Mass Completion of Pending items 1

[zach123]

I started working at a new company that uses GoldMine. I quickly realized that NONE of the items(to-do's, appt.'s, etc..) that had been put in the calendar since the implementation of GoldMine have been completed. Despite all the other database maintenance issues this causes that I am working on completing it also poses an immediate problem because we are in the process of implementing PDA's(Treo 680's) and they will not sync with over 10K pending items. Needless to say we have more than that and I really don't want to go through each one and can't lose them. Does anyone know of a way to "auto-file" or complete these pending items without having to go through each one, but still have them go into the associated contact history? Any help is much appreciated.

 

[tplp]

In GM7 CorpEd you can create a filter in the Pending tab by right-clicking and choosing Options>Filter. I typically create one by date. Once the filter is set you can right-click again, choose Options>Auto-Filter.

You can choose to complete all the visible (filtered) items.

Unfortunately, this works only on a contact and not database-wide.

 

[lisaharris]

You don't mention what version of GM you're on, but if you use the Activity List, you can look at Open Items and then right click, Options, Auto Update. From there you can set the parameters for what you want to mass delete or complete. Limitations will only allow 500 items to complete or delete at at time, but it's going to be much faster than piecemealing it. Be careful if anyone used the "RSVP" item when scheduling items, it may attempt to send email. If you're using GoldMine email, I'd suggest disabling your outgoing email (just on the user id that's going to be doing the cleanup) to prevent that from happening.

You can select users and date ranges as well, so you don't remove anything that's in the future.

Additionally, the users must be taught to complete their calls to keep this from happening again. Enforcement with a 2x4 often helps.

And the usual caveat: Make sure you have a GOOD backup (not through GoldMine) of your dbf databases and SQL databases if you're on a SQL back end.