Monday, February 29, 2016

GoldMine : What's in a Summary Tab?

The unsung hero, the Summary Tab! It looks pretty useful, but did you know exactly where all these values are coming from?

 

Comments : This is a free form text field that is for manual use by the end user.

Prev Result : This is auto-filled with the Reference from the last completed History.

Next Step : This is auto-filled with the Reference from the next Pending Activity.

Next Action, Call Back, Appointment, and Forecast :  These show the next pending dates of their corresponding Activity Types.

Last Contact : The date of the most recently completed Phone Call or E-mail.

Last Attempt : The date of the most recently completed Unsuccessful Phone Call. (Identified using the "Success" drop down in the Complete a Phone Call history dialog)

Last Update, Creation : These are the dates of when the last Contact Record update was performed and it's creation, respectively.

Tune in... to the next live Tips and Tricks webinar to learn how to Filter on these values!

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