Possibilities how Contact Groups can be assigned to certain User Groups

Version 1

    Details

    [PRE-REQUISITE]

    Have at least one user group available for example Sales and Marketing
    1. Tools > Groups 
    2. New Group
    3. Open the drop down for the User:
    - It is only possible to select a real User name or (public)


    This could cause problems in large GoldMine environments.  If the contact group is assigned to a user, all other users needing access to that contact group need know which user that group belongs to.  If you make each contact group (public), there could be so many after awhile, that users will not be able to find what they're looking for.

     


    Resolution

    First possible workaround:


    Make all your contact groups (public). 
    - Name your contact groups in such a way as to identify which user group would be interested in those contacts. 
    - The Name field can then be sorted to group together the contact groups of interest to a particular user group. 
    - In the following example the user groups are Marketing and Sales.


    Second possible workaround:

    Make all your contact groups (public). 
    - Name the contact groups whatever you want, and enter the user group name in the Code field. 
    - The Code field can then be sorted to group together the contact groups of interest to a particular user group. 
    - In the following example, the user groups are Marketing and Sales. 

    Note:  There's an 8 character limit on the Code field.  Longer user group names my have to be abbreviated.




    Third possible workaround:
    - Determine one single user of your user group under which the certain contact group should be stored.
    - The above workarounds maybe also applied to this scenario, as the user may have also his/her own contact groups.