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
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