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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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September 15, 2009

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