How to create a new record type and set this as default record type including to make one of the primary field views the default view for everyone.

Version 1

    Details

    How to create a new record type and set this as default record type including to make one of the primary field views the default view for everyone.


    Resolution

    1. Log into GoldMine as a master user
    2. Go to the Record Type Administrator (Tools > Configure > Record Types)
    3. Click on "New Record Type" (first icon on the Record Types Administration Center's toolbar)
    4. Give this New Record Type a name (Note: If applicable, provide a Relationship Tree name)
    5. Select the Primary Field View from drop-down menu
    6. Select the Custom Screen and GM+View (optional)
    7. Check the option: "Set as Default Record Type" (Note: If applicable, select a New record dialog uses different field layout)  



    8. Click OK
    9. Click "Apply Changes" (fifth icon on the Record Types Administration Center's toolbar)
    10. Log out of GoldMine and log back in to test