GoldMine Web (GMWEB) 2015.2.1 and lower - How do I select only appointments to be displayed within GoldMine Web's calendar?

Version 1

    Details

    How do I select only appointments to be displayed within GoldMine Web's calendar?

    This article is valid for any GoldMine Connect version 2015.2.1 and lower. please refer also to Knowledge Article # 20420 : GoldMine Web (GMWEB) - Difference between Events and Appointments within GoldMine Web?


    Resolution

    - originally documented within the GoldMine Premium Edition 2014.2 Release Notes:
    '...   Supported activity types:

    o   Calls

    o   Actions

    -  Actions scheduled in Web appear as Other Actions in GoldMine Premium

    -  Actions scheduled in GoldMine Premium as Next Actions retain this activity type if updated in GoldMine Web

    o   Events

    -  Events scheduled in GoldMine Web with All Day checked appear as Events in GoldMine Premium

    -  Events scheduled in GoldMine Web with a Start and End time appear as Appointments in GoldMine Premium

    -  Events and appointments scheduled in GoldMine Premium retain the appropriate activity type if updated in GoldMine Web

    o   Forecasted Sales

    ...'

    - in GoldMine Web the wording for  Appointment and Events were merged into the term Event, similar as a  Google Calendar uses only the term Event for all day events and appointments. As long as an event is scheduled with start  and end time it is considered as an Appointment and saved into the  GoldMine database with the Rectype A (for appointment), as soon as you  check the All day it will change to an Event and be saved into the  GoldMine database with a Rectype E (for Event).

    - in GoldMine Web you can easily select Appointments in the Calendar via

    1. Log into GoldMine Web
    2. Open the Activities
    3. From the All Activities (or currently active Activity type) drop down >> Select Events

    >>  In the Activity List the Events appear sorted by first day, then type  Events first as they are all day events and then (timed) Appointments

    >> In  the graphical Calendar the Events (all day) appear always at the top  within the all-day area of the certain day and (timed) Appointments at  the certain time 
    frame of the day within the Calendar



    Additional Note:
    The same logic for differing between Appointments and Events applies when scheduling or completing activities 

    1.  Schedule from GoldMine Web Icon >> Schedule, from the  contact/search list >> Action column >> Schedule Icon, from a  contact >> Schedule Icon,  Clicking into the graphical Calendar  and since GoldMine GMPE / Connect 2014.2  Hot Fix 1 also for create  History (completing an unscheduled activity)
    2. Select from the activity type drop down >> Schedule/Complete Event
    3. when there is a Start and End Time set >> Appointment, when All Day check box is selected >> Event
    4. OK







    Additional Note:
     
    - This feature changed since GoldMine Connect 2015.2. Hot fix 1 and is now the opposite in GoldMine Web (GMWEB). The label is now Appointment and not Event anymore.
    - This is stated in the release notes for GoldMine 2015.2. Hot fix 1 as

    What's Changed in GoldMine 2015.2 Hotfix 1
    GoldMine Web
    • Activity type “Event” is now labeled “Appointment”
    All Appointments and Events are labeled Appointment in GoldMine Web. This does not impact the label, activity type or reporting in GoldMine Premium.

    • If an Appointment is scheduled or completed with a start and end date and time in GoldMine Web, it is treated as an Appointment in GoldMine Premium
    • If an Appointment is scheduled or completed for All day in GoldMine Web, it is treated as an Event in GoldMine Premium