Not Forgetting that Special Day: Using Occasions to Remember Every Important Day

GoldMine allows you to automatically be reminded every year of a customer, prospect or any acquaintance’s birthday, anniversary, etc. using Occasions.  Once set, you’ll get a reminder every year before the day of the event.

Never forget your wife or husband’s birthday again!

First, find the contact record you want to create the Occasion for.

Then go to Edit | Record Properties | Contact Details in GoldMine Standard, Corporate Edition or Premium Edition…

Then click New to create a new Occasion.  A contact can have multiple Occasions.

Use the Reference field as a reminder of the detail of the Occasion, and use the Category field for the type.  GoldMine has predefined the categories as: Other, Anniversary, Birthday, Festival, Reunion and Retreat.  The User will be who gets the reminder.  It’ll default to you, but can be changed.

Then click on the Date Span tab.

Here you’ll want to set the Date as well as how many days before the date you’ll want an Alarm.  The “Occurs” section will automatically update based on the Date.

Click OK.

You’ll now see the new Occasion!

Occasions also show up in your Activity List and Calendar!

In the Activity List thy will show up in the Occasions folder in GoldMine Classic & Premium Edition.

In the GoldMine Calendar they will show up in the Occasions area…