has a new floating GM+Browser window similar to the GM+Views interface, which is covered on our CDs. And finally, 7.0 CE has an entirely new data engine -- but, the interface and the look and feel is the same as before.
In short, once you learn GoldMine with our CDs, you will be able to use GoldMine versions 6.5, 6.6., 6.7 and 7.0.
If you have any questions or comments at all, please don't hesitate to contact us!
INTRO TO GOLDMINE 6.5
LESSONS
The Introductory CD is designed to give you all the basics you need to jump in and start using GoldMine. Learn how to add & edit contacts, find contacts, merge
letters, create e-mail, print reports, and much more. This new CD features a larger interface than ever before, to accommodate all the great new features. Focusing
in on what you need better than ever before, this CD will get you up and running fast! Average course time 4-6 hours.
Getting Acquainted
Launching GoldMine
GoldMine's Look And Feel
Adding Records
Creating A New Contact
Lookup Windows
The ZIP Code Database
The Tab Bar
Duplicate Records
Finding Contacts
Moving Around
The Contact Search Center
Sorting Contacts
Text Search
Contact Maintenance
Editing Contacts
Additional Contacts
Detail Records
Deleting Contacts
Using Notes
Calendars
The Calendar
The Activity List
Before The Call
The Phone Call
My GoldMine
Scheduling
Scheduling A Call
Scheduling An Appointment
Scheduling From The Calendar
Completing An Appointment
Scheduling A Forecasted Sale
Introduction To Filters
Using Filters
Creating A Filter
Creating A History Filter
Record Tagging
Correspondence
Printing Letters With Word
Document Links
E-Mail
Adding An E-Mail Address
The E-Mail Center
Reading And Sending E-Mail
Introduction To Reports
Printing Reports
Reports And Filters
Report Sorts
The Organizational Chart
Using The Org Chart
Managing Events
Adding A New Section
Replicating Data
Activating And Releasing A Section
ADVANCED GOLDMINE 6.5
LESSONS
The Advanced CD is completely revised and updated with all of GoldMine 6.0's
new displays, features, & screens. And now with a roomier 800x600 lesson screen!
The only truly interactive CD-ROM training available for GoldMine!
Editing Contacts
Using Contact Files
Referrals
Advanced Filters
Filter Expressions
Creating A Complex Filter
Editing A Filter
Drill Down
Filter Limits
Groups
Using Groups
Adding A Contact
Sorting A Group
Using Filters To Add Members
Creating A Group From A Filter
Creating A Group From Activities
Creating a Group From an SQL Query
Correspondence
Installing The Microsoft Word Link
Making A Word Letter Template
Merging To A Group
Copy Contact Details
Advanced E-Mail
E-Mail Options
E-Mail Rules
E-Mail Templates
Merging E-Mail
Literature Fulfillment
Scheduling A Literature Request
Fulfilling A Literature Request
Literature List Maintenance
Scheduling
Scheduling To-do Actions
Sending A Phone Message
Receiving A Phone Message
Scheduling Recurring Activities
Displaying Multiple Users
Scheduling An Event
The Pegboard
Scheduling For Multiple Contacts
Scheduling Meeting Requests
Using Reports
Creating A New Report
Report Basics
Adding Fields To The Detail Section
Dressing Up Your Report
Copying A Report
Opportunity/Project Management
Creating A New Opportunity
Players And Tasks
Creating An Opportunity Template
SYSTEM ADMINISTRATION 6.5 LESSONS (74 Lessons)
Setting Up
GoldMine Users
Adding A New User
Record Ownership And Curtaining
Setting Access Rights
User Groups
Creating A User Template
User Preferences
Setting Preferences
The Personal And Record Folders
The Lookup And Toolbar Folders
The Pager And Misc Folders
The Login Folder
The Calendar Folder
The Schedule And Alarms Folders
The Internet
The Modem And Internet Folders
The Composing And Retrieval Folders
The Accounts Folder
The E-mail Center & Advanced Folders
Using The InfoCenter
Navigating The InfoCenter
Working With The InfoCenter
Attaching A File
Searching The InfoCenter
InfoCenter Import/Export
Record Alerts
Synchronization
Transferring Contacts
Creating A Transfer Set
Retrieving A Transfer Set
Notebook Sync: On The Network
Notebook Sync: On The Notebook
Palm/Visor Synchronization
Outlook Synchronization
Customizing GoldMine
Lookup Window Settings
Expanded Detail Records
Setting Up Detail Tabs & Field Labels
Creating Custom Fields
Defining A Screen
Creating A Custom Screen
Customizing Toolbars
Creating A New Toolbar
Working With Toolbar Icons
Recording A Toolbar Macro
Deleting A Toolbar Macro
Automated Processes
Automated Processes Explained
Creating A Track
Attaching Tracks To Contacts
Executing A Track
Scheduling An Activity
Scheduling A Followup Call
Adding A Branch
Removing A Track
Executing Your New Track
Data Maintenance
Indexing/Packing
The Merge/Purge Wizard
Merging Visible Records
Global Replace
Territory Realignment
GoldMine System Logs
Backup & Restore
Importing & Exporting
File Formats
Exporting ASCII Delimited Files
Exporting DBF Files
Creating An Import Profile
Telemarketing Scripts
Branching Scripts
Creating A Branching Script
Running Your New Branching Script
The License Manager
GoldMine License Types
A Licensing Scenario
Creating A Site License
Creating Undocked Users
INI Files
Using The LOOKUP.INI File
HTML Features
The GM+View Tab
My GoldMine
The Background
Modifying the Background
Adding A Logo
Adding Background Text
The Taskbar
Task Items
Task Groups
