Throughout ClearView, keyboard shortcuts exist to help streamline certain routine tasks.
As this list continues to grow, check here to determine what shortcuts are available to make your everyday activities that much easier.
Shortcut Key |
Description |
|
|
ALT + a |
|
Quick Add in Create New or Edit mode |
|
ALT + c |
|
|
|
ALT + s |
|
Save changes |
| ALT + v | Save changes & view record | |
|
c |
|
Create new record |
|
d |
|
Delete current record |
|
e |
|
Enter edit-all mode |
|
h |
|
Open help documentation for page |
|
j |
|
Go to previous item (row, tab, dashboard, etc.) |
|
k |
|
Go to next item (row, tab, dashboard, etc.) |
|
t |
|
View Attachments for current record |
|
ALT + t |
|
Add new attachment |
|
r |
|
Copy/clone/replicate tool |
|
x |
|
Export data table/Prospect Search table |
|
: |
|
In detail records, collapse all sections |
|
; |
|
In detail records, expand all sections |
|
/ |
|
Cursor appears in Search box |
|
Up or Down Arrow |
|
Open LOV (list of values) for field |
|
? |
|
See keyboard shortcuts |
g b Go to Batch (if permissible) g c Go to Constant Contact g e Go to Events (if permissible) g l Go to List Manager g n Go to Notifications g p Go to Political Activity (if permissible) g o Go to Opportunities (if permissible) g r Go to Reports (if permissible) g u Go to Utilities g / Go to Prospect Search ALT + 1 or g h Go to Home
Shortcut Key
Description
ALT + a Create Action ALT + n Create Notification ALT + i Create Tag g g View Gifts data table g m View Payments data table Shift + e Send email {slide=Prospect Summary View} ALT + c Cancel in tab settings Add or Edit mode ALT + o Add tab
Shortcut Key
Description
Shortcut Key
Description
ALT + p Open Prospect Record in new tab ALT + l Navigate to Batch Detail History after save - In LOV field, open list - Populate Unit ID (if applicable) when cursor not in a field - Open Unit search when cursor in Unit field
Shortcut Key
Description
ALT + o Add panel e Edit layout ALT + c Cancel in panel settings Add or Edit mode
: Collapse all report descriptions ; Expand all report descriptions
ALT + r Remain on new Registration after save
Shift + e Send email
c Create Connection Quick Action
Shortcut Key
Description
Shortcut Key
Description
Shortcut Key
Description
Shortcut Key
Description
Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.