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Working in the CRM

Keyboard shortcuts

On a Mac use ⌘; on Windows and Linux use Ctrl. Table keys work while the Main table is on screen and you are not typing in a field.

Anywhere in the app

KeysDoes
⌘/Ctrl + KJump to search across every board

In the table

KeysDoes
↑ ↓ ← →Move the selected cell
Tab / Shift + TabMove right / left
Enter or F2Edit the selected cell
Enter while editingSave and move down. On a new row's name, save and start the next row.
Tab while editingSave and move right
Delete / BackspaceClear the selected cell
⌘/Ctrl + CCopy the selected cell
⌘/Ctrl + VPaste a value, or a block copied from a spreadsheet, starting at the selected cell
⌘/Ctrl + ZUndo the last cell edit or rename
EscLeave the edit, or drop the selection

In a record

KeysDoes
EscClose the record
Enter in the task boxAdd the task

In a guided tour

KeysDoes
→ or EnterNext step
←Previous step
EscLeave the tour