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GoldMine CRM

GoldMine : Removing Menu Items

By March 2, 2018No Comments

Did you know that you can remove single menuitems from folks top-level menus. Not only is this a way to prevent catastrophe (for example, the Delete Records Wizard can wipe out your entire database), it’s also a way to make the GoldMine interface friendlier for end users.

You can edit the menu under Tools | Users Settings | Properties | Menu Tab.

Simply use the tree to turn items on (in green) or off (in red). The Save Menu Layout tool works as you might expect: it saves the current menu template so it can be easily applied to other users.

Some Common Items I see Removed:

1. Everything under Tools | Data Management.

2. Everything under Tools | Synchronize.

3. All the “weird” items under Complete (i.e. Event, Other Action, etc).

Have at it, and good luck!

 

Justin Hill

Author Justin Hill

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