Tuesday, October 26, 2010

GoldMine : Pending and History Tab Filtering

You can easily view your History and Pending items by particular users, particular dates, etc.

* Click on the History Tab of a contact
* Next to Activity click on the down arrow and choose E-mail Out
* You will now see a listing of just outgoing e-mails to that contact
* Your choices in the drop down list will be any of the activities you have completed for that contact
* You can do the same with any of the headers on the history tab
* You can output the information into Word or Excel by right clicking in the History area and choose Output to and the information will be put into an Excel Spreadsheet or a Word document
* When you have finished, make sure you go back to the drop down under the column header and choose "All" or you will only see the activity you have chosen to view on all of your contact records

1 comment:

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