Outlook Calendar
The Outlook Calendar lists all of your Outlook activities, as well as those synchronized from GoldMine. Calendar activities can be created in either Outlook or GoldMine and scheduled for multiple participants, which then appear in their own calendars as well.
NOTE: Outlook calendar items synchronized to GoldMine will display only attendees that exist in GoldMine as either Users or Contacts.
NOTE: Any un-timed (no start/finish time) activities in GoldMine are synchronized to the current time.
The information displays in the GoldMine panel and contains the following areas for the selected item:
■ Selected Items displays the Subject and time frame for the selected calender item. If the selected calendar item is not part of the GoldMine calendar of activities, you can add the activity to GoldMine by clicking the Add selected activity to GoldMine link at the bottom of the Selected Items area.
■ Your Pending Sales lists all pending sales and their details, such as product name, units, price, amount, user, and date.
■ Literature Requests lists all requests for literature. For more information, see About the Literature Fulfillment Center.
■ Contact Data displays the Contact’s details, such as company, contact name, address. You can modify what and how the details display in the area (see Displaying the Linked Contact Details in Outlook).
■ GoldMine Users and Resources
Commonly requested items such as: conference rooms, projectors, demonstration products, company vehicles. lists all GoldMine User and Resources associated with the appointment.
■ GoldMine Preview displays the details for the activity type (call, appointment, etc.) as well as:
○ Reference: Subject
○ Contact: Name of Contact person
○ Activity Code
○ On Date: Date of appointment
○ Start Time: Scheduled start time of appointment
○ Duration: Length of appointment
○ Notes: Additional information about the appointment
■ GoldMine Options: Below the GoldMine Preview, the following GoldMine commands are available for the selected item. These allow you to view the item in the GoldMine Activity List A list of task or event information displayed in a set of tabs. or Calendar, as well as marking the appointment as complete in the GoldMine Calendar.
Show the Item in GoldMine Activity List
At the bottom of the GoldMine panel in the Outlook Calendar, click the Show the Item in GoldMine Activity List command to display the current calendar item in GoldMine’s Activity List.
For more information, see Activities.
Complete the GoldMine Calendar Item
At the bottom of the GoldMine panel in the Outlook Calendar, click the Complete the GoldMine Calendar Item command to display the current calendar item in GoldMine’s Activity List.
For more information, see Completing Activities.
