Activities
An activity is a time-specific or event-based action linked to a contact.
You can schedule, view, and complete activities. Activities
A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. scheduled for a future date and time store as records in GoldMine’s Calendar. Information about completed calls, appointments kept, and messages received transfers from the Calendar and the related contact’s Pending tab to the History tab, where it stores as a completed activity record.
View activities for users, for a particular date, or for a contact. Use the Calendar to view activities by date, the Activity List A list of task or event information displayed in a set of tabs. to view by activity type, and the Pending tab on the contact record to view the contact’s activities for the contact.
Each activity record, whether still pending on the Calendar or completed in the history file, is linked to a contact record. Connecting activities to contacts establishes a relational link to track the progress of customer relationships.
■ Benefits of Using Activities
■ Scheduling and Completing Activities
View Window (Activities)
A fully navigable browser of Scheduled Activities appears in the view window. Browse to an activity, mailbox, occasion listing, or holiday listing to highlight it in the main window.
NOTE: Settings in the Show menu on the main window of the Activity List will effect what information is available to view.
