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GoldMine : Carrying over Completion Notes

By December 7, 2016No Comments

If you’re using Automatic Followups in GoldMine, then you might want to set up your History Notes to “flow” to the followup activities;

1. Go to Tools | Options
2. Click on the Schedule Tab
3. Check the box next to “Carry over completion notes when scheduling follow-up calls”

Having this checked will copy the Notes from the currently completed item to the Automatically Scheduled Followup Item.

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