Full-User Basic Training

(2 Hours) Private, online training, using your own database, this course expands on the basic skills covered in public training. Includes discussion of your firm's specific requirements. You may choose to skip public class and begin immediately with private training. 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)

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