GoldMine Web (GMWEB) 2016.1 - Additional Contacts - Search for, schedule and complete activities against additional contacts in GoldMine Web

Version 1

    Details

    Additional Contacts

    GoldMine Web 2016.1 allows users to search for Additional Contacts as well as Schedule or Complete Activities for them.

    • When a search for Contacts is done from the Search Bar or the Attendee finder for Activities, the user can select Contacts or Additional Contacts to view a list of results matching the value entered.
    • From the Additional Contacts search results list, the User can view and sort by Additional Contact, Company, Email address, Phone, and Primary Contact. The user can also schedule an activity for the Additional Contact using the Action icons.
    • Additional Contacts can be selected from the Attendee finder when scheduling or completing Activities.

     


    Resolution

     

     Global Search

    • To find Primary and Additional Contacts, a user can select Contacts from the Global Search bar drop down and then enter desired text.  Select the Search icon or enter.
      • Select either Contacts or Additional Contacts to view results matching the search criteria.
        • The Additional Contacts search result list has columns Additional Contact, Company, Email, Phone, and Primary Contact.
        • Select a column header to sort results.
        • An Action column with icons allows a user to Schedule or Complete an Activity or Forecast a Sale for the Additional Contact directly from the list.
        • Select a row to open the Contact record with the Additional Contacts section expanded.


     

    Attendee Finder

    • An Additional Contact can be selected from the Attendee Finder when Scheduling an Activity, Completing an Unscheduled Activity (Add History), or Forecasting a Sale.
      • To access the Attendee Finder, select the Add hyperlink on the Activity overlay.



      • Select Contacts from the Attendee Finder search drop down, enter desired criteria and select the search icon or enter. 
      • Select either Contacts or Additional Contacts to view results matching the search criteria.
        • Select desired Contacts or Additional Contacts to include them in the Activity being scheduled.