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How Schedule Your Vacation In GoldMine

With the summer vacation season rapidly approaching, now’s a good time to put all those vacation days on your GoldMine calendar so you don’t end up accidentally scheduling a business meeting when you’re going to be on the lake!

First, find your record in GoldMine.  If you don’t have one just create one with your name, phone number, etc.

Contact Window - GoldMine Premium Edition

(Using GoldMine Premium Edition Screen Shots)

Next choose Schedule | Appointment then enter the following information in the window.

•    Reference Line: Vacation
•    Color: Yellow
•    Date: First day of your vacation
•    Time: 8:00am
•    Duration: 9 Hours

Schedule An Appointment (GoldMine Premium Edition) 

Next we’re going to set the duration of the vacation.  Click the Recurring tab.  The Start Date should be set already.  Choose the appropriate End Date and for frequency choose Daily.

Recurring Tab - Schedule an Appointment 

Click Schedule and you’re all set!

 

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This page contains a single entry from the blog posted on May 24, 2007 3:07 PM.

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