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2 Taking Phone Messaging ?'s

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chosen1

MIS
Sep 16, 2002
69
US
Hi all,

I'm testing Goldmine out for Investor Relations dept. to see if it can replace this old app called Futurus Team .

Currently running Goldmine Business Contact Manager 5.7
Two different Databases with two different user groups (traders, Inv-Rel)

My questions are when doing:
1- When taking a phone message, I want to prevent a user from Traders from accidently taking a phone message(sending) for a user from InvRel. Is this possible? Ideally both group databases and users should have nothing to do with each other.

2- When taking a Phone Message, is it possible to prevent it from automatically being entered into the calendar?

Thanks for any advice given!
-Phil
 
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