How to Move Tabs in GoldMine - dummies

How to Move Tabs in GoldMine

By Joel Scott

Part of GoldMine 8 For Dummies Cheat Sheet

GoldMine 8 CRM software comes with 18 defined tabs, and you’ll use some more than others. Rearrange GoldMine tabs by moving them up or down, in order of preference, importance, or frequency of use.

Before you start moving your GoldMine tabs, however, be aware that you can’t see all of them simultaneously unless you click the down arrow to the left of the tabs being displayed. You then see a drop-down list of all available tabs, and you can even navigate to each of these areas by clicking any item in the drop-down list.

Here are two examples of Goldmine tabs to consider candidates for demotion from the first tier to the second:

  • Summary tab. Consider demoting this tab to the second tier and replacing it with the Links tab. The Links tab helps you keep track of all the documents and files associated with each record. You’ll likely use the Links tab more often than several of the original tabs that are displayed by default.

  • Referrals tab. Although you’ll use the Referrals tab, you’ll likely not use it all that often.

Follow these steps to demote a tab and promote another one at the same time.

  1. Click the down arrow to the left of the tabs.

    A drop-down list appears.

  2. Click Customize at the bottom of the list.

    The Display Tabs screen appears.

  3. Highlight the tab you want to promote or demote.

    You don’t need to touch the checkbox to the left of the tab description. Just highlight the name of the tab and then click the Move Up or the Move Down button as many times as you want. You can see the selected tab moving up or down as you click.

  4. When you’re done rearranging all your tabs, click OK.

    GoldMine returns you to the main work area. Your changes have taken effect.

These changes apply only to the current logged-in user and do not affect anyone else. There’s no global or companywide setting for this.

If any of the tabs annoy you so much that you just want to eliminate them, you can do so from your Options screen by deselecting the box next to whatever tab you want to remove. If you change your mind, click the Reset button to restore all the original, default settings.