« Friday Fun - Are You del.icio.us? | Main | Really Know What's Going On... Really! »

A More Complete View Of Filter Results

Filters in GoldMine allow you to find subsets of data…  Clients… Clients in California…  Everyone in Chicago…  When previewing a filter though you are able to only see Company and Contact names… 

Filter Preview

Here’s a very handy trick to see whatever fields you’d like!

We’re going to start in the Contact Search Center, so go ahead and do a Lookup | Company…  

Search Center

Click View Saved…


Click on the + sign next to filters.

GoldMine 

Cool, eh?  Now Double-Click on the Filter you want to see.  GoldMine might give you a couple warnings about searches being slow.  Click “No” and “OK” to bypass those. 

Filter Preview in Search Center

The contacts now listed in your Search Center will now be those that make up the filter. 

Filter Preview in Seach Center

Don’t forget the Output To button to be able to send those to Excel (My Favorite), Word, or the Clipboard!

The fields displayed can also be customized:

http://www.thegmblog.com/2006/10/customize_search_center_column.php

 

 

GoldMine Blog Notification Form

Post a comment

(If you haven't left a comment here before, you may need to be approved by the site owner before your comment will appear. Until then, it won't appear on the entry. Thanks for waiting.)

About

This page contains a single entry from the blog posted on August 22, 2007 10:00 PM.

The previous post in this blog was Friday Fun - Are You del.icio.us?.

The next post in this blog is Really Know What's Going On... Really!.

Many more can be found on the main index page or by looking through the archives.

Powered by
Movable Type 3.34