There are a few different ways to bring up the Contact Search Center (CSS) in GoldMine in order to find a record. The CSS, by the way, is the ‘correct’ way of referring to this:
It is what we all use dozens of times a day to find a contact or company in GoldMine. My favorite way of bringing this up is to simply double-left-click on the field that I want to search by. So, if I want to find someone by their company name, I’d double-click on the company field.
After double-clicking on the company field the CSS is displayed with the lookup set to company. (Just like the first graphic).
You can double-click on any of GoldMine’s indexed fields including: Company, contact, last name, city, state, zip, phone1, and any of the Key fields. (The key fields are those located in the lower-right quadrant of GoldMine).
Comments (2)
Hi Chad,
That is the MOST useful piece of information. I have been using Goldmine for years and it's been a pet peeve that there wasn't a Ctrl-F type shortcut to get to the contact search screen. If you know of any other screen or keyboard shortcuts, please share :)
Thank you!
Posted by Sal | March 5, 2007 10:08 AM
Posted on March 5, 2007 10:08
Nice tip, Chad! This will save each of my Sales staff minutes a day. And as Sal requested, keep the time-saving shortcuts coming.
Posted by Sean O | March 8, 2007 4:03 PM
Posted on March 8, 2007 16:03