We are not using Fax or Memos, can we rename the Write Fax to Contact and/or Write Memo to Contact menu entry e.g. into Write Contract to Contact or Write Offer to Contract.

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    Details

    We are not using Fax or Memos, can we rename the Write Fax to Contact and/or Write Memo to Contact menu entry e.g. into Write Contract to Contact or Write Offer to Contract.


    Resolution

    The menu entries can be customized like all other  menus within GoldMine. How to do this is described in the Online Help  within GoldMine via Help >> GoldMine Help >> Welcome to  GoldMine Premium Edition > Getting Started > Customizing Toolbars.

    While the entries in the Actions menu can be changed, the values Letters, Memos and Faxes in the Document Management Center and local menus in the Document Management Center to assign  default templates cannot be changed. Therefore we strongly recommend to  document and share the information with your users.