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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. In Internet Explorer, press Alt and the letter that's underlined to perform the action. For example, if T is underlined on New Task, press Alt and T to create a new task.

When working with Internet Explorer, available hot keys include:

• Alt + A: Creates a new appointment within the Calendar or Communication tab.
• Alt + N: Inserts today’s date into a date field.
• Alt + T: Creates a new task from the Calendar or Communication tab.
• Alt + E: Creates a new email from the Calendar or Communication tab.
• Alt + V: Switches between Calendar and List view from the Calendar or Communication tab.
• Alt + C: Exitx from some screens.
• Alt + S: Saves records.
• Alt + â: Opens drop-down lists.

If you're working on another browser, use the following hot keys instead:

• Firefox: Alt + Shift + Key, and then press Enter.
• Chrome: use Alt + Shift + Key
• Safari: use Alt + Ctrl + Key

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