Schedule a Calendar Activity

A calendar activity is either an Appointment or Meeting. When scheduling one of these types of activities, use the same practices that you normally would when scheduling an activity with Outlook. The only difference with scheduling activities using the GoldMine Outlook Integration is that your activities will update within GoldMine on the Calendars and 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. Lists for those users listed in the activity.

NOTE: When GoldMine is integrated with Outlook, the Outlook reminder will be turned off for a GoldMine activity retrieved with an alarm time that is later than its starting time.

Important Considerations:

■ Outlook 2007 does not support “weekday” (skip weekend) option for Yearly and Monthly recurrence. Synchronization A proprietary remote synchronization process that can update one GoldMine system with new or changed information that has been entered in another GoldMine system. does not support recurring activities. The “weekend” option is available only for daily recurrence.

■ Outlook does not support hourly recurrence.

■ GoldMine does not support Contacts linked to an Meeting (Appointment), only Attendees.

For additional information about using the Calendar, refer to the following topics:

■ To Schedule an Appointment

■ To Schedule a Meeting

To Schedule an Appointment

An Appointment is an activity that appears on the Outlook Calendar that does not typically involve other people or resources. When Outlook and GoldMine synchronize, any GoldMine related information also appears in the GoldMine panel. An appointment can originate in either GoldMine or Outlook.

For detailed information about scheduling Appointments in Outlook, refer to the Microsoft Outlook Online Help installed with the product.

To Schedule a Meeting

A Meeting is an appointment that includes other people and/or a resource (such as a conference room). When Outlook and GoldMine synchronize, any GoldMine related information also appears in the GoldMine panel. Acceptance/denials of meeting requests update your Outlook Calendar and are also updated in GoldMine’s Calendar during synchronization. A Meeting can originate in either GoldMine or Outlook.

NOTE: Outlook calendar items synchronized to GoldMine will display only attendees that exists in GoldMine as either Users or Contacts.

NOTE: In GoldMine, additional Contacts or Users cannot be added to the meeting request until the after confirming the meeting and then clicking the Schedule button in GoldMine. For more information, see Creating Meeting Requests.

When there are multiple people (users) for an appointment, meeting requests occur on behalf of the meeting organizer. If a user rejects a meeting request, Outlook sync will remove that user from the list of users in GoldMine appointment and then delete a corresponding appointment from the user’s calendar. As a result, there will be no mis-match of appointments between the Outlook and GoldMine calendars.

NOTE: GoldMine does not support Contacts linked to an Meeting (appointment), only Attendees.

For detailed information about how to schedule Meetings in Outlook, refer to the Microsoft Outlook Online Help installed with the product.