Managing User Options

Define GoldMine settings unique to you. GoldMine saves user options (settings that control how GoldMine looks and acts for each user) settings in your user’s initialization file (username.ini).

NOTE: While the User Options tabs have settings that allow users to customize their work environment, many GoldMine administrators configure these settings for users and then restrict their ability to change the Options. For more information, see Restricting User Options Access.

Set User Options on the following tabs:

Personal	Change your password and add personal information. See Setting Options on the Personal Tab.
Record	Control the appearance of Contact records, tab displays, and zip code validation. See Setting Options for the Record Tab.
Calendar	Determine calender appearance and functions. See Setting Options for the Calendar Tab
Schedule	Set parameters for scheduling and working with activities. See Setting Options for the Schedule Tab.
Alarms	Configure GoldMine alarms. See Setting Options for the Alarms Tab.
Lookup	Set display options for Contact records and the Contact Search Center. See Setting Options for the Lookup Tab.
E-mail	Configure settings for your e-mail server, login information, and rules to apply when sending and receiving e-mail. See Setting Options for the E-mail Tab.
Telephony	Control settings for your computer's modem and dialing options and SoftPhone advanced settings in GoldMine. See Setting Options for the Telephony Tab.
System	Set date and time settings. Select classic navigation and taskbar settings, and specify an Outlook username, if different than your GoldMine username. See Setting Options for the System Tab.
Speller	Specify GoldMine spell checking options. See Setting Options for the Speller Tab.
Messaging	Configure SMS message reception for a user’s mobile device. See Setting Options for the Messaging Tab.
Login	Determine the locations of the GoldMine default databases and system files, and other system settings. This tab is available only to users with Master Rights. See Setting Options for the Login Tab.