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The Field List Short Menu
Two important functions are available within the Field List short menu that appears
when you right-click on the field list area of the Create dialog:
First, you can elect to sort Contact table fields, those within the Contact1 and
Contact2 tables, either separately or together. If you sort them separately, all
Contact1 fields (labeled C1) are listed before the Contact2 or C2, mostly user-defined
contact-level fields. This change makes it easier to find your fields alphabetically.
Second, you can now select a governing GoldMine view from which labels are
assigned to each of the fields in Contact1 and Contact2. Because GoldMine allows a
single field to have many uses, they can therefore have many possible labels,
according to each account’s record type. MasterMine allows the user to specify a
“view” whose labels will be the dominant ones appearing in the Field List. Any field
that appears in the selected view will be labeled accordingly. Fields that are not used
in the selected view are assigned the first available label from among other views in
which the field appears.
To better understand these views, you can right-click on the upper portion of the
GoldMine main contact screen and click “Select Primary Fields” to see a list of the
available record type “views”. Click a specific view to see what labels correspond to
that view on the GoldMine contact screen.
Field List Controls
Beyond simply deciding WHICH fields to include, you may have additional
considerations about your field selection. At the top of the field list box are several
buttons that can aid you in selecting and organizing your query fields. The buttons look
like this:
These buttons help you do the following:
Sort fields for drilldown presentation
The order of fields in your query determines the column order in your drilldown screens
(see page 111, Drilldown for Detail). For this reason, you may want to sort the included
fields in your query before hitting the Finish button to create your MasterMine
workbook.
Click on the “Sort Fields” button, then click ONCE on each selected field name (not the
checkboxes!) in the sequence you want for them to appear in your drilldown screens. As
you click, fields will rearrange themselves in the order selected. If you make a mistake,
simply click “Stop Sorting” ( ) and begin again. You need not select every field that will
be included. When finished, click “Stop Sorting” and continue.
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