Automated processes 2

[dgillz]

I have set up an automated process in Goldmine 4.0 and I want to automatically add it to each new contact. Is there a way to do this? Software Support for Sage Mas90, Macola, Crystal Reports, Goldmine and MS Office

 

[RobColborne]

Hi,

Yes there is a way!

Goto the [File] menu and select 'Automated Processe | Setup Processes'

Click on the button 'Maintain'

Select your AP, than select 'Properties'

Place a tick in the option 'Attach this process to all new contact records'

Hope this helps

Regards

Robert Colborne

http://www.prior-analytics.com

Experts in GoldMine

 

[dgillz]

Robert-

Followup question - can I do this to only those new contacts that are a certain contact type?

Many thanks again for your reponse Software Support for Sage Mas90, Macola, Crystal Reports, Goldmine and MS Office