GoldMine Tip - How to setup a custom field on a customers record to warn you of any notes against that customer
November 30, 2009
Here's a simple way of creating a custom field on your GoldMine screen to display and warn you if the record has some Notes:
-Log into Goldmine Premium as a master user
-Right click in the top half of the screen and choose 'Screen design'
-A floating tool bar called designer will appear
-Press 'New' and pick 'dbase Expression from the drop down list. Now press ok
-Drag the new ‘expr’ field and place it in the correct location
Note: the field will appear red if it is in an area where it cannot be placed
-Double click the field and the field properties window will appear
-Press 'more options'
-In the field label data select the expression radio button
-Enter the following expression... iif(trim(¬es) > "" , "Record has Notes","")
-Press OK
-Select the Color tab, change the data colour as required
-Press OK
-Select the layout tab,
-Change the 'Field label' size to 0
-Change the 'Field data' size to 15
-Press OK
You will now have created an expression field that displays "Record has Notes"