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GoldMine CRM

GoldMine : Shortcut Keys!

By August 30, 2018No Comments

Did you know that there are MANY keyboard shortcuts in GoldMine? Just take a look here… (Some of these even I didn’t know)

Have fun!

Key Key Description of shortcut
Alt 1 Dial the phone1 telephone number for the contact
Alt 2 Dial the phone2 telephone number for the contact
Alt 3 Dial the phone3 telephone number for the contact
Alt 4 Dial fax for the contact
 Ctrl A View the cases tab
 Ctrl C View the contacts tab for additional contacts
 Ctrl R Reply to email message
 Ctrl C Cut selected text in notes
 Ctrl D View the details tab
Down Arrow Go to the next contact record
 Ctrl Shift E Write an e-mail message to contact
 Ctrl F View the fields tab
F11 Display personal rolodex
F2 Display predefined field entries for lookups, calendar (date fields), or clock (time fields)
F3 Search for a string within the active tab
F8 Start timer
  Shift F8 Stop timer
 Ctrl F8 Restart timer
Alt F8 Reset timer
 Ctrl H View the history tab
 Ctrl J View the projects tab
 Ctrl L View the links tab
 Ctrl M View the members tab
 Ctrl N View the notes tab
 Ctrl O View the processes tab
 Ctrl P View the pending tab
 Ctrl R View the referrals tab
 Ctrl S View the summary tab
Up Arrow Go to the previous contact record
  Shift Up Arrow Cycle through last-viewed records
 Ctrl Up Arrow Go to the first record
 Ctrl V Paste copied text in notes
 Ctrl V View the gm & view tab
 Ctrl X Copy selected text in notes
 Ctrl Y View the opportunities tab
 Ctrl Z Undo typing in notes
 Ctrl A View the cases tab
 Ctrl C View the contacts tab for additional contacts
 Ctrl D View the details tab
 Ctrl F View the fields tab
 Ctrl H View the history tab
 Ctrl J View the projects tab
 Ctrl L View the links tab
 Ctrl M View the members tab
 Ctrl N View the notes tab
 Ctrl O View the processes tab
 Ctrl P View the pending tab
 Ctrl R View the referrals tab
 Ctrl Down Arrow Scroll  the  view  without  change  of  the  selection
Justin Hill

Author Justin Hill

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