Skip to main content
GoldMine CRM

Goldmine : Syncing your Calendar with Outlook

By March 27, 2020No Comments

One of the easiest ways to leverage the remote capabilities of GoldMine is to synchronize (copy) your calendar with Outlook.

1. Select Tools | Synchronize | Synchronize with Outlook from the top-level menu.

2. Click the “Synchronize Now” button.

3. Select “Start a new Session”, then Next.

4. Select “Send and Retrieve…” and uncheck “Synchronize Contact Items”.

5. Select “My Calendar”, then Next.

6. Change your cutoff date to the day you want to Start synchronizing calendar items from, Next.

7. Give your sync profile a friendly name, then Finish.

This will synchronize your GM calendar with Outlook based on that Cutoff Date you selected in step 6.

Pro Tip : to “wipe and reload” GM items previously synchronized with Outlook, re-run the sync with “Omit records previously retrieved from Outlook” enabled. (Step 6)

Justin Hill

Author Justin Hill

More posts by Justin Hill

Leave a Reply

Skip to content