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Change The Contact You Are Scheduling an Activity For

The ability to schedule an activity, and have it linked to a contact, is what makes GoldMine different from other calendaring applications.  In training I always counsel my clients to first find the record you want to schedule an activity for, then schedule an activity.

… But, what if you forget to find the record you want to schedule the activity for, or, are scheduling from the GoldMine Calendar?

Here’s a great tip for those situations!

So, if you accidentally begin scheduling the activity for the wrong contact, you can click the search button to the left of the contact name, and select Lookup Another Contact to change the person.

ScreenShot

This brings up the standard Contact Search Center.  Use it, as you normally would, to find a contact.  After double-clicking on the contact you'll be brought back to the schedule window, and, the activity will now be linked with a new contact!

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This page contains a single entry from the blog posted on February 26, 2007 9:55 PM.

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