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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
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We're listening

Help & feedback

Look for the Help button in the top bar

Stuck on something, or have an idea that would make Beagle CRM better? You can reach our team without leaving the app. Click the Help button (the lifebuoy icon) in the top navigation bar from any page, then choose what you'd like to send:

Support requests

Something not working as expected, or you're not sure how to do something? Raise a support request. Give it a short subject and describe what's happening — the more detail, the faster we can help.

Suggestions

Got an idea for a new feature or an improvement to an existing one? Send it as a suggestion. We read every one — your feedback shapes what we build next.

What happens next

  • Everything you send appears under Support so you can track its status — open, in progress, resolved, or closed.
  • When our team replies, you'll get an email and see the reply in the conversation thread on the request. You can reply back in the same thread to keep the conversation going.
  • Only people in your organisation who raised a request can see it — your requests are private to you.

Sign in and open any organisation to find the Help button in the top bar.