Wednesday, December 30, 2009

GoldMine: View 2009 Past Due Calls

A client asked: How can I see all of my past due calls in GoldMine Premium?

The easiest way to do this is to use the Activity List, which displays (in list view) Activities.

* Select Activity List from the “Go To” or
* Click on Activities in the Navigation Pane.menu
(For GMCE, select View | Activity List)

* Under Open Activities select Calls
(For GMCE find the Calls tab)

* Select Today and Prior from the Show drop down
(For GMCE use a Right-Click | Options | Date Range)

This way you will be ready to complete or delete them in 2010.

Happy New Year!

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