Tuesday, September 22, 2015

GoldMine : Create a Contact while Scheduling

Did you know that you can perform a few handy contact-related actions right from the "Schedule" window in GoldMine? One of the most useful is the ability to create a new Contact.

1. In GoldMine, select Schedule | Call.

2. From within the Schedule window, click the little "person" button to the right of the "Link to Selected Contact" line. Then, select "Create a new Contact".

3. GoldMine will bring up the "New Contact" window. Fill this out normally, then hit OK.

4. You'll notice that your phone call is now being scheduled against the newly created contact.

Try it!

1 comment:

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