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Keyboard shortcuts

Go to (press G then…)

  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • Organisation settings (Gear) G G
  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

On the current page

  • New N
  • Edit E
  • Focus search /

Within a list

  • Next / previous row J / K
  • Open focused row Enter
  • Toggle select on row X

General

  • Global search (all records) ⌘K
  • Open this cheat sheet ?
  • Close dialog / clear chord Esc
Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 35

Daily view

Dashboard & activity

What needs attention today

The dashboard is your landing page after the organisation is set up. It surfaces live workspace notifications, unassigned tasks, key pipeline and finance summaries, and navigation into the main areas of the organisation. The Activity Feed and Audit view then let you zoom in on what changed across the business.

Dashboard cards

The dashboard links directly to customers, contacts, leads, quotations, sales orders, invoices, inbox, suppliers, products, purchase orders, projects, tasks, service desk, campaigns, competitors, reports, and forecast — subject to the sections switched on for you. Admins and Agents also see live summary figures for pipeline value, sent quotations, monthly orders, outstanding invoices, overdue amounts, and forecast totals.

Notifications and task prompts

Workspace notifications appear at the top of the dashboard and can be opened or dismissed. If there are unassigned tasks, the dashboard shows a highlighted prompt so work can be claimed quickly.

Activity feed

The Activity page is an organisation-wide event stream. Filter it by area such as leads, quotes, orders, invoices, payments, tasks, contacts, customers, or notes, and page through the timeline when you need a broader view.

Audit trail

The Audit page records detailed create, update, archive, restore, and delete changes across supported sales records. Filter by entity type, event type, user, or reference, then expand an entry to see before-and-after field values. Admins can also purge old audit records using the retention controls.

Audit detail view

Expanded audit entries show who made the change, when it happened, the record reference, the changed fields, and resolved display names for linked records where possible.