Wednesday, August 15, 2012

GoldMine : Searching for e-mail

Those of you who aren't on the latest version of GoldMine are really missing out on the Universal Search functionality. That is, the ability to search the contents of not only Contact Records, but Linked Documents and E-mail messages alike.

But did you know even the older versions of GoldMine allow easy searching of your E-mail Center?

1. Open the Mail Center. (F5)
2. Right click in the area where your e-mail folders are and choose "Search".
3. An E-mail Message Search box will appear.
4. You then can fill in the information you want to search for based on where it is filed, who it was from, recipient, information in the body of the e-mail, etc.
5. Click on the Search button and any e-mails that contain the information you specified will be returned.

2 comments:

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