Goldmine Groups – Corporate Edition 7

Goldmine 7 Corporate Edition Archive — Joe Ramos – 561-705-2905

GoldMine’s  groups allow users to gain greater access to their databases. Groups provide users with a way to work with more manageably sized or project-specific, subsets of contact data.

For Example a user can create a “Producers Group” and place contacts who meet a certain production requirement within this group to identify, manage, communicate etc…

Groups are a great way to work with mail merges, send emails to, and communicate more effectively with contacts that meet specific criteria.

Groups are static, so once set, you must manage the contacts within that group.

Below are screenshots on how to create a group and add contacts to them.

There are multiple ways to add contacts to a group.

1) Using a SQL Query to get all contacts with a certain criteria to add to a group in one action.

2) Adding a contact manually.

3) Using a combination of both to manually manage your groups.

To Create a Group, navigate to Lookup then SQL Queries

Select the Groups Tab

Right Click in the white space in the above section and select “New”

Type a name to identify the Group in the New Group Window

The Group Building Wizard will come up next, this allows you to populate the group by using a predefined filter or SQL query. If you do not already have a filter or query setup, then leave as is and click next to the next few screens and click finish.

Once your Group is created you can add a contact on an individual basis by viewing the contact and selecting the “Members” tab.

Right click in the “Members” area and select New

Select the group you want to add this contact to from the drop down menu and click ok.

You will then notice that this contact is now a part of this Group by viewing the “Members” tab.

You can also view how many contacts you have in specific groups or to see who belongs to what groups by visiting the Groups section again.

There are many different ways to use and manage groups effectively in your organization, so contact us to get you on the right track.

JND Consulting Group LLC. 561-705-2905