Friday, August 28, 2009

GoldMine: Changing Toolbar Details

A client recently asked: We would like to change the 'New Record' button on the toolbar to more closely reflect our record types. Is this possible?

Yes, you can change buttons on the toolbar by following the steps below. For example, to change 'New Record' to 'New Dealer':

* Click on New Record > Right-click and select Customize
* Highlight Menu Bar in the Toolbars window
* Right-Click New Record > Change '&Record' To '&Dealer'
* Click Edit Button Image or Click Change Button Image

This will now show the New Record as New Dealer with a different icon. This is useful for a company that deals with a specialized type of contact.

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