Goldmine – How to Tag Records for Holiday Cards
There are several different ways of tagging a contact to receive some sort of special treatment or out of the ordinary attention to query upon. One very easy and effective way is to use the “Merge” field. (This is usable for both primary and secondary contacts.)
You can add new fields by clicking within the “Merge” field and selecting the arrow to the right that pops up.
A Sound recommendation is to keep the codes short to 2 letters. Example: HC //Holiday Cards or HG //Holiday Gift
Also notice how I typed in the two // and then a description. This will allow for you to understand what the code is yet the system will only enter the two letters.
