Thursday, February 27, 2014

GoldMine : Linking via Drag and Drop

In an earlier tip we looked at manually linking documents or files into GoldMine. A quick and easy way to do this is to Drag and Drop documents.

1. Open the contact record where you wish to link the document

2. From Windows Explorer highlight the document you want to link

3. Hold the left mouse button and drag the file to the open record in GoldMine and release the mouse button

4. The Linked Document box will pop up

5. Fill in the name of the document and any notes (the link information will already be populated)

6. Ok your way out

1 comment:

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