GoldMine Link for Microsoft Outlook
A new Outlook add-in for linking email messages to GoldMine contacts.
Link Email/ Unlink Email
The “Link Email” button in the toolbar enables the user to link email messages, search a contact, or create a contact.
When an email message is linked, it will be filed to the contact’s History tab
The “Unlink Email” toolbar button enables the user to unlink email messages.
View Contact in GoldMine
Environment Table Setting
A new default landing page after logging in with the following sections:
My Pending Emails
My Pending Emails – A new page containing a tabular view of pending emails for the logged in user.
Links – From the detailed view of a Contact record, user can now add a linked document stored in a cloud drive (eg. One Drive, Dropbox or Box etc) or shared network path to a contact by including a valid URL or UNC path to a shard drive.
Schedule a follow-up activity when completing an activity.
User-specific settings that are that are applicable to GoldMine Web within the “Access” and “Menu” tabs in PE’s Tools\Users’ Settings\User are now reflected on web.
Contact record curtaining and ownership specified in PE are observed on web.
F2 look-up validation settings in PE are observed for Pending and History activities on web.
“Back to results” link added to the Opportunity details and Case details pages.
A “View All” link has been added to the Opportunities section in the detailed view of the Contact record.
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