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Keyboard shortcuts

Work through the contact card with the keyboard and set the keys yourself.

The keyboard shortcuts apply in the contact card, that is, where you edit and call leads. In input fields they are switched off. You change them with the keyboard icon (‘Keyboard shortcuts’) at the top right of the contact card.

Default settings

ActionKey
CallW
Hang upS
Previous leadA
Next leadD
DocumentE
EmailR
AppointmentT
NoteQ

Changing keys

Click the keyboard icon. The dialog ‘Keyboard shortcuts’ opens.

Click the displayed key next to the action you want. It shows ‘Press a key …’.

Press the new key. The change applies immediately and is saved.

  • A shortcut is a single key, optionally with Alt. Ctrl and Cmd remain reserved for the browser.
  • If a key is already assigned, Leadmode names the action it belongs to and does not take it over.
  • Delete or Backspace frees the shortcut (‘No key’). Esc cancels.
  • Keys with a fixed function (Esc, Tab, Shift, Ctrl and similar) cannot be assigned.

Other buttons in the dialog

  • The switch Use keyboard shortcuts turns all shortcuts on or off.
  • Reset restores the default settings.
  • Like Close sets the assignment of the Close CRM: L to call, H to hang up, K previous and J next lead, Ö to document, E email, T appointment, N note.
  • Done closes the dialog.

See also

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