Monday, July 21, 2008

A GoldMine user asks, "How do I schedule an activity to a team of users?"

If you have a team working on a particular project, you can easily schedule an activity (appointment, task, call, etc) to the entire team at once. Begin in the appropriate contact record by selecting Schedule. Choose the type of activity.

In the next window you will find the Users tab. Select the users you wish to add by highlighting the name in the left-hand box and then clicking the Select arrow to move the name to the right-hand box. (You can check for calendar conflicts after choosing your users by clicking the Free/Busy tab.) When you have added all the users, click Schedule.

This will add the activity to each GoldMine user’s calendar and activity list.

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