Learn the keyboard shortcuts available in LACRM to make navigation easier. Access these shortcuts again anytime by selecting Ctrl/Command + K in the CRM.
Please note: the shortcuts will use different keys depending on whether you use a PC or a Mac.
Navigation shortcuts:
- Search: Alt/Option + 1
- Workspace: Alt/Option + 2
- Contacts: Alt/Option + 3
- Calendar: Alt/Option + 4
- Reports: Alt/Option + 5
- Settings: Alt/Option + 6
Create new shortcuts:
- Task: Alt/Option + Shift + 2
- Contact: Alt/Option + Shift + 3
- Company: Ctrl/Command + Alt/Option + Shift + 3
- Event: Alt/Option + Shift + 4
Calendar shortcuts:
- Next Day/Week/Month: Ctrl/Command + right arrow key
- Previous Day/Week/Month: Ctrl/Command + left arrow key
- Please note: the calendar shortcuts will only work in the Day, Week, or Month views. If you’re in the Agenda view, you’ll need to change views before using the shortcuts.
General shortcuts:
- Close pop-up/dialog: Esc
- Save form: Ctrl/Command + Enter
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