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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!

Justin Hill

Author Justin Hill

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