rellis2004
asked on
How can you customize main screen in Frontrange's Goldmine 6.0
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.
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.
ASKER
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!
My previous companies didn't use Goldmine, so I'm just getting into this. Thanks for the help!
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ASKER
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.
Thanks for your help on my previous question. I awared points.
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'.
Let me know if you need more details or which part to expand on.