Friday, August 28, 2009

GoldMine: Change Default Search

A client recently asked: When I click the Search button, it opens the Contact Search to automatically search by Contact. Is there a way to set this default to something other than Company or Contact?

Yes, you can "memorize" a field so that it appears by default:

* Select Tools > Options > Lookup tab
* Modify Default lookup by field > select Remember Lookup By
* Open the Contact Search Ceenter > select Email as the lookup
* Lookup by email > logout of Goldmine

When you log bck in, click the Search button. Email should appear as the default Lookup By field.

No comments: