Setting Options for the Lookup Tab

The options on the Lookup tab on the <User> Options dialog box allow you to configure the display attributes and functionality of the Contact Search Center.

1. Select Tools > Options.
2. At the User's Options dialog box, select Lookup.
3. Select from the following options:

○ Show SQL query editor in the Search Center to display the Query Editor on the Contact Search Center page (see Contact Search Center Query Editor).

○ Sync the Contact window with the Search Center window to display the selected record in the Contact Search Center as the active record in the work area.

4. Type or select the Lookup alignment delay while typing (1/10 sec).

This specifies the delay in tenths of a second between when you type an entry in the Find Value field of the Contact Search and when the Contact Search Center window displays a record that matches the entry.

5. In the Default Lookup by area, select an option: Contact, Company, or Remember Lookup by.

This option becomes the Contact Search Center window default when selected on the toolbar or the menu.

6. In the Once a record is selected from the Search Center area, select one of the following:

○ Move the Search Center window to the back brings the Contact RecordClosedStandard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. to the front and places the Contact Search Center behind the contact record.

○ Close the Search Center window closes the Contact Search Center.

○ Minimize the Search Center window minimizes the Contact Search Center.

7. Click the More Options button to view the Select CSC fields options.

This opens a dialog which lists the fields available on the system. A check box by each field allows the user to control which fields are displayed in the Search-by list (see Searching for Contact Records).

8. Check the fields that you want to be available in the Search by drop-down list for the current user.
9. Click OK to save the settings and close the dialog box.