Shortcuts Act! CRM for Windows

44 shortcuts3,481 views
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General Shortcuts

WindowsAction
Ctrl+CCopy Selected Text
Ctrl+XCut Selected Text
Ctrl+vPaste selected Text
Ctrl+PPrint the Content
Ctrl+ZUndo Activity
F1Help
Alt+F4Exit Act
Ctrl+NCreate New File/Database
Ctrl+OOpen existing File/Database
Ctrl+SSave File/Database

View Shortcuts

WindowsAction
F7Task List
Alt+F10Company List
Shift+F3Work week user roles
F5Monthly Calender
F8Contact list
F11Contact detail view
F10Group list
Shift+F1Context Sensitive Help
Ctrl+F9Group/Company tab from contact view
F4Mini calender
Alt+F9Activity tab
Shift+F9History tab
Alt+Shift+F9Notes Tab

Activity Shortcuts

WindowsAction
InsertNew Contact,group,company
Ctrl+HRecord history
Ctrl+EEdit Mode On/Off
Ctrl+LSchedule Call
Ctrl+MSchedule Meeting
Ctrl+TSchedule To-do
Ctrl+F5Refresh
Shift+F4Display Timer
Ctrl+F11Add a sales opportunity
Ctrl+IAttach a file
Ctrl+DClear Activity
Ctrl+DelDelete a contact/group
EscClose Menu/Dialog box
Ctrl+InsertAdd Secondary contact
Ctrl+Shift+DReschedule Activity
F12Save a copy/create an empty copy of database
Alt+F12Import data from other file/database
Ctrl+Shift+AOpen Annual Event Search
Shift+F7Open opprtunity list

Navigation Shortcuts

WindowsAction
Alt+F6Switch focus between timer and current window
Ctrl+PgUp/Ctrl+PgDnSwitch to Previous/next contact record