Thursday, February 27, 2014

GoldMine : Copying Contact Details

Sometimes clients would like to just write a quick letter to a client and do not have the need to merge to a Word template. There is an easy way to copy the contact details into a letter!

1. Open the contact record who's details you wish to copy

2. Go to Edit/Copy Contact Details

3. The Copy Contact Info to Clipboard box will pop up with different options of contact details to choose from

4. Check next to Name, Title, Address

5. Click on Copy

6. Open Word and click on Paste and the Contact name, title and address will be pasted into your document

1 comment:

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