Monday, April 29, 2013

GoldMine : Customizing Tabs

One of the nicest things about GoldMine is the ability for each user to modify their Contact Record layout. Specifically, the Contact Record Tabs.

This is done on a per-user basis and can be locked down for security reasons.

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

2. Select the "Record" tab.

3. Click the "Tabs" button.

4. In this window, you can turn Tabs On and Off. You can also re-arrange them by using the "Move Up/Down" buttons.

A lot of new users appreciate having all the extraneous Tabs removed at the least. Also, arranging the most important ones in a row can help as well. Try it!