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GoldMine Detail Records

The premise behind the Details tab is to have a place to store information pertaining to a common theme that may require multiple entries (e.g., Email Addresses and Web Sites). Read more

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Set Lightning Page Tab Order

Lightning pages use tabs to organize data on the screen.  By default the Activity and Details tabs are displayed.  To better organize your data, you can reorder the tabs to work with keyboard commands or regular viewing. Read more

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Set Details Tab to be the Default Tab

The default tab on any Lightning page is Activity.  So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing.  If you want to see the Details, you will need to move to that tab. Read more

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Setting Security on GoldMine Fields

From the Security tab in any GoldMine Field Properties, you can control required fields, set read and update rights, and create an Audit records when a the field was changed to include the previous and new values. Read more

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GoldMine Expression Fields

GoldMine Expression fields are used to display text only.  The information displayed can be free form text or a dbase formula.  Users cannot enter or change any data in these fields and you are limited to 15 characters like field labels are. Read more

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Salesforce – Edit Tabs in the Lightning Activities Sidebar

When using Lighting the Activities Sidebar can be customized to fit your needs.  Tabs (e.g., New Task, New Event, Log a Call, and Email) can be added, removed and reordered.  For Actions that will not be used, such as Email from Salesforce, the tab can be removed to eliminate confusion. Read more