Auto-Updating Activities
Complete or delete activities for a user while working in the Activity List
A list of task or event information displayed in a set of tabs., the OpportunityInvolves a group working as a team with multiple organizations and contacts to successfully close a complex sale. tab, ProjectInvolves a group working as a team to complete a long-term project that involves multiple component tasks. Pending tab, or the contact's Pending tab. Auto-Update is available on these specific tabs in the ActivitiesA time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. List.
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o Open |
o To-do |
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o Alarmed |
o Others |
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o Calls |
o Actions |
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o Appts |
o Forecasts |
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o Events |
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Use the following procedure to auto-update an activity.
| 1. | At the Activity List or the Pending tab, right-click in the tab and select Options > Auto-Update. |
| 2. | At the Auto-Update Activities dialog box, select one of the following options: |
○ Complete ALL of the Activities currently displayed. Completes activities in the current tab and updates the specified Result and Success.
○ Complete selected Activity Type(s) Only. Completes activities selected in the Activity Type area, the specified Date range, and updates with specified Result and Success.
○ In the Activity Types area, select the options to process:
- Appointments. Scheduled appointments.
- Calls. Scheduled calls.
- Next Actions. Scheduled next actions.
- Others. Scheduled other activities.
- Events. Scheduled events.
- Forecasted Sales. Scheduled sales.
- To-dos. Associated to-do activities.
- Lit. Requests. Scheduled literature requests.
- E-mails (GoldMine). Pending GoldMine e-mail messages.
- E-mails (Internet). Pending e-mail messages for the Internet.
- Delete ALL of the Activities currently displayed. Deletes activities in the current tab.
- Delete selected Activity Type(s) Only. Deletes activities selected in the Activity Type area based on the specified Date range.
| 3. | Specify a result code and success level for completed activities. |
○ Type a result code in the Result field.
○ Select Successful or Unsuccessful from the Success drop-down list.
| 4. | If you selected Complete or Delete selected Activity Type(s) Only, select Date range, then From and To dates using the F2 graphical calendar. |
| 5. | Click OK. |
