Monday, January 26, 2009

GoldMine: Drag and Drop Contacts to Create an Activity

Did you know that you can simply drag and drop a contact on your GoldMine calendar to create an activity? Here's how:

To open the calendar, select Go To > Calendar from the menu.

From the Contact Search Center, select the contact you want to create the activity for, and drag and drop it on your calendar.

The 'Schedule an Appointment' window will pop up with the contact data filled in.
After that, enter any other details to schedule your activity for that contact.

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