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GoldMine CRM

GoldMine : The Default Search Field

By January 26, 2017No Comments

This is one of the best kept secrets of GoldMine. Want to change your default Search Field? Easy;

  1. Go to Tools | Options from the top level menu.
  2. Select the “Lookup” Tab.
  3. From here, you can select either Contact, Company or “Remember Lookup By”, which acts as you might expect; it remembers the last lookup field that you used.

But this is crap; almost everyone I know searches by LastName. So, how do we do that? It’s laughably easy.

Just double-click on whatever field name you want to search by directly from the Contact Record itself. Not in the field, but directly on the field name (or “label”). Want to search by last name, click on it! City, State, Zip, Address, click on it!

Pro Tip : Don’t forget you can use a percent sign (%) as a wildcard when searching!

 

 

 

 

 

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