About the Activity List

The Activity List A list of task or event information displayed in a set of tabs. displays activities related to a GoldMine user. Use it to view and modify your own activities and view and modify scheduled activities, completed activities, and e-mail for other GoldMine users.

The Activity List contains two sections: theToolbar (Activity List Toolbar) and the Main Window (Activity List Main Window).

To Open the Activities List

1.

Select Go To > 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., or click the Activitiesbutton in the Navigation Pane. The Activity List appears.

2.

Browse the Activity List using the browser in the Navigation Pane View Window.

Folders include Open Activities, Closed Activities, and E-mail. Occasion and Holiday scheduling windows are also included.

3.

Browse to the desired activity type, mailbox, or scheduling window to populate the table in the main window.

4.

Use settings in the Activity List toolbar to further narrow your selection.

○ Holidays. List holidays selected in the Calendar tab of your User Preferences A variety of settings that control how GoldMine looks and acts for each user. ( see Setting Options for the Calendar Tab).

○ Occasions. List special dates defined in your Calendar (Adding or Editing Occasions).