Monthly Archives: March 2014

GoldMine Notes Tab Security

Though the Notes tab is NOT the place to store transactional or historical information, it is still a great place to put information that otherwise has no home.  At our office we use it for office hours, unique directions, phone menus, etc.  Either way, one may still want to secure who can create or edit Notes tab notes.

Fortunately, GoldMine has a way of doing that.

  1. As a user with Master rights, click Tools | User’s Settings…
  2. Highlight the appropriate user and click the Properties button.
  3. Click on the Access tab.
  4. Near the bottom left you will see the options that control the Notes Access. Add/Remove check-marks as needed.GoldMine_Notes_Tab_Security_01

 

Hope you find this of value!
Enjoy and Happy GoldMining!!

 

Hiding Contact Details

Let’s face it, unless you can afford a few of those 30”+ monitors, there never seems to be enough room on the PC desktop.  Sometimes you just want to look at more data without having to scroll.  Well, GoldMine can’t make your monitor larger but they do have a handy way of helping you see some more data… it’s called the “Hide contact details” button.  Sure, the name isn’t snazzy but at least it’s accurate.

Located near the top right-hand side of your GoldMine Screen, clicking the button will collapse all but the top row of your GoldMine contact screen.Hiding_Contact_Details_01

And now you can see more of your Pending, History, Details, etc.Hiding_Contact_Details_02

 

Hope you find this of value!
Enjoy and Happy GoldMining!!