Class Descriptions

Prerequisites

• Windows proficiency
• Mouse ability

Topics

• Add, edit, delete contacts
• Find, quicksort contacts
• Schedule and complete activities
• Sources of help, toolbars
• Sending e-mail
• Correspondence
• Run GoldMine reports
• Info Center and Org Charts

GoldMine Business Process Administration (Advanced)

Examine topics in more depth. Learn to modify GoldMine defaults and templates to suit your particular business.

Prerequisites

• GoldMine Fundamentals

Topics

• Create, modify Word templates
• Filters and groups
• Opportunity Manager
• Simple report modification
• Remote syncing with profiles
• Simple automated processes
• GoldMine tools for import/export
• Global changes

Prerequisites

• GoldMine Fundamentals
• Significant systems/database experience

Topics

• Managing users
• Setting up security
• Customizing fields and views
• Synchronization
• System maintenance
• Basic troubleshooting
• Merge/Purge

Note: This class is most typically offered as a custom, on-site training session. Refer to our custom training section.

GoldMine Administrator

Learn what it takes to maintain, customize, and support your GoldMine installation.

HEAT Call Logging

Learn the basics every support center operator needs to know.

Prerequisites

• Windows proficiency
• Mouse ability

Topics

• Creating a call ticket
• Call types
• Managing call tickets
• Issueboard
• Viewing alerts, activities
• Working with call groups
• Customer configurations
• Table maintenance
• Creating assignments
• Autotasks
• First Level Support knowledgebase

Prerequisites

• HEAT Call Logging
• Systems/Database experience helpful

Topics

• Modifying HEAT with edit sets
• Security
• Managing Users
• Basic troubleshooting
• Changing default settings
• External tables
• Validation constraints

HEAT Administrator

Customize and enhance your HEAT installation. Learn how to support your users.

GoldMine Report Writer

An in-depth class in modifying and creating custom reports in GoldMine.

Prerequisites

• Fundamentals

Topics

• Changing labels
• Adding fields to a report
• Sorting data
• Changing report breaks
• Inserting images
• Understanding GoldMine data structure

Prerequisites

• GoldMine Fundamentals or HEAT Call Logging.

Topics

• Linking databases to a Crystal Report
• Creating a report using the Report Expert
• Modifying existing reports
• Inserting fields
• Sorting and setting report breaks
• Inserting images
• Graphing
• Understanding GoldMine/Heat data structures
• Making reports available to users, auto-prompts

Introduction to Crystal Reports for GoldMine/HEAT

Crystal Reports, which comes bundled with HEAT and GoldMine FrontOffice, is a powerful report writer which lets you create your own reports, complete with sophisticated graphics. Learn how with this class.

MS SQL for Administering GoldMine/HEAT

Take a peak "under the hood" of GoldMine and/or HEAT. Learn how to set up a backup plan you can rely upon.

Prerequisites

• This is an advanced course. Please talk with a representative of Access Direct before signing up for this course.

Topics

• GoldMine/HEAT structure
• What is MS SQL?
• Setting up back-up jobs
• Sizing the backend databases
• Setting up alerts
• Running simple data queries