Tuesday, September 6, 2016

GoldMine : Changing E-mail Template Names

Did you know that you can change the name of any E-Mail Template at any time? This is useful, as when creating a new template, it's usually not obvious how you want the name to look.

1. Select GoTo | Document Templates from the top level menu.

2. Find the template in question, right click on it and select Edit.

3. Simply replace the text in the subject line with your new name.

4. Hit the "Save" button in the upper left hand corner.

Pro Tip : If your version of GoldMine is "new" enough, you should be able to rename right from the Document Templates window by selecting the template and hitting the F2 key.

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