Case Manager keys

Menu shortcut keys

When you select an option from the main menu you will notice that many can be chosen with a menu shortcut.

However, a number of the menu options also have a more direct Action key. You can see the Action key beside each menu item. Some of these use the function keys while others use a combination of the Control (Ctrl) key and a letter. Some examples are:

• F12: display the Company List
• Ctrl+L: select Cases
• Ctrl+P: print
• F5: refresh the display (to show possible changes by other users)
• Ctrl R - Reports
• Ctrl E - display the Employee List
• Ctrl O - Other Lists
• Ctrl I - Invoice Generator
• Ctrl J - display the Journal Entry List
• Ctrl T - display the Time Sheet

You can see all of these by simply browsing the menu structure.

Standard shortcuts

Standard Windows hot keys, provide keyboard shortcuts in Case Manager. There are visual cues within the program to indicate them.

However, there are some shortcuts that are not obvious and these are listed below.

Arrow keys

The up and down arrow keys move up and down a list when it is the focus.

The left and right arrow keys move you through the case tabs when the case is the focus.

Moving through the Case List

If you hold down the Alt key, the up and down arrow keys will scroll you through the Case list, regardless of where the focus is.

Case tab shortcuts

The following shortcuts apply to the toolbar buttons on the Case related tabs:

• Ctrl N: New
• Ctrl D: Delete
• Ctrl S: Save
• Ctrl Z: Undo
• Ctrl P: Print
• Ctrl F: Show/hide the quick filter row of the grid
• Ctrl L: Link cost to estimate (Estimate tab only)