Wednesday, June 13, 2012

GoldMine : Advanced Calendar View Options

Did you know that you can change the information displayed within each pending item on the graphical calendar? By default, each pending item shows the Primary Contact and Reference. To change this;

(this is a per-user setting)

1. Select Tools | Options from the top level menu, select the Calendar Tab

2. Click the "More options" button, select the "Activity Details" tab

3. To change the information displayed on each pending item, you can select (from the top half of the window) any of the following items:

  a. Contact's Name, Reference
  b. Reference, Contact's Name
  c. Company Name, Reference
  d. Reference, Company name
  e. Any valid xBase expression

Note also that you can choose whether or not to show the Pending Activity Code by checking the box in the upper right hand corner. I find it handy to see both the Company name and Contact name on each of my pending items (sometimes I'll have records with just a Company name, no Contact). So I use option "e" from above and wrote the following xBase expression;

trim(contact1->contact) + " | " + trim(contact1->company) + " | " + trim(cal->ref)

So when I look at my pending items in the Calendar they display the following information:

Justin Hill | The Marks Group | Scheduled Call Reference

Try it!



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