Wednesday, April 18, 2012

GoldMine : Using the Personal Rolodex

Did you know there is a Personal Contacts area is GoldMine? This is stored per-user, and cannot be accessed unless logged in as the user in question.

To access this, select Go To | Personal from the top level menu. This will open the "Personal Contacts" tab.

To create a new Personal Contact, simply hit the "New" button and fill in the Contact Name and Phone Number. You'll note that you can't track any other information about your Personal Contacts; anyone who needs an Address or History will need their own contact record.

But the Personal Contacts tab has some great uses; I keep all the local food delivery numbers in mine. Any number that I'm always needing but doesn't need to be "a part of" GoldMine.

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