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Goldmine 5 Advanced Study Guide
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0-619-05472-7 © 2002 Publish date: January 25, 2002 160 pages |
If you have the basics of contact management using Goldmine down, it's time to move on to the Goldmine 5 Advanced study guide. This advanced course will show you how to manage personal information along with information about your professional business contacts using Goldmine 5.0.
By following this self-directed course, you will learn a variety of advanced topics such as how to create and modify fields, work with reports, perform mail merges, synchronize data, and how to use the Internet features.
You can use the Goldmine 5 Advanced courseware as a supplement to your existing training or use it as a standalone study guide. By learning how to use these advanced features, you will be able to better manage your contacts and visualize your results with reports. You'll also become more productive as you learn how to perform time-saving techniques such as mail merges.
CBT Planet selects the best computer training books we can find to assist you in learning new tasks. This Goldmine 5 Advanced courseware is thorough yet easy to follow. After participating in review sections and hands-on activities, you will be able to take advantage of the advanced features you knew existed but weren't equipped to use.
Course Contents
Unit 1 introduces reports
- How to create reports
- How to edit reports
Unit 2 covers templates and Mail Merge
- Creating templates
- Working with Mail Merge
Unit 3 discusses using macros
- Creating macros
- Using macros with toolbars
Unit 4 covers maintaining information using InfoCenter
- An overview of InfoCenter
- Adding information to InfoCenter
- Managing your information in InfoCenter
Unit 5 talks about exchanging and synchronizing data
- How to import data
- How to export data
- How to synchronize data
Unit 6 covers administering GoldMine 5.0
- How to handle the security of data
- Maintaining databases
Unit 7 talks about customizing GoldMine 5.0
- Customizing the Contact window
- How to modify settings
Unit 8 covers the Web features
- Working with Web features