Wednesday, May 29, 2013

GoldMine : Drag and Drop to Link Documents

The Links Tab, your constant companion! Did you know that it can accept files via drag and drop?

You can easily drag and drop any windows file into the Links tab on the Current Contact record to start the linking process. When you do this, you'll be presented with the "Linked Document" window. All you need do now is give your Linked Document a name, then hit OK.

Many users find this way much easier than right-clicking within the Links tab to create a "New" link.

Pro Tip of the Day : When linking documents to a contact record, make sure that you're linking from a publicly available path. This way, other users can launch and use the documents you have been linking. 

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