Tuesday, June 25, 2013

GoldMine : Changing What's Displayed in your Contact Record Tab

You'll notice with the new tabbed interface of GoldMine premium that it displays (by default) the Contact Name in the top tab-strip for the Contact Record. We can change this to display the Company instead by;

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

2. Select the Record Tab.

3. In the bottom right-hand corner, select "Company Name" under "Contact Window Title".

4. OK your way out.

Other handy items to play with here are:

"Use Large Font" : Makes your contact record very easy to read.

"Select Contents of Fields" : Makes it so that when you click into a field, it's contents are automatically selected for easy copying.

"Show Contact Name on Activity Tabs" : Makes GoldMine display the associated contact name within the History and Pending tabs. Very handy if you actively use Additional Contacts.

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