GoldMine Tip: Automatic Word document naming with GoldMine CRM #goldmine #word

Thanks to Paul, one of our GoldMine consultants for this tip of the week.

This will allow your merged documents to follow a naming convention driven from values contained with the current contact record.

When save your document templates, Word will use the first line of the document as the default name of the document to be saved.  If you design your template with the first line containing the required GoldMine merge fields, Word will then use this information as the default name. 

For instance...

Customer No – Company Name

Other refinements: You can also make the text white, so it is hidden from the customer when printed and you could also add a GoldMine 'Counter Value' for document numbering sequences.

 

Comments

[mag]

help......we have goldmine 6.7 big time problems connecting to internet..will time out and then after a while I can send from outbox
what have I screwed up

[Tim Wilmot]

You will need to check your email options in GoldMine. Check you can send emails using Outlook with same settings for comparison.