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GoldMine Summary Tab

Don’t forget this handy tab.  The information contained here is automatically populated by the GoldMine Calendar.  This is a great place to see a quick overview of what has been done with a contact and when.  These fields can be used in dashboard, reports, and other tabs. Read more

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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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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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GoldMine – Finding Detail (Profile) Types with Counts

Keeping your data clean is an important task.  One way to keep Detail or Profile records clean is to check on what Types have been created and how many records for each.  The default Detail(Profile) types are E-mail Address and Web Site.  Others are defined by you when you configure a new Detail record. Read more