Keyboard shortcuts are keys or combinations of keys that provide an alternative way to do something that you would typically do with a mouse.
Windows OS users: Press and hold Ctrl and Alt keys, then type the shortcut key(s).
Mac OS users: Press and hold Ctrl and OPTION keys, then type the shortcut key(s).
Note: If you try a keyboard shortcut and it does not work, then you do not have permission to use the function.
Main Menu shortcuts
Action | Windows | MacOS |
---|---|---|
Quick Search | Ctrl + Alt + 1 | Ctrl + ⌘ + 1 |
Edit Contact | Ctrl + Alt + E | Ctrl + ⌘ + E |
Add Contact | Ctrl + Alt + A | Ctrl + ⌘ + A |
Calendar | Ctrl + Alt + C | Ctrl + ⌘ + C |
My Scheduled Appointments | Ctrl + Alt + 4 | Ctrl + ⌘ + 4 |
Documents | Ctrl + Alt + T | Ctrl + ⌘ + D |
My CRM | Ctrl + Alt + H | Ctrl + ⌘ + H |
Dashboard | Ctrl + Alt + B | Ctrl + ⌘ + B |
Audio Review | Ctrl + Alt + 6 | Ctrl + ⌘ + 6 |
Caller UI shortcuts
Action | Windows | MacOS |
---|---|---|
Go to the Contact's Next Panel | Ctrl + Alt + PageUp | Ctrl + ⌘ + PageUp |
Go to the Contact's Previous Panel | Ctrl + Alt + PageDown | Ctrl + ⌘ + PageDown |
Focus on Compose Email button | Ctrl + Alt + 7 | Ctrl + ⌘ + 7 |
View Emails Sent | Ctrl + Alt + V | Ctrl + ⌘ + V |
Add attachment(s) to Contact | Ctrl + Alt + W | Ctrl + ⌘ + W |
View Attachment(s) associated with Contact | Ctrl + Alt + J | Ctrl + ⌘ + J |
Call phone number if only one available | Ctrl + Alt + P | Ctrl + ⌘ + P |
Call phone number when multiple phone numbers are available | Ctrl + Alt + P + # | Ctrl + ⌘ + P + # |
Focus on Comments tab | Ctrl + Alt + N | Ctrl + ⌘ + N |
Focus on Quick Result Code menu | Ctrl + Alt + Q | Ctrl + ⌘ + Q |
Open Result Code Page | Ctrl + Alt + R | Ctrl + ⌘ + R |
User Profile Menu shortcuts
Action | Windows | MacOS |
---|---|---|
User profile | Ctrl + Alt + U | Ctrl + ⌘ + U |
Dialing information | Ctrl + Alt + L | Ctrl + ⌘ + L |
Voicemail Drop | Ctrl + Alt + M | Ctrl + ⌘ + M |
My Email Account | Ctrl + Alt + F | Ctrl + ⌘ + F |
My Calendar Access | Ctrl + Alt + G | Ctrl + ⌘ + G |
Calendar Integration | Ctrl + Alt + I | Ctrl + ⌘ + I |
Change Password | Ctrl + Alt + O | Ctrl + ⌘ + O |
Support | Ctrl + Alt + Z | Ctrl + ⌘ + Z |
Test Controls | Ctrl + Alt + Y | Ctrl + ⌘ + Y |
DocuSign | Ctrl + Alt + 3 | Ctrl + ⌘ + 3 |
Keyboard Shortcuts | Ctrl + Alt + K | Ctrl + ⌘ + K |
Log Out | Ctrl + Alt + X | Ctrl + ⌘ + X |