Level 2 Full-User Training

(2 Hours) Private, online training, using your own database, this course expands on the basic skills covered in Level 1 training. Includes discussion of your firm's specific reporting and data management requirements.

Recommended for all users.

Topics Covered

Building Quick Reports

• Parts and functions of the MasterMine "Create Report" User Interface
• Sorting fields for Listview Columns
• Pre-filtering Data

Basic PivotTable Functionality: Doing "Prospect Analysis"

• 4 parts of the pivot table
• Filtering in the Page Area
• Displaying in Rows and Columns
• Segmentation: Building local Groups
• Drill-down for listviews
• Drill-down to GoldMine
• Creating GoldMine CRM Groups

MasterMine Toolbar Functions

• Refresh options
• Ease-of-Display functions
• Cloning reports
• Information & security dialog
• Add Report to GoldMine Taskbar
• Charting

Database Management & Clean-up Basics

• MMUpdater (Introduction)

Schedule Training Today!

< back to training topics