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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.
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Power user

Keyboard shortcuts

Press ? anywhere to open the cheat sheet

Move around the CRM without taking your hands off the keyboard. Shortcuts are ignored while you are typing in a text field, search box, or note editor, so they never interfere with normal input. Press Esc to close any dialog or cancel a pending chord.

Global search — press ⌘ K (or Ctrl K)

Open the command palette from anywhere and start typing to jump straight to a record. It searches across your customers, contacts, leads, quotations, sales orders, invoices, projects, tasks, cases, and products at once — plus the main navigation destinations. Results only ever include records from your current organisation.

Use ↑ ↓ to move through results, Enter to open the highlighted one, and Esc to close. You can also click the Search button in the header.

Go to anywhere — press G, then a letter

The G key starts a navigation chord. Within 2 seconds, press one of the keys below to jump. Follow the chord with N — for example G L N — to land straight on that section's new-record form.

Navigation chord shortcuts
Shortcut Goes to
GD Dashboard
GL Leads
GC Customers
GO Contacts (peOple — C is taken)
GP Projects
GT Tasks
GM Marketing campaigns
GQ Quotations
GS Sales orders
GI Invoices
GB Products
GU Suppliers
GE Purchase orders
GK Service desk cases
GV Competitors
GR Reports
GA Activity feed
GH Chat
GN Inbox

On the current page

Single keys that act on the page you are looking at. They work on index pages (lists) and show pages (details) wherever the corresponding action is available.

Per-page action shortcuts
Shortcut Action
N Create new (lead, customer, invoice, etc.)
E Edit the record on a show page
/ Focus the search field

Within any list

List navigation shortcuts
Shortcut Action
J Move focus to the next row
K Move focus to the previous row
Enter Open the focused row
X Toggle select on the focused row

Accessibility notes

  • Shortcuts use unmodified keys only. Browser combinations like Ctrl+L or ⌘+K are never intercepted.
  • The cheat sheet opens as a native dialog with focus trapping — screen readers announce it, and Esc always closes it.
  • A high-contrast focus ring marks the focused list row, and rows scroll into view automatically when you press J or K.
  • Shortcuts are disabled while typing in any input, textarea, contenteditable region, or select — so a stray N in a note will never trigger a new record.