[GMWEB] How to create an Appointment Activity using GoldMine Web?

Version 1

    Details

    How to create an Appointment Activity using GoldMine Web?


     


    Resolution

    In GoldMine Web the wording for Appointment and Events were merged into the term Event. 

    When an Event is scheduled in GoldMine Web AND includes a Start/End time, this will show as an Appointment in GoldMine Premium Edition. 

    A. Schedule an Appointment/Event o
    n a Contact Record 
    1.
    Log into GoldMine Web.
    2. Browse to and open the desired contact
    3. Click on the Schedule icon (2nd icon right at the contact name / primary view)
    4. By default 'Schedule Call' dialog appears >
    Change the activity type to 'Schedule Event' in the upper-left hand corner.
    5. If applicable
    click 'Add' next to attendees to add further attendees.
    6. Enter the date
    7. Determine
    a. Either a Start and End time,
    the GoldMine Web Event will be then a GoldMine Premium Edition Appointment
    b. This to be an All day activity, the
    GoldMine Web Event is also within GoldMine Premium Edition an Event
    8. Specify other details for the activity as desired.
    9. Click OK to save.


    B. Schedule an Appointment/Event via the generic Schedule icon (left icon and drop down at the user name)    
    1. Log into GoldMine Web. 
    2. Either on the CONTACTS, ACTIVITIES or OPPORTUNITIES, Click the Drop Down left from the user name > Schedule.
    3. B
    y default 'Schedule Call' dialog appears, Change the activity type to 'Schedule Event' in the upper-left hand corner.
    4. Click 'Add' next to attendees to add attendees to the Event/Appointment.
    5. Enter the date
    6. Determine
    a. Either a Start and End time,  the GoldMine Web Event will be then a GoldMine Premium Edition Appointment
    b. This to be an All day activity, the
    GoldMine Web Event is also within GoldMine Premium Edition an Event
    7. Specify other details for the activity as desired. 

    8.
    Click OK to save.


    C. Schedule an Appointment/Event via the Calendar   
    1. Log into GoldMine Web. 
    2. Click on ACTIVITIES .
    3. Click in the Calendar to create a new activity.
    4. By default 'Schedule Call' dialog appears, Change the activity type to 'Schedule Event' in the upper-left hand corner.
    5. Click 'Add' next to attendees to add attendees. 
    6. Enter the date
    7. Determine
    a. Either a Start and End time, the GoldMine Web Event will be then a GoldMine Premium Edition Appointment
    b. This to be an All day activity, the
    GoldMine Web Event is also within GoldMine Premium Edition an Event
    8. Specify other details for the activity as desired. 
    9. Click OK to save.