The definitive list of keyboard shortcuts in GoldMine to save you time!

The below list contains default GoldMine Premium Edition shortcut keys which were verified in GMPE 

GoldMine Shortcut Keys - Main application window

F1: Displays Online Help for the active window / GoldMine menu: Help >> GoldMine Help
F2: reserved for opening the Lookup window on active fields (referred as F2 Lookups)
F3: reserved for Find (search) a string within the active tab (e.g. Activity List) or on active Contact record's tab (e.g. Pending)
F4: Opens the Contact Search Center / GoldMine menu: Go To >> Search >> Contact Search Center
F5: Opens the E-mail Center / GoldMine menu: Go To >> Mail
F6: Opens the Activity List / GoldMine menu: Go To >> Activities
F7: Opens the graphical Calendar / GoldMine menu: Go To >> Calendar
F8: starts the Timer / GoldMine menu: Actions >> Timer >> Timer
F9: Opens the Opportunity Manager / GoldMine menu: Go To >> Opportunities
F10: Opens the Campaign Manager / GoldMine menu: Go To >> Campaigns >> GoldMine Campaigns
F11: Opens Personal Contacts (Rolodex) / GoldMine menu: Go To >> Personal
F12: not assigned

CTRL + 2: places cursor into the default Search box (either Universal Search or Contact Search)
CTRL + F8: Restarts the timer / GoldMine menu: Actions >> Timer >> Restart Timer
SHIFT + F8: Stops the timer / GoldMine menu: Actions >> Timer >> Stop Timer
ALT + F8: Closes the timer / GoldMine menu: Actions >> Timer >> Reset Timer


Contact Record Tab Shortcut Keys - Actions when the current contact tab is opened but cursor is not placed into a field

ALT + 1: Dials Phone1 field of current contact record / GoldMine menu: Actions >> Call Contact >> Dial
ALT + 2: Dials Phone2 field of current contact record / GoldMine menu: Actions >> Call Contact >> Dial Phone 2
ALT + 3: Dials Phone3 field of current contact record / GoldMine menu: Actions >> Call Contact >> Dial Phone 3
ALT + 4: Dials Fax field of current contact record / GoldMine menu: Actions >> Call Contact >> Dial Fax
Notes:
- only when the related Phone field contains a value
- if telephony is not setup it will open the User's Options >> Telephony Tab / GoldMine menu: Tools >> Options >> Tab Telephony

F3: Find (search) a string within the active Contact record's tab (e.g. Pending)
Note: works only on lists (not on tabs like GM+View, Summary, Relationships), also does not work on the Preview 

CTRL + E: places the cursor into a current contact's field for editing
CTRL + I : Inserts a new Note into the Notes tab
Note: does not matter is tab Notes is visible or not

CTRL + SHIFT + E: Edits a new e-mail to the contact
CTRL + SHIFT + D: dBASE Expression Tester (Note: only with master rights)


Contact Record Field Shortcut Keys - Actions when the current contact tab is opened and the cursor is placed into a field

F2: opens the Lookup window on active field (referred as F2 Lookups) or the calendar lookup on user defined date fields
CTRL + Z: reverts the change made within the last modified field (where applicable)
CTRL + X: Cut selected text (where applicable)
CTRL + C: Copy selected text(where applicable)
CTRL + V: Paste copied text (where applicable)

Contact Record Shortcut Keys - Navigation

Page Down: Goes to next Contact record
Page Up: Goes to previous Contact record
CTRL + Page Down: Goes to last Contact record
CTRL + Page Up: Goes to first Contact record
SHIFT + Page Down: cycles through the 5 last viewed contact record forward (Note: this is note related to the recently viewed items setting and is always the 5 last viewed contacts)
SHIFT + Page Up: cycles through the 5 last viewed contact record backward (Note: this is note related to the recently viewed items setting and is always the 5 last viewed contacts)


Contact Record's Tabs Shortcut Keys - Navigation

Note: the specific tabs must be set to be visible otherwise the shortcut keys do not work
CTRL + S: Opens the Summary tab
CTRL + F: Opens the Fields tab
CTRL + N: Opens the Notes tab
CTRL + C: Opens the Additional Contacts tab
CTRL + D: Opens the Details tab
CTRL + R: Opens the Referrals tab
CTRL + P: Opens the Pending tab
CTRL + H: Opens the History tab
CTRL + L: Opens the Links tab
CTRL + A: Opens the Cases tab
CTRL + T: Opens the Relationships tab
CTRL + U: Opens the Opportunity tab
CTRL + I: Inserts a new Note (therefore opens also the Notes tab)
CTRL + O: Opens the Processes tab
CTRL + J: Opens the Project tab
CTRL + V: Opens the GM+View tab
CTRL + M: Opens the Members tab
CTRL + >: Opens the next visible tab
CTRL + <: Opens the previous visible tab

SHIFT + F10: not in all cases but usually opens the related context menu (e.g. on opened emails, opened activities)

Recording Macros in GoldMine

With Macro Buttons activated in the Toolbar
CTRL + SHIFT + HOME: Start Macro Recording
CTRL + SHIFT + END: Stop Macro Recording (the Edit Macro Button dialog appears)

Toolbar / menu default shortcut keys

- the shortcut key is only available when the menu / tool bar icon is available
- on a single shortcut key assignment the related item will be opened (e.g. default tool bar Options >> ALT + N)
- on multiple shortcut key assignments the first matching item will be highlighted (e.g. Schedule menu and Sale tool bar icon >> ALT + S), use the shortcut key several times until the desired item is highlighted, then press Enter to open the desired menu or tool bar item
- the assigned shortcut keys can be identified when pressing the ALT key, this activates the menu / tool bar and shows related keys, e.g. File, Edit, Go To etc. This means by pressing ALT + the underlined key the assigned menu / tool bar item will be opened or highlighted e.g. ALT + F opens the File menu, further sub menus are also shown with the underlined key, so that further entries can be selected by the key e.g.  ALT + F >> I(mport) >> I(mport Contact Records)

Never get that lost feeling: Mastering GoldMine CRM's Universal Search - Event 6/9

In today's fast-paced business environment, the ability to quickly access and utilise customer data is paramount. For GoldMine CRM users, the Universal Search feature is a powerful tool that can significantly boost productivity and streamline workflows. If you're not yet fully leveraging this feature, you're missing out on a game-changing aspect of your CRM system.

What is Universal Search?

Universal Search is GoldMine's comprehensive search functionality that allows users to search across multiple record types and fields simultaneously. Unlike traditional search methods that might require you to look in separate areas for contacts, activities, or opportunities, Universal Search provides a holistic view of all related information from a single search box.

Key Benefits of Universal Search

1. Comprehensive Coverage: Universal Search scans contacts, activities, history, cases, opportunities, and linked documents, ensuring no stone is left unturned in your quest for information.
2. Real-Time Results: As you type, the search provides instant results, saving valuable time in your day-to-day operations.
3. Relevance Ranking: Search results are intelligently ranked, with the most pertinent information appearing at the top of the list.
4. Faceted Search: Refine your results quickly using filters on the left side of the results page, allowing for precise narrowing by record type, date range, or other criteria.
5. Preview Pane: View basic information about a search result without opening the full record, speeding up your information gathering process.

Upcoming Webinar: Become a Universal Search Power User

To help our valued GoldMine users make the most of this powerful feature, we're excited to announce our upcoming webinar: "Mastering GoldMine's Advanced Search Capabilities". This in-depth session will cover:

• The ins and outs of Universal Search syntax and operators
• Techniques for searching across different record types
• Tips for filtering and refining search results
• Methods for saving and reusing searches
• Advanced techniques and best practices

Whether you're a seasoned GoldMine user or relatively new to the system, this webinar promises to elevate your search skills and boost your overall efficiency.

This webinar aimed at existing GoldMine users will be on Friday 6th September at 2pm UK time.  REGISTER HERE

Can't make it live? Register anyway and watch the recording.

Universal Search in Action

Imagine you need to quickly find all interactions with a key client over the past quarter, including emails, meetings, and related opportunities. Instead of jumping between different modules, a single Universal Search query can pull up all this information in seconds.

For example, a search for "Acme Corporation Q2 meeting" might return:

• Contact records for Acme Corporation employees
• Calendar entries for Q2 meetings with Acme
• Email history related to these meetings
• Opportunities linked to Acme Corporation created or updated in Q2

This comprehensive view allows you to prepare for client interactions more thoroughly and make more informed decisions quickly.

Maximising Your GoldMine Investment

By mastering Universal Search, you're not just learning a new feature—you're unlocking the full potential of your CRM data. This powerful tool can help you:

• Respond to client enquiries more quickly
• Prepare for meetings more thoroughly
• Identify cross-selling and upselling opportunities
• Track the progress of deals and projects more effectively

Don't miss out on the opportunity to transform your GoldMine experience. Join us for our upcoming webinar and learn how to harness the full power of Universal Search.

REGISTER HERE