I need to automatically schedule an activity on a user's calendar, when a certain form has been accessed from the document library in GoldMine. Any ideas on a way to do this?
I am trying to extract referral ID's(in the field PSOFT ID) from an activated filter by date and status. I need to extract these peoplesoft ID's to an excel spreadsheet. Any advice would be helpful. Thanks!
Thanks, it looks like I need to download a separate gmlink for dde(excel), I thought the existing GMLink was adequate for word and excel. What is the quickest setup option?
Can someone describe a way of removing tracks from the pulldown menu in the "attach track to selected contacts" in the automated processes execution or a place where I can back up or rename tracks before deleting them from the front-end.
I have a user who attempted to delete activities from his conthist table for a particular date. These do not show up on activity list, but remain on his calendar for that date. Any idea what happened here? Please recommend a way of deleting these activities(calendar) from the sql db(backend)...
One user reported missing calendar entries and these entries for found on another user's calendar. Why would that happen? Also what is a quick way to delete duplicate calendar entries? When creating a new user, what is a straight forward method for moving an existing calendar to the new...
We have an automated process that emails new customers based on an import culled from history results. This AP should only run on new customers/records. Any ideas?
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