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| The "Fields" tab can be customized to show different sets of fields. So one screen, or set of fields, may show a set of user defined fields for use with prospects. While another screen may show a set of user defined fields for use with customers. |
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| Changing screens is simple. While in the "Fields" tab, right-click. Among the options available will be a list of screens. Click that screen to change the screen viewable from the "Fields" tab. |
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| To create a new screen, go to the "File" menu, then "Configure", then "Custom Screens." The "Custom Screens Setup" appears, which lists the custom screens. Click "New" to begin creating a new screen. For now, type the name for the new screen by filling out the "Screen Name" field. The "User Access" drop-down will let you make the view available only to a certain user or group of users. The option relating to current contact set should be checked if you want the view available in the current contact set. |
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| After clicking "OK", in the "Custom Screen Profile" window, to create the custom screen, the next step is to add fields to it. Click "Close" on the "Custom Screen Setup" window and go to the "Fields" tab. Right-click to change the view to the screen just created. Now you can right-click again to bring up the "Screen Designer" to add and arrange fields to the custom screen. |
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| About half of the available spaces for tabs are used in a default GoldMine setup. The other half can be custom tabs. To see other tabs available in GoldMine, click the right or left arrows to the right of the tabs, or click the half hidden tabs on the right side of the visible tabs. To convert a custom screen to a tab, go to the screen profile by clicking "Properties" while a screen is high lighted in the "Custom Screens Setup" (File | Configure | Custom Screens). Fill in the tab name field. |
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