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How to Change Your Default Search From Contact to Company

January 29, 2010

in GoldMine Premium Edition, GoldMine Premium Edition 8.5, GoldMine Tips, Misc.

This is a question I get quite often, and it’s a simple change for you!

When you click Search (Or Find in GoldMine 7.x or below) the Contact Search Center comes up and you can find the record you’re looking for.

goldmine-search

goldmine-search-center

Many people prefer this to default to a company name search rather than the contact name search.

To do this go to Tools | Options (Edit | Preferences in GoldMine 7.x and below) and go to the Lookup tab.

lookup-options

Change the Default lookup to Company, and click OK.  It’s easy as that!

Also, don’t forget use the F4 key as a keyboard shortcut to open up the Contact Search Center as well as double-clicking on the field label.  http://www.thegoldmineblog.com/2007/03/double-click-to-find-a-record/

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