A GoldMine Administrator’s role often requires the knowledge of data management tools & techniques. Given the risks and responsibilities associated with manipulation of an organization’s data, the functions that GoldMine provides are typically best reserved for users with Master Rights.
In this class we will explain the tools that GoldMine provides for advanced data work. This class is a perfect addition to our GoldMine Administrative Series; however, it is offered separately since often times other users besides the GoldMine Administrator are given responsibilities for data. (e.g. a marketing and/or sales director.)
- Global Replace
- Delete Records Wizard
- Global Auto-update and Roll-over of Activities
- Territory Realignment
Warning: Users who wish to attend this class should have management approval to make global changes to their firm’s database and Master Rights in the GoldMine System, as well as a general knowledge of GoldMine.