Change Activity Display On Calendar

GoldMine gives you a few choices of how to view activities on your calendar. You can see the Contact Name and the Reference, or the Company Name and the Reference or swap the Names and References. You can also customize the display. Here is how to show the Company, Reference and Notes for a Scheduled Activity:

On your Calendar, right-click and choose Options\Preferences. Click on the More Options button. Type this line into the xbase expression window in the “Scheduled Activity” section under Options:

trim(contact1->company)+”: “+trim(cal->ref)+” – “+ trim(cal->notes)

This expression won’t work in the Completed Activity section so you will need to make one of the other selections.

Note: If you select “Show Company Name: Reference” in Goldmine PE and you don’t have a Company Name, it will bring in the Contact Name instead. The above expression will only show the company if there is one.

Changing Tab Names

Would you like to change the names of the tabs, ie Docs instead of Links?  Would you rather have the Relationship tab read “Org Tree”?  There is a way to rename the tabs in GoldMine: 

Version 6.7

Add a section to the gm.ini:

[User-OverRide:GoldMine]
ROTabItems1=1;2;3;4;5;6;7;8;9;10;11;12;13;14
ROTabs1=Summary,Fields,GM+View,Notes,Contacts, Details, Referrals, Pending, History, Docs, Groups, Tracks, Opptys, Projects

If you want to change the order of the tabs put the numbers in the order you would like and then put the names in the same order…..ie, Summary is always #1 so if you put 1 in the back (at the end), then put Summary as the last word as well.

Premium version

To change the tab names in Premium, it is the same procedure as in 6.7 but you will need to add 2 more tab numbers for Relationships and Service. 

Add a section to the gm.ini:

[User-OverRide:GoldMine]
ROTabItems1=1;2;3;4;5;6;7;8;9;10;11;12;13;14;15;16
ROTabs1=Summary,Fields,GM+View,Memos,Contacts, Details, Referrals, Pending, History, Links, Groups, APs, Opptys, Projects, Org Tree, Service

(Note: I have changed the names of Relationships to Org Tree and Notes to Memos and Tracks to APs)

To change the order, you would use the customize option in the user interface.