Tuesday, April 26, 2016

GoldMine : Quickest Ways to Schedule

A client recently asked: It seems like a lot of steps to create an activity in Goldmine. Is there a quicker way?

There are several shortcuts to create an activity in Goldmine. My favorite method is below:

* Look up the contact that you would like to schedule
* Highlight the contact > Press F7 to open the calendar
* Pick a date > Click the Schedule drop-down > pick Activity type
* The Schedule Activity window opens with the contact filled in

Enter the remaining information about the activity and click Save. You're done.

1 comment:

Terry Porter said...

Even faster once you get to the calendar is to drag across the time you want instead of using the scheduling feature. Drag from 9-10AM and Goldmine will open the schedule dialog box with the time and duration already filled in!