Justin Hill No Comments

I hate adding new records. More accurately, I hate the New Record Window.

Let me count the ways:

  1. It gets between me and my GoldMine. Like a hand in front of my plate at a New York pizza joint, I want to chew it off.
  2. It searches for duplicates only AFTER you’ve plugged in the field values. So, you’ll take five minutes to fill this form out only to find there is a potential duplicate somewhere in the database. This will make you want to throw something.

It’s backwards, in my humble opinion. Always better to search first, add later. This is how I do it:

  1. I search my GoldMine far and wide for the “person” I have in mind.
  2. If a new record is warranted, I click “New Record” on the toolbar.
  3. I fill out ONE field (contact) in the New Record Window and hit OK.
  4. Ah, now I’m back in GoldMine, and I fill out the rest of the Contact Record like I would any other.

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