Linking E-mail Messages to Contacts

You can attach e-mail messages to contacts using the Attach E-mail to Contact dialog box.

Use the following procedure to link an e-mail to a contact.

Select Go To > Mail.

In the E-mail Center, move messages to the Inbox or right-click and select File.

The Attach E-Mail to Contact dialog box appears displaying the sender's Internet account name, return address, subject of the message, and the VCard name if there is one.

If the message was sent with a VCard, select Use the VCard information if you create a new contact based on the VCard information.

For an unlinked message select one:

○ Find an existing contact and link this message to it. Use the Contact Search Center to select a contact. GoldMine will associate the message and VCard file with the selected contact.

○ Create a new contact and link this message to it. Uses the VCard information to create a contact and displays the Read E-mail dialog box. GoldMine will associate the message and VCard file with the selected contact.

○ Find an existing contact, create a new additional contact, and link this message to it. Use the Contact Search Center to select a contact. GoldMine will create an additional contact from the sender of the message, then link the message to the contact record.

○ Do not link this message to any contact. Displays the Read E-mail dialog box without associating the message or VCard information to a new or existing contact.

If you have selected one of the first three options, you can select Link the address <E-mail Address> to the contact to link the From: e-mail address of the retrieved mail to the contact.

Click OK. If linking multiple messages, the dialog box appears for the next message.