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Speed Data Entry and Improve Data Hygiene

Here’s an easy way to make entering data quicker, and improve the ‘cleanliness’ of the data in your GoldMine, i.e. prospect not spelled 5 different ways.

If you right-click within any field GoldMine’s Field Lookup Dialogue Box pops up…

ScreenShot

Here you can add, delete, and edit the lookup entries for just about any field in GoldMine.  Also, in this screen you’ll notice a Setup button to change preferences and settings for this field.  (These settings affect only the field you are on but are universal amongst users).

 ScreenShot

You’ll notice one checkbox in here is Auto Fill.  When checked GoldMine will ‘complete’ the data entry in a field for you, like this:

GoldMine Trick Screen Shot

I just typed a ‘C’ and GoldMine finished the rest since ‘Consulting’ is one of the entries in our Lookup for the Industry field.

Happy GoldMining!

ScreenShot

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This page contains a single entry from the blog posted on February 18, 2007 1:34 PM.

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