Sunday, December 23, 2007

GoldMine Standard - Lookup Fields Auto Fill

A client is having an issue when running a filter on fields when users mistype information into the field. Can lookup fields auto-fill when a user starts to type in the field to avoid missing contacts in a filter?

Yes, you can activate an auto fill feature in lookup fields by changing a setting in the lookup settings.

* Go to the field you want to have auto filled
* Click on the arrow at the end of the field box to give you the pop-up box with the drop
down list
* Choose Setup
* Check the box next to Auto Fill and click Okay
* Anytime anyone starts to type in that field it will automatically fill the field from the list