GoldMine Web (GMWEB) - Where to find and add further Email addresses or websites on a Contact Record in GoldMine Web?

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    GoldMine Web (GMWEB) - Where to find and add further Email addresses or web sites on a Contact Record in GoldMine Web?



    Resolution

    Email Addresses are special GoldMine Detail records stored in the Contsupp table

    A. One Email address can be linked / related to the primary contact as a primary Email address

    - Primary Email addresses appear in the Contact List in the column Email and also on the Contact record view
    - Clicking on the Email addresses' hyperlink an Email can be created within the system's default mailto: client
    - Primary Email addresses can be added / changed within GoldMine Web either when creating or updating a primary contact record

    1.a. Either select Add contact from the top right icon drop down
    OR
       b. Opening the contact from the Contact List or Search Result > Set the contact into Update Contact mode by selecting the Edit icon
    2. Enter / change the Email field
    3. Click Create / Update button in order submit changes to the GoldMine database









    B. One Email address can be linked / related to an additional contact

    - Additional Contact's Email addresses appear directly on the Additional Contact's record
    - Additional Contact's Email addresses can be added / changed within GoldMine Web either when creating or updating an additional contact

    1. Opening the contact from the Contact List or  Search Result
    2. Scroll down to the Additional Contacts section, click the the down arrow to expand the section.
    3.a. Either click on an existing additional contact record in order to change it
    OR
       b. Click Add hyperlink in order to add a new additional contact record
    4. Enter / change the Email field
    5. Click OK Button in order submit changes to the GoldMine database





    C. a further unlimited amount of email addresses can be or linked / related to the primary / additional contact records as other email address(es)

    - A primary or additional contact record can have an unlimited amount of email addresses which are then other email addresses
    - Other email addresses appear together with the primary and the additional contact's email address in the section Details
    - Via clicking on the email addresses' hyperlink an email can be created within the system's default mailto client
    - Other email addresses can be added / changed within GoldMine Web either when creating or updating Details (Email Address)


    1. Opening the contact from the Contact List or  Search Result
    2. Scroll down to the Details section >> click the the down arrow to expand the section.
    3.a. either click on an existing E-mail Address Record (make sure not to click on the email address hyperlink as this will open the system's mailto client) in order to change it
    OR
    3.b. Click Add hyperlink in order to add a new Email Address >> Select from the top Detail drop down Email address
    4. Enter / change the Email Address
    5. adjust / select from the Contact drop down the appropriate contact (primary or additional) to whom this email address should be associated
    6. if applicable enter any notes
    7. Button OK in order submit changes to the GoldMine database











    Websites are special cases of GoldMine Details and can be

    A. one website can be linked / related to the primary contact as the primary website

    - Primary websites appear as hyperlink on the company name in the Contact List and also on the Contact record view
    - Primary websites appear also as a separate hyperlink in the Contact record view
    - Via clicking on the company name's or website's hyperlink a new browser window or tab opens for the specific website
    - Primary websites can be added / changed within GoldMine Web either when creating or updating a primary contact record


    1.a. Either select Add contact from the top right icon drop down
    OR
    1.b.  Opening the contact from the Contact List or Search Result >>   Set the contact into Update Contact mode by selecting the Edit icon
    2. Enter / change the Website field
    3. Button Create / Update in order submit changes to the GoldMine database











    B. a further unlimited amount of websites can  be or added to the GoldMine record as  other website(s)


    - A GoldMine record can have an unlimited amount of websites apart from the primary website which are then other website(s)
    - Other websites appear together with the primary website in the section Details
    - Via clicking on the website's hyperlink a new browser window or tab opens for the specific website
    - Other websites can be added / changed within GoldMine Web either when creating or updating Details (Website)


    1. Opening the contact from the Contact List or  Search Result
    2. Scroll down to the Details section >> click the the down arrow to expand the section.
    3.a.  either click on an existing Web Site record (make sure not to  click on the website hyperlink as this will open the website in a new browser windows / tab) in order to change it
    OR
    3.b. Click Add hyperlink in order to add a new Website >> Select from the top Detail drop down Website
    4. Enter / change the Website
    5. if applicable enter any notes
    6. Button OK in order submit changes to the GoldMine database