Displaying the Linked Contact Details in Outlook

When a message is linked to a GoldMine Contact, the GoldMine Panel is populated with Contact Information and Items for the linked contact.

To Modify the Display of Contact Information

1.

Click the Setup GoldMine Plus button.

2.

Click the Contact Pane tab.

○ The panel on the left shows the available contact fields that you can add to the Contact Information panel in Outlook.

○ The panel on the right shows the layout of the contact information details as the display in the Contact Information panel in Outlook when viewing an E-mail or Contact. You can use the formatting tools at the top of this panel to adjust the color, alignment, and character styles of the display text.

3.

Select the area where you want the field to be placed in the right panel.

NOTE: Where ever the blinking cursor is in the right panel is where the new field will appear.

4.

Click the field in the left panel, then click the Arrow button to add the field.

5.

At the bottom of the Contact Pane tab, select the user that this change will affect. If this change should be for all users, select All users from the list.

6.

When you are satisfied with the layout, click the Save button to save your changes.