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GoldMine CRM

GoldMine : Turning on Auto-Fill

By April 18, 2017No Comments

Did you know that fields can be set up to auto-fill when a user starts to type in the field?

1. Go to the field you want to have auto filled.

2. Click on the arrow at the end of the field box to give you the pop-up box with the drop
down list.

3. Click on Setup.

4. Check the box next to Auto Fill and click Okay.

5. Anytime anyone starts to type in that field it will automatically fill the field from the list.

Justin Hill

Author Justin Hill

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