Setting Digital IDs in Contact Details
If a contact uses a digital ID when sending you e-mail, configure the contact's record with the ID information.
To Set Digital IDs
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1.
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With the contact record active in GoldMine, select Edit > Record Properties > Contact Details. |
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2.
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At the Contact Details dialog box select the Digital IDs tab. |
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3.
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Click Import to add a contact's digital ID file to the GoldMine contact record. |
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4.
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At the Import dialog box, at the Filename field type or browse to the *.p7b or *.cer certificate file you are importing. |
In the Name field, type the name to display.
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5.
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Click OK to return to the Digital IDs tab. |
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6.
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To export the file to another location, click Export and select a location. |
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7.
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To review the certificate details, click View. |
To remove a digital ID, highlight the ID and click Delete.