Before adding a new contact to GoldMine, it’s a good idea to make sure the contact doesn’t already exist. Use the handy Double-Click trick to first try to find the person by last name, phone, or company name:
http://www.thegmblog.com/2007/03/doubleclick_to_find_a_record.php
So you’ve looked and they aren’t already in the database, great… So we click the New button to bring up the “New Company and Contact” window.
In the lower-right of the window are our Duplicate Checking options. For each of the options checked, GoldMine will search your contact listing to see if a record with the same phone number, contact name, email address, or company name already exists.
Depending on the size of your database, and how you use the system, you may find that it makes more or less sense for certain options. If you have a separate contact record for each company then having Company checked probably doesn’t make sense. Select the options that work the best for you. GoldMine remembers which options you selected last so you don’t have to recheck or uncheck each time you create a new contact.
If GoldMine detects a duplicate after you click OK it’ll give you a warning…
Yes, simply adds the record. No will return you to the New Contact window so you can decide if you want to cancel out of the operation. It will also display the contact that already exists that is has detected as the potential duplicate. The screen shot below demonstrates this.
