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Search by Compay using GISMO
PostPosted: Tue Nov 11, 2008 11:11 am Points: 0 Reply with quote
Tomp
GoldMine Apprentice
Joined: 11 Nov 2008
Posts: 12




Is this possible? When using Outlook, If I don't happen to remember the contact...
Especially if I want to link an email from someone else (like a coworker) to a company in GM.

This leads me to my next question... How best to keep "EMPLOYEES" in GM... if not as contacts... when we keep them as contacts there emails address inevitably keeps getting linked to other companies and it creates a linking MESS?
Oops, I'll post this as a separtate topic for response.
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PostPosted: Tue Nov 11, 2008 11:37 am Points: 0 Reply with quote
DJ
GoldMine Guru
Joined: 29 Jun 2006
Posts: 2055
Location: Fitchburg, MA, USA




I believe, but don't quote me, that you can't switch midstream. I believe that whether it is Company or Contact is determined by your Options settings within GoldMine.

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PostPosted: Tue Nov 11, 2008 12:01 pm Points: 0 Reply with quote
Tomp
GoldMine Apprentice
Joined: 11 Nov 2008
Posts: 12




I've made sure all my options are set to company not contact already...
So I don't believe this affects the GISMO search window.

Hmmm....
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PostPosted: Wed Nov 12, 2008 6:00 am Points: 0 Reply with quote
DJ
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Joined: 29 Jun 2006
Posts: 2055
Location: Fitchburg, MA, USA




Hmmmm... Then I really can't say. Maybe Douglas will have something to add.

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PostPosted: Thu Nov 13, 2008 8:20 pm Points: 0 Reply with quote
Tomp
GoldMine Apprentice
Joined: 11 Nov 2008
Posts: 12




Douglas? Sad
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PostPosted: Thu Nov 13, 2008 8:37 pm Points: 0 Reply with quote
DougCastell
GoldMine Guru
Joined: 15 Jun 2006
Posts: 1639
Location: Los Angeles, CA




Nope, nothing to add. I'm not aware of any way to change GISMO's default lookup field... Sorry

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Search by Compay using GISMO
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