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GoldMine CRM

GoldMine : Modifying your Toolbar

By November 5, 2018No Comments

This is something that I rarely see done, but it’s an awesome time saver: changing the default buttons on your toolbar. You can actually add any item from the GoldMine menu onto your toolbar. It’s easy!

1. Find and click on the “little down arrow” that is on the far right edge of your toolbar.
2. Select Add or Remove Buttons | Customize | Commands.
3. From the “Customize” window, the idea is to click-drag the desired menuitem from the list up onto the toolbar. You’ll see that you can place the menuitem anywhere on the bar.
4. To delete an item, simply click-drag it off of the toolbar. It’s just that easy.

You’ll be surprised at how much more effective this can make you in GoldMine. You should really give this a try!

Justin Hill

Author Justin Hill

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