When scheduling an activity in GoldMine, you have the option of ‘Color Coding’ the activity. The activity can be an appointment, call, action, etc.
GoldMine provides 16 different colors, from the default Blue through black, to help you add meaning and importance to your calendar. Using all 16 colors would be over whelming, but attaching meaning to a few can help you and your company better know what everyone is doing each day.
We use colors like this:
Blue – Standard Out of the Office Appointment
Magenta – In Office Meeting
Red – Important
Green – Out of Office Appointment more than 1 Hour Away (Take into consideration Travel Time)
Yellow – Personal
So when you see my daily calendar looking like this:
We Know:
- There’s Drive time associated with the first appointment
- The Second is in the office (Be sure it’s picked up and coffee made!)
- The Third is a personal item
- The Fourth is important!
These are just used for an example. Think about what would make sense for your office and begin using them!
Comments (3)
Been using this one for years and its a BIG help.
Posted by David Fox | July 13, 2007 1:28 AM
Posted on July 13, 2007 01:28
Hi
I wonder if you know how to set as default a different one of the colours on the calendar drop down list?
I want my default colour to be red, not blue, as standard with GM.
Thanks a lot!
Clare
Posted by Clare Fischer | August 18, 2007 9:31 AM
Posted on August 18, 2007 09:31
Sure! (From FRS Forums Definitive INI Posting)
Calendar Color Codes
GoldMine considers a special section named [CalClrCode] in the LOOKUP.INI file to dynamically set the Activity Color based on the RecType and Actvivity Code values.
[CalClrCode]
A=2
S=7
S-HOT=9
C-SLS=3
Otherwise=13
The entries under [CalClrCode] can be specified for each record type and activity code. For each activity, GoldMine will first check for a specific Activity Code entry, and then for a general RecType entry. For example, when a sale with an Activity Code of "HOT" is scheduled, GoldMine will first check for an entry named S-HOT=, and if it doesn't exist, GoldMine will check for the general S= entry. If that doesn't exist either, GoldMine will check for the Otherwise catch-all entry.
In the above example, the S=7 entry will cause the color code of all newly scheduled forecasted sales to default to white. If the user then enter "HOT" as the activity code, the color will automatically change to red, provided that the user did not previously alter the color manually.
The Otherwise=13 entry will cause all new activities not specified under [CalClrCode] to default to purple.
Following are the numbers representing each color:
0 = BRBLUE
1 = BRPURPLE
2 = BRRED
3 = BRCYAN
4 = BRGREEN
5 = BRYELLOW
6 = CYAN
7 = WHITE
8 = GRAY
9 = RED
10 = GREEN
11 = YELLOW
12 = BLUE
13 = PURPLE
14 = DKGRAY
15 = BLACK
Posted by Chad Smith | August 19, 2007 12:48 PM
Posted on August 19, 2007 12:48