Editing Project Contacts

The Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager Contacts tab Additional contacts associated with the Contact Record. displays the Company, Contact, Title, and Role of related contacts. Edit the contacts using the Contacts local menu.

1.

In the Project Manager, select a project and click the Contact tab in the lower pane.

2.

Right-click and select New.

3.

At the Contact dialog box, edit the fields:

○ Company. Click the search button to the right to launch the Contact Search Center and select the company.

○ Contact. The contacts and additional contacts listed in the drop-down list depend upon the company selected.

○ Title.Type or select the contact’s official title.

○ Role. Type or select the role defining the contact’s relevance to the project.

○ Notes. Type in extra information about the contact.

5.

To display the Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. of the selected contact in the Project manager, right-click and select Go to Contact Record.

The Contact Record window displays the selected contact.

6.

To delete a contact from the list, right-click and select Delete.

7.

To edit the information in the Contact dialog box, right-click and select Edit.