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How can you customize main screen in Frontrange's Goldmine 6.0

Posted on 2004-09-06
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Last Modified: 2013-11-24
My company is utilizing Frontrange's Goldmine 6.0 Enterprise/Server edition as our CRM solution.  Most of our users like to see key information 'at a glance' using the main top four windows.  See a screenshot here:
http://reviews-zdnet.com.com/i/so/pc/ji_9498133_9498134_pc_01.gif

Is it possible to customize the fields in these panes?  We would like to add a few more data elements there.  Obviously, if it can be done, I would like to know how.

Thanks in advance.
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Question by:rellis2004
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5 Comments
 
LVL 13

Expert Comment

by:TommyTupa
ID: 11997197
Often times to make more room, we'll modify existing elements like Ext 3 or Fax or Address3, changing it to our desired name.  But if you want you can create a user-defined field and add it to one of the quadrants on top.  Simply create  your field, go to screen design and add it.  And NEVER move around existing fields.  

Let me know if you need more details or which part to expand on.

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Author Comment

by:rellis2004
ID: 11997560
Thanks for the help.  So then if I create a user defined field and add it to a quadrant, can I expand the default size of the quadrants too?  Or am I stuck with the same size?

My previous companies didn't use Goldmine, so I'm just getting into this.  Thanks for the help!
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LVL 13

Accepted Solution

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TommyTupa earned 750 total points
ID: 11997801
Unfortunately your very much stuck with the quadrant sizes you see.  

If your new to Goldmine, I have to ask - Are you adding your user defined fields through Goldmine and then rebuilding, or through SQL Server?
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Author Comment

by:rellis2004
ID: 11999187
Thanks Tommy.  I haven't even gotten to the point of adding user-defined fields yet.  Was considering via SQL Server unless that's not recommended.

Thanks for your help on my previous question.  I awared points.
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LVL 13

Expert Comment

by:TommyTupa
ID: 11999220
Glad to help.  FrontRange has a document on adding user defined fields via SQL Server.  I just wanted to make sure you don't rebuild in SQL Server.    Go to support.FrontRange.com and search for 'custom fields'.
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