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Customize Search Center Columns

In GoldMine 6.0 and above, you have the ability to customize the columns you see in the Contact Search Center.  The Contact Search Center is simply the formal name of the window that pops up when you are trying to find a contact....  Here it is:

Css1_1

It should look familiar.  By default, you will see the Company, Contact, City and Phone1 fields.  However, this can be changed!  In the Contact Search Center toolbar (The icons just above "Lookup") all the way to the right you'll see an icon that looks almost like an Excel spreadsheet.  I've put a red box around it in the screen shot above to draw your attention to it. 

That's the "Select Browser Columns" button.  Click it, and a window like this will pop up:

Css2

Too add a column simply find the column on the left, they are in alphabetical order, and double-click on it, or single click on it and use the right-arrow button.  It'll then move to the right-side of the screen.  The order of the columns can be changed by clicking on a field on the right and using the up or down buttons. 

Click "OK" and you'll see your Contact Search Center with your customized fields.  Any field from the top half of the screen (except for email or website), the summary tab, or the fields tab can be added.  Also, the column widths can be adjusted in the Contract Search Center by dragging the dividers between the column headers, just like in Excel.

When you change the columns you see or their widths this is a 'Sticky' setting.  So once it's set it does not change when you Exit GoldMine, close the Search Center, etc.  Also, it affects only you, no one else.

Happy GoldMining!

Chad

Comments (3)

I'm trying to put the additional name column as one of the selections but it doesn't show on the list. How do I get it on there?

tony:

How can I add email address to the column?

Natasha:

I'm trying that too to add email to the column there's nothing I can find can ne1 else?

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This page contains a single entry from the blog posted on October 17, 2006 10:18 PM.

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