Awesome SugarCRM Keyboard Shortcuts

In today’s world we want to have our information fast, and for that we tend to look for shortcuts. Most of us have shortcuts on our desktops, on our phones and even within our browser windows.  So why not have some cool SugarCRM keyboard shortcuts?

Like haven’t you ever wished for quicker ways of doing some of your common tasks in SugarCRM? SugarCRM makes it easier for you in this matter. 

SugarCRM user interface is fast and easy to use. It lets you quickly perform certain tasks using keyboard shortcuts. These help increase productivity and accessibility.

There are various shortcuts are available to help you perform some of the common tasks. You can use the shortcut keys to navigate around list view and record view layouts, favourite a record, delete records, etc. in the Sidecar modules (e.g. Accounts, Contacts, etc.)

Here are some SugarCRM keyboard shortcuts that will help you speed up your work.

Global Shortcut Keys

These global SugarCRM keyboard shortcuts can be used to perform the following actions in Sugar: 

 sugarcrm keyboard shortcuts 1 Open Quick Create Menu to create new leads, accounts etc.

 

sugarcrm keyboard shortcuts 2

  Access the Global Search field to quickly enter a new search

 

sugarcrm keyboard shortcuts 3

   Switch the side intelligence panel on/off

 

Record View Shortcut Keys 

The record view shortcuts can be used to perform the following actions in the record view layout:

sugarcrm keyboard shortcuts 4   Edit the record

 

sugarcrm keyboard shortcuts 5   Delete the record

 

sugarcrm keyboard shortcuts 6

   Save the record

 

sugarcrm keyboard shortcuts 7

   Open the previous record

 

sugarcrm keyboard shortcuts 8

    Open the next record

 

sugarcrm keyboard shortcuts 9   Copy the current record

 

sugarcrm keyboard shortcuts 10

   Open the record’s action dropdown menu 

 

 List View Shortcut Keys

The list view shortcuts can be used to perform the following actions in the list view layout:

11

   Save a record  

 

 12

   Create new record  

 

13

   Edit the record selected in list view

 

14

   Delete the record selected in list view

 

15

    Preview the selected record  

 

15

    Open the selected record’s action dropdown menu 

 

 16

   Select the next record in the list view 

 

 17

   Select the previous record in the list view  

 

18

   Mark selected record as a favourite  

 

19

   Create a new list view filter 

 

20

    Edit custom list view filter 

 

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