GoldMine Connect (WEB) - Is there any way to re-link an Opportunity to a different contact record?

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    Details

    GoldMine Connect (GMWEB) - Is there any way to re-link an Opportunity to a different contact record?

     

    - In GoldMine Premium Edition a user can re-link an opportunity to another contact record from within the Influencers' tab, as there is no Influencers tab in GoldMine Web (GMWEB), how can an opportunity be re-linked to another contact record within GoldMine Connect (GMWEB)

     

     


    Resolution

    [INFORMATION]
    - There is currently no such possibility from within GoldMine Web (GMWEB)
    - This is logged as Change Request RM # 245991
    - Currently the only possibility to re-link an opportunity to another contact record is only possible via the GoldMine Premium interface via the following steps.

     

    1. Log in to GoldMine Premium Edition (assuming you have sufficient rights)
    2. Go To > Opportunities
    3. Browse to and open the specific Opportunity
    4. Influencers Tab
    5. Highlight the contact > Right Click > Relink to another contact
    6. Search the desired contact record in the upcoming Contact Search Center similar window
    7. Highlight + button, Select or double click the desired contact record