Wednesday, June 13, 2012

GoldMine : Using the Notify Option when Scheduling Items

Much like the way Outlook can send meeting invitations, GoldMine can also send out an e-mail request to the associated Contact, or Scheduled Users.

To do this;

1. Select Schedule | Call from the top level menu.

2. Fill out your Call detail normally.

3. Check the box marked "Send a request with the Call to".

4. From the activated drop-down list, select either "Users", "Contacts", or both.

When this is checked, GoldMine will send out an e-mail to either the Scheduled Users and/or the associated Contact. The e-mail itself will contain a toolbar which will let the recipient Accept or Decline the invitation.

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