Setting Options for the Calendar Tab

Use the Calendar tab to set up your calender appearance and functions.

1. Select Tools > Options.
2. At the User's Options dialog box, select Calendar.
3. At the Calendar Settings area, select:

○ Work day starts at: Enter the time or using the F2 graphical clock to indicate the time you typically arrive at the office. This information is used to set up your available time on the calendar.

○ Work day ends at: Enter the time or using the F2 graphical clock to indicate the time you typically leave the office each day.

○ Increment time by: Select a time from the drop-down list. This option sets the minutes in your displayed calendar. The default is 30 minutes. If you select 10 minutes, for example, the daily and weekly calendar will be divided into 10-minute increments.

○ Set color as: Select your calendar color from the drop-down list.

○ Font size: Select the font size from the drop-down list.

4. Click More Options to open the Calendar Options dialog box to set the Activity Details, Publishing, and Free/Busy tab settings.

For information about these tabs, see the following topics:

○ To Configure the Calendar Options Activity Details Settings

○ To Configure the Calendar Options Publishing Settings

○ To Configure the Calendar Options Free/Busy Settings

5. Click Holidays to open the Calendar Options dialog box to the Holidays tab.

For information about the Holidays tab, see To Configure the Calendar Options Holidays Settings.

6. In the Work Days area, select the days of the week you work.

Days selected display as a lighter shade in the calendar. Days cleared display as a darker shade and are not considered work days.

7. In the Auto Roll-overarea, select the types of activities to automatically roll the activity to the next day if it is not completed.

NOTE: Auto Roll-over is not normally set for Appointments or Forecasted Sales because users cannot make today's 10:00 appointment tomorrow or the next day at the same time. They should reschedule.

Select Sync Roll-overs for the new roll-over date to synchronize to remote users. Clear the box to preserve the original date.

8. Set the Calendar refresh rate (sec): by typing the number of seconds or scrolling through the numbers in the text box.

GoldMine updates the Calendar entries at the end of the interval you specify in number of seconds. The default entry 0 disables the option so GoldMine will not automatically update the calendar.

NOTE: Increasing the Calendar refresh rate sends a signal to the server to update every x seconds and sends you the same data again if no changes are made to your Calendar. Setting this option to update too frequently might increase the network load unnecessarily.

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

To Configure the Calendar Options Holidays Settings

Use the following procedure to add predefined holidays to your calendar display, or create your own.

NOTE: Only users with Master Rights can add or edit Holiday Categories. The Holiday Categories are available to all users with access to their User Options. They can select the categories appearing on their individual calendars.

1. Open the Tools menu and select Options.
2. On the Calendar tab, click Holidays.

The Calendar Options dialog box opens with the Holiday tab active.

3. In the Holiday Categories list, select any predefined holiday category(s) you are adding to your calendar display.

Holidays for the selected categories display in the Holidays list. Predefined sets include both fixed holidays such as New Year's Day and variable holidays such as Easter.

4. To create a new Holiday Category, click New and then enter the name in the text box on the Add a Holiday Category dialog box and click OK. The new category adds to the list.
5. To manage the Holiday Categories use the following options:

○ Import. Imports iCalendar (.icsClosed iCalendar file extension.) holidays.

○ Export. Exports holidays to iCalendar.

○ Reset. Removes user-defined categories and adds predefined categories previously removed.

○ New. The Add a Holiday Category dialog box opens.

○ Remove. Removes the select category.

○ Edit. The Add a Holiday Category dialog box opens. Edit the category name.

Adding or Editing Holidays

1. At the Holidays area, click New.
2. At the Add a Holiday dialog box, type a name of the holiday in the Holiday field.
3. In the Repeats area, type or select how often the holiday repeats in the Every: x year(s) field.
4. In the Duration area, type or select the number of days the holiday lasts in the # Days: field.
5. Select the holiday either by:
6. Specific Date. Select the month and day in the drop-down lists.
7. Day of the Week. Select the week, the day of the week, and the month in the drop-down lists.
8. Click OK.

Adding and Editing Holidays to Categories

1. Highlight the Holiday Category to which you are adding the holiday.
2. In the Holidays area, click New.
3. The Add a Holiday dialog box opens.
4. To change the settings for a holiday, highlight the holiday and click Edit.
5. The Edit a Holiday dialog box opens. The editing options are the same as the Add a Holiday dialog box options.
6. To remove a holiday, select the holiday and click Remove.

To Configure the Calendar Options Activity Details Settings

Use the Activity Details tabClosed Structured, user-defined information associated with each Contact Record. to configure how scheduled and completed activities display on your calendar.

1. Open the Tools menu and select Options.
2. On the Calendar tab, click More Options.
3. At the Calendar Options dialog box, select the Activity Details tab.
4. In the Scheduled Activity Detail Display area and the Completed Activity Detail Display area, select from the following options:

○ Show “Contact's Name. Reference” displays the name of the contact before the activity reference information in the calendar entry on the Day tab, Week tab, and Month tab. This is the default display option.

○ Show “Reference. Contact's Name” displays the activity reference information before the name of the contact in the calendar entry on the Day tab, Week tab, and Month tab.

○ Show “Company Name: Reference” displays the company name information before the activity reference information in the calendar entry on the Day tab, Week tab, and Month tab.

○ Show “Reference: Company Name” displays the activity reference information before the company name information in the calendar entry on the Day tab, Week tab, and Month tab.

○ Show results of an xBase expression allows users to specify text appearing for each activity in the calendar on the Day tab, Week tab, and Month tab. Type the expression in the text box. For example, to display an entry listing the contact’s city then reference information, type this expression:

Trim(Contact1->City)+ ":"

5. Select Show Activity Code to display the three-character activity code as the first part of the calendar entry on the Day tab, Week tab, and Month tab.

The activity code appears first, if available, when selected with any other format option; that is, with Contact's Name: Reference, Reference: Contact's Name, and xBase expression.

To Configure the Calendar Options Publishing Settings

1. Open the Tools menu and select Options.
2. On the Calendar tab, click More Options.
3. At the Calendar Options dialog box, select the Publishing tab.

For more information, see Calendar Options Dialog Box, Publishing Tab.

To Configure the Calendar Options Free/Busy Settings

1. Open the Tools menu and select Options.
2. On the Calendar tab, click More Options.
3. Set the options as desired.

For more information, see Calendar Options Dialog Box, Free/Busy Tab.