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Creating or Updating a Profile/Detail Record in GoldMine

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Use this feature to create or update an existing “QuoteWerks Document” profile/detail record using the document number as the reference. This record is created under the DETAILS tab in GoldMine 5.x and higher (In GoldMine 4.0 and lower, the tab was called the PROFILES tab. Creating a profile/detail record allows you to search for a document by the document number from the GoldMine Query -> Profile Records menu in GoldMine 4.0 or lower, and from the Lookup -> Detail Records menu in GoldMine 5.x or higher.

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