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
Windows shortcuts
Standard Windows keyboard shortcuts can be used
| Tab to move to next line/field |
| Control + X to cut OR |
| F7 |
| Control + Z to undo |
| Press the first letter of the required menu item |
| Escape |
| When prompted to save, press Shift + ? |
Data entry shortcuts
| Enter in lower case, the system will automatically capitalise the first letter of each word |
| Use k for thousands and m for millions |
| Typing lm into a journal entry (or contact note) and clicking Accept automatically saves the entry as Left Message |
| Drag & drop a document over a Docs button or Letters button |
| Hold in control and click each required criteria option |
| From property gallery screen, hold in control and click each image, then press delete on your keyboard, as outlined here: |
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
| Control + F |
| Control + T |
| Control + D |
| Control + K |
| Control + R |
| Control + P |
| Control + L |
| Control + J |
| Control + A |
| Control + I |
| Control + P |
Right-click shortcuts
| Right-click over email address (or click icon beside)Â |
| Right-click over number/address (or click icon beside)Â |
| Right-click over address in applicant/property/contact/company screen |
| Right-click over name in property screen |
| Right-click over contact number (or click icon beside)Â |
| Right-click over contact number (or click icon beside)Â |
| Right-click over fields where applicant or property records need to be associated |
| Right-click over date (or click icon beside) to display a calendar to choose date from |
| Right-click over Status link on applicant record |
| 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 |
| Right-click over an applicant in the match results list for an option to create a journal entry/contact note |
| Right-click over the Letters button for options to email relevant parties |
| From the works order, right-click over the Documents button for options to email the landlord/tenant/all parties |
| Right-click over a monetary value field to get currency settings/options |
| Right-click over the property postcode to go straight to the map location on Google |
| 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:
| Displays the Last Call date |
| Displays the date & time the record was first saved, plus the date & time the record was last amended and saved |
| Displays the estimated fee as a percentage or fixed fee |
| Displays a summary of the status options currently set |
| 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) |
Related articles
Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help