Editing Pending Activities for Opportunities and Projects

The Pending tab displays Activity, Date, Time, User, Code, Contact, and Reference columns. Edit the pending activities using the local menu.

Use the following procedure to edit pending activities.

1. In the OpportunityClosed Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. or ProjectClosed Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager, select the Pending tab in the lower pane.
2. Right-click, and select Zoom.

The Scheduled Activity Zoom window opens.

○ Scroll through the activities by clicking Next and Previous.

○ Click Complete to complete the activity or Delete to remove it from the list.

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

3. To complete an activity and file it in the History tabClosed Lists completed activities associated with the Contact Record., right-click and select Complete.

At the Complete an activity dialog box, update the fields and click OK.

4. To schedule activities, right-click and select Schedule, then select an option (see Scheduling and Completing Activities).
5. To quickly send an e-mail to the linked customer on a pending activity, right-click and select Reply.

○ At the Reply to an Activity dialog box, file the e-mail in History, delete it, or retain it in the inbox. Notes can carry over.

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

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

○ 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.

7. To send the data in the Pending 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.

8. To quickly update a many activities, right-click and select Options > Auto-Update.
9. To remove the detail from the list, right-click and select Delete.
10. To add a Detail, right-click and select New.