The Dear field in GoldMine is given top billing in the upper-left quadrant – but how should it be used?
The Dear field should contain whatever comes after the word “Dear” in a letter or email, for example:
• Dear Jeremy
• Dear Mr. Davis
• Dear Dr. Davis
This allows for personalized marketing via letter merges with Microsoft Word or email blasts with GoldMine.
You may be on a more informal acquaintance with some of your clients, in which case “Dear Jeremy” would be the correct choice. Others you may wish to address more formally.
To make this a quick, easy, and error free entry enter the following codes in your Lookup List for the Dear field:
When you choose one of these selections the Dear field will automatically populate with the salutation you want to use.