-
Send an e-mail to the contact from the calendar
-
Navigation bars speed access to sections of the program.
Ability to quickly review opportunities, projects and cases with the team.
-
Listing of most recently viewed contacts
-
Create groups from the contact search center
-
Schedule activities and e-mails to groups in the contact
search center.
-
Ability to quickly filter entries in pending tab, history
tab and the activity list, then export the data to Excel.
-
New grouping capability in pending, history tabs and
activity list allows sorting analysis of data with export to excel.
-
Send an Outlook email from Goldmine
-
The new shared service center - create and track cases
- reassign, escalate, resolve
-
Easy way for the team to stay on top of hot issues.
-
Quick action buttons on most screens allow easy
scheduling, e-mailing and other routine tasks.
-
Link an e-mail to a case, opportunity or project.
