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How to Customize your Contact Search Center Columns

November 16, 2009

in GoldMine Tips

In GoldMine 6.0 and above, you have the ability to customize the columns you see in the Contact Search Center. The Contact Search Center is simply the formal name of the window that pops up when you are trying to find a contact….  Here it is:

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It should look familiar.  By default, you will see the Company, Contact, City and Phone1 fields.  However, this can be changed!  In the Contact Search Center toolbar (The icons just above “Lookup”) all the way to the right you’ll see an icon that looks almost like an Excel spreadsheet in GoldMine Standard or Corporate, in GoldMine Premium click the columns button.

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Click it, and a window like this will pop up:

select-browser-columns

Too add a column simply find the column on the left, they are in alphabetical order, and double-click on it, or single click on it and use the right-arrow button.  It’ll then move to the right-side of the screen.  The order of the columns can be changed by clicking on a field on the right and using the up or down buttons.

Click “OK” and you’ll see your Contact Search Center with your customized fields.  Any field from the top half of the screen, the summary tab, or the fields tab can be added.  Also, the column widths can be adjusted in the Contract Search Center by dragging the dividers between the column headers, just like in Excel.

Note: In GoldMine Premium Edition 8.5 and above the Email and Web Site fields CAN be added! This is a very nice and welcome addition to the product.  They cannot in versions of GoldMine below 8.5.

When you change the columns you see or their widths this is a ‘Sticky’ setting.  So once it’s set it does not change when you Exit GoldMine, close the Search Center, etc.  Also, it affects only you, no one else.

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Top 10 GoldMine Tips for 2009
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{ 3 comments }

Leslie Elam 11.09.06 at 2:46 pm

I’m trying to put the additional name column as one of the selections but it doesn’t show on the list. How do I get it on there?

tony 09.18.07 at 1:12 pm

How can I add email address to the column?

Natasha 01.04.08 at 11:25 am

I’m trying that too to add email to the column there’s nothing I can find can ne1 else?

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