waterstone1966
Technical User
Using Goldmine 7.50. Laying off employee. I need to merge their calendar, next actions, call, ect. to my Goldmine log in. How do I do this?
Thank you.
Thank you.
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Merge Users
- Thread starter waterstone1966
- Start date
- Status
scottiesharpe
MIS
- May 21, 2010
- 1
The newer versions of GM will prompt you to Roll Over activities and such when you delete a user. However I don't remember when this feature came into use.
In older versions, you can do this manually with the "Roll Over" feature on the Activity List.
1. List the activities you'd like to roll over. If you want to roll all activities over, just view ALL activities for that user on the Activity list.
2. Right click the list and choose Options | Roll Over.
Follow the prompts.
Scottie Sharpe
GoldMine Consultant
In older versions, you can do this manually with the "Roll Over" feature on the Activity List.
1. List the activities you'd like to roll over. If you want to roll all activities over, just view ALL activities for that user on the Activity list.
2. Right click the list and choose Options | Roll Over.
Follow the prompts.
Scottie Sharpe
GoldMine Consultant
You can always use Territory Realignment.
DJ Hunt
Phone: (978)2-3333
WebSite:
- The Hacker's Guide to GoldMine Premium
- One-on-One GoldMine Technical Support ( Fee Based )
DJ Hunt
Phone: (978)2-3333
WebSite:
- The Hacker's Guide to GoldMine Premium
- One-on-One GoldMine Technical Support ( Fee Based )
- Status
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