Record Ownership

Contact records can be owned by everyone (public), by a user, or by user groups. Ownership determines security on contact records. Consider the following when setting record ownership:

■ Records owned by (public) can be viewed and edited by all users. Viewing and editing security can be set on individual fields.

■ Record Ownership is used when record curtaining (see Record Curtaining) is applied. Ownership is stored in the Owner field in the Contact1 table.

Ownership can be set when you

■ Create a Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. (see To Set the User Profile)

■ Configure Record Ownership (see Setting Ownership in the Record-Related Settings)