Monthly Archives: January 2014

Contact Search Center Shortcuts

Two posts ago we covered the basics of the Contact Search Center (CSC).  Now we would like to show you a little shortcut that we’re sure you keyboarders will really like.

When searching for a Contact, you might open the CSC and find that the “Search by” still shows your last search, and it’s not the Contact field. Or you started your search looking for a Contact (primary) and now need to switch to Name (additional), to see if that contact can be found there.  Most users will grab their mouse and pull down from the list, likely having to scroll up to get to one of those fields.  However, there is a far easier way to switch simply by using the keyboard.

Alt-P: Will change the Search by to Contact (primary)Contact_Search_Center_Shortcuts_01

Alt-O: Will change the Search by to Name (additional)Contact_Search_Center_Shortcuts_02

Simply hold down the Alt Key while hitting the letter O or P.  GoldMine will automatically switch the Search by value accordingly.

Note: This also works great when searching for a contact to link a new e-mail address to.
Also:  If you find that Alt-P brings up the “Schedule an Appointment” window, that’s because you have added that button to your toolbar.  You may consider changing the shortcut of the button to allow you to use Alt-P for Contact (primary).

 

Hope you find this of value!
Enjoy and Happy GoldMining!!

 

Using the GoldMine Lookup Wizard

The Contact Search Center, discussed in our last post, is a great way to find field-level information in GoldMine.  However, sometimes we need to find information stored in the Calendar, History, and other areas of GoldMine.  If you know how to write SQL Queries, that can be a rather simple task.  If you don’t, well… that can be a bit more challenging.  Unless however, you use the Goldmine Lookup Wizard.

The Goldmine Lookup Wizard is a tool that will build your SQL query for you, walking you step by step through the process.

  1. From the GoldMine menu click Tools | SQL Query.
  2. On the right-hand side, click the Build… button.  This will start the GoldMine Lookup Wizard.
  3. Pull down the Category list and choose the appropriate item.  For this post we will select the “Pending activities (Calls, Forecasted Sales, E-mails, etc.)” option.Using_the_GoldMine_Lookup_Wizard_01
  4. Click Next.
  5. Select your criteria.Using_the_GoldMine_Lookup_Wizard_02
  6. Click Next.
  7. Select your options (All, unlinked, or linked) and click Next.
  8. Your new query is ready to use.Using_the_GoldMine_Lookup_Wizard_03
  9. Click Finish and GoldMine will insert this new Query into the window.
  10. Click the Query button and viola’, you now have a list of all the records that met that criteria.  That list can be used dynamically, changing the active contact record with each row.
  11. Right-click anywhere in the list and select Output to, if you want that list in Excel or elsewhere.

 

Hope you find this of value!
Enjoy and Happy GoldMining!!