Tips & shortcuts

This guide has been reviewed against our global client base and classed as relevant to all regions

Click each link below for a range of shortcuts, right-click options and tips that are useful for quick navigation and data entry

1 Windows shortcuts
2 Data entry shortcuts
3 Keyboard shortcuts
4 Right-click shortcuts
5 Pop-up information

Windows shortcuts

Standard Windows keyboard shortcuts can be used

Move around the screen E.g. when adding an applicant	Tab to move to next line/field Shift + tab to move to the previous line/field
Cut, copy & paste Click & drag over the text to be cut/copied first	Control + X to cut OR Control + C to copy Position the cursor where the text is to be moved/copied Control + V to paste
Spell check Click into the box which is to be spell checked	F7
Undo & redo	Control + Z to undo Control + Y to redo
Jump to a menu option/list item Click into the drop down list	Press the first letter of the required menu item
Close the current screen E.g. to close the property screen	Escape
Pre/post save values See the values pre/post the save taking effect	When prompted to save, press Shift + ?

Data entry shortcuts

Names & addresses	Enter in lower case, the system will automatically capitalise the first letter of each word
Monetary values	Use k for thousands and m for millions E.g. enter 900k for £900,000 and enter 1.2m for £1,200,000
Left message journal entry	Typing lm into a journal entry (or contact note) and clicking Accept automatically saves the entry as Left Message
Drag & drop options	Drag & drop a document over a Docs button or Letters button Drag & drop images over the Pictures area on a property
Select multiple criteria options in Power Reports	Hold in control and click each required criteria option (e.g. on a sales property report, hold in control and click Office, Registered, Sales Status) This adds each criteria option to the report screen in one go
Delete multiple images in property gallery	From property gallery screen, hold in control and click each image, then press delete on your keyboard, as outlined here: Delete multiple images/pictures on a property record

Keyboard shortcuts

The shortcuts listed below are available via the property or applicant screen (where the feature exists)
E.g. for the Keys shortcut, you need to be in the property screen

Search Using Universal Search	Control + F
Create journal entry (or telephone/contact note)	Control + T
Create diary entry/appointment	Control + D
Access Keys screen	Control + K
Access Rooms screen	Control + R
Access Property Details screen	Control + P
Access Letters screen	Control + L
Access Journal screen	Control + J
Access Advertising screen	Control + A
Access Invoicing screen	Control + I
Print	Control + P

Right-click shortcuts

Send email	Right-click over email address (or click icon beside)
Copy number/email address	Right-click over number/address (or click icon beside)
Copy address	Right-click over address in applicant/property/contact/company screen
Copy landlord/tenant name(s)	Right-click over name in property screen
Text number Where SMS is in use	Right-click over contact number (or click icon beside)
Dial number Where TAPI dialling is in use	Right-click over contact number (or click icon beside)
Get list of recently accessed records	Right-click over fields where applicant or property records need to be associated E.g. on a diary appointment, a Re field on a journal entry or when adding an offer from the property record
Pick date from calendar	Right-click over date (or click icon beside) to display a calendar to choose date from
Applicant Status options	Right-click over Status link on applicant record
Applicant to property match results	Right-click over a property in the match results list for an option to book a viewing for the applicant on the selected property; also get an option to generate details/brochure for the selected property
Property to applicant match results	Right-click over an applicant in the match results list for an option to create a journal entry/contact note The note will be automatically copied to the matched property record, as well as the applicant record
Email options from offer, tenancy, property & applicant screens	Right-click over the Letters button for options to email relevant parties
Email options from works order screen	From the works order, right-click over the Documents button for options to email the landlord/tenant/all parties
Currency options	Right-click over a monetary value field to get currency settings/options
Google map display	Right-click over the property postcode to go straight to the map location on Google
Current neg details and date in notes section	Right-click over the Notes panel on certain records (e.g. property) to automatically add today's date and your initials/negotiator code - which can then be used to tag your notes

Pop-up information

Hovering over areas of the screen will offer extra information in a pop-up message, such as:

Next Call	Displays the Last Call date
Registered date	Displays the date & time the record was first saved, plus the date & time the record was last amended and saved
Commission / fees	Displays the estimated fee as a percentage or fixed fee
Applicant Status	Displays a summary of the status options currently set
Solicitor	On the Offers screen, hovering over the Solicitor name will display the staff member details dealing with the case (providing they have been selected when selecting the solicitor company record)

Knowledge Base