Editing Details/Links
In the or Manager, the Details/Links tab links documents, program executables, and Web sites to the opportunity or project. The tab displays Item, Reference, and Linked Document columns. Edit the Detail/Links information using the local menu. Use the following procedure to edit details and links.
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In the Opportunity or Project Manager, select the Details/Links tab in the lower pane. |
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To change the options on a detail or link, right-click and select Edit. |
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At the Detail Properties dialog box, complete the fields as needed. |
○ Item. Type or select a name for the detail from the list.
○ Reference. Type or select a description of the item; or, if you are linking a Web site, type the . For example, www.goldmine.com.
○ Document is GoldMine Merge Form. Select this option if linking a Word document you used with the document merge functionality.
○ Allow File to Synchronize. Select a Detail/Link to synchronize to remote users.
○ File Name. Browse to the location of the document or .exe to link.
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To launch a linked document or .exe, highlight the detail, right-click, and select Launch. |
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To launch a linked Web site, highlight the detail, right-click, and select Launch Web Site from the local menu. |
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To locate a particular detail, use the Find option. Right-click and select Find. Type a series of alphanumeric characters (including spaces) in the Find What box on the Find dialog. |
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To send the data in the Details/Links tab to an outside format, right-click and select Output to. Send the data to the printer (as a GoldMine Report), Word, Excel, or the clipboard. |
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To remove the detail from the list, right-click and select Delete. |
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To add a Detail, right-click and select New. |
Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. or Project