How to add a new tab for Custom fields within GoldMine?

Version 1

    Details

    How to add a new tab for custom fields within GoldMine?


    Resolution

    [STEPS]
    1. Login as a user with Master rights
    2. Click Tools > Configure > Custom Screens



    3. Click NEW
    4. Enter a name for your Custom Screen and The Tab name that you want to show from the Contact Record
    5. Leave access to (Public) and leave the check box checked
    6. Click OK to save




    The new Tab should appear within GoldMine under the contact record.
    You can now edit the screen in Screen Design Mode and add fields to the screen.