Justin Hill No Comments

GoldMine : Removing Unused Tabs

Ah, yes! Removing stuff in your way with GoldMine is easy. Let us now remove Tabs from the bottom edge of the GoldMine Contact Record. We’ll start with the ones we don’t use – you know, most of them.

1. Get into Record options via Tools | Options | Record from the top-level menu.

2. Click on the “Tabs” button.

3. From here you can enable/disable any tab and re-position it. I’ve removed all the tabs except for the most vital:

Pro-tip: The “Customize Globally” checkbox works as you imagine it does. But be careful you don’t take away a tab that a user depends on!

Justin Hill No Comments

GoldMine : Remove Duplicate and Unused Toolbar Items

One of the most useful things you’ll do with GoldMine is remove parts of it from being in your way. Let’s start with the Toolbar.

1. Activate edit mode by clicking on the “little down arrow” all the way on the right of the toolbar. Then “Add or Remove Buttons”, then “Customize”.

2. Go to the “Commands” tab. What you see here is literally every item from the GoldMine top-level menu. To add an item to the Toolbar, click-drag the item from the right-hand side of the Commands window into the toolbar.

3. When you are in this mode, you can also re-arrange the Toolbar items with a click drag. Removing an item is done by click-dragging it off of the Toolbar.

Pro-tip: For those of you who love to micro-manage your GoldMine interface, right-click on any Toolbar button to bring up all kinds of options:

Megan Hagedorn No Comments

Dynamics 365 – Missing “My Apps” from the Settings Menu?

If you’re missing the “My Apps” navigation item from the Settings menu, you’re not alone!  Only a handful of clients have had this menu item available by default.  You’ll want to access the “My Apps” page to set security roles for all unified interface apps.  It’s also a great place to identify web apps vs unified interface apps.  Keep reading to learn how to add this manually.

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Becci No Comments

Data Loader Settings

Data Loader is a powerful tool that allows you to manipulate data outside of Salesforce to use elsewhere or to make changes in current data.  It is used for bulk import or export of data, insert, update, delete, or export Salesforce records. Read more

Becci No Comments

Using Data Loader to Update Records

There will be times you will need to do a mass update of records that cannot be easily done via the Salesforce Object Manager.  The Data Loader will provide a way to export the Salesforce records you want to change and then update them based on the record id.  This method will work on most Salesforce standard and custom objects. Read more

Becci No Comments

Using Data Loader to Export Records

There will be times you will need to export raw data or do a mass update of records that cannot be easily done via the Salesforce Object Manager or Report export.  The Data Loader provides a way to export Salesforce records using a filter and the ability to specify the field data the export returns.  This method will work on most Salesforce standard and custom objects. Read more

Megan Hagedorn No Comments

Dynamics 365: Troubleshoot Workflow Issues in the new UI

For this post, I’m reposting an old tip on troubleshooting workflows with some new steps at the end for the Unified Interface.  Unfortunately, Microsoft has not added the ability to view background processes and process sessions from a single record in the new UI yet, but hopefully this will be added in a future release.

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