Using the Mail Merge Properties for E-mailing

1. Select Go To > Document Templates.
2. At the Document Management Center, select the User from the drop-down list whose template you want to edit.
3. Right-click on the E-mail template name and select Edit. The Edit E-mail window appears.
4. On the Recipient tab, select options from the following areas:

○ Contact Selection:

- This Contact: Merges the e-mail message with the primary contact from the active Contact RecordClosed 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., or select an additional contact from the drop-down list.

- All contacts linked to (contact name): Merges the e-mail message with the primary and additional contacts for the active Contact Record.

- All contacts in the following filter or group: Merges the e-mail message with ALL Contact Records or with the filtered group or contact group selected from the drop-down list.

If you select All contacts linked to (contact name) or All contacts in the following filter or group, select from to additional options:

- Primary: Merges the e-mail message with the primary contact.

- Additional: Merges the e-mail message with the additional contacts.

- Other: Merges the e-mail message with the other e-mail addresses associated with the primary contact.

- Limit to E-mail merge code: Merges the e-mail based on the code selected in the F2 LookupClosed Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

○ Delivery:

- Send now to send the e-mail immediately.

- Queue for delivery at the times specified in the Server Agents Administrator.

5. Select the File in History tab, and then select from the following options:

○ Create a history record: Creates a record on the History tabClosed Lists completed activities associated with the Contact Record. of the selected contacts.

○ Save the template text in history: Includes the message in the history record.

NOTE: To display text in the Reference field, use quotes around the text. For example, "Phase one of campaign" displays this phrase in the Reference field on the History tab.

○ Activity: Specifies an activity code.

○ Results: Specifies a results code.

6. Click OK.