Wednesday, June 13, 2012

GoldMine : Turning Tabs On and Off

Lately I've been doing a lot of introductory training for GoldMine, and have been continually reminded of how useful it can be to "Clean Up" the Contact Record interface.

To customize your Contact Record tabs;

1. Select Tools | Options from the top level menu.

2.  Select the Record tab, click the "Tabs" button.

3. Uncheck whatever tabs you'd like to hide.

4. Use the Up and Down buttons to control the order of each Tab in the list.

5. Ok your way out.

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