MasterMine® Users

Online Training

MasterMine for GoldMine Training

Private Share-user Training

(1.5 Hours) At your own pace, using your own database, learn the basics for manipulating and sharing existing reports. This training assumes you have some existing reports, accessible to the users being trained. Recommended for all Share users. May be redundant for Full users.

Topics Covered

Basic PivotTable Functionality

  • 4 parts of the pivot table
  • Filtering in the Page Area
  • Displaying in Rows and Columns
  • Segmentation: Working with local Groups
  • Drill-down for listviews
  • Drill-down to GoldMine
  • Creating GoldMine CRM Groups
  • Saving reports (SaveAs)

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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