Wednesday, January 11, 2012

GoldMine : Adding a Record to a Contact Group

As we all know, Contact Groups in GoldMine are just lists of Customers. The lists don't change unless we add to or remove from the Group.

The new GoldMine has a really handy dandy button right on the Contact Record toolbar, the "Add To" button. This allows you to very easily add single records to Contact Groups without having to actually go into the Groups window.

From the Contact Record you wish to add,

1. Click the "Add To" button located at the top of the Contact Record.
2. Select "Contact Group".
3. Choose the Group you want to add the Contact Record to.
4. If desired, type in a Reference (this is seen in the Groups window).
5. Hit OK.

It's just that easy. Try it!