Wednesday, May 25, 2011

GoldMine : Carrying over Completion Notes

If you're using Automatic Followups in GoldMine, then you might want to set up your History Notes to "flow" to the followup activities;

1. Go to Tools, Options
2. Click on the Schedule Tab
3. Check the box next to "Carry over completion notes when scheduling follow-up calls"

Having this checked will copy the Notes from the currently completed item to the Automatically Scheduled Followup Item.

No comments: