Building a GoldMine Relationship Tree

InaPlex Blog InaPlex on YouTube InaPlex on Facebook InaPlex on LinkeIn InaPlex on Twitter

Please note: the movies are best viewed by selecting "720p" resolution, and then full screen.

GoldMine Relationship Trees are very useful, but there is limited support in GoldMine for building and supporting them. If you want to make a tree with more than a single level, or with anything other than simple selection criteria, it has to be done manually.

Inaport gives you the ability to:

  • model simple and complex trees;
  • preview the trees before building;
  • build trees based on data in tables other than CONTACT1 (e.g. history or opportunities);
  • build and re-build trees as required, or automate the process

This video shows you how to do this in Inaport.