Wednesday, June 13, 2012

GoldMine : Scheduling Items the Easy Way

Again, this is continually brought up in recent training, so I thought we'd review this; the Easiest Way to Schedule an Item in GoldMine.

Example, if you do this the "normal way", you'd select Schedule | Call from the top level menu, plug in your Date, Time, Duration and Reference.

However, if you click-drag out some free time on your graphical Calendar, you'll notice that the Date, Time and Duration are already filled in. You will notice, however, that GoldMine will default the Activity Type to Appointment in this case. You can easily change this to Call, Action or Other by dropping down the "Activity" list. Try it!

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