Setting Options for the Schedule Tab

Use the Schedule tab to set parameters for scheduling and working with activities.

1.

Select Tools > Options.

2.

At the User's Options dialog box, select Schedule.

3.

To configure the Schedule, select from the following:

○ Check for timing conflicts while scheduling notifies you of a scheduling conflict.

○ Prompt to schedule a follow-up activity when completing an activity is an optional and “best practices” workflow. When an activity is completed in GoldMine, there is a Schedule a follow-up checkbox at the bottom of the dialog. If you select this option, it prompts you to schedule a follow-up activity with a contact, allowing you to not lose track of the contact and keep in contact with them.

○ Carry over completion notes when scheduling follow-up calls. The notes are carried over from the completed activity to the follow-up activity.

Selecting this option means the notes from a completed call are available in the scheduled follow-up call. This allows for consistency when working with the customer by providing information about previous conversations.

○ Start timer when completing activities helps managers review team member activities in Statistical Analysis. If not activated, numbers do not appear in analysis features. Users do not need to know this is turned on.

○ Show the details section in the Activity Listing window displays two detail panes in the Activity ListA list of task or event information displayed in a set of tabs. that include the contact, company, create on, as well as notes and related information for the activity.

○ Sync the Contact window with the Activity Listing window displays the contact record for the selected activity in the Activity Listing window.

NOTE: For Administrators: You might want to disable the prompt for the following options to prevent user error. For Example: if an activity is scheduled for multiple contacts, and then one is completed but the wrong prompt is selected, the activity will be marked as completed for all contacts.

○ Show prompt when completing an activity with other associated displays a dialog box asking whether you want to complete a single instance or multiple instances at one time. If you choose not to show the prompt, GoldMine will apply to a single instance without asking.

○ Show prompt when editing an activity with other associated displays a dialog box asking whether you want to edit a single instance or multiple instances at one time. If you choose not to show the prompt, GoldMine will apply to a single instance without asking.

○ Show prompt when deleting an activity with other associated displays a dialog box asking whether you want to delete a single instance or multiple instances at one time. If you choose not to show the prompt, GoldMine will apply to a single instance without asking.

4.

Click OK to save the settings and close the dialog box.