How can I set up GoldMine to require a user to enter certain fields (i.e. Company, Contact, Phone, Fax) when setting up a new record?
GoldMine can’t really force a user to enter data into a field, but it can check to see if this was done. A great way to do this is by using GoldMine’s automated processes to continuously scan your database looking for missing information in fields. An example is the “Customer Welcome” automated process that comes with GoldMine. Go to Tools|Automated Processes|Automated Process Center and look at the events that check to make sure if the address is correct. There’s a dbase expression that checks to see if the address field is empty, and if so, an appropriate event (ie. a scheduled activity) is triggered.
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