Monday, January 26, 2009

GoldMine: Create a New Contact while Scheduling an Activity

Did you know that you can create a new contact while you are scheduling an activity in GoldMine? This is useful when you realize that the contact that you want to schedule the activity for does not exist in your GoldMine. So, instead of canceling the scheduling activity, you can create a new contact in GoldMine on the fly. Here’s how:

On the menu bar, select Schedule > Appointment to open the Schedule an Appointment dialog box. Schedule the activity as usual.

Now, click on the button that is to the left of the 'Contact' field and from the options, select 'Create a new contact'.

This will open a New Company and Contact dialog box.

Fill out the information and select OK.

A new contact is now created in GoldMine along with the activity scheduled for that contact.

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