Keyboard Shortcuts

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

Menu Windows Keyboard Shortcut Mac Keyboard Shortcut
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 + D 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

Actions Windows Keyboard Shortcut Mac Keyboard Shortcut Tips
Go to the Contact's Next Panel Ctrl + Alt + PageUp Ctrl + ⌘ + PageUp i.e. Scroll through contact panels from left to right.
Go to the Contact's Previous Panel Ctrl + Alt + PageDown Ctrl + ⌘ + PageDown i.e. Scroll through contact panels from right to left.
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 + # P1 will call first number in contact record. P2 will call second number.
Focus on Comments tab Ctrl + Alt + N Ctrl + ⌘ + N  
Focus on Quick Result Code menu Ctrl + Alt + Q Ctrl + ⌘ + Q Use [Tab] and [Shift] + [Tab] keys to move through the list.
Open Result Code Page Ctrl + Alt + R Ctrl + ⌘ + R Use [Tab] and [Shift] + [Tab] keys to move through the list.

 

User Profile Menu shortcuts

Menu Windows Keyboard Shortcut Mac Keyboard Shortcut
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
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