Hot keys

You can navigate Sage CRM without using a mouse. You can use keyboard hot keys instead. The hot keys that are available depend on the Sage CRM page that's open.

To identify the availability of a hot key, check that a letter on the action button name is underlined.

You can use the following hot keys:

Action

Firefox

Chrome

Safari

Create a new appointment from the Communications tab.

Alt + Shift + A,
and then press Enter

Alt + Shift + A

Alt + Ctrl + A

Insert today’s date into a date field.

Alt + Shift + N,
and then press Enter

Alt + Shift + N

Alt + Ctrl + N

Create a new task from the Communications tab.

Alt + Shift + T,
and then press Enter

Alt + Shift + T

Alt + Ctrl + T

Create a new email from the Communication tab.

Alt + Shift + E,
and then press Enter

Alt + Shift + E

Alt + Ctrl + E

Exit from some screens.

Alt + Shift + C,
and then press Enter

Alt + Shift + C

Alt + Ctrl + C

Save records.

Alt + Shift + S,
and then press Enter

Alt + Shift + S

Alt + Ctrl + S

Open drop-down lists.

Alt + Shift + ↓,
and then press Enter

Alt + Shift + ↓

Alt + Ctrl + ↓