How can I map the Additional Contact's Mobile number to a Phone field for the primary contact record instead of the default mapping to Fax?

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    Details

    How can I map the Additional Contact's Mobile number to a Phone field for the primary contact record instead of the default mapping to Fax?

    since GoldMine Premium Edition 8.5 a default installation shows for additional contacts Mobile instead of Fax by default. The back end database field did not change and is still CONTSUPP->FAX which means only the label is changed by this setting
    This relies on the GM.INI setting

    [GOLDMINE]
    AddContactFaxLabel=Mobile

    [STEPS TO REPRODUCE]
    in Demo database
    1. Browse to Lauren Hall
    2. Browse to Additional Contacts tab
    3. Open the record of Andrew Rogers and make sure that the 'Mobile' field has an entry and close the additional contact again
    4. Right Click on Andrew Rogers >> Options >> Swap with Primary
    5. Confirm the swap and additional information
    6. Open now the record of Gianni Selli and make sure that also this additional contact has an entry in the the 'Mobile' field and close the additional contact again
    7. Right Click on Gianni Selli >> Options >> Convert to Record
    8. Confirm the conversion and additional information
    9. Review the new primary contact record Gianni Selli where the 'Mobile' number was mapped to
    10. Browse to the (now primary) Contact Andrew Rogers again
    11. Review the new swapped primary contact record Andrew Rogers where the 'Mobile' number was mapped to

    [EXPECTED RESULT]
    as the additional contacts secondary phone was labeled and is used as Mobile it is expected that this is mapped with a Phone field of the primary contact record and not simply to the Fax field, ideally the customer has even a choice which Phone field (Phone2 or Phone3 should be used for mapping)


    [ACTUAL RESULT]
    the Mobile number / secondary phone field of the additional contacts are mapped to the Fax field. This is the case for the swapped additional contact and also for the converted additional contact


     
     


    Resolution

    [RESOLUTION]
    - since GoldMine Premium Edition 9.x a new GM.INI setting was introduced which will provide the possibility to match the additional contact's mobile number to PHONE3 or PHONE2 when converting the additional contact into a primary contact
    - since GoldMine Premium Edition 2014.1.x this GM.INI  setting was extended also to provide the possibility to match the  additional contact's mobile number to PHONE3 when  converting or swapping the additional contact into a primary contact
    - the setting for swapping and converting does work at this time only for PHONE3 but not for PHONE2 (only when converting an additional contact record this setting is respected >> this is logged as RM 223725
    - Contact1.FAX field is always populated into the Contsupp.FAX field when performing a merge\purge even if the GM.INI setting AddContactFaxConvert=xxx is used >> this is logged as RM 207360



    [STEPS]
    1. Log out of GoldMine as the testing user

    2. Open in the GoldMine shared folder the GM.INI with Notepad
    3. Add AddContactFaxConvert=PHONE3 (we strongly recommend only to use PHONE3 for this matter due to RM 223725) as a new line into the [GOLDMINE] section

    [GoldMine]
    AddContactFaxConvert=PHONE3

    4. Save the GM.INI
    5. Log into GoldMine and verify the behavior

    NB: for other users this setting will get valid once they log out of GoldMine and log in again the next time
     
    Screenshots prior and after swapping an additional contact record in GMPE 2014.1 GA release (set GM.INI setting to PHONE3)

    Before swapping Andrew Rogers:

      


    after swapping Andrew Rogers with Lauren Hall


     

    Screenshots prior and after converting an additional contact record in GMPE 2014.1 GA release


    Before converting Gianni Selli:



    After converting Gianni Selli: