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GoldMine 6.5 – Managing Your Database
Overview:
This course instructs on managing and maintaining the GoldMine database. Skills taught include filters, importing and exporting, eliminating duplicate records, managing users, utilizing maintenance tools and the InfoCenter™. This course may be taken before or after GoldMine6.5 Sales Management & Tools.
Course Introduction
Goals & Objectives
GoldMine’s Basic Structure
File Structure / Field Structure
Filters and Groups
Introduction to Filters & Groups / Creating and Activating Filters / Creating and Activating Groups / Applicable Uses and Examples / Exercises
Customizing GoldMine
Customizing Labels / Customizing Lookups / Using the Screen Design / Customizing Tabs / Customizing Details / Creating Customized Views & Tabs / Creating User Defined Fields / Exercises.
Utilizing / Tools / Maintenance
Indexing & Rebuilding Wizard / Global Replace Wizard / Creating & Changing Databases / Transferring Records / Importing & Exporting / Merge/Purge Records / Exercises
Users In GoldMine
Creating Users / user Preferences / Record & Database Ownership / User groups / Exercises
Working with the InfoCenter™
Accessing Information / Creating Books, Folders & Pages / Working with Pages / Other
Tools / Sharing the Knowledge Base / Converting Personal to Knowledge Base / Exercises
Class Rates
$250.00 Per Student / Corporate Rates Available / $25.00 Purchase Discount available to those who purchase GoldMine from Acts. A GoldMine workbook is provided. Classes are scheduled from 9:00a.m. – 4:30 p.m. and include an hour lunch break. Directions to our facility are available at our website: www.actsgold.com
*See Acts Terms and Conditions for detail policies applying to Payment, Rescheduling and Cancellation of GoldMine Training Courses.
These policies have been put into place to ensure our participants receive the highest quality of instruction. Since class size is limited, all cancellation/rescheduling deadlines and fees will be strictly adhered to.
CANCELLATIONS
A participant may cancel a class without penalty by giving Acts notice in writing at least 5 days prior to the starting date of the class. If a participant cancels a course without at least 5 business days but more than 2 business days notice prior to the starting date, the participant will be assessed a cancellation fee equal to 50% of the class fee. If a participant cancels a specific class without at least 2 business days notice prior to the starting date of the class, the participant will be assessed a cancellation fee equal to 100% of the class fee.
RESCHEDULES
A participant may reschedule a class without any penalty by giving Acts notice in writing at least 5 business days prior to the starting date of the class. If a participant reschedules a class without at least 5 business days notice prior to the starting date of the class, the class will become a non-cancelable class and the participant will be assessed a $50.00 rescheduling fee.
NO SHOWS
If a participant does not attend a class and has not given a notice in writing to Acts, the participant will be assessed a "no show" fee equal to the amount of the class.
REIMBURSEMENTS
Acts reserves the right to cancel a class at anytime. If this happens, we will refund the course(s) fee in full. Acts’ liability is limited to course(s) fees only. Acts cannot be held liable for airfare, lodging or other related expenses, including, but not limited to, any airline penalties incurred.
Name: ____________________________________________________________
Company: _________________________________________________________
Address: __________________________________________________________
City: __________________________ State: __________ Zip: _______________
Work Phone: (______) ____________________ E-Mail: ___________________
Class(es) / Date Requested:
GoldMine 6.5 General Office / ___________________________
GoldMine 6.5 Documents & Communication / __________________
GoldMine 6.5 Sales Management & Tools / __________________
GoldMine 6.5 Managing Your Database / ______________________
Method of Payment:
Visa / MC / AMEX / Discover / Check
Name on CC: ________________________________________
CC# ___________________________Ex ________ Zip ________
Fax To:
Acts Automation, Inc. (714) 740-0802 Attention: Sales