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GoldMine CRM

GoldMine : Setting Tab-Stops

By June 9, 2017No Comments

Did you know that you can TAB around the fields on the Primary Contact record? It’s easy to forget that keystrokes used to be a “thing”; nowadays everyone begins by reaching for their mouse.

You can also customize the TAB-stop order in field properties.

To do this;

  1. Log into GoldMine as MASTER or equivalent.
  2. Right-click on a field label and select Properties.
  3. Go to the Layout tab.
  4. Change the Position in the lower right-hand corner and Ok your way out.

A few notes: Goldmine won’t magically change the Position number of the other fields, so you must edit this for all the fields on the contact record at the same time. I find it easiest to actually print out a screenshot of the contact record itself and mark it up with a pen, noting which field should be in which order. Then just go ahead to run through them all. It’s not as bad as it sounds.

Have fun!

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