GoldMine Web (GMWEB) - How to add extended Details to a contact record when using GoldMine Web.

Version 1

    Details

    How to add extended Details to a contact record when using GoldMine Web.


    Resolution

     

    1. Log into GoldMine Web.

    2. Open the contact record you wish to add detail information for. 

    3. Scroll down to the Details section, and click the the down arrow to expand the section.

    4. Click Add

    5. Click on the Right Arrow next to the Detail field.

    6. Select the type of detail information you wish to add, and click OK.

    7. Add reference information
    - Please keep in mind that the Reference field stores only 35 characters although a longer value can be entered in certain GoldMine Web versions.

    8. Add Notes if needed.

    9. In the fields section, click in the field you want to add information to, and input information.

    10. Click OK to save the Detail


    NOTE: The fields available for use in the details field cannot be changed from the GoldMine Web interface. If a custom field is needed for the detail information area, this must be configured by the GoldMine Administrator using GoldMine Premium Edition.