Some very useful fields to have in your GoldMine system! Every day I come across a good reason to have some account manager fields that are populated against a contact record. Three fields that come to mind immediately are Account Manager Full Name, Account Manager User Name and Account Manager Email. The account manager name and email address could be used for example in mailshots or automated responses, to prospects and customers. Eg. Dear Peter, Thank you for you interest your account John Smith will be dealing with your request and can be contacted here via email johnsmith@test.com
The account manager username could help with automating activities and alerts via automated processes. This field could be used to hide records from other users.
Wizard Systems provide a 3rd party product called IntelliClick which allows links in an email that will automatically schedule activities to a user name against contacts, which has lots uses such as requesting call back or event registration against the salesman’s diary. I have seen phone software root calls to the correct users phone and the list goes on.
What’s more, once implemented these fields can be populated automatically and managed by using the lookup.ini file in GoldMine. Get moving and add these fields, with just a little effort this can have a big positive impact on productivity.
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