Friday, March 27, 2015

GoldMine : Breaking the Notes Tab Habit

One of the constant struggles in my life is trying to force unwilling users to abandon use of the Notes tab. You know the one; sitting there all smug at the bottom half of the Contact Record, tempting our left-click, daring us to record our most recent phone call.

The Notes Tab whispers to us;

"Use me! It's so easy! ONE CLICK and your History is recorded!"

But what we know in our hearts is the Notes tab should NOT ever be used to record history. You can't report on it. You can't sort it. You can't filter it.  And the technical issues, especially if you're on older versions of GoldMine, are mind-numbing.

What the Notes tab excels at is keeping very general information. Driving directions, special handling instructions, that sort of thing.

If you're having issues training some users to break their Notes Tab habit, just turn it off for them.

In GoldMine;

1. Select Tools | Users Settings from the top level menu.

2. Find the user in question, select and hit Preferences.

3. Go to the Record Tab, click the Tabs button.

4. Uncheck the Notes item, OK your way out.

The user will need to restart their GoldMine to effect the change.


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