Downloads > PDF How To Guides > GoldMine 8
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GMPE 8 How To -14- Schedule a Contact Activity Appointment.pdf
(220K)To gain familiarity with how to Schedule a Future Appointment for a Contact with Reminder Alarm. Note: if the Appointment is Past then you need to “Log a Completed Activity Appointment ”. See How to Document 15. Summary Steps • Find the Contact Record. • Open the Schedule Appointment Screen. • Fill in ALL Necessary Fields. • Viewing Appointment in Pending Tab. • Alarm Reminder -
GMPE 8 How To -16- Using the GoldMine Calendar.pdf
(543K)To gain familiarity with the GoldMine Calendar views, showing & hiding Activity types and viewing other users Calendars. Summary Steps • Opening the Calendar. • Change View, Day, Week, Month, Year. • Show/Hide Activity Types. • Viewing other GoldMine Users Calendars -
GMPE 8 How To Stop Outlook from using Word as an email editor.pdf
(187K)Microsoft Outlook can Interfere with the GoldMine Menu in Microsoft Word, which stops the menu from appearing when Microsoft Word is opened at the same time as Microsoft Outlook, These steps will switch off the option that causes Microsoft Outlook to Use Microsoft Word as Its default email editor. Key Steps • Open Microsoft Outlook • Open “Options” from the “Tools” Menu • UnTick the option “Use Microsoft Office Word 2003 to edit e-mail messages” • Restart Microsoft Outlook and Microsoft Word.
