We are starting to use the CompanionLinkPro Application with our Blackberry's and Goldmine 5.7.
We are being told that there is not a way to create a new contact on the Blackberry and add a sequence to link this to an existing company within Goldmine.
Has anyone found a work around for this? What happens is the new contact is created, but so is a new (though it's a duplicate) of the Company.
Thanks, I did check that out per your suggestion. Unfortunately, this only works with ACT and we're using Goldmine.
To clarify my issues -
The Goldmine Database is being synced with the Blackberry via Companion Link Pro. This function is working fine.
Issues -
1. There isn't an option to create an appointment by starting from within contacts.
2. From within the Calendar, you can link to a contact, but must type it letter for letter exactly to have it link properly. This can be cumbersome when this are spelled incorrectly or on the go. THIS is a pain point and preventing users from using this functionality.
3. Because of issue #2, this also makes a mess if the user creates a new contact to an existing company. What happens is a new contact record with a new company. So, this causes duplicates within the Company and confusion.
So, any suggestions to all the issues are appreciated. The original post was in reference to issue #3 - but #1 and #2, explain why this is an issue.