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How do I separate my Contacts from Companies? 1

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MathiasV

Technical User
Nov 10, 2005
4
US
Hello!

Is there any way to define global Company information (such as addresses, switchboard telephone numbers, etc.) separate from the actual Contact (i.e. personal) information?

If I have 20 contacts that work for the same company, I would like to be able to change the Companie's general switchboard telephone number only once without having to go through all 20 contacts and update that number.

Basically, what I need is to have Companies in a separate table from Contacts and link Contacts to Companies. I know that Contacts can be defined within a Company using the Contacts Tab. But then what happens is that history is not tracked individually for each Contact. This looks to me like a fundamental design flaw...

Any tips?

Mathias.
 
Hi

You are correct, this is one of GoldMine's flaws.

A workaround is to use ActivOrg from This will allow you to update specified fieldds of contacts linked via the organisational chart. So if you change the address on one record it will propogate to the other records.

GoldMine does have this functionality in the organisation chart put has to be invoked manually. ActivOrg will do it automatically and also allow updating of any Contact1 / Contact 2 fields.

Also you can use record typing in GoldMine to define a 'head office' record type making it distinct from normal contact records.
 
Thanks Rob. Good tip!
I find that the replication function within the OrgChart is quite useful. It's not as "fool proof" as I would like, but it works for the time being.

Can you recommend me a site where I could find additional GoldMine Solutions like these?

Regards,
Mathias.
 
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