Thursday, August 18, 2011

GoldMine : Setting the Default Search Field

Once a user is comfortable using GoldMine, they typically search for Contacts using the same field. I personally use Contact. Others prefer LastName. Some even like to use Company.

A nice touch is to set your default Search By field, so GoldMine "remembers" the last field you searched.

1. Select Tools | Options
2. Select the Lookup tab
3. Select "Remember lookup by", next to "Default lookup by field"
4. Ok your way out

Now GoldMine will remember the last Search field you used, even if you close and restart. Try it!

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