About the Record Types Administration Center

The Record Types Administration Center Allows you to create many Record Types based on combinations of your different Primary Field Views, Custom Screens, and GM+Views, and to apply them based on your user-defined Record Type Rules. manages record types.

■ Creating Record Types. See Creating Record Types.

■ Configuring Record Type Rules

Record Types and Contact Records

After creating record types and configuring the in the Record Types Administration Center, the record type (entity) displaying in GoldMine is based on how the record meets the rules criteria.

With the Field value-based rules activated, the File > New menu expands to include record types with the New Record Creation Options configured. The New Default Record Type option provides you with an efficient data entry option.

You are not always restricted to the views determined by the record types and rules. With sufficient GoldMine permissions, manually change the primary field view, custom screen, or GM+View.