In today’s world we want to have our information fast, and for that we tend to look for shortcuts. Most of us have shortcuts on our desktops, on our phones and even within our browser windows. So why not have some cool SugarCRM keyboard shortcuts?
Like haven’t you ever wished for quicker ways of doing some of your common tasks in SugarCRM? SugarCRM makes it easier for you in this matter.
SugarCRM user interface is fast and easy to use. It lets you quickly perform certain tasks using keyboard shortcuts. These help increase productivity and accessibility.
There are various shortcuts are available to help you perform some of the common tasks. You can use the shortcut keys to navigate around list view and record view layouts, favourite a record, delete records, etc. in the Sidecar modules (e.g. Accounts, Contacts, etc.)
Here are some SugarCRM keyboard shortcuts that will help you speed up your work.
Global Shortcut Keys
These global SugarCRM keyboard shortcuts can be used to perform the following actions in Sugar:
Open Quick Create Menu to create new leads, accounts etc.
Access the Global Search field to quickly enter a new search
Switch the side intelligence panel on/off
Record View Shortcut Keys
The record view shortcuts can be used to perform the following actions in the record view layout:
Edit the record
Delete the record
Save the record
Open the previous record
Open the next record
Copy the current record
Open the record’s action dropdown menu
List View Shortcut Keys
The list view shortcuts can be used to perform the following actions in the list view layout:
Save a record
Create new record
Edit the record selected in list view
Delete the record selected in list view
Preview the selected record
Open the selected record’s action dropdown menu
Select the next record in the list view
Select the previous record in the list view
Mark selected record as a favourite
Create a new list view filter
Edit custom list view filter