Wednesday, January 27, 2010

GoldMine: Display View Counts

Do you ever need to know the number of pending calls for the month or number of history items for a contact?

In virtually any tab or center in GoldMine Premium, it is possible to display a count of the number of items/rows in a view.

For example, select Activities > Calls. Then right click in the data area and select “Summary” from the local menu. In the lower left hand corner of the window, you’ll see the count. You can then leave this on all the time

In addition, you can select any item in the Activity List (Actions, Appts, Events, etc) and see a count for these activities. This summary function also works in the tabs (pending, history, etc) and other views.

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