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Workgroup Scheduling, Communication, Security?

Teamwork is one the key ingredients to a successful company. The following features will ensure that the right people are seeing, communicating, and sharing the right information. Database security and integrity is always a concern not only for Management but also for IS administrators. User groups provide a method for controlling access to information and even menu items in the application.

  • User Groups may be created in GoldMine. Individual users may be members of one or multiple user groups.


  • Scheduling User Groups to calls, appointments, next actions, and forecasted sales automatically places the information on each of the users individual calendars.


  • Contact groups can be scheduled to a Users Group and the workload can be automatically distributed among the users in the group.


  • Distribution of communications such as E-mail can be distributed to Workgroups by selecting a User Group.


  • Reports can be filtered using the Workgroup as the condition for the filter.


  • Security for entire contact records, specific fields, report data, e-mails, linked documents, info center information and much more can be controlled via the User Group membership.


  • Synchronization of data to remote sites can also be controlled by the User Group membership.
 
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