and Tricks for GoldMine
using GoldMine it may be essential to notify users of important facts
relating to an account each time a user goes to that account.
Some examples of these situations include when an account is on
credit hold or needs to be handled with extra care.
GoldMine uses its alert functionality to handle these situations.
Open the account record.
Select Edit – Record Properties.
Select Enable Alerts
Alert from the list or create a new alert by selecting the New Alert
To create a new alert, type a three character code to identify
the alert. Enter the alert
description. You may also
type a message to further describe the situation.
The message will be shown when the alert is displayed.
Select OK. The alert
is now attached to the account and will appear each time a user accesses
the account record.