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List of Events |
| Class |
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| Type |
:
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| Month |
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| Thursday, July 29, 2010, 11 AM Eastern Time |
| Event : GoldMine 101- Orientation - PREMIUM EDITION |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
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| The first GM 101 session will be an overview of the GoldMine contact window and tabs, how to navigate in GoldMine, search for contacts, create new contacts and log calls. Target audience: New users to GoldMine PREMIUM EDITION. If you have GoldMine version 6.x or 7.x please register for the New User Orientation for GoldMine 6.s or 7.x instead. |
|
| Tuesday, August 03, 2010, 3 PM Eastern Time |
| Event : Using GoldMine Integration Svce for MS Outlook |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute session on integration of email between Outlook and GoldMine. Topics will include linking options, adding a column to Outlook to show which emails have been linked, adding GoldMine as an address book in Outlook, and where linked emails are displayed in GoldMine.
Audience: general users, GoldMine administrators. |
|
| Wednesday, August 04, 2010, 2 PM Eastern Time |
| Event : Using the Service Module in Premium Edition |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour |
|
|
| 45 minute presentation on creating new cases, customizing cases, view options, resolving cases, and analysis. Audience: Service Manager, General User |
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| Thursday, August 05, 2010, 11 AM Eastern Time |
| Event : GoldMine 101-Session 2 - Scheduling and Completing Activities |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The second GM 101 session will include using the GoldMine calendar, scheduling and completing calls, use of the Activity List, creating taskbar shortcuts for frequently performed tasks, and a review of reports on pending and history activity. Target audience: New users to GoldMine, general users looking to improve their use of GoldMine. |
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|
| Tuesday, August 10, 2010, 3 PM Eastern Time |
| Event : Importing Records into GoldMine |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute training session on importing records into GoldMine. Topics will include acceptable data file formats, saving an Excel spreadsheet as a dbf, creating import profiles, setting source and contact type, and filtering on the newly imported records. Audience: Database Administrator, Marketing Manager |
|
|
| Wednesday, August 11, 2010, 9 AM Eastern Time |
| Event : GoldMine 301 Report Design I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class introduces reporting concepts as related to GoldMine data. Participants will understand how
GoldMine stores information in an underlying database, be introduced to the GoldMine Report Writer
tool, and work with Crystal Reports to create basic reports for information contained in the GoldMine
|
|
| Wednesday, August 11, 2010, 2 PM Eastern Time |
| Event : Whats New in GMPE9 |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute overview of new features in GoldMine Premium edition 9 to include password security, search center customization, dashboards, Outlook integration, Service center modifications, and other enhancements. |
|
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| Thursday, August 12, 2010, 9 AM Eastern Time |
| Event : GoldMine 302 Report Design II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class continues to explore designing reports against GoldMine data. The class focuses on
effectively utilizing the Crystal Reports tool to build more complex reports using more advanced
reporting techniques. The class will also introduce the Microsoft SQL Reporting Services tool.
|
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| Tuesday, August 17, 2010, 3 PM Eastern Time |
| Event : Dashboards in GMPE9 |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute session including an overview of dashboards and overview of new features in GoldMine Premium edition. New 45 minute overview of dashboards, editing dashboards, creating new dashboards. Audience: Administrators, Service Managers on GoldMine Premium |
|
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| Wednesday, August 18, 2010, 2 PM Eastern Time |
| Event : Mapview User Training |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute review of Mapview functionality. Topics will include use of the Proximity, Calendar, Activity, Sales, and Groups/Filters Panes and how to configure them. |
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| Thursday, August 19, 2010, 11 AM Eastern Time |
| Event : GoldMine 101- Session4 - Generating Letters and Labels |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The 4th GM 101 session will include how to generate a letter for a single contact using a template, how to generate letters for a filter or group, how to create your own templates, GoldMine label reports, using Word Mail Merge to print labels. Target audience: New users to GoldMine, general users looking to learn how to use and create Word merge forms to print letters from GoldMine. |
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| Tuesday, August 24, 2010, 3 PM Eastern Time |
| Event : Utlizing the KnowledgeBase |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute training on GoldMine's KnowledgeBase, also known as the InfoCenter. This is a great tool which is often under-utilized. The KnowledgeBase can be used to store documentation on use of your customized GoldMine, on company policy, on your product line, press releases, etc. It can be used in conjunction with the Service Center in GoldMine Premium to search for problem resolutions. Audience: General Users, Database Administrators |
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| Wednesday, August 25, 2010, 2 PM Eastern Time |
| Event : wMobile Admin Training |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour |
|
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| Admin training will include adding users to wMobile, user access settings, record ownership, drive mappings for linked documents, and customizing wMobile. |
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| Thursday, August 26, 2010, 11 AM Eastern Time |
| Event : GoldMine 101- Session 5 - Using GoldMine Email |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
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| The 5th GM 101 session will include how to use GoldMine to send and receive email, how to use email templates, and how to create your own email merge forms. Target audience: New users to GoldMine, general users looking to learn how to use and create email merge forms. |
|
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| Tuesday, August 31, 2010, 3 PM Eastern Time |
| Event : GoldMine 101- Orientation - PREMIUM EDITION |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The first GM 101 session will be an overview of the GoldMine contact window and tabs, how to navigate in GoldMine, search for contacts, create new contacts and log calls. Target audience: New users to GoldMine PREMIUM EDITION. If you have GoldMine version 6.x or 7.x please register for the New User Orientation for GoldMine 6.s or 7.x instead. |
|
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| Wednesday, September 01, 2010, 2 PM Eastern Time |
| Event : New User Orientation - GOLDMINE 6.x, 7.x |
| Location : Web Training |
| Type : Web Training Duration : 90 Minutes |
|
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| 90 minute training session for new users. Topics will include screen geography (4 quadrants and tabs), searching for contact records, creating new contact records, using lookup menus, and logging calls. Audience: new users on GOLDMINE VERSION 6.x, 7.x. |
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| Thursday, September 02, 2010, 11 AM Eastern Time |
| Event : Using GoldMine Sales Analysis Tools |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute training on using GoldMine's Sales Analysis tools. Topics will include Statistical tools, Graph tool, and sales analysis reports. Audience: General User, Sales Manager |
|
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| Tuesday, September 07, 2010, 3 PM Eastern Time |
| Event : GoldMine 101-Session 2 - Scheduling and Completing Activities |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The second GM 101 session will include using the GoldMine calendar, scheduling and completing calls, use of the Activity List, creating taskbar shortcuts for frequently performed tasks, and a review of reports on pending and history activity. Target audience: New users to GoldMine, general users looking to improve their use of GoldMine. |
|
|
| Wednesday, September 08, 2010, 9 AM Eastern Time |
| Event : GoldMine 401 Administration Day 1 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This first of three days of administration classes teaches the features set required for configuration of a GoldMine system. The class covers GoldMine system installation basics, configuration of users with rights and security and customizing the GoldMine user interface with data fields, lookups, custom tabs, HTML tabs and more.
|
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| Wednesday, September 08, 2010, 2 PM Eastern Time |
| Event : wMobile User Training |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour |
|
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| 45 minute overview of wMobile including searching for contacts, creating new contacts, viewing and creating activities, setting up one-click login and other configuration options. |
|
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| Thursday, September 09, 2010, 9 AM Eastern Time |
| Event : GoldMine 402 Administration Day 2 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This second day of class continues to explore administrator functions. The class focuses on how to manage GoldMine data with features for import, export, duplicate merges, and web import. The class covers advanced GoldMine features such as automated processes, how to manage document libraries and more.
|
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| Thursday, September 09, 2010, 11 AM Eastern Time |
| Event : Using the GoldMine Relationship Tab in GMPE |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
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| 45 minute training session on the Relationship tab in GoldMine Premium Edition. These relationships were formerly presented as Org charts in GoldMine Standard and Corporate. Topics will include creating and editing relationships, creating chart levels, working with org charts and account roll-up. Audience: General Users, Database Administrators in GoldMine Premium Edition. If you are using GoldMine 6.x or 7.x, please register for the webinar on Creating Org Charts in GoldMine 6 and 7 instead. |
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| Tuesday, September 14, 2010, 3 PM Eastern Time |
| Event : GoldMine 101- Session3 - Filters and Groups |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The third GM 101 session will include search methods in GoldMine including the Contact Search Center, creating filters and groups, tagging records, applying filters and groups to reports or Word merge templates. Target audience: New users to GoldMine, general users looking to learn how to create filters and groups. |
|
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| Wednesday, September 15, 2010, 2 PM Eastern Time |
| Event : wMobile Admin Training |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour |
|
|
| Admin training will include adding users to wMobile, user access settings, record ownership, drive mappings for linked documents, and customizing wMobile. |
|
|
| Thursday, September 16, 2010, 11 AM Eastern Time |
| Event : Using GoldMine Org Charts GOLDMINE 6.x or 7.x |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute training session on Organization charts. Topics will include creating and editing org charts, creating chart levels, working with org charts and account roll-up. Audience: General Users, Database Administrators in GoldMine 6.x or 7.x. If you are on GoldMine Premium Edition, please register for the webinar on the Relationship tab in GoldMine Premium Edition instead. |
|
|
| Tuesday, September 21, 2010, 3 PM Eastern Time |
| Event : GoldMine 101- Session4 - Generating Letters and Labels |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The 4th GM 101 session will include how to generate a letter for a single contact using a template, how to generate letters for a filter or group, how to create your own templates, GoldMine label reports, using Word Mail Merge to print labels. Target audience: New users to GoldMine, general users looking to learn how to use and create Word merge forms to print letters from GoldMine. |
|
|
| Wednesday, September 22, 2010, 2 PM Eastern Time |
| Event : Mapview User Training |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute review of Mapview functionality. Topics will include use of the Proximity, Calendar, Activity, Sales, and Groups/Filters Panes and how to configure them. |
|
|
| Thursday, September 23, 2010, 11 AM Eastern Time |
| Event : GoldMine User Access and Data Integrity |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute Administrator training on setting up GoldMine user access and enforcing data integrity. Topics will include creating new GoldMine users, user menu templates, user groups, record ownership, setting field level access, and enforcing valid data entry. Audience: Database Manager, GoldMine Administrator |
|
|
| Tuesday, September 28, 2010, 3 PM Eastern Time |
| Event : GoldMine 101- Session 5 - Using GoldMine Email |
| Location : Web Training |
| Type : Web Training Duration : 1 Hour 30 Minutes |
|
|
| The 5th GM 101 session will include how to use GoldMine to send and receive email, how to use email templates, and how to create your own email merge forms. Target audience: New users to GoldMine, general users looking to learn how to use and create email merge forms. |
|
|
| Thursday, September 30, 2010, 11 AM Eastern Time |
| Event : Building SQL Queries |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute training on the basics of SQL queries. Topics will include a discussion of the comparative advantages of SQL queries over filters, GoldMine's SQL query builder, creating queries manually, and exporting results of queries. Audience: General User - Advanced |
|
|
| Thursday, September 30, 2010, 2 PM Eastern Time |
| Event : Whats New in GMPE9 |
| Location : Web Training |
| Type : Web Training Duration : 45 Minutes |
|
|
| 45 minute overview of new features in GoldMine Premium edition 9 to include password security, search center customization, dashboards, Outlook integration, Service center modifications, and other enhancements. |
|
|
| Wednesday, October 06, 2010, 9 AM Eastern Time |
| Event : GoldMine 201 Marketing using GoldMine I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This two day class is intended for a user responsible for marketing activities and who wishes to learn of GoldMine's advanced marketing features. The class will cover contacts filters, groups and SQL queries, document and email merges, data imports, web imports, automated marketing processes and much more.
|
|
|
| Thursday, October 07, 2010, 9 AM Eastern Time |
| Event : GoldMine 202 Marketing using GoldMine Day II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This two day class is intended for a user responsible for marketing activities and who wishes to learn of GoldMine's advanced marketing features. The class will cover contacts filters, groups and SQL queries, document and email merges, data imports, web imports, automated marketing processes and much more.
|
|
|
| Wednesday, November 10, 2010, 9 AM Eastern Time |
| Event : GoldMine 301 Report Design I |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class introduces reporting concepts as related to GoldMine data. Participants will understand how
GoldMine stores information in an underlying database, be introduced to the GoldMine Report Writer
tool, and work with Crystal Reports to create basic reports for information contained in the GoldMine
|
|
|
| Thursday, November 11, 2010, 9 AM Eastern Time |
| Event : GoldMine 302 Report Design II |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This class continues to explore designing reports against GoldMine data. The class focuses on
effectively utilizing the Crystal Reports tool to build more complex reports using more advanced
reporting techniques. The class will also introduce the Microsoft SQL Reporting Services tool.
|
|
|
| Wednesday, December 08, 2010, 9 AM Eastern Time |
| Event : GoldMine 401 Administration Day 1 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This first of three days of administration classes teaches the features set required for configuration of a GoldMine system. The class covers GoldMine system installation basics, configuration of users with rights and security and customizing the GoldMine user interface with data fields, lookups, custom tabs, HTML tabs and more.
|
|
|
| Thursday, December 09, 2010, 9 AM Eastern Time |
| Event : GoldMine 402 Administration Day 2 |
| Location : Ramsey, NJ |
| Type : Classroom Training Duration : 8 Hours |
|
|
| This second day of class continues to explore administrator functions. The class focuses on how to manage GoldMine data with features for import, export, duplicate merges, and web import. The class covers advanced GoldMine features such as automated processes, how to manage document libraries and more.
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