Not a big deal at the time, but when you are ready to do some marketing or list generation it’s a big deal! Then you look at your empty fields and getting the data at that point in time can seem like an insurmountable task.
To, not so gently, encourage users to fill out those fields we can turn on, on a field-by-field basis, “Required Data Entry”. This forces a user to enter data into a field when the record is created or changed. To turn on this option for a field simply do a Right-Click | Properties on the field in question, then choose the Security tab. Note: You need master rights to make this change.
After checking this box and clicking OK you’ll notice a red-box around the field, indicating that it is required.
If you attempt to leave the record without filling in the field by using the Contact Search Center or closing GoldMine, it is not going to happen!
If the user has “Required Field Override” checked in their user security settings they can click Skip Required Entry and give a reason for not entering the information. Otherwise, they’ll need to click OK and enter data into the field.
It’s important not to go overboard with this feature. Turning this on for too many fields can make using GoldMine, at worst, nearly impossible, and at best very frustrating. Using it judiciously, however, can significantly increase the value and usefulness of your GoldMine data.
