Editing History Information for Opportunities and Projects

The History tab displays Date, User, Activity, Result, Code, Contact, and Reference columns. Edit history information using the local menu.

Use the following procedure to edit history information.

1.

In the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. or Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager, click the History tab in the lower pane.

2.

To change options for a History record, right-click and select Edit.

3.

Right-click and select Zoom.

At the Completed Activity Zoom, scroll through the activities by clicking Next and Previous.

NOTE: The Preview Pane can be used in place of the Zoom command on the context menu.

4.

To display only history records that meet a particular criteria, right-click and select Options > Filter Sort condition used to select a subset of records from the entire database..

At the Activity Filter dialog box, to locate a particular record, use the Find option.

○ Right-click and select Find.

○ Type a character string in the Find What box on the Find dialog box. A character string is any series of alphanumeric characters (including spaces) treated as a group.

5.

To send the data in the History tab to an outside format, right-click and select Output to.

○ Send the data to the printer (as a GoldMine Report), Word, Excel, or the clipboard.

6.

To remove the record from the tab, right-click and select Delete.