Monday, December 2, 2013

GoldMine : Scheduling against Multiple Contacts

Did you realize that you can schedule items across multiple GoldMine contacts?

From within your Schedule window,

1. Click on the little "person" button to the right of "Link to Selected Contact", then select "Select multiple Contacts".

2. GoldMine will bring up a "Contacts Selection" window. Simply use the "New" button to bring up the search tool to add contacts to the list.

3. When finished, hit Ok.

You'll now notice that each Contact's name appears within the "Link to Selected..." field. Try it!

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