On January 9th, we had our GoldMine User Group, where we showed our best practices for using GoldMine's Search Center.
Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
Still have more questions about GoldMine? Feel free to reach out to our team here, and we’ll be happy to answer!
GoldMine’s Training Center is divided into four different sections:
To find text in notes, attached documents or email messages, we use GoldMine’s Universal Search feature, which you can use to search for a specific word or a string of text. You can also choose where the Universal Search feature looks for that text, such as Contacts, Notes, Opportunities, etc., and it will even pinpoint the column in which the text was found.
Yes. A GoldMine master user needs to install Universal Search by going to Tools → Configure → System Settings → Advanced, and clicking the ‘Install’ button under Universal Search.
By default, Universal Search displays results from your whole GoldMine system, but if you want to customize your search to specific areas, such as History or Notes, go to Advanced and select which areas you want to be included in your search. Also, notice that if you click on any result, you will be redirected to the record’s location in GoldMine, where you’ll be able to get a detailed view of that record.
Yes. When sending email directly from GoldMine using templates, if you select multiple recipients, they will be sent out as individual emails.
Your stored searches are saved in your Filters or Groups in the Search Center. Many organizations use public filters that are saved once and can then be used by more users, but you can also have your own filters, and, if you right-click on a filter, you’ll get a preview of the search results.
The Search Center displays records that you have permission to view, so it could be that there are other records in your GoldMine system, but that are not available to you based on your GoldMine view rights and permissions.