Thursday, November 29, 2012

GoldMine : Customizing Tab Names

One of the unsung functions of GoldMine allows you to change the actual Contact Tab names.

To do this;

1. Open up any Contact Record.

2. Click the arrow just to the left of your tabstrip, select "Customize".

3. Select the Tab you'd like to rename, then click "Rename".

4. Give the new Tab the name you'd like it to have, hit Ok.

5. If you want all GoldMine users to have the same renamed tab(s), click "Customize Tab Labels Globally", otherwise leave this unchecked and hit Ok.

This is a really nice feature if your business uses very specific terminology that your end users would be more comfortable with. Try it!

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