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New GoldMine.NET Video: Customizing GoldMine Fields Part 3: Record Types

April 3, 2011

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Customizing GoldMine Fields Part 3: Record Types

  • What are Record Types… Based on field condition change:
    • Primary Field View (Top 1/2 of Record)
    • Custom Screen (Fields tab)
    • Default GM+View
  • Setup Primary Field Views
  • Create Record Type
  • Set Record Type Rules
  • New Record Window

 


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New Video on GoldMineTraining.NET

June 6, 2010

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A new video detailing GoldMine’s Territory Realignment has been posted on GoldmineTraining.net

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Join Me on LinkedIn

September 15, 2009

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Won and Lost Opportunities with Reason and Highlighting

April 11, 2009

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check-markWhen you invest in Crystal Reports for GoldMine not only do you get 49 ready-to-use to Crystal Reports for your edition of GoldMine (Corporate 6.7, Corporate 7.0, Corporate 7.5 or Premium 8.0) but I’ll also release BONUS reports from time to time that you’ll be able to get no additional charge.

Here’s Won and Lost Opportunities with Reason…  Click on the screen shot for a full size image.

won-and-lost-opportunities-with-reason1