Setting Options on the Personal Tab

Use the following procedure to set up user personal information.

1. Select Tools > Options.
2. At the User's Options dialog box, select Personal.

The Personal tab displays User Name and Full Name.

NOTE: A Master Rights user can change the Full Name in the User Profile.

3. Click Change Password to change your GoldMine Password.
4. In the Title field, type your professional title.

NOTE: For Title and following Department, Phone, and FAX text boxes, selecting the Select contents of field option chooses the entire contents of a field. If this option if selected and your screen saver is set to On, you might inadvertently delete the contents of the field when you clear the screen saver. If you press ESC before leaving the field, the data is replaced.

5. In the Department field, type the name of the organization or group you are affiliated with.
6. In the Phone field, type your primary telephone number.
7. In the FAX field type your fax number.
8. Click OK to save the settings and close the dialog box.

To Change Your Password

To change your GoldMine Login password, you must be the user logged into GoldMine.

1. Select Tools > Options.
2. At the User's Options dialog box, select the Personal tab.
3. Click Change Password.
4. At the Change Password dialog box, type your current password in the Enter your current password field.
5. Type your new password in the Please enter a new password field, and then type it again in the next text box.
6. Click OK to save the new password and return to the Personal tab.