GoldMine Web (GMWEB) - Difference between Events and Appointments within GoldMine Web?

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    Details

    GoldMine Web (GMWEB) - Difference between Events and Appointments within GoldMine Web?


    Resolution

     

    In GoldMine Web the wording for Appointment and Event are merged into one Activity type 


    - EVENT in GoldMine Web 2014.2.0 (GA release) - 2015.2.0 (GA release)


    From Release notes GoldMine 2014.2 GA release:


    What's New in GoldMine 2014.2


    Activities in GoldMine Web
    ... 
    Supported activity types:
    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


     


    - APPOINTMENT in GoldMine Web 2015.2.1 (hot fix 1) and higher


    From Release notes GoldMine 2015.2 Hot fix 1:


    What's Changed in GoldMine 2015.2 Hotfix 1


    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.
    o 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
    o If an Appointment is scheduled or completed for All day in GoldMine Web, it is treated as an Event in
    GoldMine Premium
    NOTE: Clear browser cache after upgrade to see this change



    There are four methods to create an appointment or event in GoldMine Web:


    A. Schedule an Appointment/Event on the Contact List on the CONTACTS page 
    1. Log into GoldMine Web. 
    2. Search or Browse to the desired contact record on the contact list 
    3. In the Action > select the Schedule icon (1st icon) 
    4. By default 'Schedule Call' dialog appears > Change the activity type to 'Schedule Event' in GoldMine Web 2014.2.0 - 2015.2.0 or
    'Schedule Appointment' in GoldMine Web 2015.2.1 or higher  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 on an opened 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 GoldMine Web 2014.2.0 - 2015.2.0 or
    'Schedule Appointment' in GoldMine Web 2015.2.1 or higher  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.

     


    C. 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 Action menu left from the user name

    3. Schedule.
    4. By default 'Schedule Call' dialog appears > Change the activity type to 'Schedule Event' in GoldMine Web 2014.2.0 - 2015.2.0 or 'Schedule Appointment' in GoldMine Web 2015.2.1 or higher  in the upper-left hand corner.
    5. Click 'Add' next to attendees to add attendees to the Event/Appointment. 
    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.

     

     

    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 GoldMine Web 2014.2.0 - 2015.2.0 or 'Schedule Appointment' in GoldMine Web 2015.2.1 or higher  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.