Justin Hill No Comments

GoldMine comes out of the box with everything turned all the way on and all the way up. By which I mean all tabs, all menuitems and all access permissions are enabled. Now, because no one uses 100% of GoldMine, having these unused tabs (i.e. Referrals, Projects, etc) can clutter up the workspace and confuse newer users.

To hide and/or reveal tabs,

  1. Select Tools | Options from the top level menu.
  2. Select the “Record” tab.
  3. Click the “Tabs” button.
  4. Simply check or uncheck those items you wish to show or hide.
  5. Ok your way out.

Pro Tip: Use the “Customize Globally” checkbox to push changes out to all users. Use with care!

 

 

Leave a Reply

Your email address will not be published. Required fields are marked *