This is one of the most under-used parts of GoldMine. That is, the ability to preview a Filter directly from the Search Center.
To do this;
1. Open up your Search Center by clicking on “Search” from the top Toolbar.
2. Click on the Filters/Groups button on the top “strip” of the Search Center.
3. This will open up a Filters and Groups pane along the left hand side, in a tree format.
4. To Preview any Filter or Group, simply double-click on it.
5. GoldMine will prompt you whether or not to apply a “limit” on the Previewed Filter or Group. This is not required. If you’d like to see the entire contents of the Filter / Group, simply click “No”.
Your Search Center should now be showing you all the Contacts within the Filter / Group.
Keep in mind that your Previewed Filter is “activated” within the Search Center at this point, and to Release it, you must eventually right-click within the Filters and Groups pane on the left hand side and select “Release Preview”.
