Using the User Information QuickStart Wizard

Configure or update individual user's personal information stored in the Personal tab of the User's Options.

Use the following procedure to configure user information with the User Information wizard.

1.

Select Tools > Quick Start Wizard.

2.

At the GoldMine QuickStart Wizard dialog box, click the User Information Wizard button.

3.

The Welcome screen of the QuickStart Wizard: User Information dialog box appears. Click Next.

4.

At the user list, select the user for whom you are updating personal information and then click Next.

5.

Update the fields as needed:

○ Title. Type the appropriate title or salutation such as Ms., Dr., and so on.

○ Department. Type the user's organizational unit such as Marketing.

○ Phone. Type the user's primary telephone number.

○ Fax. Type the user's fax number.

Click Next.

The user variable options open. These variables supplement basic information stored in the Personal tab.

6.

To add or change a variable, click New or Edit.

The Add a New Variable or Edit a Variable dialog box opens.

○ In the Name field, type the new variable such as Cell Phone.

○ In the Value text box, type the value of the variable such as the cell phone number.

○ To remove a variable, highlight the variable and click Delete.

○ Click Add or OK to close the Add or Edit Variable dialog box and return to the User Information Wizard.

7.

Click Finish to close the User Information Wizard and return to the QuickStart Wizard dialog box.