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Not Forgetting that Special Day: Using Occasions to Remember your Customers' Anniversaries

GoldMine allows you to automatically be reminded every year of a customer, prospect or any acquaintance’s birthday, anniversary, etc. using Occasions.  Once set, you’ll get a reminder every year before the day of the event.  

Never forget your wife or husband’s birthday again! ;-)

First, find the contact record you want to create the Occasion for.

Then go to Edit | Record Properties | Contact Details

Then click New to create a new Occasion…  A contact can have multiple Occassions…

GoldMine Occasions Window 

Use the Reference field as a reminder of the detail of the Occasion, and use the Category field for the type.  GoldMine has predefined the categories as: Other, Anniversary, Birthday, Festival, Reunion and Retreat.  The User will be who gets the reminder.  It’ll default to you, but can be changed.

Occassions Main Screen 

Then click on the Date Span tab.

Here you’ll want to set the Date as well as how many days before the date you’ll want an Alarm.  The "Occurs" section will automatically update based on the Date.  

Date Span of Occassions 

Click OK.

You’ll now see the new Occasion!

New Occassion!

Occasions also show up in your Activity List and Calendar!

 

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This page contains a single entry from the blog posted on October 11, 2007 5:31 PM.

The previous post in this blog was The One That Didn't Get Away: Finding The Last Time You Visited A Client or Prospect.

The next post in this blog is Prepping For The Holiday Season: Tagging Who Should Be Getting Holiday Cards and Gifts.

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