Contact Connect™ provides a simple interface for the user to track relationships between GoldMine records.

This utility was designed to be flexible for any industry and requires no programming to change the industry focus or number of third parties tracked.
 

Features:

• Simple linking between customer and third party records in GoldMine
• User-friendly window to view all linked parties
• Easily navigate between customers and any linked record
• Customization Wizard for tailoring to any industry
• Track up to 15 types of contacts
• Adjust screen labels for your business

• New! Merge Documents with Word with details from any linked parties.
• New! Merge Emails to any linked parties

• Lead Tracking
  • With the Pro Edition of Contact Connect you may specify the source of a customer lead and whether you have distributed this customer as a lead to any of the linked contacts.
  • This powerful relational functionality makes it simple to see at-a-glance how many referrals you may have given to any player, as well as how many you may have received. 
     
• Synchronize Userdefined Fields
  • The Pro Edition of Contact Connect may be configured to allow for storage and synchronization of contact information of linked records directly on the customer record. This feature reads contact information from linked records and writes the values to userdefined fields on the customer record.
  • This option allows that data to be synchronized over to POINT, Contour or Genesys loan file.

     
• Job Processing with OmniRush
  • The Pro Edition of Contact Connect may be configured to allow for easy synchronization between GoldMine and OmniRush using Job Processing.
  • This feature reads calendar records scheduled for customer records and transfers the jobs to the correct referral records in GoldMine for easy processing by OmniRush.