Wednesday, January 11, 2012

GoldMine : Auto-populate Forecasted Sale amount based on Product

When Forecasting Sales in GoldMine, you can auto-populate the Amount field based on when Product you choose from the drop down.

To do this;

1. Select Schedule | Sale
2. Click on the PickList arrow for the Product field
3. To force a dollar amount for any Product in this list, click Edit and append a "//", then the dollar amount.

So, if our Product entry is "Widget", we want it to say "Widget //350.00".

Now, when you choose Widget from the Product list, an amount of $350.00 is automatically entered. Try it!

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