Creating a New Contact Record

Use the following procedure to create a new record for a new company.

Note that required fields display with a surrounding red box. If you do not enter data in a required field the Required Fields Alert dialog box opens.

Click New Record button, or open the File menu and select New > New Record.

The New Record dialog box opens.

At the Record Type dropdown box, select the type of contact you want to create from the pull-down menu.

The set of record types available depends on the configuration of your GoldMine system.

To create a new contact record with a new contact or company, select [Plain contact record].

Click in the area right of each field name, and in the dropdown box select or type the information for the field.

○ Company. Type in the name of the organization for this record (required field).

○ Contact. Type in the first name of the primary contact at the company (required field).

○ Last. Type in the last name of the primary contact at the company.

○ Prefix. Select the prefix (Mr., Mrs., and so on) of the primary contact at the company.

○ Dept. Type in or select the Department designation of the primary contact at the company.

○ Title. Type in or select the title designation, (Account Manager, Consultant and so on) of the primary contact at the company.

○ Source. Type in or select the source of the contact, for example Phone book, newspaper, and so on.)

○ Record type. Type in or select the type of record, for example EU Customer, Press, and so on.

○ Industry. Type in or select the industry of the primary contact, for

○ Phone (1, 2, 3). Type in the telephone number(s) for the primary contact.

NOTE: To enter international telephone numbers, click the International Phone Format checkbox. If you leave this field blank, GoldMine applies United States and Canadian formatting to the telephone number. If you select this checkbox, telephone number are not formatted.

○ Fax. Type in the Fax number for the primary contact.

○ E-mail Address. Click the down arrow and complete the e-mail internet e-mail address for the contact. The e-mail address stores in the Details tab Structured, user-defined information associated with each Contact Record. and displays in the primary contact panes.

○ Web Site. Type in or select the Web site associated with the contact or the company. A typical Web site address appears in the format http://www.something.com; for example, http://www.ivanti.com. GoldMine stores this address as a Details tab.

In the Creation Method area, select the desired options.

○ Copy Current record. Click on this option to use an existing contact record as a template for a new record to avoid having to type the same entries in primary fields. Click this checkbox to create a contact record with the primary field entries copied from the active record. The Contact, E-mail Address, Title, and Dept fields are not copied. To create a completely new Contact record, do not select this option.

○ View in new window. Click this checkbox to display the new record in a separate window appearing in front of the current contact record, which remains in your work area. The new record becomes the active record.

In the Duplicate Checking area, select the fields to be checked for duplicate data in other contact records. If GoldMine finds a match, you will receive a warning that the record already exists and it asks you whether to proceed.

○ Company and Contact name. Check this box to have GoldMine check the company and contact names and displays a warning if they already exist.

○ Phone number. Check this box to have GoldMine check the Phone 1 field for existing records that have the same telephone number as the one entered for the new contact.

○ E-mail. Check this box to have GoldMine check the e-mail address to see if it already exists.

Click OK.