Never get that lost feeling: Mastering GoldMine CRM's Universal Search - Event 6/9
GoldMine 2024.4 now out!

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

Goldmine shortcuts

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)


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