Thursday, May 28, 2009

GoldMine: Keep It Private

A client asked: How do I add activities to my calendar that I want to keep private?

When you are scheduling appointments that you want to keep to yourself (personal appointments, interviewing a new employee, etc), you can do the following:

Enter the appointment but do not link it to the contact that it is scheduled with.

* Select Schedule Appointment > in the pop-up uncheck "Link to selected contact"
* When you unlink the appointment, the name of the contact disappears
* You can type a name in the empty text box or leave it blank
* Complete the remaining fields as required

You may also want to check the private checkbox so other users do not see the details of the activity.

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