Download GoldMine Premium Edition User Guide - W

Outlook Mail
The Outlook Integration adds several options and enhancements to the composition of messages in Outlook. Among these
are the ability to link a message to a GoldMine contact, create a Contact based on a message, and view the Contact Record
details for a linked message.
NOTE: When Outlook’s compose message window is opened from within GoldMine by clicking on a
hyperlink inside of GoldMine or by using the Action > Send Outlook Message option, an e-mail is linked to
a contact only if a corresponding Auto-linking setting or a manual linking feature of GoldMine Outlook
Integration is used. For more information, see "To Setup Auto-Linking of Messages to Contact Records" on
page 362 and "Set Outlook as Default E-mail Application for GoldMine" on page 357.
Notes About Sorted E-mail Folders
GoldMine supports a drill-down capability when searching your e-mail folders. For example: if you sort your Inbox by
sender (From), you can type the first letter of a sender’s name to jump to the first message from that sender. If you enter
“V” and then enter “I”, a search will be made for e-mails from senders whose names start with “VI”. To switch from “V'” to
“I”, press the E S C key then select 'I' and the cursor will be positioned on the first e-mail sender with “I” or the next letter,
if no sender names begin with “I”.
For additional information, refer to the following topics:
Linking E-Mail Messages (see page 246)
Sending E-Mail Messages (see page 248)
Creating a GoldMine Contact Record from an Outlook Message (see page 249)
Displaying the Linked Contact Details in Outlook (see page 363)
Setting the Contact/E-Mail Pane Display Options (see page 365)
Linking E-Mail Messages
An e-mail message can be linked to a GoldMine Contact record either during composition or from a message in one of your
Outlook folders (Inbox, Sent Items, Drafts, etc.). New messages are linked using the Link this e-mail to drop-down list and
existing messages have options in the GoldMine panel for the selected message.
For additional information, refer to the following topics:
To Search for a GoldMine Contact to Associate an E-mail Address (see page 247)
To Manually Link Messages to a GoldMine Contact (see page 247)
To Link Multiple Messages (see page 247)
To Setup Auto-Linking of Messages to Contact Records (see page 362)
To Setup Linking Exclusions (see page 363)
To Set How the E-Mail is Linked to a Contact (see page 362)
To Unlink an E-Mail from a GoldMine Contact (see page 248)
246 • Outlook Integration
GoldMine User Guide