Monday, July 21, 2008

A GoldMine user asks, "How can I view all activities and history for an entire company?"

A GoldMine user asks, "If each member of a particular company has a separate contact listing, how can I view all activities and history for the entire company?"

The Relationships tab, when configured, will show the related records in an organizational tree. To show the pending activities and history for all records listed, click on the Rollup button. When activated, this view will show all history and pending activities for those contacts under the Pending and History tabs.

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