To easily access files associated with a contact record, use the Links tab and create either a link to a specific file or to an entire folder or directory of files. It’s easy!
There are times when you send a mass mailing or other activity outside of GoldMine but would still like to have a history record attached to the records that participated. Some examples are if you sent holiday card or gifts, presentations, or any action done in mass that needs a history record.
Text messages can be sent to any phone number located in the Phone1, Phone2 and Phone3 fields. The Extension fields for each will be used to store the phone’s server provider. Note: Some phone service provides charge for text messaging services. Be advised that whomever you send a text to may be charged additional fees.