Wednesday, February 3, 2016

GoldMine : Indicating Context with Color

  One of the most useful things I see our clients do with GoldMine is color code their Field Labels, like this;

 
  Notice that both Company and Contact are labeled in red. In this case, the color red means that these fields should be filled in. Generally speaking, it gives those fields a context in which to think about them. It can also be used as a cosmetic device to draw the eye to important data. 

  In our example, we've decided that Red means "Required". We know this because we had a meeting where we decided the following;

1. Red means "Required": these fields MUST be filled in for our system (i.e. marketing, cold calling, etc) to work properly.

2. Green means "Good to Have but not Required": these fields would be nice to have. This might include things like Cel Phone and Product Interest.

3. Blue means "Optional": this would be "everything else", the lowest priority of field entry. 

  The colors can mean anything you want them to. This gives you the ability to do things like;

1. Tell the new Data Entry employee just to worry about the Red fields. 

2. Tell the Sales Department that they should be filling in all the Green fields as they work through their cold calling.

3. Add Red and/or Green fields as additional "Required" or "Good to Have" fields as necessary. There's no need to explicitly educate employees on what they're for; they simply follow the color code. 

To change the color of a GoldMine field label;

1. Login as MASTER or equivalent. 

2. Right-click the Field Label of the desired field, select Properties. 

3. Go to the Color tab.

4. Pick the desired color by using the "Colors" button under the "Label Color" section.

 

5. Ok your way out. Your users will need to restart their GoldMines to get the changes. 

Try it, and have fun!

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