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At
BDG we can provide
training in a number of ways: |
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The current range of public courses is
designed for GoldMine users. If you require training on specific
versions or areas of functionality this can be arranged at your
premises by contacting BDG.
All BDG courses are £200 per day +VAT per delegate (public
courses) or £650 per trainer day + VAT (in house courses) and
include comprehensive course notes. |
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Public courses begin at 09:30am and
close at 4:30pm. Refreshments and lunch are provided on public
courses. |
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Forthcoming BDG GoldMine
training Days |
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GoldMine Training Courses
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BDG GoldMine
Course details . . . |
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GoldMine User
Introduction |
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| Duration: The course will last for 1 day |
| Target Audience: This course has been designed to introduce new
users to GoldMine. It is presumed that delegates will be familiar
with Windows 95 / Windows 98 / NT Workstation / Windows 2000 /
Windows XP to a user level. |
| Course Objectives: To provide a high degree of hands-on, intensive
training on GoldMine. When delegates return to the workplace they
will be able to efficiently utilise the basic features of GoldMine. |
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| Course Details |
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Overview of GoldMine;
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GoldMine tool bars and status bar;
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Menu bar and data screen;
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Contact tabs;
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Searching for a contact record;
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Entering contact information; |
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Editing and deleting contact information;
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Using profiles and referrals;
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Scheduling activities;
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Viewing your own activities;
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Viewing other people's activities;
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Completing activities;
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Sending and receiving E-mail;
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Working with merge / linked documents;
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Accessing the information centre;
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| GoldMine User
Advanced Course |
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| Duration: The course will last for 1 day. |
| Target Audience: This course is designed to take people with basic
knowledge of GoldMine to an advanced user level. |
| Pre-requisites: It is presumed that delegates will already have
attended the GoldMine User Introduction course. |
| Course Objectives: To provide a high degree of hands-on, intensive
GoldMine training to an advanced level. When delegates return to the
workplace they will be able to efficiently and effectively utilise
all the user features in GoldMine. |
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Course Details: |
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Quick review of introductory course;
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Using the organisational tree;
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Opportunity and project management;
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Working with and creating data subsets;
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Creating standard letters;
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Preparing a mail-shot;
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Following up a mailing campaign;
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Customising your GoldMine environment;
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Preparing E-mail shots;
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Analysing your pipeline and call ratio;
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Using GoldMine reports;
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Overview of GoldMine database structure;
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Introduction to synchronisation;
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Overview of tools to increase productivity;
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| GoldMine
Crash Course |
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| Duration:
The course will last for 1 day. Half an hour has been set
aside for lunch with further time allowed for refreshment breaks. |
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Audience: This course is designed to take people with a good working
knowledge of computers to part way through the advanced user level
programme. This is achieved by working through the User Introduction
course at fairly high speed, concentrating on Good Practice
Pre-requisites: It is presumed that delegates will be confident and
competent with Microsoft Windows to a Power User level..
Course Objectives: To provide a high degree of hands-on, intensive
GoldMine training to an advanced level. When delegates return to the
workplace they will be able to efficiently and effectively utilise
all the user features in GoldMine. |
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Course Details: |
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The GoldMine
screen: Tool Bars, Task Bar, Status Bar, Menu Bar, Data Screen
and Contact Tabs |
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Searching for a
Contact Record – Indexes in GoldMine |
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Entering contact
information, Editing and Deleting Contact Information, Data
Validation |
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Using Details and
Referrals |
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Scheduling
Activities |
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Viewing Your and
Other People's Activities |
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Completing
Activities |
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Sending and
Receiving E-mail |
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Accessing the
Information Centre |
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Using the
Organisational Tree |
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Working with and
Creating Data Subsets |
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Creating Standard
Letters and Templates, Preparing a Mail-shot, Following Up a
Mailing Campaign , Preparing E-mail Shots |
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Customising your
GoldMine Environment |
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Analysing your
Pipeline and Call Ratio |
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Using GoldMine
Reports |
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Overview of Tools
to Increase Productivity |
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| GoldMine System
Administrator Course |
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| Duration: The course will last for 2
or 3 days depending on whether SQL issues were being covered on not. |
| Target Audience: This course has been designed for those who will be
responsible for administering the GoldMine system. |
| Pre-requisites: It is presumed that delegates will already have
attended the GoldMine user advanced course and will possess a
reasonable degree of PC literacy. |
| Course Objectives: To provide a high degree of intensive, hands-on
GoldMine training to system administrator level. When delegates
return to the workplace they will be able to manage and maintain the
GoldMine system. |
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| Course Details – Module A – Data
Administrator |
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Overview of GoldMine
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GoldMine Database Structure |
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Data Validation and Data Entry-
Lookup tables |
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User Defined Fields – Creation |
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Screen Design
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Customising the Details Tab |
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LOOKUP.INI |
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Designing a System for Business |
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Course Details – Module B – System Administrator |
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Overview of GoldMine
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GoldMine Database Structure |
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Assigning Users' Access Rights
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GM.INI
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<Username>.INI |
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Speller Files |
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Data Maintenance
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An Overview of Scripts
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An Overview of Automated Processes
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GoldMine Reports
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Effective GoldMine Maintenance
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Course Details – Module C – SQL Administrator |
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Overview of GoldMine
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GoldMine Database Structure |
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BCM Corporate Edition – features |
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Re-hosting to SQL |
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User permissions for SQL |
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Benefiting from SQL - organisation
roll-up etc. |
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SQL API |
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Outlook Link |
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Installing SQL |
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Configuring SQL |
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Backups within SQL |
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GoldSync for
Administrators |
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Duration: The course will last for one day. |
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Target Audience: The course is aimed at and designed for those
responsible for administering GoldSync and carrying out
synchronisation procedures within the organisation. |
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Pre-requisites: It is presumed that delegates attending this course
will have basic knowledge of GoldMine and possess a reasonable
degree of PC literacy. |
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Course Objectives: To provide a high degree of hands-on intensive
training on GoldSync to administrator level. When delegates return
to their workplaces they will be able to efficiently and effectively
manage and maintain their GoldSync system. |
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Course Details: |
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Overview of synchronisation;
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Setting up GoldSync for LAN / WAN / Modem;
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GoldSync scenarios;
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Structure copy;
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Setting up a remote user;
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Synchronising Link documents;
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Configuration issues;
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Practical exercises;
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| Crystal Reports -
User Introduction |
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| Duration: The course will last for 2 days. |
| Target Audience: The course has been designed for existing
administrators of GoldMine who need to make use of the additional
reporting functionality offered by crystal reports. |
| Pre-requisites: It is presumed that delegates attending the course
will already be familiar with GoldMine to a systems administrator
level. If not, they should consider attending the GoldMine Systems
administrator course beforehand. |
| Course Objectives: To provide a high degree of intensive, hands-on,
crystal reports training. When delegates return to the workplace
they will be able produce and print efficient management reports
from GoldMine data. |
| This is an example-driven course which teaches the user to maximise
the functionality of this powerful database-reporting tool. We are
usually happy to incorporate your own examples into our workshops,
providing they have been discussed with the trainer beforehand. |
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Course Details: |
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Overview of crystal reports;
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Overview of GoldMine database structure;
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Crystal reports set set-up faults;
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Report types - standard, cross-tabs, labels;
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Simple reports - telephone lists, name /
address listings; |
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Standard reports - contact with pending
activities; |
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Complex reports - full management information;
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Specific areas explored;
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Editing and formatting data;
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Grouping and sorting;
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Operators and formula;
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Adding graphics and OLE objects;
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Printing / exporting;
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Graphs and drill-down reports;
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