Get to your data quicker using shortcuts

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Get to your data quicker using shortcuts

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Within Sage CRM there are a number of shortcut actions which you can activate by using right-click or the hover method.

These shortcuts help you navigate through the system in the least amount of time and are particularly useful for creating new  or finding existing records.

Menu Shortcuts:

In order to use these shortcuts you will first need to configure your User Preferences.

Log into CRM and within the context of the Main Menu click on the Preferences tab.

Select the Pop Out List activation by: dropdown and choose whether you wish to invoke it by Click (for right-click activation) or Hover.

Take note of your Recent List activation by setting also, we will look at this later on.

Save any changes you make, then log out and back in for the changes to take effect.

If you've chosen 'click' activation, place your mouse over one of the Main Menu items and right click. e.g My CRM.

 This will launch the pop out list of actions as in the figure above. Or Right click find to launch the menu below.

 

 

 

You may find it faster to use the Menu Button method if the context of your search is the same as the last search that you carried out. If the context of your search is different from your last one, you may find the Pop Out List method easier.

Which brings me to my next point; we're all prone to distraction and disruption from time to time. If we are distracted from what we were working on within CRM it is very useful to be able to click back to the last record we were working on once the distraction has been dealt with. To this end; the recent list serves as an excellent shortcut back to what we were last working on.

Recent List Shortcut:

Again the activation method for this is held under User Preferences and is highlighted on the Preferences screenshot in this blog.

The Recent List can be viewed on the top left-hand corner of your screen and will be activated by either the hover or right-click method.

It allows you to quickly select and return to the company, person, opportunity, quote, order, lead, case, or solution you were most recently dealing with.

See the example of a hover recentlist below:

 

Email Shortcuts:

In addtion to CRM Menu and Recent List shortcuts there are also email action shortcuts:

You can use the following short cuts on any hyperlinked e-mail address for inserting contact information into the e-mail address fields -

Short cut

What it does

Shift + Click

Opens new e-mail and puts addresses in To field.

Ctrl + Click

Opens new e-mail and puts addresses in CC field.

Alt + Click

Opens new e-mail and puts addresses in BCC field.

In this case the 'Click' referred to is a left mouse click.

Keyboard Hot Keys:

If you like working with your keyboard, a number of hot keys are available to make it quicker and easier for you to perform certain tasks in the system. Different hot keys are available in different CRM screens. You can identify the availability of a hot key when you see that a letter on the action button name is underlined.

 

Selecting Alt plus the letter that is underlined performs that action. For example if the letter A is underlined on the New Appointment action button on the current screen, selecting Alt and A creates a new appointment.

The complete list of hot keys available are:

  • Alt + A: Creates a new appointment within the Calendar or Communication tab. The tabs must be in List View to use it.
  • Alt + T: Creates a new task within the Calendar or Communication tab. The tabs must be in List View to use this hot key.
  • Alt + E: Creates a new E-mail within the Calendar or Communication tab.
  • Alt + V: Switches between Calendar and List view within the Calendar or Communication tab.
  • Alt + F: Filters a list according to the criteria you specified.
  • Alt + N: Creates a new entity in the current context. For example, in the Library tab of the Company context.
  • Alt + C: Lets you exit from some screens.
  • Alt + S: Saves records.

 

Comments
  • Thank you for this.  There is a shortcut tab available. Is it possible to launch CRM to that page first? I do not see it as a choice in preferences.