About the Relationships Tab

The GoldMine Relationships tab graphically displays organizational relationships and contact information in a relationship tree structure. By default, it appears first in the contact record tabs.

■ Navigate the Relationships tab using its local menu or toolbar. Use the Relationships Tab to:

■ Create Relationships, Sections, and Contacts.

■ Set read and update access on relationships, sections, and contacts.

■ Activate groups based on the Relationships hierarchy.

■ Copy data to a group of contacts based on the Relationship.