US (857) 574-5780 | UK (0)20 3051 4806 | IRL (0)1 554 0251

Schedule activities much more effectively in GoldMine

You are here: Home » Schedule activities much more effectively in GoldMine

Nov 11, 2014 JJ Smal (0)

Schedule activities much more effectively in GoldMine

 

You may already be aware of this trick, but this allows users to schedule activities much more effectively.

 

  • First is the Date field where GoldMine can calculate future dates for you. For example, if you want to follow up with someone in 2 weeks, rather than calculating the date, just type in 2w and GoldMine does the rest. Same for months and years. If you want to follow up in 3 months, just type in 3m and you are done.
  • The second option is to use the Time field to use it as a “Priority” field. You can do this by entering a character in the field and the scheduled activity will display on your calendar in priority order in the task area.

 
two-pictures1
 

There you go—an easy way to schedule and prioritize future activities.

Comments are closed.