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GoldMine CRM

GoldMine : Revoking Delete Access

By March 2, 2018No Comments

This seems to happen a lot: users deleting contact records mistakenly. The real issue is that this often requires a call and billable time from yours truly to restore the record from backup. Much better to not have the problem at all! To remove the end-user ability to delete contact records:

1. Go to Tools | Users Settings (you need MASTER rights to do this).

2. Select the user in question, click Properties.

3. On the Access Tab, uncheck “Delete” under Contact Record (top left).

4. Ok your way out.

The user will need to restart their GoldMine to get the change. Try it, and good luck!

Justin Hill

Author Justin Hill

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