Increase efficiency & productivity, data integrity and overall CRM effectiveness with GoldBox online training.
Three 1-hour web sessions providing critical skills necessary to configure, clean up and automate using GoldBox’s powerful processes to streamline data management in GoldMine®.
Note: No training is scheduled at this time. Contact us for future dates/information »
ARE YOU A RESELLER?
Click to view details about online training for Resellers (password required) or call us at 779-423-6200 for more information.
SESSION 1 | Setup & Cleanup
Agenda:
OVERVIEW: GOLDBOX HISTORY & CAPABILITIES
CONFIGURATION SETTINGS
• BDE/ODBC settings
• Setting a GoldMine user for GoldBox
• Does GoldBox need to be “sync aware?”
RUNNING GOLDBOX PROCESSES
• Back up your database(s)
• All users should exit
• Sync should be turned off for the duration
USING THE “CONTACT FIELD VERIFIER”
GLOBAL REPLACE
• Differences from GoldMine Global Replace functionality
• ACCOUNTNO REGENERATOR
• Using dBase expressions
When/How Much?
Next class: TBA
$74/Person
DISCOUNT: Save $25 by enrolling for all 3 sessions!
SESSION 2 | Import/Export
Agenda:
EXPORT GOLDMINE DATA
• Differences from GoldMine
• Recommend export of ACCOUNTNO/RECID fields
• How to use and modify exported data
IMPORT/UPDATE
Differences from GoldMine
Update scenario using existing data
• Establish field matches
• Establish expressions
• Establish matching logic: parent matching, table matching
Update scenario using non-GoldMine data
• Index matching
• Field matching / expression matching
• Filtering data
Import new data scenario
• Field matching and setting up a “write back” field
When/How Much?
Next class: TBA
$74/Person
DISCOUNT: Save $25 by enrolling for all 3 sessions!
SESSION 3 | Automation
Agenda:
WORKING WITH Q-FILES
Additional Functionality available
Setting up a Q-File
Running a Q-File
When/How Much?
Next class: TBA
$74/Person
DISCOUNT: Save $25 by enrolling for all 3 sessions!