Wednesday, May 21, 2008

GoldMine - Creating an e-mail template

You can easily create an E-mail template in Goldmine by following the steps below:

* Choose Edit/Custom Templates
* The Document Management Center will pop-up
* Highlight the E-mail Templates folder at the bottom
* Right click and choose new and an Edit E-mail box will open
* Type in a Subject
* Go to the message area and type your e-mail
* You can add GoldMine fields to merge into the e-mail by clicking on the Insert GoldMine Field icon
* When you are finished click on the Save template icon and the template is saved and named with what you entered as the subject

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