Screen refresh

Ctrl + 5

Search function

Alt + G

Recent Records

Shows most recent records worked on.  “All Recent Records shows last 100 records”

Top left corner of screen

Shortcuts

  Top left corner of screen

Reminders - customizable

Quick Search

Use global search bar and enter first letters of entity + :

Constituent = cons:
Employee = emp:

Vendors = ve:

Contact = cont:
Invoice = inv:
Item = it:

Wildcard Search

Use wildcard search to search for items that contain selected letters.

“%”

Create New

List of options to “Create New” is customizable via the “Personalize” selection in the Create New drop down

Date Field Shortcuts

T = Today’s date

Shift + T = Tomorrow’s date
Y = Yesterday’s date
M = Last day of the month

P = End of current period

I = End of previous period
+ = Move the date forward one day
– = Move the date backward one day

Navigating Subtabs

When you have a transaction or entity record open, each subtab has a single letter underlined in the title. Press and hold Alt and then press the corresponding letter to switch to that subtab. The cursor appears in the first field on the subtab