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Double-Click to Find a Record

March 4, 2007

in GoldMine Tips

There are a few different ways to bring up the Contact Search Center (CSS) in GoldMine in order to find a record.  The CSS, by the way, is the ‘correct’ way of referring to this:

GoldMine Contact Search Center
 

It is what we all use dozens of times a day to find a contact or company in GoldMine.  My favorite way of bringing this up is to simply double-left-click on the field that I want to search by.  So, if I want to find someone by their company name, I’d double-click on the company field.

GoldMine Screen Shot 

After double-clicking on the company field the CSS is displayed with the lookup set to company.  (Just like the first graphic). 

You can double-click on any of GoldMine’s indexed fields including: Company, contact, last name, city, state, zip, phone1, and any of the Key fields.  (The key fields are those located in the lower-right quadrant of GoldMine).
 

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How to Change Your Default Search From Contact to Company
01.29.10 at 11:06 pm

{ 2 comments }

Sal 03.05.07 at 10:08 am

Hi Chad,

That is the MOST useful piece of information. I have been using Goldmine for years and it’s been a pet peeve that there wasn’t a Ctrl-F type shortcut to get to the contact search screen. If you know of any other screen or keyboard shortcuts, please share :)
Thank you!

Sean O 03.08.07 at 4:03 pm

Nice tip, Chad! This will save each of my Sales staff minutes a day. And as Sal requested, keep the time-saving shortcuts coming.

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